Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 25, 2024 Q1 2024
First Personal Financial Services

BUY
 -
462
New
$31.8K - $35.1K
462 $12.9K
Apr 24, 2024 Q1 2024
Family Capital Trust CO

BUY
 -
433
New
$29.8K - $32.9K
433 $12.1K
May 14, 2024 Q1 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
414
+ 0.69%
$28.5K - $31.5K
60.5K $1.7M
May 13, 2024 Q1 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
408
+ 7.57%
$28.1K - $31K
5.8K $162K
May 10, 2024 Q1 2024
Mc Ilrath & Eck, LLC

BUY
 -
398
+ 39800.0%
$27.4K - $30.2K
399 $11.2K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
394
+ 8.94%
$27.1K - $29.9K
4.8K $134K
May 09, 2024 Q1 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
364
+ 3.4%
$25.1K - $27.7K
11.1K $310K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
363
+ 7.59%
$25K - $27.6K
5.15K $144K
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
356
+ 3.67%
$24.5K - $27K
10.1K $282K
May 15, 2024 Q1 2024
Dagco, Inc.

BUY
 -
347
New
$23.9K - $26.4K
347 $9.72K
Apr 19, 2024 Q1 2024
Veery Capital, LLC

BUY
 -
316
+ 0.7%
$21.7K - $24K
45.2K $1.27M
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
311
+ 1.47%
$21.4K - $23.6K
21.5K $601K
May 03, 2024 Q1 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
307
+ 3.69%
$21.1K - $23.3K
8.62K $241K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
302
+ 2.29%
$20.8K - $22.9K
13.5K $378K
May 14, 2024 Q1 2024
Cerity Partners LLC

New York, NY
BUY
 -
293
+ 0.11%
$20.2K - $22.3K
274K $7.67M
Apr 10, 2024 Q1 2024
Bcs Wealth Management

BUY
 -
277
+ 0.99%
$19.1K - $21K
28.3K $794K
May 13, 2024 Q1 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
273
+ 1.05%
$18.8K - $20.7K
26.3K $737K
Apr 17, 2024 Q1 2024
Ami Investment Management Inc

Kendallville, IN
BUY
 -
268
+ 8.13%
$18.4K - $20.4K
3.57K $99.9K
Apr 19, 2024 Q1 2024
Simon Quick Advisors, LLC

BUY
 -
264
+ 3.32%
$18.2K - $20.1K
8.22K $230K
Apr 17, 2024 Q1 2024
Red Door Wealth Management, LLC

BUY
 -
240
+ 2.42%
$16.5K - $18.2K
10.2K $285K
May 14, 2024 Q1 2024
Custom Index Systems, LLC

New York, NY
BUY
 -
239
+ 0.63%
$16.4K - $18.2K
38.3K $1.07M
May 14, 2024 Q1 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
239
+ 24.77%
$16.4K - $18.2K
1.2K $33.7K
Nov 18, 2024 Q1 2024
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
235
+ 1.75%
$16.2K - $17.9K
13.7K $383K
Apr 25, 2024 Q1 2024
Emerald Advisors, LLC

BUY
 -
229
+ 1.02%
$15.8K - $17.4K
22.8K $638K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
221
+ 1.78%
$15.2K - $16.8K
12.6K $353K
May 10, 2024 Q1 2024
Black Rock Inc.

New York, NY
BUY
 -
191
+ 16.52%
$13.1K - $14.5K
1.35K $37.7K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
186
+ 4.36%
$12.8K - $14.1K
4.45K $125K
May 14, 2024 Q1 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
179
+ 0.47%
$12.3K - $13.6K
38K $1.06M
May 02, 2024 Q1 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
173
+ 2.05%
$11.9K - $13.1K
8.62K $241K
May 07, 2024 Q1 2024
Geometric Wealth Advisors

BUY
 -
173
+ 4.22%
$11.9K - $13.1K
4.27K $120K
May 14, 2024 Q1 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
162
+ 0.4%
$11.1K - $12.3K
40.4K $1.13M
May 02, 2024 Q1 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
158
+ 4.23%
$10.9K - $12K
3.89K $109K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
146
+ 0.96%
$10K - $11.1K
15.3K $430K
Apr 30, 2024 Q1 2024
Global Strategic Investment Solutions, LLC

BUY
 -
142
+ 0.08%
$9.77K - $10.8K
176K $4.92M
May 02, 2024 Q1 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
131
+ 0.33%
$9.02K - $9.95K
39.9K $1.12M
Apr 22, 2024 Q1 2024
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
130
+ 3.33%
$8.95K - $9.88K
4.03K $113K
Apr 26, 2024 Q1 2024
Nadler Financial Group, Inc.

BUY
 -
130
+ 0.24%
$8.95K - $9.88K
54K $1.51M
Apr 30, 2024 Q1 2024
Riversedge Advisors, LLC

BUY
 -
124
+ 0.52%
$8.53K - $9.42K
23.9K $669K
Apr 22, 2024 Q1 2024
Altfest L J & CO Inc

BUY
 -
124
+ 0.68%
$8.53K - $9.42K
18.5K $517K
Apr 24, 2024 Q1 2024
Private Trust CO Na

BUY
 -
107
New
$7.36K - $8.13K
107 $3K
May 15, 2024 Q1 2024
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
106
+ 1.47%
$7.29K - $8.05K
7.3K $204K
Apr 16, 2024 Q1 2024
Capital Insight Partners, LLC

BUY
 -
104
+ 1.19%
$7.16K - $7.9K
8.83K $247K
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
104
+ 18.15%
$7.16K - $7.9K
677 $19K
Apr 18, 2024 Q1 2024
Carret Asset Management, LLC

BUY
 -
100
+ 1.75%
$6.88K - $7.6K
5.83K $163K
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
96
+ 0.57%
$6.61K - $7.29K
16.9K $473K
Apr 30, 2024 Q1 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
92
+ 0.23%
$6.33K - $6.99K
40.3K $1.13M
May 15, 2024 Q1 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
88
+ 100.0%
$6.06K - $6.69K
176 $4.93K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
87
New
$5.99K - $6.61K
87 $2.44K
May 07, 2024 Q1 2024
Bernardo Wealth Planning LLC

BUY
 -
86
+ 0.84%
$5.92K - $6.53K
10.3K $289K

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