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 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.99K+ 200.0% |
$77.1K - $240K
|
4.48K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.93K+ 201.93% |
$75.6K - $236K
|
4.38K
$119K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.93K+ 200.0% |
$75.6K - $236K
|
4.4K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.86K+ 644.14% |
$73.8K - $230K
|
3.3K
$89.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.76K+ 200.0% |
$71.2K - $222K
|
4.14K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.7K+ 204.39% |
$69.6K - $217K
|
4.02K
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.28K+ 129.05% |
$58.8K - $183K
|
4.05K
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$81.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.65K+ 200.0% |
$42.6K - $133K
|
2.48K
$67.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1.61K+ 200.0% |
$41.6K - $130K
|
2.42K
$65.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.42K+ 209.63% |
$36.5K - $114K
|
2.09K
$56.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 2.38% |
$35.3K - $110K
|
58.7K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.2K+ 201.34% |
$30.9K - $96.3K
|
1.79K
$48.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.18K+ 200.0% |
$30.4K - $94.7K
|
1.77K
$47.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 202.02% |
$28.4K - $88.5K
|
1.65K
$44.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.05K+ 200.0% |
$27K - $84.1K
|
1.57K
$42.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
931+ 201.08% |
$24K - $74.9K
|
1.39K
$37.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
902+ 200.0% |
$23.3K - $72.5K
|
1.35K
$36.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
866+ 200.0% |
$22.3K - $69.6K
|
1.3K
$35.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
825+ 182.12% |
$21.3K - $66.3K
|
1.28K
$34.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
824+ 200.0% |
$21.3K - $66.2K
|
1.24K
$33.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
791+ 4.7% |
$20.4K - $63.6K
|
17.6K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
696+ 1.04% |
$17.9K - $56K
|
67.9K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
690+ 200.0% |
$17.8K - $55.5K
|
1.04K
$28.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
612+ 201.32% |
$15.8K - $49.2K
|
916
$24.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
610+ 200.0% |
$15.7K - $49K
|
915
$24.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
584+ 200.0% |
$15.1K - $47K
|
876
$23.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
576New |
$14.9K - $46.3K
|
576
$15.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
372+ 200.0% |
$9.59K - $29.9K
|
558
$15.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
356+ 200.0% |
$9.18K - $28.6K
|
534
$14.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351New |
$9.05K - $28.2K
|
351
$9.52K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313+ 46.86% |
$8.07K - $25.2K
|
981
$26.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
303+ 231.3% |
$7.81K - $24.4K
|
434
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
272+ 200.0% |
$7.01K - $21.9K
|
408
$11.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
259+ 835.48% |
$6.68K - $20.8K
|
290
$7.86K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
236+ 200.0% |
$6.09K - $19K
|
354
$9.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
222+ 200.0% |
$5.73K - $17.8K
|
333
$9.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
215+ 200.93% |
$5.54K - $17.3K
|
322
$8.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
188+ 200.0% |
$4.85K - $15.1K
|
282
$7.65K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 200.0% |
$3.87K - $12.1K
|
225
$6.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
140+ 200.0% |
$3.61K - $11.3K
|
210
$5.69K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
135New |
$3.48K - $10.9K
|
135
$3.66K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
130+ 200.0% |
$3.35K - $10.5K
|
195
$5.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
93New |
$2.4K - $7.48K
|
93
$2.52K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 200.0% |
$2.32K - $7.24K
|
135
$3.66K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
76+ 200.0% |
$1.96K - $6.11K
|
114
$3.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
66+ 200.0% |
$1.7K - $5.31K
|
99
$2.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
62+ 200.0% |
$1.6K - $4.98K
|
93
$2.52K
|