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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-37.8K- 39.19% |
$2.6M - $2.87M
|
58.7K
$1.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.9K- 43.96% |
$2.74M - $3.03M
|
50.8K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-41.5K- 6.38% |
$2.85M - $3.15M
|
609K
$17.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 6.15% |
$2.92M - $3.22M
|
647K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 6.15% |
$2.92M - $3.22M
|
647K
$18.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-42.7K- 46.93% |
$2.94M - $3.24M
|
48.2K
$1.39M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-42.9K- 0.41% |
$2.95M - $3.26M
|
10.5M
$303M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-43.7K- 35.23% |
$3.01M - $3.32M
|
80.3K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-45.7K- 73.46% |
$3.15M - $3.47M
|
16.5K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.2K- 63.67% |
$3.18M - $3.51M
|
26.4K
$760K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51.9K- 52.13% |
$3.57M - $3.95M
|
47.7K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-54.8K- 93.08% |
$3.77M - $4.16M
|
4.07K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.2K- 40.99% |
$3.94M - $4.35M
|
82.4K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-66.1K- 34.68% |
$4.55M - $5.02M
|
124K
$3.59M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.8K- 1.75% |
$5.01M - $5.53M
|
4.1M
$118M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-85.6K- 3.44% |
$5.89M - $6.5M
|
2.4M
$69.2M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 7.37% |
$9.32M - $10.3M
|
1.7M
$49.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164K- 33.36% |
$11.3M - $12.4M
|
327K
$9.43M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 5.5% |
$14.6M - $16.1M
|
3.64M
$105M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-221K- 50.38% |
$15.2M - $16.8M
|
218K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 84.25% |
$22.7M - $25.1M
|
61.8K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-489K- 2.51% |
$33.6M - $37.1M
|
19M
$547M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09M- 19.18% |
$74.7M - $82.5M
|
4.58M
$132M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.78M- 57.87% |
$260M - $287M
|
2.75M
$79.4M
|