Institutional Ownership Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV). We have compiled data on the 787 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $7.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Coastwise Capital Group, LLC
La Jolla, CA |
May 14, 2024 Q1 2024 |
37,991
shares
|
$2.81 Million
2.72% of portfolio
|
Q1 2024
Added 0.47%
|
|
Schaeffer Financial LLC
|
May 01, 2024 Q1 2024 |
36,734
shares
|
$2.72 Million
2.96% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$2.63 Million
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
35,493
shares
|
$2.63 Million
0.12% of portfolio
|
Q1 2024
Reduced 24.73%
|
|
Valley Forge Investment Consultants Inc Adv
|
Apr 30, 2024 Q1 2024 |
35,151
shares
|
$2.6 Million
1.04% of portfolio
|
Q1 2024
Added 221.63%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
34,758
shares
|
$2.57 Million
0.22% of portfolio
|
Q3 2023
Added 1.09%
|
|
Barden Capital Management, Inc.
|
May 09, 2024 Q1 2024 |
34,729
shares
|
$2.57 Million
2.56% of portfolio
|
Q1 2024
Reduced 25.98%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
May 10, 2024 Q1 2024 |
34,150
shares
|
$2.53 Million
0.86% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
Westbourne Investment Advisors, Inc.
|
Apr 22, 2024 Q1 2024 |
33,989
shares
|
$2.51 Million
0.95% of portfolio
|
Q1 2024
Added 3.61%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
33,836
shares
|
$2.5 Million
0.27% of portfolio
|
Q1 2024
Reduced 34.49%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,746
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
32,152
shares
|
$2.38 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
Sja Financial Advisory, LLC
|
May 10, 2024 Q1 2024 |
31,955
shares
|
$2.36 Million
1.78% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Kpp Advisory Services LLC
Louisville, KY |
May 14, 2024 Q1 2024 |
31,933
shares
|
$2.36 Million
0.67% of portfolio
|
Q1 2024
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
31,879
shares
|
$2.36 Million
0.17% of portfolio
|
Q1 2024
Added 17.06%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
31,606
shares
|
$2.34 Million
0.1% of portfolio
|
Q1 2024
Added 709.17%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
31,571
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 13, 2024 Q1 2024 |
31,333
shares
|
$2.32 Million
0.98% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
31,212
shares
|
$2.31 Million
1.39% of portfolio
|
Q1 2024
Reduced 31.95%
|
|
Fagan Associates, Inc.
|
May 06, 2024 Q1 2024 |
31,135
shares
|
$2.3 Million
0.45% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 23, 2024 Q1 2024 |
31,124
shares
|
$2.3 Million
1.19% of portfolio
|
Q1 2024
Added 19.51%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
30,822
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
30,698
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
30,668
shares
|
$2.27 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.3%
|