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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.5K+ 222.4% |
$477K - $1.49M
|
26.8K
$730K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.8K+ 57.3% |
$459K - $1.43M
|
48.8K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
17.7K+ 201.14% |
$457K - $1.42M
|
26.5K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.6K+ 200.0% |
$455K - $1.42M
|
26.5K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.3K+ 193.91% |
$446K - $1.39M
|
26.2K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17K+ 199.99% |
$437K - $1.36M
|
25.4K
$693K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.8K+ 201.78% |
$433K - $1.35M
|
25.1K
$684K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
16.7KNew |
$430K - $1.34M
|
16.7K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16.4K+ 209.14% |
$423K - $1.32M
|
24.2K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.3K+ 200.02% |
$420K - $1.31M
|
24.4K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
15.7K+ 200.0% |
$406K - $1.27M
|
23.6K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$391K - $1.22M
|
15.2K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7K+ 351.63% |
$380K - $1.19M
|
18.9K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
14.4K+ 175.19% |
$370K - $1.15M
|
22.5K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 200.24% |
$359K - $1.12M
|
20.9K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.8KNew |
$356K - $1.11M
|
13.8K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.7KNew |
$353K - $1.1M
|
13.7K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6K+ 2.37% |
$351K - $1.1M
|
590K
$16.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.6KNew |
$350K - $1.09M
|
13.6K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.5KNew |
$349K - $1.09M
|
13.5K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13.5K+ 202.82% |
$347K - $1.08M
|
20.1K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13.3K+ 200.0% |
$344K - $1.07M
|
20K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13.2K+ 200.0% |
$342K - $1.06M
|
19.9K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.3KNew |
$317K - $987K
|
12.3K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12K+ 298.04% |
$310K - $967K
|
16.1K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
12K+ 200.33% |
$310K - $966K
|
18K
$491K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
11.6K+ 526.84% |
$299K - $933K
|
13.8K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
11.3K+ 199.98% |
$291K - $908K
|
16.9K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
11.2K+ 208.82% |
$290K - $904K
|
16.6K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
11.1K+ 201.56% |
$287K - $894K
|
16.6K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
10.8K+ 193.81% |
$279K - $868K
|
16.4K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.3K+ 177.84% |
$266K - $829K
|
16.1K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
9.97K+ 206.01% |
$257K - $801K
|
14.8K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.44K+ 170.81% |
$243K - $759K
|
15K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.41K+ 293.12% |
$243K - $756K
|
12.6K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.16KNew |
$236K - $736K
|
9.16K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.15KNew |
$236K - $735K
|
9.15K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
9.13K+ 208.85% |
$235K - $734K
|
13.5K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.07K+ 379.18% |
$234K - $729K
|
11.5K
$312K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
8.95KNew |
$231K - $719K
|
8.95K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8.85K+ 199.98% |
$228K - $712K
|
13.3K
$362K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
8.81K+ 158.89% |
$227K - $708K
|
14.4K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.74K+ 186.64% |
$225K - $703K
|
13.4K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.19KNew |
$211K - $659K
|
8.19K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.08K+ 200.0% |
$208K - $649K
|
12.1K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.05K+ 214.49% |
$208K - $648K
|
11.8K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8K+ 210.0% |
$206K - $643K
|
11.8K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.96K+ 200.0% |
$205K - $640K
|
11.9K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.85K+ 189.93% |
$202K - $631K
|
12K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.71K+ 200.31% |
$199K - $620K
|
11.6K
$315K
|