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 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.3K+ 202.07% |
$677K - $2.11M
|
39.3K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25.9K+ 200.0% |
$667K - $2.08M
|
38.8K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25.6K+ 208.35% |
$660K - $2.06M
|
37.9K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
25.1K+ 184.75% |
$648K - $2.02M
|
38.7K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
24.9K+ 195.6% |
$641K - $2M
|
37.6K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.8K+ 184.16% |
$641K - $2M
|
38.3K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 174.37% |
$633K - $1.97M
|
38.6K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.5K+ 206.77% |
$631K - $1.97M
|
36.3K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
24.4K+ 328.58% |
$629K - $1.96M
|
31.8K
$917K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
24.4K+ 204.53% |
$628K - $1.96M
|
36.3K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
24.3K+ 150.18% |
$625K - $1.95M
|
40.4K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
24.2K+ 200.65% |
$625K - $1.95M
|
36.3K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.2K+ 201.7% |
$624K - $1.94M
|
36.2K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.3K+ 200.01% |
$600K - $1.87M
|
34.9K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
23.2K+ 220.89% |
$598K - $1.86M
|
33.7K
$971K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
23KNew |
$592K - $1.85M
|
23K
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.9K+ 194.44% |
$590K - $1.84M
|
34.7K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$586K - $1.83M
|
22.7K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22.7KNew |
$586K - $1.83M
|
22.7K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
22.6K+ 189.69% |
$583K - $1.82M
|
34.5K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
22.6K+ 204.3% |
$582K - $1.81M
|
33.6K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22.5K+ 192.29% |
$581K - $1.81M
|
34.2K
$987K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
22.5K+ 165.81% |
$581K - $1.81M
|
36.1K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5K+ 183.53% |
$580K - $1.81M
|
34.8K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.3K+ 268.62% |
$575K - $1.79M
|
30.6K
$883K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 198.56% |
$575K - $1.79M
|
33.5K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
22.2K+ 181.4% |
$573K - $1.79M
|
34.4K
$993K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.2K+ 203.44% |
$573K - $1.78M
|
33.1K
$955K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
22.1K+ 192.5% |
$571K - $1.78M
|
33.6K
$970K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
22.1KNew |
$571K - $1.78M
|
22.1K
$638K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.9K+ 200.0% |
$566K - $1.76M
|
32.9K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.9K+ 200.0% |
$565K - $1.76M
|
32.9K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
21.9K+ 266.68% |
$564K - $1.76M
|
30.1K
$866K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21.9KNew |
$564K - $1.76M
|
21.9K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21.8K+ 505.66% |
$562K - $1.75M
|
26.1K
$753K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21.7K+ 200.0% |
$560K - $1.75M
|
32.6K
$940K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21.7K+ 208.89% |
$559K - $1.74M
|
32.1K
$925K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 197.09% |
$558K - $1.74M
|
32.6K
$940K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
21.5KNew |
$554K - $1.73M
|
21.5K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21.2K+ 196.5% |
$547K - $1.7M
|
32K
$922K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21K+ 249.86% |
$543K - $1.69M
|
29.5K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21K+ 282.6% |
$542K - $1.69M
|
28.5K
$821K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21K+ 282.6% |
$542K - $1.69M
|
28.5K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
20.8K+ 197.91% |
$536K - $1.67M
|
31.3K
$903K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20.8K+ 201.83% |
$536K - $1.67M
|
31.1K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20.7K+ 216.81% |
$534K - $1.66M
|
30.3K
$872K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.5KNew |
$528K - $1.64M
|
20.5K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20.4K+ 200.55% |
$526K - $1.64M
|
30.5K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20K+ 200.0% |
$517K - $1.61M
|
30.1K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
19.8KNew |
$511K - $1.59M
|
19.8K
$572K
|