Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.86K- 1.9% |
$128K - $142K
|
96.1K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.95K- 5.88% |
$134K - $148K
|
31.1K
$898K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.95K- 6.4% |
$134K - $148K
|
28.5K
$822K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.98K- 0.72% |
$137K - $151K
|
275K
$7.94M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.02K- 2.35% |
$139K - $153K
|
83.7K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.04K- 13.24% |
$140K - $155K
|
13.4K
$385K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.12K- 43.3% |
$146K - $161K
|
2.77K
$80K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.31K- 3.22% |
$159K - $175K
|
69.4K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.34K- 8.74% |
$161K - $178K
|
24.5K
$705K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.47K- 27.4% |
$170K - $188K
|
6.54K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.5K- 9.24% |
$172K - $190K
|
24.6K
$708K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 7.83% |
$180K - $199K
|
30.8K
$889K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 2.44% |
$187K - $206K
|
109K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.72K- 3.13% |
$187K - $207K
|
84.3K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.78K- 6.37% |
$191K - $211K
|
40.8K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.79K- 15.06% |
$192K - $212K
|
15.7K
$454K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 23.02% |
$199K - $220K
|
9.68K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 11.72% |
$202K - $223K
|
22.1K
$638K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.06K- 31.87% |
$211K - $232K
|
6.54K
$188K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.07K- 1.7% |
$211K - $233K
|
178K
$5.13M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.08K- 52.53% |
$212K - $234K
|
2.79K
$80.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.1K- 12.93% |
$213K - $236K
|
20.9K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3.17K- 43.43% |
$218K - $241K
|
4.13K
$119K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.18K- 17.16% |
$219K - $242K
|
15.4K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.21K- 0.69% |
$221K - $244K
|
463K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.22K- 25.76% |
$222K - $245K
|
9.29K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.35K- 10.87% |
$230K - $254K
|
27.4K
$791K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.57K- 61.89% |
$246K - $271K
|
2.2K
$63.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.67K- 15.95% |
$252K - $279K
|
19.3K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.67K- 1.0% |
$253K - $279K
|
363K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.68K- 26.9% |
$253K - $280K
|
10K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.76K- 22.4% |
$259K - $286K
|
13K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.84K- 5.25% |
$264K - $292K
|
69.3K
$2M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.92K- 2.0% |
$270K - $298K
|
192K
$5.54M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.22K- 4.14% |
$290K - $320K
|
97.7K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 4.7% |
$292K - $323K
|
86.2K
$2.49M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 19.87% |
$299K - $330K
|
17.5K
$505K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.35K- 43.72% |
$300K - $331K
|
5.6K
$162K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.35K- 51.93% |
$300K - $331K
|
4.03K
$116K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.43K- 30.12% |
$305K - $336K
|
10.3K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.45K- 34.03% |
$306K - $338K
|
8.62K
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.6K- 0.42% |
$317K - $350K
|
1.1M
$31.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.81K- 6.95% |
$331K - $365K
|
64.3K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.03K- 5.77% |
$346K - $382K
|
82.1K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.24K- 25.61% |
$361K - $398K
|
15.2K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.29K- 25.14% |
$364K - $402K
|
15.8K
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.57K- 10.77% |
$383K - $423K
|
46.1K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-5.87K- 3.24% |
$404K - $446K
|
176K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.92K- 6.97% |
$407K - $450K
|
79K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-6.02K- 31.77% |
$414K - $457K
|
12.9K
$372K
|