Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-33.3K- 9.99% |
$2.39M - $2.52M
|
300K
$8.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.4K- 5.32% |
$2.39M - $2.53M
|
593K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-37.6K- 33.17% |
$2.7M - $2.85M
|
75.8K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-40.9K- 32.86% |
$2.93M - $3.1M
|
83.5K
$2.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-41.9K- 3.24% |
$3.01M - $3.18M
|
1.25M
$34M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.3K- 61.9% |
$3.54M - $3.74M
|
30.3K
$823K
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-50K- 50.0% |
$3.59M - $3.79M
|
50K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-51.3K- 3.02% |
$3.68M - $3.89M
|
1.65M
$44.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56.7K- 93.56% |
$4.07M - $4.3M
|
3.9K
$106K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57.8K- 9.43% |
$4.15M - $4.38M
|
555K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57.8K- 93.61% |
$4.15M - $4.39M
|
3.95K
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66.5K- 16.79% |
$4.77M - $5.05M
|
330K
$8.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-77K- 1.88% |
$5.53M - $5.84M
|
4.02M
$109M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-82.7K- 38.01% |
$5.94M - $6.28M
|
135K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 2.58% |
$8.48M - $8.97M
|
4.46M
$121M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-171K- 6.22% |
$12.3M - $13M
|
2.58M
$70.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-254K- 94.16% |
$18.2M - $19.3M
|
15.7K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-344K- 1.81% |
$24.7M - $26.1M
|
18.6M
$506M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.72M- 71.87% |
$123M - $130M
|
671K
$18.2M
|