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 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.7K- 3.76% |
$272K - $297K
|
94.7K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.78K- 8.82% |
$278K - $304K
|
39.1K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.11K- 4.48% |
$302K - $330K
|
87.6K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.11K- 1.0% |
$302K - $331K
|
406K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-4.13K- 8.46% |
$303K - $332K
|
44.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.39K- 30.8% |
$322K - $353K
|
9.86K
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.42K- 7.86% |
$325K - $356K
|
51.9K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.62K- 5.8% |
$339K - $371K
|
75K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.65K- 2.69% |
$341K - $374K
|
168K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.79K- 0.74% |
$351K - $385K
|
643K
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.8K- 5.13% |
$353K - $386K
|
88.7K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.97K- 29.8% |
$365K - $400K
|
11.7K
$341K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5KClosed |
$367K - $402K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.02K- 6.62% |
$368K - $403K
|
70.8K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.2K- 9.27% |
$382K - $418K
|
50.9K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.81K- 57.06% |
$427K - $467K
|
4.37K
$127K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-5.93K- 42.93% |
$435K - $476K
|
7.88K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.96K- 18.14% |
$438K - $479K
|
26.9K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.99K- 52.99% |
$439K - $481K
|
5.31K
$155K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 3.56% |
$478K - $524K
|
176K
$5.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.01K- 1.26% |
$515K - $564K
|
548K
$15.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.63K- 63.54% |
$560K - $613K
|
4.38K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.71K- 7.36% |
$566K - $619K
|
97K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.84K- 6.14% |
$576K - $630K
|
120K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.92K- 9.3% |
$581K - $636K
|
77.2K
$2.25M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.29K- 4.31% |
$682K - $746K
|
206K
$6.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.37K- 29.5% |
$688K - $753K
|
22.4K
$652K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.38K- 7.95% |
$688K - $753K
|
109K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.64K- 2.72% |
$707K - $774K
|
345K
$10M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.85K- 10.42% |
$723K - $792K
|
84.7K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 2.99% |
$745K - $816K
|
330K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 10.67% |
$775K - $849K
|
88.4K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.6K- 25.0% |
$782K - $856K
|
31.9K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10.7K- 33.07% |
$784K - $858K
|
21.6K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 7.34% |
$785K - $860K
|
135K
$3.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 34.2% |
$787K - $862K
|
20.6K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.3K- 20.37% |
$831K - $910K
|
44.2K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-11.7K- 1.96% |
$856K - $936K
|
584K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 3.25% |
$929K - $1.02M
|
376K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-14.1K- 11.89% |
$1.03M - $1.13M
|
104K
$3.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.7K- 5.81% |
$1.15M - $1.26M
|
255K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 2.16% |
$1.2M - $1.31M
|
737K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 56.64% |
$1.26M - $1.38M
|
13.2K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-18.4K- 8.5% |
$1.35M - $1.48M
|
198K
$5.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 5.92% |
$1.43M - $1.57M
|
310K
$9.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.5K- 6.32% |
$1.51M - $1.65M
|
304K
$8.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-20.8K- 75.84% |
$1.53M - $1.67M
|
6.63K
$193K
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-21.9K- 64.5% |
$1.61M - $1.76M
|
12.1K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-26K- 85.44% |
$1.91M - $2.09M
|
4.43K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.9K- 5.54% |
$2.34M - $2.56M
|
544K
$15.8M
|