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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82.5K+ 180.46% |
$2.13M - $6.63M
|
128K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
80K+ 182.36% |
$2.06M - $6.44M
|
124K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
79.7K+ 193.8% |
$2.05M - $6.4M
|
121K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
73.4KNew |
$1.89M - $5.9M
|
73.4K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
67K+ 209.82% |
$1.73M - $5.39M
|
98.9K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
66.9K+ 203.97% |
$1.72M - $5.37M
|
99.6K
$2.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.2K+ 2.6% |
$1.71M - $5.32M
|
2.62M
$71.3M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
64.5K+ 248.75% |
$1.66M - $5.18M
|
90.4K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
63.3K+ 231.43% |
$1.63M - $5.09M
|
90.6K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
59.2K+ 190.25% |
$1.53M - $4.76M
|
90.3K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
58K+ 200.1% |
$1.49M - $4.66M
|
86.9K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
53.7K+ 198.31% |
$1.39M - $4.32M
|
80.8K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
53.3K+ 164.93% |
$1.38M - $4.29M
|
85.7K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
51.3K+ 204.56% |
$1.32M - $4.13M
|
76.4K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
48.3K+ 196.26% |
$1.25M - $3.88M
|
72.9K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48K+ 438.97% |
$1.24M - $3.86M
|
58.9K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.6K+ 107.59% |
$1.23M - $3.83M
|
91.9K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40K+ 159.25% |
$1.03M - $3.22M
|
65.1K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
39.8K+ 293.16% |
$1.03M - $3.2M
|
53.4K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 188.54% |
$1M - $3.13M
|
59.5K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
38.1K+ 316.51% |
$982K - $3.06M
|
50.1K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
37.5K+ 249.62% |
$968K - $3.02M
|
52.6K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.4K+ 236.17% |
$913K - $2.85M
|
50.4K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.2K+ 208.6% |
$907K - $2.83M
|
52K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32.8K+ 188.86% |
$846K - $2.64M
|
50.2K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
30.4K+ 193.97% |
$784K - $2.44M
|
46.1K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.3KNew |
$756K - $2.36M
|
29.3K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
29.3K+ 213.08% |
$755K - $2.35M
|
43K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
28.1K+ 200.89% |
$725K - $2.26M
|
42.1K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28K+ 200.02% |
$721K - $2.25M
|
42K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
26.9K+ 265.61% |
$693K - $2.16M
|
37K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.3K+ 202.07% |
$677K - $2.11M
|
39.3K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
24.4K+ 328.58% |
$629K - $1.96M
|
31.8K
$867K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
24.3K+ 150.18% |
$625K - $1.95M
|
40.4K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.2K+ 201.7% |
$624K - $1.94M
|
36.2K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.9K+ 194.44% |
$590K - $1.84M
|
34.7K
$944K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
22.6K+ 204.3% |
$582K - $1.81M
|
33.6K
$915K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.3K+ 268.62% |
$575K - $1.79M
|
30.6K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 198.56% |
$575K - $1.79M
|
33.5K
$914K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.9K+ 200.0% |
$566K - $1.76M
|
32.9K
$897K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21.7K+ 200.0% |
$560K - $1.75M
|
32.6K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21K+ 249.86% |
$543K - $1.69M
|
29.5K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21K+ 282.6% |
$542K - $1.69M
|
28.5K
$776K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20.8K+ 201.83% |
$536K - $1.67M
|
31.1K
$847K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.5KNew |
$528K - $1.64M
|
20.5K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20.4K+ 200.55% |
$526K - $1.64M
|
30.5K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
19.6K+ 201.92% |
$504K - $1.57M
|
29.2K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 200.0% |
$502K - $1.57M
|
29.2K
$796K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
19.2K+ 200.0% |
$495K - $1.54M
|
28.8K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.8K+ 220.1% |
$485K - $1.51M
|
27.3K
$745K
|