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 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.06K- 31.87% |
$211K - $232K
|
6.54K
$182K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.07K- 1.7% |
$211K - $233K
|
178K
$4.94M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.08K- 52.53% |
$212K - $234K
|
2.79K
$77.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.1K- 12.93% |
$213K - $236K
|
20.9K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3.17K- 43.43% |
$218K - $241K
|
4.13K
$115K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.18K- 17.16% |
$219K - $242K
|
15.4K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.21K- 0.69% |
$221K - $244K
|
463K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.22K- 25.76% |
$222K - $245K
|
9.29K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.35K- 10.87% |
$230K - $254K
|
27.4K
$763K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.57K- 61.89% |
$246K - $271K
|
2.2K
$61.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.67K- 15.95% |
$252K - $279K
|
19.3K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.67K- 1.0% |
$253K - $279K
|
363K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.68K- 26.9% |
$253K - $280K
|
10K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.76K- 22.4% |
$259K - $286K
|
13K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.84K- 5.25% |
$264K - $292K
|
69.3K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.92K- 2.0% |
$270K - $298K
|
192K
$5.34M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.22K- 4.14% |
$290K - $320K
|
97.7K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 4.7% |
$292K - $323K
|
86.2K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 19.87% |
$299K - $330K
|
17.5K
$487K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.35K- 43.72% |
$300K - $331K
|
5.6K
$156K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.35K- 51.93% |
$300K - $331K
|
4.03K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.43K- 30.12% |
$305K - $336K
|
10.3K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.45K- 34.03% |
$306K - $338K
|
8.62K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.6K- 0.42% |
$317K - $350K
|
1.1M
$30.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.81K- 6.95% |
$331K - $365K
|
64.3K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.03K- 5.77% |
$346K - $382K
|
82.1K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.24K- 25.61% |
$361K - $398K
|
15.2K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.29K- 25.14% |
$364K - $402K
|
15.8K
$438K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.57K- 10.77% |
$383K - $423K
|
46.1K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-5.87K- 3.24% |
$404K - $446K
|
176K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.92K- 6.97% |
$407K - $450K
|
79K
$2.2M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-6.02K- 31.77% |
$414K - $457K
|
12.9K
$359K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.04K- 20.62% |
$416K - $459K
|
23.2K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.06K- 12.12% |
$417K - $460K
|
44K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-6.38K- 5.76% |
$439K - $485K
|
104K
$2.9M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-6.46K- 17.73% |
$445K - $491K
|
30K
$834K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-6.9K- 2.41% |
$475K - $524K
|
279K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.34K- 20.6% |
$505K - $558K
|
28.3K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.72K- 7.98% |
$531K - $586K
|
89K
$2.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-8.16K- 31.85% |
$562K - $620K
|
17.5K
$486K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.36K- 1.25% |
$575K - $635K
|
659K
$18.3M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-8.39K- 35.07% |
$578K - $638K
|
15.5K
$432K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.83K- 8.83% |
$608K - $671K
|
91.2K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.93K- 48.34% |
$614K - $678K
|
9.54K
$265K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.17K- 7.32% |
$631K - $696K
|
116K
$3.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.22K- 34.9% |
$634K - $700K
|
17.2K
$478K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.22K- 70.54% |
$635K - $701K
|
3.85K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.35K- 61.99% |
$643K - $710K
|
5.73K
$159K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.56K- 4.06% |
$658K - $726K
|
226K
$6.28M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.95K- 10.06% |
$685K - $756K
|
89K
$2.47M
|