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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
41+ 0.13% |
$2.94K - $3.11K
|
31.3K
$901K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35+ 0.59% |
$2.51K - $2.66K
|
6K
$173K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 0.59% |
$2.51K - $2.66K
|
5.94K
$171K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
34+ 0.06% |
$2.44K - $2.58K
|
52.8K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33+ 2.45% |
$2.37K - $2.5K
|
1.38K
$39.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 20.56% |
$1.58K - $1.67K
|
129
$3.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20+ 0.38% |
$1.43K - $1.52K
|
5.26K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
20+ 0.47% |
$1.43K - $1.52K
|
4.29K
$124K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18+ 11.25% |
$1.29K - $1.37K
|
178
$5.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$1.29K - $1.37K
|
18
$519
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
14+ 0.5% |
$1K - $1.06K
|
2.8K
$80.7K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 0.1% |
$717 - $759
|
9.55K
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.08% |
$717 - $759
|
11.8K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.61% |
$646 - $683
|
1.49K
$42.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$574 - $607
|
4.05K
$117K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6+ 0.16% |
$430 - $455
|
3.76K
$108K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.65% |
$430 - $455
|
933
$26.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.8% |
$430 - $455
|
131
$3.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 100.0% |
$71.7 - $75.9
|
2
$57.7
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- -0.0% |
$71.7 - $75.9
|
22.6K
$651K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$71.7 - $75.9
|
16.1K
$464K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.15% |
$71.7 - $75.9
|
676
$19.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$71.7 - $75.9
|
25.1K
$723K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2- 0.05% |
$143 - $152
|
4.11K
$118K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$215 - $228
|
4.41K
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4- 0.04% |
$287 - $303
|
11.3K
$326K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-8- 22.86% |
$574 - $607
|
27
$778
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13- 14.44% |
$933 - $986
|
77
$2.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14- 0.19% |
$1K - $1.06K
|
7.36K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-17- 0.01% |
$1.22K - $1.29K
|
176K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-19- 0.57% |
$1.36K - $1.44K
|
3.33K
$96K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-20- 0.05% |
$1.43K - $1.52K
|
40.5K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20- 0.39% |
$1.43K - $1.52K
|
5.17K
$149K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-23- 0.14% |
$1.65K - $1.74K
|
16.4K
$472K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-25- 0.73% |
$1.79K - $1.9K
|
3.4K
$98.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-25- 0.1% |
$1.79K - $1.9K
|
23.9K
$688K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-26- 0.07% |
$1.87K - $1.97K
|
39.2K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 1.05% |
$2.08K - $2.2K
|
2.75K
$79.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29- 1.94% |
$2.08K - $2.2K
|
1.47K
$42.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-30- 7.14% |
$2.15K - $2.28K
|
390
$11.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-33- 1.15% |
$2.37K - $2.5K
|
2.84K
$81.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-33- 9.97% |
$2.37K - $2.5K
|
298
$8.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-34- 1.24% |
$2.44K - $2.58K
|
2.7K
$77.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-35- 0.22% |
$2.51K - $2.66K
|
15.7K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 0.48% |
$2.73K - $2.88K
|
7.89K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-40- 0.7% |
$2.87K - $3.03K
|
5.67K
$163K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 0.26% |
$2.87K - $3.03K
|
15.3K
$441K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-40- 1.15% |
$2.87K - $3.03K
|
3.45K
$99.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-42- 0.03% |
$3.01K - $3.19K
|
146K
$4.2M
|