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
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17+ 0.61% |
$1.25K - $1.37K
|
2.78K
$75.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 1.12% |
$1.17K - $1.29K
|
1.44K
$39.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 1.11% |
$1.17K - $1.29K
|
1.45K
$39.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 1.17% |
$955 - $1.04K
|
1.13K
$30.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
11+ 0.94% |
$808 - $884
|
1.19K
$32.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.31% |
$734 - $804
|
3.21K
$87.4K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.16% |
$661 - $723
|
5.76K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
9+ 0.01% |
$661 - $723
|
60.9K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$587 - $643
|
8
$218
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
7+ 0.16% |
$514 - $563
|
4.3K
$117K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.09% |
$514 - $563
|
7.63K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.22% |
$514 - $563
|
3.25K
$88.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 1.11% |
$441 - $482
|
545
$14.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.16% |
$441 - $482
|
3.76K
$102K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.15% |
$367 - $402
|
3.37K
$91.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5+ 0.17% |
$367 - $402
|
2.87K
$78.2K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.15% |
$294 - $321
|
2.72K
$74.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 1.08% |
$294 - $321
|
374
$10.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4+ 0.12% |
$294 - $321
|
3.41K
$92.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.87% |
$294 - $321
|
463
$12.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.17% |
$220 - $241
|
260
$7.08K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$147 - $161
|
11.9K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$147 - $161
|
5.39K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.04% |
$147 - $161
|
4.67K
$127K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 25.0% |
$73.4 - $80.4
|
5
$136
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 50.0% |
$73.4 - $80.4
|
3
$81.7
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.6% |
$73.4 - $80.4
|
169
$4.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $80.4
|
5.42K
$148K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$73.4 - $80.4
|
2.96K
$80.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$73.4 - $80.4
|
595
$16.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.03% |
$73.4 - $80.4
|
3.1K
$84.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1- 1.12% |
$73.4 - $80.4
|
88
$2.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6- 0.06% |
$441 - $482
|
9.68K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-6- 0.16% |
$441 - $482
|
3.75K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-7- 0.23% |
$514 - $563
|
3.02K
$82.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 0.05% |
$587 - $643
|
15.3K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.34% |
$1.03K - $1.13K
|
4.12K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 19.48% |
$1.1K - $1.21K
|
62
$1.69K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-15- 0.15% |
$1.1K - $1.21K
|
10.2K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 3.21% |
$1.1K - $1.21K
|
453
$12.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-19- 0.38% |
$1.4K - $1.53K
|
4.95K
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-22- 0.62% |
$1.62K - $1.77K
|
3.52K
$95.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-24- 0.24% |
$1.76K - $1.93K
|
9.95K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-35- 0.32% |
$2.57K - $2.81K
|
10.9K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-40- 0.11% |
$2.94K - $3.21K
|
35.2K
$958K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 0.72% |
$3.67K - $4.02K
|
6.85K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.46% |
$3.67K - $4.02K
|
10.9K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-52- 0.01% |
$3.82K - $4.18K
|
390K
$10.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-58- 2.04% |
$4.26K - $4.66K
|
2.79K
$76K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-59- 2.23% |
$4.33K - $4.74K
|
2.58K
$70.4K
|