Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.82M+ 206.91% |
$72.8M - $227M
|
4.19M
$114M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.81M+ 197.78% |
$46.7M - $146M
|
2.72M
$74.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63MNew |
$42.1M - $131M
|
1.63M
$44.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.41M+ 324.26% |
$36.3M - $113M
|
1.84M
$50.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.33M+ 150.7% |
$34.2M - $107M
|
2.21M
$60.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
984K+ 219.87% |
$25.4M - $79.1M
|
1.43M
$39M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
950K+ 208.93% |
$24.5M - $76.4M
|
1.4M
$38.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
927K+ 215.39% |
$23.9M - $74.6M
|
1.36M
$37M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
813K+ 211.6% |
$21M - $65.4M
|
1.2M
$32.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
752K+ 262.86% |
$19.4M - $60.5M
|
1.04M
$28.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
731KNew |
$18.8M - $58.7M
|
731K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
681KNew |
$17.6M - $54.7M
|
681K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
589K+ 193.7% |
$15.2M - $47.4M
|
894K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
524K+ 193.5% |
$13.5M - $42.1M
|
794K
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
461K+ 200.29% |
$11.9M - $37.1M
|
691K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
394K+ 223.66% |
$10.2M - $31.7M
|
571K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
391K+ 206.72% |
$10.1M - $31.4M
|
580K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
387K+ 229.18% |
$9.98M - $31.1M
|
556K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
368K+ 240.64% |
$9.49M - $29.6M
|
521K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357K+ 193.21% |
$9.2M - $28.7M
|
541K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
349K+ 200.11% |
$9.01M - $28.1M
|
524K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
263K+ 190.2% |
$6.79M - $21.2M
|
402K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
263K+ 278.93% |
$6.77M - $21.1M
|
357K
$9.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
261K+ 206.13% |
$6.74M - $21M
|
388K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
228K+ 198.05% |
$5.88M - $18.3M
|
343K
$9.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
228K+ 218.38% |
$5.87M - $18.3M
|
332K
$9.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
224K+ 199.12% |
$5.79M - $18M
|
337K
$9.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
223K+ 203.7% |
$5.74M - $17.9M
|
332K
$9.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
212K+ 304.11% |
$5.48M - $17.1M
|
282K
$7.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
207KNew |
$5.33M - $16.6M
|
207K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
189K+ 199.82% |
$4.88M - $15.2M
|
284K
$7.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
188K+ 202.03% |
$4.85M - $15.1M
|
281K
$7.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
186K+ 175.49% |
$4.81M - $15M
|
293K
$7.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
183K+ 255.25% |
$4.71M - $14.7M
|
254K
$6.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
181KNew |
$4.67M - $14.6M
|
181K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
179K+ 210.03% |
$4.61M - $14.4M
|
264K
$7.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
174K+ 198.8% |
$4.48M - $14M
|
261K
$7.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
155KNew |
$4.01M - $12.5M
|
155K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
145K+ 165.39% |
$3.74M - $11.7M
|
233K
$6.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
126K+ 242.23% |
$3.26M - $10.2M
|
179K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
123KNew |
$3.16M - $9.86M
|
123K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 214.13% |
$2.94M - $9.18M
|
167K
$4.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
114K+ 188.9% |
$2.93M - $9.15M
|
174K
$4.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
110K+ 196.07% |
$2.83M - $8.82M
|
166K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
106K+ 441.31% |
$2.75M - $8.56M
|
131K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
105K+ 282.06% |
$2.7M - $8.43M
|
142K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
101K+ 195.25% |
$2.61M - $8.14M
|
153K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
97K+ 217.62% |
$2.5M - $7.8M
|
142K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
94.4K+ 275.1% |
$2.43M - $7.59M
|
129K
$3.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
83.5K+ 192.85% |
$2.15M - $6.71M
|
127K
$3.45M
|