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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
364+ 3.4% |
$25.1K - $27.7K
|
11.1K
$818K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
363+ 7.59% |
$25K - $27.6K
|
5.15K
$381K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
356+ 3.67% |
$24.5K - $27K
|
10.1K
$745K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
347New |
$23.9K - $26.4K
|
347
$25.7K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
336+ 6.03% |
$23.1K - $25.5K
|
5.9K
$437K
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
316+ 0.7% |
$21.7K - $24K
|
45.2K
$3.35M
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
307+ 3.69% |
$21.1K - $23.3K
|
8.62K
$637K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
302+ 2.29% |
$20.8K - $22.9K
|
13.5K
$998K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
293+ 0.11% |
$20.2K - $22.3K
|
274K
$20.2M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
277+ 0.99% |
$19.1K - $21K
|
28.3K
$2.1M
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
273+ 1.05% |
$18.8K - $20.7K
|
26.3K
$1.95M
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
268+ 8.13% |
$18.4K - $20.4K
|
3.57K
$264K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
264+ 3.32% |
$18.2K - $20.1K
|
8.22K
$608K
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
240+ 2.42% |
$16.5K - $18.2K
|
10.2K
$753K
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
239+ 0.63% |
$16.4K - $18.2K
|
38.3K
$2.84M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
239+ 24.77% |
$16.4K - $18.2K
|
1.2K
$89K
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
229+ 1.02% |
$15.8K - $17.4K
|
22.8K
$1.68M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
221+ 1.78% |
$15.2K - $16.8K
|
12.6K
$933K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
191+ 16.52% |
$13.1K - $14.5K
|
1.35K
$99.6K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
186+ 4.36% |
$12.8K - $14.1K
|
4.45K
$329K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
179+ 0.47% |
$12.3K - $13.6K
|
38K
$2.81M
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
173+ 2.05% |
$11.9K - $13.1K
|
8.62K
$637K
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
173+ 4.22% |
$11.9K - $13.1K
|
4.27K
$316K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
162+ 0.4% |
$11.1K - $12.3K
|
40.4K
$2.99M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
158+ 4.23% |
$10.9K - $12K
|
3.89K
$288K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
146+ 0.96% |
$10K - $11.1K
|
15.3K
$1.13M
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
142+ 0.08% |
$9.77K - $10.8K
|
176K
$13M
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
131+ 0.33% |
$9.02K - $9.95K
|
39.9K
$2.95M
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
130+ 3.33% |
$8.95K - $9.88K
|
4.03K
$298K
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
130+ 0.24% |
$8.95K - $9.88K
|
54K
$4M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
124+ 0.68% |
$8.53K - $9.42K
|
18.5K
$1.36M
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
124+ 0.52% |
$8.53K - $9.42K
|
23.9K
$1.77M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
107New |
$7.36K - $8.13K
|
107
$7.91K
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
106+ 1.47% |
$7.29K - $8.05K
|
7.3K
$540K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
104+ 18.15% |
$7.16K - $7.9K
|
677
$50.1K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
104+ 1.19% |
$7.16K - $7.9K
|
8.83K
$653K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 1.75% |
$6.88K - $7.6K
|
5.83K
$431K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96+ 0.57% |
$6.61K - $7.29K
|
16.9K
$1.25M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
92+ 0.23% |
$6.33K - $6.99K
|
40.3K
$2.98M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
88+ 100.0% |
$6.06K - $6.69K
|
176
$13K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
87New |
$5.99K - $6.61K
|
87
$6.43K
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
86+ 0.84% |
$5.92K - $6.53K
|
10.3K
$763K
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
82+ 0.52% |
$5.64K - $6.23K
|
15.7K
$1.16M
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
79+ 2.33% |
$5.44K - $6K
|
3.48K
$257K
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
72+ 1.08% |
$4.96K - $5.47K
|
6.72K
$497K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
62+ 0.28% |
$4.27K - $4.71K
|
22.2K
$1.64M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
59+ 0.2% |
$4.06K - $4.48K
|
29.7K
$2.19M
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
59+ 1.95% |
$4.06K - $4.48K
|
3.09K
$229K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
53+ 1.03% |
$3.65K - $4.03K
|
5.19K
$383K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48+ 0.71% |
$3.3K - $3.65K
|
6.82K
$504K
|