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 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-873- 2.9% |
$60.1K - $66.3K
|
29.3K
$820K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-881- 1.23% |
$60.6K - $66.9K
|
70.7K
$1.98M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-892- 12.16% |
$61.4K - $67.8K
|
6.44K
$180K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-965- 12.4% |
$66.4K - $73.3K
|
6.82K
$191K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-967- 2.92% |
$66.5K - $73.5K
|
32.2K
$901K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.01K- 9.08% |
$69.4K - $76.7K
|
10.1K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.01K- 14.32% |
$69.6K - $76.9K
|
6.05K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.04K- 2.5% |
$71.6K - $79K
|
40.5K
$1.13M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.07K- 13.13% |
$73.9K - $81.6K
|
7.11K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.11K- 10.6% |
$76.2K - $84.1K
|
9.34K
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.11K- 1.78% |
$76.5K - $84.4K
|
61.2K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 3.15% |
$76.5K - $84.5K
|
34.2K
$957K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.14K- 1.41% |
$78.1K - $86.2K
|
79.3K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 6.72% |
$79.8K - $88.1K
|
16.1K
$451K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.16K- 4.84% |
$80K - $88.3K
|
22.8K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.23K- 4.6% |
$84.7K - $93.5K
|
25.5K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.36K- 2.05% |
$93.3K - $103K
|
64.7K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.41K- 22.78% |
$96.9K - $107K
|
4.77K
$134K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.47K- 1.36% |
$101K - $112K
|
107K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.52K- 12.69% |
$105K - $115K
|
10.5K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.52K- 5.48% |
$105K - $116K
|
26.3K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.52K- 27.59% |
$105K - $116K
|
4K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.53K- 1.71% |
$105K - $116K
|
87.8K
$2.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.54K- 1.38% |
$106K - $117K
|
110K
$3.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.54K- 3.36% |
$106K - $117K
|
44.3K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.58K- 16.27% |
$109K - $120K
|
8.13K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.6K- 2.71% |
$110K - $121K
|
57.3K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 16.37% |
$114K - $125K
|
8.43K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 71.73% |
$115K - $127K
|
659
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 3.79% |
$116K - $128K
|
42.9K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.81K- 28.78% |
$125K - $138K
|
4.48K
$126K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 12.31% |
$126K - $139K
|
13K
$365K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.86K- 1.9% |
$128K - $142K
|
96.1K
$2.69M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.95K- 5.88% |
$134K - $148K
|
31.1K
$872K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.95K- 6.4% |
$134K - $148K
|
28.5K
$799K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.98K- 0.72% |
$137K - $151K
|
275K
$7.71M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.02K- 2.35% |
$139K - $153K
|
83.7K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.04K- 13.24% |
$140K - $155K
|
13.4K
$374K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.12K- 43.3% |
$146K - $161K
|
2.77K
$77.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.31K- 3.22% |
$159K - $175K
|
69.4K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.34K- 8.74% |
$161K - $178K
|
24.5K
$685K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.47K- 27.4% |
$170K - $188K
|
6.54K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.5K- 9.24% |
$172K - $190K
|
24.6K
$688K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 7.83% |
$180K - $199K
|
30.8K
$863K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 2.44% |
$187K - $206K
|
109K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.72K- 3.13% |
$187K - $207K
|
84.3K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.78K- 6.37% |
$191K - $211K
|
40.8K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.79K- 15.06% |
$192K - $212K
|
15.7K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 23.02% |
$199K - $220K
|
9.68K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 11.72% |
$202K - $223K
|
22.1K
$620K
|