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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.3K+ 268.62% |
$575K - $1.79M
|
30.6K
$830K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 198.56% |
$575K - $1.79M
|
33.5K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
22.1K+ 192.5% |
$571K - $1.78M
|
33.6K
$912K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.9K+ 200.0% |
$566K - $1.76M
|
32.9K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21.7K+ 200.0% |
$560K - $1.75M
|
32.6K
$884K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21K+ 249.86% |
$543K - $1.69M
|
29.5K
$799K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21K+ 282.6% |
$542K - $1.69M
|
28.5K
$772K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
20.8K+ 197.91% |
$536K - $1.67M
|
31.3K
$849K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20.8K+ 201.83% |
$536K - $1.67M
|
31.1K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20.7K+ 216.81% |
$534K - $1.66M
|
30.3K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.5KNew |
$528K - $1.64M
|
20.5K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20.4K+ 200.55% |
$526K - $1.64M
|
30.5K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.8K+ 197.32% |
$510K - $1.59M
|
29.8K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
19.6K+ 201.92% |
$504K - $1.57M
|
29.2K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 200.0% |
$502K - $1.57M
|
29.2K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
19.2K+ 200.0% |
$495K - $1.54M
|
28.8K
$780K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.8K+ 220.1% |
$485K - $1.51M
|
27.3K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.5K+ 222.4% |
$477K - $1.49M
|
26.8K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.8K+ 57.3% |
$459K - $1.43M
|
48.8K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
17.7K+ 201.14% |
$457K - $1.42M
|
26.5K
$719K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.7K+ 200.08% |
$456K - $1.42M
|
26.5K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.6K+ 200.0% |
$455K - $1.42M
|
26.5K
$717K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
17.6K+ 216.93% |
$454K - $1.42M
|
25.7K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.3K+ 193.91% |
$446K - $1.39M
|
26.2K
$711K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
17K+ 187.61% |
$438K - $1.37M
|
26.1K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17K+ 199.99% |
$437K - $1.36M
|
25.4K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.8K+ 201.78% |
$433K - $1.35M
|
25.1K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
16.7KNew |
$430K - $1.34M
|
16.7K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16.4K+ 200.0% |
$424K - $1.32M
|
24.6K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16.4K+ 209.14% |
$423K - $1.32M
|
24.2K
$657K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.3K+ 200.02% |
$420K - $1.31M
|
24.4K
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
16K+ 208.36% |
$412K - $1.28M
|
23.6K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
15.7K+ 200.0% |
$406K - $1.27M
|
23.6K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
15.6K+ 197.95% |
$403K - $1.26M
|
23.5K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.5KNew |
$400K - $1.25M
|
15.5K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$391K - $1.22M
|
15.2K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.1K+ 198.6% |
$391K - $1.22M
|
22.8K
$617K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7K+ 351.63% |
$380K - $1.19M
|
18.9K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14.4K+ 200.0% |
$371K - $1.16M
|
21.6K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
14.4K+ 175.19% |
$370K - $1.15M
|
22.5K
$611K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14K+ 200.0% |
$361K - $1.12M
|
21K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 200.24% |
$359K - $1.12M
|
20.9K
$566K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.8KNew |
$356K - $1.11M
|
13.8K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.7KNew |
$353K - $1.1M
|
13.7K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6K+ 2.37% |
$351K - $1.1M
|
590K
$16M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.6KNew |
$350K - $1.09M
|
13.6K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.5KNew |
$349K - $1.09M
|
13.5K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13.5K+ 202.82% |
$347K - $1.08M
|
20.1K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13.3K+ 200.0% |
$344K - $1.07M
|
20K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13.2K+ 200.0% |
$342K - $1.06M
|
19.9K
$538K
|