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 |
|---|---|---|---|---|---|---|---|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
10.4KNew |
$269K - $837K
|
10.4K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 200.0% |
$267K - $832K
|
15.5K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.3K+ 201.76% |
$266K - $831K
|
15.5K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.3K+ 177.84% |
$266K - $829K
|
16.1K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3K+ 324.92% |
$265K - $825K
|
13.4K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
10.1K+ 184.67% |
$261K - $814K
|
15.6K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10.1K+ 202.52% |
$261K - $813K
|
15.1K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
10.1K+ 199.8% |
$260K - $811K
|
15.1K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10K+ 200.0% |
$258K - $804K
|
15K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.97K+ 197.78% |
$257K - $802K
|
15K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
9.97K+ 206.01% |
$257K - $801K
|
14.8K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
9.96KNew |
$257K - $801K
|
9.96K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
9.93K+ 200.77% |
$256K - $799K
|
14.9K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.93K+ 282.64% |
$256K - $799K
|
13.4K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.84K+ 173.54% |
$254K - $791K
|
15.5K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
9.76K+ 359.03% |
$252K - $785K
|
12.5K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.75K+ 200.89% |
$251K - $784K
|
14.6K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.64K+ 183.61% |
$249K - $775K
|
14.9K
$404K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.6K+ 150.51% |
$248K - $772K
|
16K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
9.59K+ 190.9% |
$247K - $771K
|
14.6K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.44K+ 170.81% |
$243K - $759K
|
15K
$406K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.41K+ 293.12% |
$243K - $756K
|
12.6K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.35K+ 189.05% |
$241K - $752K
|
14.3K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9.32K+ 177.18% |
$240K - $749K
|
14.6K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9.3K+ 200.0% |
$240K - $748K
|
14K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.16KNew |
$236K - $736K
|
9.16K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.15KNew |
$236K - $735K
|
9.15K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
9.13K+ 208.85% |
$235K - $734K
|
13.5K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.12K+ 200.37% |
$235K - $733K
|
13.7K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.07K+ 379.18% |
$234K - $729K
|
11.5K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.97K+ 200.22% |
$231K - $722K
|
13.5K
$365K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
8.95KNew |
$231K - $719K
|
8.95K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.91K+ 237.19% |
$230K - $716K
|
12.7K
$344K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
8.89K+ 200.0% |
$229K - $715K
|
13.3K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
8.88K+ 206.77% |
$229K - $714K
|
13.2K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.88K+ 252.21% |
$229K - $714K
|
12.4K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.86KNew |
$229K - $713K
|
8.86K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8.85K+ 199.98% |
$228K - $712K
|
13.3K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.83K+ 189.12% |
$228K - $710K
|
13.5K
$366K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
8.81K+ 158.89% |
$227K - $708K
|
14.4K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.74K+ 186.64% |
$225K - $703K
|
13.4K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
8.72K+ 200.0% |
$225K - $701K
|
13.1K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
8.68K+ 200.0% |
$224K - $698K
|
13K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.54K+ 200.0% |
$220K - $687K
|
12.8K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
8.51K+ 200.0% |
$219K - $684K
|
12.8K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.44K+ 1496.81% |
$218K - $679K
|
9.01K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.24K+ 200.0% |
$213K - $663K
|
12.4K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
8.2K+ 284.29% |
$211K - $659K
|
11.1K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.19KNew |
$211K - $659K
|
8.19K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.17K+ 200.79% |
$211K - $657K
|
12.2K
$332K
|