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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.11K- 1.78% |
$76.5K - $84.4K
|
61.2K
$4.53M
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 3.15% |
$76.5K - $84.5K
|
34.2K
$2.53M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.14K- 1.41% |
$78.1K - $86.2K
|
79.3K
$5.86M
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 6.72% |
$79.8K - $88.1K
|
16.1K
$1.19M
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.16K- 4.84% |
$80K - $88.3K
|
22.8K
$1.69M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.23K- 4.6% |
$84.7K - $93.5K
|
25.5K
$1.89M
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.36K- 2.05% |
$93.3K - $103K
|
64.7K
$4.79M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.41K- 22.78% |
$96.9K - $107K
|
4.77K
$353K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.47K- 1.36% |
$101K - $112K
|
107K
$7.92M
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.52K- 12.69% |
$105K - $115K
|
10.5K
$774K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.52K- 5.48% |
$105K - $116K
|
26.3K
$1.94M
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.52K- 27.59% |
$105K - $116K
|
4K
$296K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.53K- 1.71% |
$105K - $116K
|
87.8K
$6.49M
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.54K- 1.38% |
$106K - $117K
|
110K
$8.13M
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.54K- 3.36% |
$106K - $117K
|
44.3K
$3.28M
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.58K- 16.27% |
$109K - $120K
|
8.13K
$601K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.6K- 2.71% |
$110K - $121K
|
57.3K
$4.24M
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 16.37% |
$114K - $125K
|
8.43K
$623K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 71.73% |
$115K - $127K
|
659
$48.7K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 3.79% |
$116K - $128K
|
42.9K
$3.17M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.81K- 28.78% |
$125K - $138K
|
4.48K
$331K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 12.31% |
$126K - $139K
|
13K
$964K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.86K- 1.9% |
$128K - $142K
|
96.1K
$7.1M
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.95K- 5.88% |
$134K - $148K
|
31.1K
$2.3M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.95K- 6.4% |
$134K - $148K
|
28.5K
$2.11M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.98K- 0.72% |
$137K - $151K
|
275K
$20.4M
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.02K- 2.35% |
$139K - $153K
|
83.7K
$6.19M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.04K- 13.24% |
$140K - $155K
|
13.4K
$989K
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.31K- 3.22% |
$159K - $175K
|
69.4K
$5.14M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.34K- 8.74% |
$161K - $178K
|
24.5K
$1.81M
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.47K- 27.4% |
$170K - $188K
|
6.54K
$484K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.5K- 9.24% |
$172K - $190K
|
24.6K
$1.82M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 7.83% |
$180K - $199K
|
30.8K
$2.28M
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 2.44% |
$187K - $206K
|
109K
$8.04M
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.72K- 3.13% |
$187K - $207K
|
84.3K
$6.24M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.78K- 6.37% |
$191K - $211K
|
40.8K
$3.02M
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.79K- 15.06% |
$192K - $212K
|
15.7K
$1.16M
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 23.02% |
$199K - $220K
|
9.68K
$716K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 11.72% |
$202K - $223K
|
22.1K
$1.64M
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.06K- 31.87% |
$211K - $232K
|
6.54K
$484K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.08K- 52.53% |
$212K - $234K
|
2.79K
$206K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.1K- 12.93% |
$213K - $236K
|
20.9K
$1.54M
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3.17K- 43.43% |
$218K - $241K
|
4.13K
$305K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.18K- 17.16% |
$219K - $242K
|
15.4K
$1.14M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.21K- 0.69% |
$221K - $244K
|
463K
$34.2M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.22K- 25.76% |
$222K - $245K
|
9.29K
$687K
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.35K- 10.87% |
$230K - $254K
|
27.4K
$2.03M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.57K- 61.89% |
$246K - $271K
|
2.2K
$163K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.67K- 15.95% |
$252K - $279K
|
19.3K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.67K- 1.0% |
$253K - $279K
|
363K
$26.9M
|