Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
335
+ 13.34%
$24K - $25.4K
2.85K $71.1K
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
334
+ 53.87%
$24K - $25.3K
954 $23.8K
Jul 23, 2024 Q2 2024
Von Berge Wealth Management Group, LLC

BUY
 -
317
+ 0.57%
$22.7K - $24K
56.1K $1.4M
Aug 06, 2024 Q2 2024
Diversified Investment Strategies, LLC

BUY
 -
317
+ 6.03%
$22.7K - $24K
5.57K $139K
Jul 22, 2024 Q2 2024
Smart Portfolios, LLC

Seattle, WA
BUY
 -
305
+ 3.68%
$21.9K - $23.1K
8.6K $215K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
304
New
$21.8K - $23.1K
304 $7.6K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
297
New
$21.3K - $22.5K
297 $7.42K
Aug 12, 2024 Q2 2024
Econ Financial Services Corp

BUY
 -
278
+ 2.93%
$19.9K - $21.1K
9.77K $244K
Aug 12, 2024 Q2 2024
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
276
+ 11.66%
$19.8K - $20.9K
2.64K $66K
Aug 14, 2024 Q2 2024
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
260
+ 0.51%
$18.7K - $19.7K
51K $1.27M
Aug 09, 2024 Q2 2024
Fagan Associates, Inc.

BUY
 -
238
+ 0.76%
$17.1K - $18.1K
31.4K $784K
Jan 10, 2025 Q2 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
236
+ 0.28%
$16.9K - $17.9K
85.5K $2.14M
Aug 13, 2024 Q2 2024
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
222
+ 0.71%
$15.9K - $16.8K
31.6K $789K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
205
New
$14.7K - $15.6K
205 $5.12K
Aug 01, 2024 Q2 2024
Everett Harris & CO

BUY
 -
200
+ 2.55%
$14.3K - $15.2K
8.06K $201K
Aug 01, 2024 Q2 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
194
+ 1.93%
$13.9K - $14.7K
10.2K $256K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
187
+ 0.59%
$13.4K - $14.2K
31.8K $794K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
186
New
$13.3K - $14.1K
186 $4.65K
Jul 12, 2024 Q2 2024
Mirador Capital Partners LP

BUY
 -
177
+ 4.14%
$12.7K - $13.4K
4.45K $111K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
159
New
$11.4K - $12.1K
159 $3.97K
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
158
+ 1.68%
$11.3K - $12K
9.54K $238K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
157
+ 0.49%
$11.3K - $11.9K
32.3K $807K
Jul 17, 2024 Q2 2024
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
157
+ 1.22%
$11.3K - $11.9K
13K $324K
Sep 20, 2024 Q2 2024
Centaurus Financial, Inc.

BUY
 -
140
+ 5.75%
$10K - $10.6K
2.57K $64.3K
Aug 05, 2024 Q2 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
136
+ 0.13%
$9.76K - $10.3K
103K $2.59M
Jul 24, 2024 Q2 2024
West Oak Capital, LLC

BUY
 -
130
New
$9.33K - $9.86K
130 $3.25K
Aug 02, 2024 Q2 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
111
+ 1.29%
$7.96K - $8.42K
8.73K $218K
Jul 23, 2024 Q2 2024
Sol Capital Management CO

BUY
 -
105
+ 0.74%
$7.53K - $7.97K
14.3K $357K
Sep 20, 2024 Q2 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
105
+ 4.02%
$7.53K - $7.97K
2.72K $67.9K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
103
+ 3.61%
$7.39K - $7.81K
2.96K $74K
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
103
+ 0.83%
$7.39K - $7.81K
12.5K $313K
Jul 24, 2024 Q2 2024
Capital Insight Partners, LLC

BUY
 -
102
+ 1.16%
$7.32K - $7.74K
8.93K $223K
Jul 26, 2024 Q2 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
100
+ 3.25%
$7.17K - $7.59K
3.18K $79.5K
Jul 01, 2024 Q2 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
89
+ 1.29%
$6.38K - $6.75K
7K $175K
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
79
+ 0.04%
$5.67K - $5.99K
192K $4.81M
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
77
New
$5.52K - $5.84K
77 $1.92K
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
75
+ 1.77%
$5.38K - $5.69K
4.32K $108K
Aug 01, 2024 Q2 2024
Fsa Advisors, Inc.

Troy, MI
BUY
 -
72
+ 1.79%
$5.17K - $5.46K
4.09K $102K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
70
New
$5.02K - $5.31K
70 $1.75K
Jul 17, 2024 Q2 2024
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
66
+ 0.9%
$4.73K - $5.01K
7.44K $186K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
65
+ 7.85%
$4.66K - $4.93K
893 $22.3K
Aug 07, 2024 Q2 2024
Mitchell Sinkler & Starr

BUY
 -
60
+ 12.0%
$4.3K - $4.55K
560 $14K
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
60
+ 0.62%
$4.3K - $4.55K
9.74K $243K
Aug 09, 2024 Q2 2024
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
54
+ 0.49%
$3.87K - $4.1K
11.1K $276K
Jul 08, 2024 Q2 2024
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
47
+ 1.02%
$3.37K - $3.57K
4.64K $116K
Jul 16, 2024 Q2 2024
Fortress Wealth Management, Inc.

BUY
 -
41
+ 0.13%
$2.94K - $3.11K
31.3K $781K
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
35
+ 0.59%
$2.51K - $2.66K
6K $150K
Jul 26, 2024 Q2 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
35
+ 0.59%
$2.51K - $2.66K
5.94K $148K
Aug 08, 2024 Q2 2024
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
34
+ 0.06%
$2.44K - $2.58K
52.8K $1.32M

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