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 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
35.3KNew |
$911K - $2.84M
|
35.3K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.2K+ 208.6% |
$907K - $2.83M
|
52K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
35.1K+ 281.45% |
$906K - $2.82M
|
47.6K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.1K+ 136.22% |
$904K - $2.82M
|
60.8K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.9K+ 286.87% |
$901K - $2.81M
|
47.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
34.4K+ 101.3% |
$888K - $2.77M
|
68.4K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34.4K+ 159.27% |
$887K - $2.77M
|
56K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
34.3KNew |
$884K - $2.76M
|
34.3K
$989K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
33.6K+ 212.82% |
$865K - $2.7M
|
49.3K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
33.5K+ 212.25% |
$863K - $2.69M
|
49.2K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
33.4KNew |
$862K - $2.69M
|
33.4K
$963K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
33.2K+ 183.08% |
$857K - $2.67M
|
51.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.9K+ 235.54% |
$849K - $2.65M
|
46.9K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32.9K+ 201.1% |
$849K - $2.65M
|
49.3K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32.8K+ 188.86% |
$846K - $2.64M
|
50.2K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
32.8KNew |
$845K - $2.64M
|
32.8K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.6K+ 58.62% |
$841K - $2.62M
|
88.3K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32.1K+ 199.18% |
$828K - $2.58M
|
48.2K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.1K+ 225.09% |
$828K - $2.58M
|
46.3K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.1K+ 201.84% |
$827K - $2.58M
|
48K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.4K+ 197.2% |
$811K - $2.53M
|
47.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
31.3K+ 164.56% |
$808K - $2.52M
|
50.3K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30.9KNew |
$798K - $2.49M
|
30.9K
$892K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.5K+ 300.64% |
$787K - $2.45M
|
40.7K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
30.4K+ 193.97% |
$784K - $2.44M
|
46.1K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.2K+ 251.6% |
$779K - $2.43M
|
42.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
30.2K+ 207.98% |
$779K - $2.43M
|
44.7K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29.9K+ 189.67% |
$772K - $2.41M
|
45.7K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 246.62% |
$771K - $2.4M
|
42K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
29.5K+ 197.65% |
$760K - $2.37M
|
44.4K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 254.81% |
$759K - $2.37M
|
41K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.3KNew |
$756K - $2.36M
|
29.3K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
29.3K+ 213.08% |
$755K - $2.35M
|
43K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29.1K+ 189.4% |
$751K - $2.34M
|
44.5K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
28.6K+ 202.13% |
$739K - $2.3M
|
42.8K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.6K+ 196.96% |
$737K - $2.3M
|
43.1K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 171.58% |
$734K - $2.29M
|
45K
$1.3M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.4K+ 160.87% |
$733K - $2.28M
|
46.1K
$1.33M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28.4K+ 185.7% |
$732K - $2.28M
|
43.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28.4KNew |
$731K - $2.28M
|
28.4K
$818K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
28.1K+ 270.2% |
$725K - $2.26M
|
38.5K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
28.1K+ 200.89% |
$725K - $2.26M
|
42.1K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28K+ 200.02% |
$721K - $2.25M
|
42K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
27.9K+ 200.0% |
$719K - $2.24M
|
41.8K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
27.6K+ 200.33% |
$713K - $2.22M
|
41.4K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
27.1K+ 201.84% |
$699K - $2.18M
|
40.5K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27K+ 200.0% |
$696K - $2.17M
|
40.5K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
26.9K+ 265.61% |
$693K - $2.16M
|
37K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
26.7K+ 216.38% |
$689K - $2.15M
|
39.1K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
26.4K+ 200.0% |
$681K - $2.12M
|
39.6K
$1.14M
|