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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-109- 58.29% |
$7.5K - $8.28K
|
78
$5.77K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-110- 1.88% |
$7.57K - $8.36K
|
5.75K
$425K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-113- 23.84% |
$7.78K - $8.59K
|
361
$26.7K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-119- 2.63% |
$8.19K - $9.04K
|
4.41K
$326K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-120- 0.99% |
$8.26K - $9.12K
|
12K
$889K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-125- 1.71% |
$8.6K - $9.5K
|
7.2K
$533K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-131- 0.09% |
$9.02K - $9.95K
|
146K
$10.8M
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-147- 0.04% |
$10.1K - $11.2K
|
382K
$28.2M
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-152- 2.77% |
$10.5K - $11.5K
|
5.33K
$394K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-153- 1.08% |
$10.5K - $11.6K
|
14K
$1.04M
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-170- 3.13% |
$11.7K - $12.9K
|
5.26K
$389K
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-178- 4.08% |
$12.2K - $13.5K
|
4.18K
$309K
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-182- 10.86% |
$12.5K - $13.8K
|
1.49K
$110K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-184- 5.33% |
$12.7K - $14K
|
3.27K
$242K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-187- 0.05% |
$12.9K - $14.2K
|
356K
$26.3M
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-191- 0.52% |
$13.1K - $14.5K
|
36.7K
$2.72M
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-194- 0.2% |
$13.4K - $14.7K
|
95.7K
$7.08M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-201- 2.61% |
$13.8K - $15.3K
|
7.51K
$555K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-201- 11.97% |
$13.8K - $15.3K
|
1.48K
$109K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-202- 1.06% |
$13.9K - $15.3K
|
18.9K
$1.4M
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-202- 0.51% |
$13.9K - $15.3K
|
39.2K
$2.9M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-216- 0.11% |
$14.9K - $16.4K
|
192K
$14.2M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-233- 5.17% |
$16K - $17.7K
|
4.28K
$316K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-237- 0.27% |
$16.3K - $18K
|
89K
$6.58M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 6.88% |
$16.6K - $18.3K
|
3.26K
$241K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-244- 0.45% |
$16.8K - $18.5K
|
53.6K
$3.97M
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-247- 3.3% |
$17K - $18.8K
|
7.24K
$536K
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-247- 3.02% |
$17K - $18.8K
|
7.93K
$586K
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-257- 4.15% |
$17.7K - $19.5K
|
5.93K
$439K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-257- 0.04% |
$17.7K - $19.5K
|
627K
$46.3M
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-261- 1.29% |
$18K - $19.8K
|
20K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-262- 4.81% |
$18K - $19.9K
|
5.18K
$383K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-278- 6.81% |
$19.1K - $21.1K
|
3.81K
$281K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278- 4.45% |
$19.1K - $21.1K
|
5.97K
$441K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-299- 82.37% |
$20.6K - $22.7K
|
64
$4.73K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-318- 0.28% |
$21.9K - $24.2K
|
113K
$8.39M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-319- 6.93% |
$22K - $24.2K
|
4.29K
$317K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-321- 9.09% |
$22.1K - $24.4K
|
3.21K
$237K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-346- 6.14% |
$23.8K - $26.3K
|
5.29K
$391K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-356- 2.14% |
$24.5K - $27K
|
16.3K
$1.21M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-375- 1.78% |
$25.8K - $28.5K
|
20.7K
$1.53M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-380- 6.96% |
$26.2K - $28.9K
|
5.08K
$376K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-381- 6.84% |
$26.2K - $28.9K
|
5.19K
$384K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-385- 0.76% |
$26.5K - $29.3K
|
50.1K
$3.71M
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-389- 11.52% |
$26.8K - $29.6K
|
2.99K
$221K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-417- 2.45% |
$28.7K - $31.7K
|
16.6K
$1.23M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-429- 3.5% |
$29.5K - $32.6K
|
11.8K
$874K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-440- 5.92% |
$30.3K - $33.4K
|
6.99K
$517K
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-441- 6.18% |
$30.3K - $33.5K
|
6.7K
$495K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-451- 35.26% |
$31K - $34.3K
|
828
$61.2K
|