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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-495- 12.94% |
$36.3K - $39.8K
|
3.33K
$97K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-496- 1.32% |
$36.4K - $39.9K
|
37K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-496- 1.0% |
$36.4K - $39.9K
|
49K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 2.54% |
$37.4K - $40.9K
|
19.5K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-517- 3.17% |
$38K - $41.6K
|
15.8K
$459K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-523- 2.04% |
$38.4K - $42K
|
25.1K
$730K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-525- 13.36% |
$38.6K - $42.2K
|
3.4K
$99.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-528- 1.13% |
$38.8K - $42.4K
|
46.2K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-534- 9.08% |
$39.2K - $42.9K
|
5.35K
$156K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-559- 55.35% |
$41K - $44.9K
|
451
$13.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-560- 12.8% |
$41.1K - $45K
|
3.81K
$111K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-565- 14.49% |
$41.5K - $45.4K
|
3.34K
$97.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-572- 1.63% |
$42K - $46K
|
34.5K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-574- 4.65% |
$42.1K - $46.1K
|
11.8K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-625- 11.07% |
$45.9K - $50.2K
|
5.02K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-626- 4.93% |
$46K - $50.3K
|
12.1K
$352K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-639- 0.58% |
$46.9K - $51.4K
|
109K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-661- 17.66% |
$48.5K - $53.1K
|
3.08K
$89.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-667- 53.11% |
$49K - $53.6K
|
589
$17.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-670- 0.29% |
$49.2K - $53.8K
|
230K
$6.7M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-699- 3.34% |
$51.3K - $56.2K
|
20.2K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-732- 18.81% |
$53.8K - $58.8K
|
3.16K
$92K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-734- 8.19% |
$53.9K - $59K
|
8.23K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-745- 0.39% |
$54.7K - $59.9K
|
189K
$5.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-750- 16.41% |
$55.1K - $60.3K
|
3.82K
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-754- 16.97% |
$55.4K - $60.6K
|
3.69K
$107K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-755- 18.28% |
$55.4K - $60.7K
|
3.38K
$98.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-757- 7.91% |
$55.6K - $60.8K
|
8.82K
$257K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-758- 12.03% |
$55.7K - $60.9K
|
5.54K
$161K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-802- 2.84% |
$58.9K - $64.5K
|
27.4K
$799K
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-822- 23.87% |
$60.4K - $66.1K
|
2.62K
$76.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 19.62% |
$62.2K - $68.1K
|
3.47K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-851- 0.61% |
$62.5K - $68.4K
|
138K
$4.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-853- 1.13% |
$62.6K - $68.6K
|
74.3K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-860- 0.76% |
$63.1K - $69.1K
|
113K
$3.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-870- 1.61% |
$63.9K - $69.9K
|
53.3K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-888- 2.64% |
$65.2K - $71.4K
|
32.8K
$954K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-891- 2.05% |
$65.4K - $71.6K
|
42.6K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-892- 1.66% |
$65.5K - $71.7K
|
52.8K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-895- 3.32% |
$65.7K - $71.9K
|
26.1K
$760K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-904- 0.87% |
$66.4K - $72.7K
|
103K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-907- 1.07% |
$66.6K - $72.9K
|
83.9K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-926- 17.34% |
$68K - $74.4K
|
4.42K
$129K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-973- 16.43% |
$71.4K - $78.2K
|
4.95K
$144K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-991- 1.88% |
$72.8K - $79.6K
|
51.8K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.02K- 15.6% |
$74.9K - $82K
|
5.52K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.04K- 4.4% |
$76.1K - $83.3K
|
22.5K
$654K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.04K- 2.46% |
$76.4K - $83.7K
|
41.3K
$1.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.06K- 0.6% |
$77.5K - $84.8K
|
175K
$5.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.06K- 29.6% |
$77.8K - $85.2K
|
2.52K
$73.4K
|