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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 5.97% |
$78.6K - $86.1K
|
16.9K
$491K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.08K- 15.45% |
$79.2K - $86.6K
|
5.9K
$172K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.15K- 2.2% |
$84.4K - $92.4K
|
51K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.16K- 29.12% |
$85.3K - $93.3K
|
2.83K
$82.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.16K- 3.86% |
$85.5K - $93.6K
|
29K
$843K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.17K- 17.17% |
$85.9K - $94K
|
5.65K
$164K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.23K- 1.3% |
$90.2K - $98.8K
|
93.1K
$2.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 22.68% |
$90.3K - $98.9K
|
4.19K
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 19.22% |
$94.4K - $103K
|
5.4K
$157K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 2.79% |
$95.1K - $104K
|
45.1K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.33K- 8.13% |
$97.7K - $107K
|
15K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 23.37% |
$101K - $110K
|
4.49K
$131K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.52K- 0.37% |
$111K - $122K
|
405K
$11.8M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.55K- 5.53% |
$114K - $125K
|
26.5K
$772K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.57K- 13.42% |
$115K - $126K
|
10.1K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.58K- 38.28% |
$116K - $127K
|
2.54K
$74.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.58K- 3.1% |
$116K - $127K
|
49.4K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.6K- 16.44% |
$118K - $129K
|
8.14K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.61K- 1.8% |
$118K - $129K
|
87.4K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.63K- 12.69% |
$120K - $131K
|
11.2K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.71K- 2.28% |
$125K - $137K
|
73.3K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.74K- 9.12% |
$128K - $140K
|
17.4K
$506K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.79K- 8.08% |
$132K - $144K
|
20.4K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 26.98% |
$146K - $160K
|
5.38K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.03K- 18.57% |
$149K - $163K
|
8.92K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.09K- 12.99% |
$153K - $168K
|
14K
$407K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.1K- 22.02% |
$154K - $169K
|
7.44K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.1K- 22.02% |
$154K - $169K
|
7.44K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.14K- 13.22% |
$157K - $172K
|
14.1K
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.19K- 0.68% |
$161K - $176K
|
322K
$9.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.23K- 7.05% |
$163K - $179K
|
29.3K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.23K- 7.52% |
$164K - $179K
|
27.5K
$800K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.36K- 17.99% |
$174K - $190K
|
10.8K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.41K- 2.88% |
$177K - $193K
|
81.1K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.47K- 3.42% |
$181K - $199K
|
69.9K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.49K- 0.62% |
$183K - $200K
|
398K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.55K- 24.99% |
$187K - $205K
|
7.66K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.62K- 7.28% |
$192K - $211K
|
33.4K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.64K- 90.02% |
$194K - $212K
|
293
$8.53K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.67K- 24.75% |
$196K - $215K
|
8.12K
$236K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.74K- 12.23% |
$201K - $220K
|
19.7K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.79K- 4.28% |
$205K - $224K
|
62.4K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 3.87% |
$215K - $236K
|
72.7K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.95K- 18.51% |
$217K - $237K
|
13K
$378K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.96K- 2.71% |
$217K - $238K
|
106K
$3.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-3.06K- 28.77% |
$225K - $246K
|
7.58K
$221K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.2K- 11.8% |
$235K - $257K
|
23.9K
$695K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-3.24K- 1.18% |
$238K - $261K
|
271K
$7.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 6.46% |
$247K - $270K
|
48.7K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.38K- 12.42% |
$248K - $272K
|
23.8K
$694K
|