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 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
7.83KNew |
$202K - $630K
|
7.83K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.75K+ 235.56% |
$200K - $623K
|
11K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.75K+ 175.45% |
$200K - $623K
|
12.2K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.71K+ 200.31% |
$199K - $620K
|
11.6K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.56K+ 198.09% |
$195K - $607K
|
11.4K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.55K+ 200.0% |
$195K - $607K
|
11.3K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.5K+ 200.0% |
$193K - $603K
|
11.3K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.38K+ 200.0% |
$190K - $593K
|
11.1K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.36K+ 168.24% |
$190K - $592K
|
11.7K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
7.3K+ 92.64% |
$188K - $587K
|
15.2K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.23K+ 205.37% |
$186K - $581K
|
10.8K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 241.4% |
$184K - $575K
|
10.1K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.78K+ 199.97% |
$175K - $545K
|
10.2K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6.77K+ 198.8% |
$175K - $545K
|
10.2K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.75K+ 200.15% |
$174K - $543K
|
10.1K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.66K+ 200.0% |
$172K - $536K
|
10K
$271K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 199.97% |
$172K - $536K
|
9.99K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.51K+ 200.0% |
$168K - $524K
|
9.77K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.5K+ 200.37% |
$168K - $523K
|
9.75K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.49K+ 195.39% |
$167K - $522K
|
9.81K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.21K+ 178.88% |
$160K - $499K
|
9.68K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.07K+ 50.0% |
$157K - $488K
|
18.2K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.02K+ 200.0% |
$155K - $484K
|
9.02K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.91K+ 177.39% |
$152K - $475K
|
9.24K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.87K+ 129.54% |
$151K - $472K
|
10.4K
$282K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.81K+ 198.63% |
$150K - $467K
|
8.74K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.66K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.65K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.76K+ 200.56% |
$148K - $463K
|
8.63K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
5.67K+ 199.93% |
$146K - $456K
|
8.5K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.63K+ 96.77% |
$145K - $452K
|
11.4K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
5.63K+ 201.76% |
$145K - $452K
|
8.41K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.62K+ 201.43% |
$145K - $452K
|
8.41K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.57KNew |
$144K - $448K
|
5.57K
$151K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.56K+ 199.86% |
$143K - $447K
|
8.35K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5.53K+ 201.64% |
$143K - $445K
|
8.27K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
5.51K+ 200.0% |
$142K - $443K
|
8.27K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
5.4K+ 200.0% |
$139K - $434K
|
8.1K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.38K+ 192.65% |
$139K - $432K
|
8.17K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.31K+ 187.84% |
$137K - $427K
|
8.14K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
5.2K+ 200.0% |
$134K - $418K
|
7.8K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.08K+ 193.89% |
$131K - $408K
|
7.7K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.74K+ 127.42% |
$122K - $381K
|
8.46K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.58K+ 200.0% |
$118K - $368K
|
6.87K
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.55K+ 5.47% |
$91.6K - $286K
|
68.5K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.53K+ 200.0% |
$90.9K - $283K
|
5.29K
$143K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$137K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.19KNew |
$82.2K - $256K
|
3.19K
$86.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3KNew |
$77.4K - $241K
|
3K
$81.3K
|