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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
222+ 200.0% |
$5.73K - $17.8K
|
333
$9.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
222New |
$5.73K - $17.8K
|
222
$6.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
215+ 200.93% |
$5.54K - $17.3K
|
322
$9.37K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
211New |
$5.44K - $17K
|
211
$6.14K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 200.0% |
$5.16K - $16.1K
|
300
$8.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
194New |
$5K - $15.6K
|
194
$5.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
188+ 200.0% |
$4.85K - $15.1K
|
282
$8.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
155New |
$4K - $12.5K
|
155
$4.51K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 200.0% |
$3.87K - $12.1K
|
225
$6.55K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
140+ 200.0% |
$3.61K - $11.3K
|
210
$6.11K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
135New |
$3.48K - $10.9K
|
135
$3.93K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
134+ 200.0% |
$3.46K - $10.8K
|
201
$5.85K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
130+ 200.0% |
$3.35K - $10.5K
|
195
$5.68K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 203.13% |
$3.35K - $10.5K
|
194
$5.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
124+ 200.0% |
$3.2K - $9.97K
|
186
$5.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
111New |
$2.86K - $8.92K
|
111
$3.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111New |
$2.86K - $8.92K
|
111
$3.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
102+ 200.0% |
$2.63K - $8.2K
|
153
$4.45K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
93New |
$2.4K - $7.48K
|
93
$2.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 200.0% |
$2.32K - $7.24K
|
135
$3.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
78New |
$2.01K - $6.27K
|
78
$2.27K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
78New |
$2.01K - $6.27K
|
78
$2.27K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
76+ 200.0% |
$1.96K - $6.11K
|
114
$3.32K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
72+ 200.0% |
$1.86K - $5.79K
|
108
$3.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
66+ 200.0% |
$1.7K - $5.31K
|
99
$2.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
62+ 200.0% |
$1.6K - $4.98K
|
93
$2.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58+ 200.0% |
$1.5K - $4.66K
|
87
$2.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40+ 200.0% |
$1.03K - $3.22K
|
60
$1.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36+ 200.0% |
$928 - $2.89K
|
54
$1.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$928 - $2.89K
|
36
$1.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
25New |
$645 - $2.01K
|
25
$728
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 200.0% |
$516 - $1.61K
|
30
$873
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
18+ 66.67% |
$464 - $1.45K
|
45
$1.31K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 0.6% |
$438 - $1.37K
|
2.83K
$82.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
12+ 200.0% |
$309 - $965
|
18
$524
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10+ 200.0% |
$258 - $804
|
15
$437
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 200.0% |
$258 - $804
|
15
$437
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6+ 200.0% |
$155 - $482
|
9
$262
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6+ 0.02% |
$155 - $482
|
37.9K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6New |
$155 - $482
|
6
$175
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 150.0% |
$77.4 - $241
|
5
$146
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3New |
$77.4 - $241
|
3
$87.3
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$51.6 - $161
|
3
$87.3
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.8 - $80.4
|
1
$29.1
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$25.8 - $80.4
|
553K
$16.1M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1Closed |
$25.8 - $80.4
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 27.15% |
$6.11K - $19.1K
|
636
$18.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-259- 24.5% |
$6.68K - $20.8K
|
798
$23.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-284- 2.2% |
$7.32K - $22.8K
|
12.6K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-315- 1.69% |
$8.12K - $25.3K
|
18.3K
$533K
|