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 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.37K+ 6.83% |
$93.9K - $104K
|
21.4K
$594K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.33K+ 1.5% |
$91.2K - $101K
|
89.5K
$2.49M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.3K+ 38.34% |
$89.5K - $98.8K
|
4.69K
$130K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 34.16% |
$88.4K - $97.6K
|
5.05K
$140K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.26K+ 1.24% |
$86.9K - $95.9K
|
103K
$2.87M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 23.27% |
$83.3K - $92K
|
6.42K
$178K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.2KNew |
$82.6K - $91.2K
|
1.2K
$33.4K
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.19K+ 3.61% |
$81.6K - $90K
|
34K
$945K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.11KNew |
$76.5K - $84.5K
|
1.11K
$30.9K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 1.33% |
$73.8K - $81.5K
|
81.7K
$2.27M
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
985+ 1.54% |
$67.8K - $74.8K
|
65.1K
$1.81M
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
977+ 13.69% |
$67.2K - $74.2K
|
8.12K
$226K
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
971+ 6.74% |
$66.8K - $73.8K
|
15.4K
$427K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
919+ 6.11% |
$63.2K - $69.8K
|
15.9K
$443K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
894New |
$61.5K - $67.9K
|
894
$24.9K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
868+ 4.38% |
$59.7K - $66K
|
20.7K
$575K
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
861+ 7.13% |
$59.3K - $65.4K
|
12.9K
$360K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$57K - $62.9K
|
828
$23K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
827+ 77.8% |
$56.9K - $62.8K
|
1.89K
$52.5K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
821+ 77.09% |
$56.5K - $62.4K
|
1.89K
$52.4K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
762+ 12.1% |
$52.4K - $57.9K
|
7.06K
$196K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
756New |
$52K - $57.4K
|
756
$21K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
748New |
$51.5K - $56.8K
|
748
$20.8K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
745New |
$51.3K - $56.6K
|
745
$20.7K
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
725+ 0.51% |
$49.9K - $55.1K
|
143K
$3.97M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
717+ 5.02% |
$49.3K - $54.5K
|
15K
$417K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
716+ 2.47% |
$49.3K - $54.4K
|
29.6K
$824K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
707+ 6.15% |
$48.7K - $53.7K
|
12.2K
$339K
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
686+ 1.01% |
$47.2K - $52.1K
|
68.7K
$1.91M
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
677+ 2.63% |
$46.6K - $51.4K
|
26.5K
$736K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
673New |
$46.3K - $51.1K
|
673
$18.7K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
670+ 296.46% |
$46.1K - $50.9K
|
896
$24.9K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
652+ 6.01% |
$44.9K - $49.5K
|
11.5K
$320K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
635+ 0.62% |
$43.7K - $48.2K
|
104K
$2.88M
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
599+ 16.29% |
$41.2K - $45.5K
|
4.28K
$119K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
595+ 27.73% |
$40.9K - $45.2K
|
2.74K
$76.2K
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
575+ 7.9% |
$39.6K - $43.7K
|
7.86K
$218K
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
570+ 2.6% |
$39.2K - $43.3K
|
22.5K
$624K
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
550+ 5.76% |
$37.9K - $41.8K
|
10.1K
$281K
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
526+ 2.75% |
$36.2K - $40K
|
19.7K
$547K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
519New |
$35.7K - $39.4K
|
519
$14.4K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
506+ 443.86% |
$34.8K - $38.4K
|
620
$17.2K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$34.4K - $38K
|
500
$13.9K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
500New |
$34.4K - $38K
|
500
$13.9K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
496+ 4.02% |
$34.1K - $37.7K
|
12.8K
$357K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
489New |
$33.7K - $37.2K
|
489
$13.6K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
486+ 2.06% |
$33.4K - $36.9K
|
24.1K
$671K
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
485+ 4.21% |
$33.4K - $36.9K
|
12K
$334K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
481+ 1.24% |
$33.1K - $36.5K
|
39.3K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
463+ 0.75% |
$31.9K - $35.2K
|
62.4K
$1.73M
|