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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
82+ 0.52% |
$5.64K - $6.23K
|
15.7K
$440K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
79+ 2.33% |
$5.44K - $6K
|
3.48K
$97.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
72+ 1.08% |
$4.96K - $5.47K
|
6.72K
$188K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
62+ 0.28% |
$4.27K - $4.71K
|
22.2K
$621K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
59+ 1.95% |
$4.06K - $4.48K
|
3.09K
$86.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
59+ 0.2% |
$4.06K - $4.48K
|
29.7K
$831K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
53+ 1.03% |
$3.65K - $4.03K
|
5.19K
$145K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48+ 0.71% |
$3.3K - $3.65K
|
6.82K
$191K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.44% |
$3.3K - $3.65K
|
10.9K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42+ 0.08% |
$2.89K - $3.19K
|
49.6K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
41+ 0.4% |
$2.82K - $3.12K
|
10.2K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 8.88% |
$1.86K - $2.05K
|
331
$9.27K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
26+ 2.99% |
$1.79K - $1.98K
|
895
$25.1K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
23+ 0.23% |
$1.58K - $1.75K
|
10.2K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
23+ 0.49% |
$1.58K - $1.75K
|
4.68K
$131K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
22+ 0.54% |
$1.51K - $1.67K
|
4.11K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
22+ 0.08% |
$1.51K - $1.67K
|
26.1K
$732K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22+ 0.28% |
$1.51K - $1.67K
|
7.76K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.15% |
$1.31K - $1.44K
|
12.4K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.52% |
$1.24K - $1.37K
|
3.49K
$97.7K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
16+ 0.54% |
$1.1K - $1.22K
|
2.99K
$83.7K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
16+ 0.22% |
$1.1K - $1.22K
|
7.37K
$206K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 0.54% |
$1.03K - $1.14K
|
2.81K
$78.6K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
14+ 0.1% |
$963 - $1.06K
|
14.5K
$407K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 1.19% |
$895 - $988
|
1.1K
$30.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.46% |
$895 - $988
|
2.86K
$80K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9+ 0.01% |
$619 - $684
|
60.3K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 0.51% |
$619 - $684
|
1.76K
$49.3K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.56% |
$551 - $608
|
1.43K
$40K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 0.5% |
$551 - $608
|
1.59K
$44.6K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 0.56% |
$551 - $608
|
1.44K
$40.2K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.54% |
$413 - $456
|
1.11K
$31.2K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.44% |
$275 - $304
|
905
$25.3K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$275 - $304
|
4
$112
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.43% |
$275 - $304
|
927
$26K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$206 - $228
|
3.24K
$90.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$206 - $228
|
3.73K
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.08% |
$206 - $228
|
3.84K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 30.0% |
$206 - $228
|
13
$364
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$138 - $152
|
19.7K
$551K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$138 - $152
|
5.36K
$150K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.37% |
$138 - $152
|
539
$15.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.06% |
$138 - $152
|
3.08K
$86.3K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.08% |
$138 - $152
|
2.61K
$73.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$138 - $152
|
12K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.27% |
$138 - $152
|
736
$20.6K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$138 - $152
|
5.44K
$152K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$138 - $152
|
1.19K
$33.3K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.03% |
$68.8 - $76
|
3.43K
$96K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.03% |
$68.8 - $76
|
3.39K
$94.9K
|