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 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 8.17% |
$1.18M - $1.31M
|
193K
$14.3M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.8K- 34.49% |
$1.23M - $1.35M
|
33.8K
$2.5M
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-18.1K- 7.28% |
$1.25M - $1.38M
|
231K
$17.1M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-21.5K- 32.56% |
$1.48M - $1.63M
|
44.5K
$3.29M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 13.59% |
$1.52M - $1.68M
|
140K
$10.4M
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-22.4K- 45.88% |
$1.54M - $1.7M
|
26.4K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 63.02% |
$1.54M - $1.7M
|
13.2K
$974K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-22.6K- 29.91% |
$1.56M - $1.72M
|
53.1K
$3.92M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.9K- 3.6% |
$1.57M - $1.74M
|
613K
$45.3M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23K- 9.56% |
$1.58M - $1.75M
|
218K
$16.1M
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-24.6K- 28.08% |
$1.69M - $1.87M
|
63K
$4.66M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.9K- 6.75% |
$1.71M - $1.89M
|
344K
$25.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26K- 11.0% |
$1.79M - $1.97M
|
210K
$15.6M
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-28.2K- 24.94% |
$1.94M - $2.14M
|
84.8K
$6.27M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32.2K- 23.17% |
$2.22M - $2.45M
|
107K
$7.91M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-36.8K- 2.76% |
$2.53M - $2.79M
|
1.29M
$95.7M
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-37.8K- 39.19% |
$2.6M - $2.87M
|
58.7K
$4.34M
|
|
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
$3.76M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-41.5K- 6.38% |
$2.85M - $3.15M
|
609K
$45M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 6.15% |
$2.92M - $3.22M
|
647K
$47.8M
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-42.7K- 46.93% |
$2.94M - $3.24M
|
48.2K
$3.57M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-42.9K- 0.41% |
$2.95M - $3.26M
|
10.5M
$777M
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-43.7K- 35.23% |
$3.01M - $3.32M
|
80.3K
$5.94M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-45.7K- 73.46% |
$3.15M - $3.47M
|
16.5K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.2K- 63.67% |
$3.18M - $3.51M
|
26.4K
$1.95M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51.9K- 52.13% |
$3.57M - $3.95M
|
47.7K
$3.53M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-54.8K- 93.08% |
$3.77M - $4.16M
|
4.07K
$301K
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.2K- 40.99% |
$3.94M - $4.35M
|
82.4K
$6.1M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-66.1K- 34.68% |
$4.55M - $5.02M
|
124K
$9.2M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.8K- 1.75% |
$5.01M - $5.53M
|
4.1M
$303M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-85.6K- 3.44% |
$5.89M - $6.5M
|
2.4M
$177M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 7.37% |
$9.32M - $10.3M
|
1.7M
$126M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164K- 33.36% |
$11.3M - $12.4M
|
327K
$24.2M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 5.5% |
$14.6M - $16.1M
|
3.64M
$269M
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-221K- 50.38% |
$15.2M - $16.8M
|
218K
$16.1M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 84.25% |
$22.7M - $25.1M
|
61.8K
$4.57M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-489K- 2.51% |
$33.6M - $37.1M
|
19M
$1.4B
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09M- 19.18% |
$74.7M - $82.5M
|
4.58M
$338M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.78M- 57.87% |
$260M - $287M
|
2.75M
$204M
|