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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.4K+ 70.36% |
$1.13M - $1.23M
|
37.2K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
15K+ 68.95% |
$1.1M - $1.2M
|
36.7K
$998K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.4K+ 139.96% |
$1.06M - $1.16M
|
24.8K
$675K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.3K+ 9.94% |
$1.05M - $1.15M
|
158K
$4.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.1K+ 17.58% |
$1.03M - $1.13M
|
94.1K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14K+ 1.54% |
$1.03M - $1.13M
|
921K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 108.91% |
$999K - $1.09M
|
26.1K
$711K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 10.97% |
$999K - $1.09M
|
138K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13.6KNew |
$998K - $1.09M
|
13.6K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
13.4KNew |
$986K - $1.08M
|
13.4K
$366K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
12.7K+ 3.41% |
$931K - $1.02M
|
384K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 10.36% |
$926K - $1.01M
|
134K
$3.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.3K+ 14.18% |
$906K - $991K
|
99.3K
$2.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
12.3K+ 7.82% |
$900K - $985K
|
169K
$4.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$891K - $976K
|
12.1K
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.1KNew |
$890K - $975K
|
12.1K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7K+ 229.11% |
$861K - $943K
|
16.8K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.82KNew |
$721K - $789K
|
9.82K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.77K+ 23.11% |
$718K - $785K
|
52.1K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.68K+ 11.76% |
$711K - $778K
|
92K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.62K+ 243.65% |
$707K - $773K
|
13.6K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.18KNew |
$674K - $738K
|
9.18K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.52K+ 193.13% |
$625K - $685K
|
12.9K
$352K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8.48KNew |
$623K - $681K
|
8.48K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
8.21KNew |
$603K - $660K
|
8.21K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.19KNew |
$602K - $658K
|
8.19K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.98K+ 1.81% |
$586K - $641K
|
450K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.69K+ 669.86% |
$565K - $618K
|
8.84K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.67KNew |
$563K - $616K
|
7.67K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
7.35KNew |
$539K - $590K
|
7.35K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.32KNew |
$537K - $588K
|
7.32K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.28K+ 190.57% |
$534K - $585K
|
11.1K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
7.04K+ 200.0% |
$517K - $566K
|
10.6K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.83K+ 36.09% |
$501K - $549K
|
25.7K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.74K+ 2.25% |
$495K - $542K
|
307K
$8.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
6.49KNew |
$476K - $522K
|
6.49K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.38KNew |
$469K - $513K
|
6.38K
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6.34K+ 118.19% |
$466K - $510K
|
11.7K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.61K+ 5.44% |
$412K - $451K
|
109K
$2.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.47K+ 2.02% |
$402K - $440K
|
276K
$7.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.44K+ 3.12% |
$399K - $437K
|
180K
$4.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.37K+ 100.15% |
$394K - $432K
|
10.7K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.35K+ 1.74% |
$393K - $430K
|
313K
$8.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.35K+ 51.35% |
$393K - $430K
|
15.8K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.34K+ 1.33% |
$392K - $429K
|
406K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.25K+ 759.33% |
$385K - $422K
|
5.94K
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.42KNew |
$324K - $355K
|
4.42K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.36KNew |
$320K - $350K
|
4.36K
$119K
|