Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
568K+ 5.47% |
$39.1M - $43.1M
|
10.9M
$304M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
393KNew |
$27.1M - $29.9M
|
393K
$10.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
350K+ 424.17% |
$24.1M - $26.6M
|
432K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
333KNew |
$22.9M - $25.3M
|
333K
$9.26M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
269K+ 36.44% |
$18.5M - $20.4M
|
1.01M
$28M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
216KNew |
$14.8M - $16.4M
|
216K
$5.99M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
194K+ 151.57% |
$13.3M - $14.7M
|
322K
$8.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
165K+ 43.97% |
$11.3M - $12.5M
|
539K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
141K+ 184.4% |
$9.71M - $10.7M
|
218K
$6.05M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
128K+ 120.92% |
$8.8M - $9.71M
|
234K
$6.49M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
105K+ 118.55% |
$7.23M - $7.99M
|
194K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
101K+ 569.82% |
$6.96M - $7.68M
|
119K
$3.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
100KNew |
$6.88M - $7.6M
|
100K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.8K+ 27.25% |
$5.84M - $6.45M
|
396K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82.1K+ 54.69% |
$5.65M - $6.24M
|
232K
$6.45M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
76.5K+ 23.01% |
$5.27M - $5.82M
|
409K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64.5KNew |
$4.44M - $4.9M
|
64.5K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
63.7K+ 277.83% |
$4.38M - $4.84M
|
86.6K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.4K+ 41.11% |
$4.02M - $4.43M
|
200K
$5.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.6K+ 66.52% |
$3.83M - $4.23M
|
139K
$3.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
55.3K+ 6.72% |
$3.8M - $4.2M
|
878K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.9K+ 10.81% |
$3.71M - $4.09M
|
552K
$15.4M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
52.8KNew |
$3.63M - $4.01M
|
52.8K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
52.3KNew |
$3.6M - $3.97M
|
52.3K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
44.3KNew |
$3.05M - $3.36M
|
44.3K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 121.1% |
$3M - $3.31M
|
79.6K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40.3KNew |
$2.78M - $3.06M
|
40.3K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38K+ 168.14% |
$2.62M - $2.89M
|
60.6K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
36.5K+ 12.18% |
$2.51M - $2.77M
|
336K
$9.33M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31.9KNew |
$2.2M - $2.43M
|
31.9K
$888K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 3.0% |
$2.17M - $2.39M
|
1.08M
$30M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
31.2K+ 19.21% |
$2.15M - $2.37M
|
194K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.7KNew |
$2.11M - $2.33M
|
30.7K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 709.17% |
$1.91M - $2.1M
|
31.6K
$879K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.9K+ 5.17% |
$1.71M - $1.89M
|
506K
$14.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$1.69M - $1.87M
|
24.5K
$682K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
24.5K+ 5.71% |
$1.69M - $1.86M
|
454K
$12.6M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
24.4K+ 21.32% |
$1.68M - $1.86M
|
139K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24.2K+ 221.63% |
$1.67M - $1.84M
|
35.2K
$977K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 19.7% |
$1.57M - $1.74M
|
139K
$3.86M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
22.7K+ 6.36% |
$1.56M - $1.72M
|
379K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22.5K+ 277.71% |
$1.55M - $1.71M
|
30.6K
$851K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.6KNew |
$1.41M - $1.56M
|
20.6K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$1.35M - $1.5M
|
19.7K
$547K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
19.4K+ 1.53% |
$1.34M - $1.47M
|
1.29M
$35.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
16.5K+ 1.89% |
$1.14M - $1.26M
|
893K
$24.8M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.5K+ 18.44% |
$858K - $948K
|
80.1K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12.4KNew |
$854K - $943K
|
12.4K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 1135.69% |
$841K - $928K
|
13.3K
$370K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
11.8KNew |
$815K - $900K
|
11.8K
$329K
|