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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-62- 0.49% |
$4.55K - $4.98K
|
12.5K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 0.41% |
$4.7K - $5.14K
|
15.7K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-64- 1.79% |
$4.7K - $5.14K
|
3.51K
$95.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-65- 0.84% |
$4.77K - $5.22K
|
7.64K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 1.71% |
$5.21K - $5.71K
|
4.08K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-72- 14.88% |
$5.29K - $5.79K
|
412
$11.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-73- 0.27% |
$5.36K - $5.87K
|
27.1K
$738K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 0.67% |
$5.51K - $6.03K
|
11K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-75- 0.54% |
$5.51K - $6.03K
|
13.9K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-76- 0.41% |
$5.58K - $6.11K
|
18.6K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-80- 0.72% |
$5.87K - $6.43K
|
11K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-81- 97.59% |
$5.95K - $6.51K
|
2
$54.5
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-82- 1.84% |
$6.02K - $6.59K
|
4.37K
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-85- 9.33% |
$6.24K - $6.83K
|
826
$22.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 3.12% |
$6.61K - $7.23K
|
2.79K
$76K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-94- 0.32% |
$6.9K - $7.55K
|
29.2K
$796K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 11.48% |
$7.34K - $8.04K
|
771
$21K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-108- 6.99% |
$7.93K - $8.68K
|
1.44K
$39.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-117- 6.21% |
$8.59K - $9.4K
|
1.77K
$48.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-120- 1.17% |
$8.81K - $9.64K
|
10.1K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-126- 97.67% |
$9.25K - $10.1K
|
3
$81.7
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-134- 1.56% |
$9.84K - $10.8K
|
8.48K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-135- 0.43% |
$9.91K - $10.8K
|
31.1K
$847K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-135- 4.46% |
$9.91K - $10.8K
|
2.89K
$78.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-139- 1.67% |
$10.2K - $11.2K
|
8.2K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-140- 3.93% |
$10.3K - $11.3K
|
3.42K
$93.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-141- 0.14% |
$10.4K - $11.3K
|
97.3K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-145- 4.56% |
$10.6K - $11.7K
|
3.04K
$82.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-145- 0.46% |
$10.6K - $11.7K
|
31.2K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-149- 1.87% |
$10.9K - $12K
|
7.84K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-150- 4.5% |
$11K - $12.1K
|
3.18K
$86.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-154- 4.43% |
$11.3K - $12.4K
|
3.32K
$90.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-155- 0.21% |
$11.4K - $12.5K
|
73.9K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-158- 2.38% |
$11.6K - $12.7K
|
6.48K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-183- 3.09% |
$13.4K - $14.7K
|
5.75K
$156K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-188- 0.68% |
$13.8K - $15.1K
|
27.3K
$745K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-195- 0.48% |
$14.3K - $15.7K
|
40.5K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-195- 1.25% |
$14.3K - $15.7K
|
15.4K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-199- 0.76% |
$14.6K - $16K
|
25.9K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-204- 0.08% |
$15K - $16.4K
|
269K
$7.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-205- 0.46% |
$15.1K - $16.5K
|
44.6K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-206- 1.36% |
$15.1K - $16.6K
|
14.9K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-210- 3.19% |
$15.4K - $16.9K
|
6.38K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-237- 7.5% |
$17.4K - $19K
|
2.92K
$79.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 12.89% |
$18.4K - $20.1K
|
1.69K
$46K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-255- 4.99% |
$18.7K - $20.5K
|
4.85K
$132K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-256- 2.18% |
$18.8K - $20.6K
|
11.5K
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-258- 8.67% |
$18.9K - $20.7K
|
2.72K
$74K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-270- 0.37% |
$19.8K - $21.7K
|
73K
$1.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-290- 2.03% |
$21.3K - $23.3K
|
14K
$381K
|