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 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.56% |
$68.8 - $76
|
178
$4.95K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 0.55% |
$68.8 - $76
|
184
$5.12K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.02% |
$68.8 - $76
|
4.41K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.39% |
$68.8 - $76
|
257
$7.14K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.22% |
$68.8 - $76
|
459
$12.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$68.8 - $76
|
31
$862
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$68.8 - $76
|
1
$27.8
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- -0.0% |
$68.8 - $76
|
22.6K
$628K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.02% |
$68.8 - $76
|
4.57K
$127K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.09% |
$206 - $228
|
3.45K
$95.9K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-5- 1.49% |
$344 - $380
|
331
$9.2K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-8- 0.23% |
$551 - $608
|
3.42K
$95K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15- 0.4% |
$1.03K - $1.14K
|
3.77K
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16- 15.09% |
$1.1K - $1.22K
|
90
$2.5K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-18- 0.06% |
$1.24K - $1.37K
|
28.4K
$791K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 2.04% |
$1.31K - $1.44K
|
911
$25.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-20- 0.39% |
$1.38K - $1.52K
|
5.12K
$142K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-20- 0.1% |
$1.38K - $1.52K
|
20.1K
$560K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-24- 1.26% |
$1.65K - $1.82K
|
1.88K
$52.3K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-24- 5.77% |
$1.65K - $1.82K
|
392
$10.9K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-27- 0.08% |
$1.86K - $2.05K
|
32K
$888K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-31- 0.54% |
$2.13K - $2.36K
|
5.71K
$159K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-32- 0.87% |
$2.2K - $2.43K
|
3.65K
$102K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-35- 0.25% |
$2.41K - $2.66K
|
14.2K
$394K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-36- 0.89% |
$2.48K - $2.74K
|
4.02K
$112K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-36- 12.59% |
$2.48K - $2.74K
|
250
$6.95K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.79% |
$2.55K - $2.81K
|
4.65K
$129K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-39- 3.21% |
$2.68K - $2.96K
|
1.18K
$32.7K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-41- 0.94% |
$2.82K - $3.12K
|
4.33K
$120K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-43- 8.41% |
$2.96K - $3.27K
|
468
$13K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-46- 0.24% |
$3.17K - $3.5K
|
18.9K
$525K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-47- 3.15% |
$3.23K - $3.57K
|
1.44K
$40.1K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-47- 0.43% |
$3.23K - $3.57K
|
10.9K
$303K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 1.27% |
$3.44K - $3.8K
|
3.9K
$108K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-53- 0.51% |
$3.65K - $4.03K
|
10.4K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-59- 0.19% |
$4.06K - $4.48K
|
31.3K
$871K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-66- 2.74% |
$4.54K - $5.01K
|
2.35K
$65.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-69- 35.57% |
$4.75K - $5.24K
|
125
$3.48K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-73- 2.99% |
$5.02K - $5.55K
|
2.37K
$65.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-75- 1.73% |
$5.16K - $5.7K
|
4.25K
$118K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-75- 2.61% |
$5.16K - $5.7K
|
2.8K
$77.9K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-83- 9.96% |
$5.71K - $6.31K
|
750
$20.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-83- 0.26% |
$5.71K - $6.31K
|
31.6K
$878K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-84- 1.82% |
$5.78K - $6.38K
|
4.52K
$126K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-88- 0.67% |
$6.06K - $6.69K
|
13.1K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-89- 1.27% |
$6.12K - $6.76K
|
6.91K
$192K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-91- 0.84% |
$6.26K - $6.91K
|
10.7K
$298K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-93- 0.3% |
$6.4K - $7.07K
|
30.7K
$853K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-95- 36.54% |
$6.54K - $7.22K
|
165
$4.59K
|