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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.8K- 1.27% |
$2.41M - $2.63M
|
2.55M
$74M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41.7K- 13.3% |
$3.06M - $3.35M
|
272K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-44.8K- 2.71% |
$3.29M - $3.6M
|
1.61M
$46.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-49.1K- 3.92% |
$3.6M - $3.94M
|
1.2M
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.45% |
$4.31M - $4.71M
|
277K
$8.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-82.7K- 86.67% |
$6.07M - $6.64M
|
12.7K
$369K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-177K- 28.97% |
$13M - $14.2M
|
434K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-216K- 19.74% |
$15.9M - $17.4M
|
880K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-220K- 4.95% |
$16.2M - $17.7M
|
4.24M
$123M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-382K- 3.43% |
$28.1M - $30.7M
|
10.7M
$312M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-714K- 17.76% |
$52.4M - $57.4M
|
3.31M
$95.9M
|