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 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-10.2K- 15.31% |
$700K - $773K
|
56.3K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 3.21% |
$744K - $821K
|
326K
$9.07M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 13.01% |
$770K - $850K
|
74.8K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 82.82% |
$774K - $854K
|
2.33K
$64.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.7K- 24.73% |
$803K - $886K
|
35.5K
$987K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-12.2K- 25.98% |
$839K - $926K
|
34.7K
$965K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.9K- 3.47% |
$955K - $1.05M
|
386K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.9K- 7.88% |
$957K - $1.06M
|
163K
$4.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-13.9K- 10.47% |
$959K - $1.06M
|
119K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.1K- 4.96% |
$969K - $1.07M
|
270K
$7.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-14.7K- 31.95% |
$1.01M - $1.11M
|
31.2K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-15.3K- 38.57% |
$1.05M - $1.16M
|
24.3K
$675K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-15.7K- 3.64% |
$1.08M - $1.19M
|
416K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 8.17% |
$1.18M - $1.31M
|
193K
$5.37M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.8K- 34.49% |
$1.23M - $1.35M
|
33.8K
$941K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-18.1K- 7.28% |
$1.25M - $1.38M
|
231K
$6.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-21.5K- 32.56% |
$1.48M - $1.63M
|
44.5K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 13.59% |
$1.52M - $1.68M
|
140K
$3.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-22.4K- 45.88% |
$1.54M - $1.7M
|
26.4K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 63.02% |
$1.54M - $1.7M
|
13.2K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-22.6K- 29.91% |
$1.56M - $1.72M
|
53.1K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.9K- 3.6% |
$1.57M - $1.74M
|
613K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23K- 9.56% |
$1.58M - $1.75M
|
218K
$6.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-24.6K- 28.08% |
$1.69M - $1.87M
|
63K
$1.75M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.8K- 3.7% |
$1.71M - $1.89M
|
647K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.9K- 6.75% |
$1.71M - $1.89M
|
344K
$9.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26K- 11.0% |
$1.79M - $1.97M
|
210K
$5.85M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-28.2K- 24.94% |
$1.94M - $2.14M
|
84.8K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32.2K- 23.17% |
$2.22M - $2.45M
|
107K
$2.97M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-36.8K- 2.76% |
$2.53M - $2.79M
|
1.29M
$36M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-37.8K- 39.19% |
$2.6M - $2.87M
|
58.7K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.9K- 43.96% |
$2.74M - $3.03M
|
50.8K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-41.5K- 6.38% |
$2.85M - $3.15M
|
609K
$16.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 6.15% |
$2.92M - $3.22M
|
647K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 6.15% |
$2.92M - $3.22M
|
647K
$18M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-42.7K- 46.93% |
$2.94M - $3.24M
|
48.2K
$1.34M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-42.9K- 0.41% |
$2.95M - $3.26M
|
10.5M
$292M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-43.7K- 35.23% |
$3.01M - $3.32M
|
80.3K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-45.7K- 73.46% |
$3.15M - $3.47M
|
16.5K
$459K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.2K- 63.67% |
$3.18M - $3.51M
|
26.4K
$733K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51.9K- 52.13% |
$3.57M - $3.95M
|
47.7K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-54.8K- 93.08% |
$3.77M - $4.16M
|
4.07K
$113K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.2K- 40.99% |
$3.94M - $4.35M
|
82.4K
$2.29M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-66.1K- 34.68% |
$4.55M - $5.02M
|
124K
$3.46M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.8K- 1.75% |
$5.01M - $5.53M
|
4.1M
$114M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-85.6K- 3.44% |
$5.89M - $6.5M
|
2.4M
$66.7M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 7.37% |
$9.32M - $10.3M
|
1.7M
$47.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164K- 33.36% |
$11.3M - $12.4M
|
327K
$9.09M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 5.5% |
$14.6M - $16.1M
|
3.64M
$101M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-221K- 50.38% |
$15.2M - $16.8M
|
218K
$6.05M
|