Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-754- 16.97% |
$55.4K - $60.6K
|
3.69K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-755- 18.28% |
$55.4K - $60.7K
|
3.38K
$93.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-757- 7.91% |
$55.6K - $60.8K
|
8.82K
$245K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-758- 12.03% |
$55.7K - $60.9K
|
5.54K
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-802- 2.84% |
$58.9K - $64.5K
|
27.4K
$763K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 19.62% |
$62.2K - $68.1K
|
3.47K
$96.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-851- 0.61% |
$62.5K - $68.4K
|
138K
$3.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-853- 1.13% |
$62.6K - $68.6K
|
74.3K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-860- 0.76% |
$63.1K - $69.1K
|
113K
$3.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-870- 1.61% |
$63.9K - $69.9K
|
53.3K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-888- 2.64% |
$65.2K - $71.4K
|
32.8K
$911K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-891- 2.05% |
$65.4K - $71.6K
|
42.6K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-892- 1.66% |
$65.5K - $71.7K
|
52.8K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-895- 3.32% |
$65.7K - $71.9K
|
26.1K
$726K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-904- 0.87% |
$66.4K - $72.7K
|
103K
$2.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-907- 1.07% |
$66.6K - $72.9K
|
83.9K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-926- 17.34% |
$68K - $74.4K
|
4.42K
$123K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-973- 16.43% |
$71.4K - $78.2K
|
4.95K
$138K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-991- 1.88% |
$72.8K - $79.6K
|
51.8K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.02K- 15.6% |
$74.9K - $82K
|
5.52K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.04K- 4.4% |
$76.1K - $83.3K
|
22.5K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.04K- 2.46% |
$76.4K - $83.7K
|
41.3K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.06K- 0.6% |
$77.5K - $84.8K
|
175K
$4.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.06K- 29.6% |
$77.8K - $85.2K
|
2.52K
$70.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 5.97% |
$78.6K - $86.1K
|
16.9K
$469K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.08K- 15.45% |
$79.2K - $86.6K
|
5.9K
$164K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.15K- 2.2% |
$84.4K - $92.4K
|
51K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.16K- 29.12% |
$85.3K - $93.3K
|
2.83K
$78.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.16K- 3.86% |
$85.5K - $93.6K
|
29K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.17K- 17.17% |
$85.9K - $94K
|
5.65K
$157K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.23K- 1.3% |
$90.2K - $98.8K
|
93.1K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 22.68% |
$90.3K - $98.9K
|
4.19K
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 19.22% |
$94.4K - $103K
|
5.4K
$150K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 2.79% |
$95.1K - $104K
|
45.1K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.33K- 8.13% |
$97.7K - $107K
|
15K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 23.37% |
$101K - $110K
|
4.49K
$125K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.52K- 0.37% |
$111K - $122K
|
405K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.55K- 5.53% |
$114K - $125K
|
26.5K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.57K- 13.42% |
$115K - $126K
|
10.1K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.58K- 38.28% |
$116K - $127K
|
2.54K
$70.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.58K- 3.1% |
$116K - $127K
|
49.4K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.6K- 16.44% |
$118K - $129K
|
8.14K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.61K- 1.8% |
$118K - $129K
|
87.4K
$2.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.63K- 12.69% |
$120K - $131K
|
11.2K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.71K- 2.28% |
$125K - $137K
|
73.3K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.74K- 9.12% |
$128K - $140K
|
17.4K
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.79K- 8.08% |
$132K - $144K
|
20.4K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 26.98% |
$146K - $160K
|
5.38K
$149K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.03K- 18.57% |
$149K - $163K
|
8.92K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.09K- 12.99% |
$153K - $168K
|
14K
$388K
|