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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.2K+ 200.0% |
$108K - $338K
|
6.3K
$183K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.69K+ 122.07% |
$95.1K - $297K
|
6.71K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.55K+ 5.47% |
$91.6K - $286K
|
68.5K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.53K+ 200.0% |
$90.9K - $283K
|
5.29K
$154K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$148K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.36K+ 101.27% |
$86.7K - $270K
|
6.68K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.19KNew |
$82.2K - $256K
|
3.19K
$92.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3KNew |
$77.4K - $241K
|
3K
$87.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.99K+ 200.0% |
$77.1K - $240K
|
4.48K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.93K+ 201.93% |
$75.6K - $236K
|
4.38K
$128K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.93K+ 200.0% |
$75.6K - $236K
|
4.4K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.91K+ 201.8% |
$75.2K - $234K
|
4.36K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.88K+ 37.62% |
$74.3K - $232K
|
10.5K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.86K+ 644.14% |
$73.8K - $230K
|
3.3K
$96.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.83K+ 200.0% |
$73K - $228K
|
4.25K
$124K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.81KNew |
$72.4K - $226K
|
2.81K
$81.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.76K+ 200.0% |
$71.2K - $222K
|
4.14K
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.7K+ 204.39% |
$69.6K - $217K
|
4.02K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.68KNew |
$69K - $215K
|
2.68K
$77.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.65K+ 1.8% |
$68.4K - $213K
|
150K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.5K+ 221.94% |
$64.4K - $201K
|
3.63K
$106K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.48K+ 201.87% |
$63.9K - $199K
|
3.7K
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.44K+ 201.9% |
$63K - $196K
|
3.65K
$106K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.4K+ 200.0% |
$61.9K - $193K
|
3.6K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.39K+ 201.18% |
$61.5K - $192K
|
3.57K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.35KNew |
$60.6K - $189K
|
2.35K
$68.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.28K+ 129.05% |
$58.8K - $183K
|
4.05K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.26K+ 209.44% |
$58.4K - $182K
|
3.35K
$97.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$87.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$87.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$51.3K - $160K
|
1.99K
$57.9K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.88K+ 7.94% |
$48.4K - $151K
|
25.5K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85K+ 200.0% |
$47.6K - $148K
|
2.77K
$80.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 201.75% |
$47.6K - $148K
|
2.76K
$80.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.65K+ 200.0% |
$42.6K - $133K
|
2.48K
$72.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1.61K+ 200.0% |
$41.6K - $130K
|
2.42K
$70.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.5K+ 200.0% |
$38.6K - $120K
|
2.24K
$65.3K
|
|
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.49K+ 200.0% |
$38.4K - $120K
|
2.24K
$65.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.47K+ 200.0% |
$38K - $118K
|
2.21K
$64.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.42K+ 209.63% |
$36.5K - $114K
|
2.09K
$60.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 2.38% |
$35.3K - $110K
|
58.7K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.36K+ 200.0% |
$35.1K - $109K
|
2.04K
$59.4K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.25K+ 255.62% |
$32.2K - $101K
|
1.74K
$50.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.2KNew |
$30.9K - $96.5K
|
1.2K
$34.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.2K+ 201.34% |
$30.9K - $96.3K
|
1.79K
$52.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.18K+ 200.0% |
$30.4K - $94.7K
|
1.77K
$51.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.12K+ 200.0% |
$28.9K - $90K
|
1.68K
$48.9K
|