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 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
36+ 0.43% |
$2.64K - $2.89K
|
8.42K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
35+ 1.25% |
$2.57K - $2.81K
|
2.83K
$82K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
34+ 0.73% |
$2.5K - $2.73K
|
4.68K
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34+ 0.14% |
$2.5K - $2.73K
|
25.1K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
34+ 1.14% |
$2.5K - $2.73K
|
3.02K
$87.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 0.1% |
$2.42K - $2.65K
|
32.3K
$938K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
32+ 1.18% |
$2.35K - $2.57K
|
2.74K
$79.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
32+ 1.16% |
$2.35K - $2.57K
|
2.79K
$80.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32+ 0.13% |
$2.35K - $2.57K
|
24.6K
$713K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31New |
$2.28K - $2.49K
|
31
$899
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31+ 0.19% |
$2.28K - $2.49K
|
16.1K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30+ 0.66% |
$2.2K - $2.41K
|
4.55K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.22% |
$2.2K - $2.41K
|
13.8K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
29+ 0.4% |
$2.13K - $2.33K
|
7.21K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
26+ 1.11% |
$1.91K - $2.09K
|
2.37K
$68.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
24+ 0.03% |
$1.76K - $1.93K
|
94.1K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
24+ 0.29% |
$1.76K - $1.93K
|
8.38K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.42% |
$1.69K - $1.85K
|
5.5K
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 1.14% |
$1.47K - $1.61K
|
1.78K
$51.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17+ 0.61% |
$1.25K - $1.37K
|
2.78K
$80.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 1.11% |
$1.17K - $1.29K
|
1.45K
$42.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 1.12% |
$1.17K - $1.29K
|
1.44K
$41.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 1.17% |
$955 - $1.04K
|
1.13K
$32.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
11+ 0.94% |
$808 - $884
|
1.19K
$34.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.31% |
$734 - $804
|
3.21K
$93.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
9+ 0.01% |
$661 - $723
|
60.9K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.16% |
$661 - $723
|
5.76K
$167K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$587 - $643
|
8
$232
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.09% |
$514 - $563
|
7.63K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.22% |
$514 - $563
|
3.25K
$94.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
7+ 0.16% |
$514 - $563
|
4.3K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.16% |
$441 - $482
|
3.76K
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 1.11% |
$441 - $482
|
545
$15.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.15% |
$367 - $402
|
3.37K
$97.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5+ 0.17% |
$367 - $402
|
2.87K
$83.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 1.08% |
$294 - $321
|
374
$10.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.87% |
$294 - $321
|
463
$13.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4+ 0.12% |
$294 - $321
|
3.41K
$98.8K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.15% |
$294 - $321
|
2.72K
$78.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.17% |
$220 - $241
|
260
$7.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.04% |
$147 - $161
|
4.67K
$135K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$147 - $161
|
5.39K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$147 - $161
|
11.9K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 25.0% |
$73.4 - $80.4
|
5
$145
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$73.4 - $80.4
|
595
$17.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 50.0% |
$73.4 - $80.4
|
3
$87
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.03% |
$73.4 - $80.4
|
3.1K
$89.8K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.12% |
$73.4 - $80.4
|
806
$23.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$73.4 - $80.4
|
2.96K
$85.9K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.6% |
$73.4 - $80.4
|
169
$4.9K
|