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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.14K+ 197.6% |
$210K - $654K
|
12.3K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.11K+ 216.12% |
$209K - $652K
|
11.9K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.11K+ 190.84% |
$209K - $652K
|
12.4K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
8.1K+ 200.0% |
$209K - $651K
|
12.2K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.08K+ 200.0% |
$208K - $649K
|
12.1K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.05K+ 214.49% |
$208K - $648K
|
11.8K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.03KNew |
$207K - $646K
|
8.03K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8K+ 210.0% |
$206K - $643K
|
11.8K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.96K+ 200.0% |
$205K - $640K
|
11.9K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
7.93K+ 219.51% |
$205K - $638K
|
11.5K
$313K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7.87KNew |
$203K - $632K
|
7.87K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.85K+ 189.93% |
$202K - $631K
|
12K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
7.83KNew |
$202K - $630K
|
7.83K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.81K+ 191.47% |
$201K - $628K
|
11.9K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7.79K+ 200.0% |
$201K - $626K
|
11.7K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.75K+ 235.56% |
$200K - $623K
|
11K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.75K+ 175.45% |
$200K - $623K
|
12.2K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.71K+ 200.31% |
$199K - $620K
|
11.6K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.64K+ 200.0% |
$197K - $614K
|
11.5K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 200.0% |
$196K - $611K
|
11.4K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.56K+ 198.09% |
$195K - $607K
|
11.4K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.55K+ 200.0% |
$195K - $607K
|
11.3K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7.54K+ 200.0% |
$194K - $606K
|
11.3K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.5K+ 200.0% |
$193K - $603K
|
11.3K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7.45K+ 395.12% |
$192K - $599K
|
9.34K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.41K+ 124.74% |
$191K - $596K
|
13.3K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.38K+ 200.0% |
$190K - $593K
|
11.1K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.36K+ 168.24% |
$190K - $592K
|
11.7K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.36K+ 181.81% |
$190K - $591K
|
11.4K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
7.3K+ 92.64% |
$188K - $587K
|
15.2K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.23K+ 205.37% |
$186K - $581K
|
10.8K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 241.4% |
$184K - $575K
|
10.1K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.09K+ 214.04% |
$183K - $570K
|
10.4K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.91K+ 195.86% |
$178K - $556K
|
10.4K
$283K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.9K+ 248.52% |
$178K - $555K
|
9.68K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.84K+ 154.74% |
$176K - $550K
|
11.3K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.81K+ 203.22% |
$176K - $547K
|
10.2K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.78K+ 199.97% |
$175K - $545K
|
10.2K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6.77K+ 198.8% |
$175K - $545K
|
10.2K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.75K+ 200.15% |
$174K - $543K
|
10.1K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.67K+ 199.97% |
$172K - $536K
|
10K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.66K+ 200.0% |
$172K - $536K
|
10K
$271K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 199.97% |
$172K - $536K
|
9.99K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.51K+ 200.0% |
$168K - $524K
|
9.77K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.5K+ 200.37% |
$168K - $523K
|
9.75K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.49K+ 195.39% |
$167K - $522K
|
9.81K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.38K+ 200.0% |
$165K - $513K
|
9.57K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.32K+ 200.0% |
$163K - $508K
|
9.48K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.32K+ 199.97% |
$163K - $508K
|
9.47K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6.24K+ 200.0% |
$161K - $502K
|
9.36K
$254K
|