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 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-95- 0.25% |
$6.54K - $7.22K
|
38.2K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-97- 0.12% |
$6.68K - $7.37K
|
80.7K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-100- 0.97% |
$6.88K - $7.6K
|
10.2K
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 1.03% |
$6.88K - $7.6K
|
9.57K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 1.32% |
$6.88K - $7.6K
|
7.47K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-103- 1.09% |
$7.09K - $7.83K
|
9.32K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-105- 31.25% |
$7.23K - $7.98K
|
231
$6.47K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-107- 2.89% |
$7.36K - $8.13K
|
3.6K
$101K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-109- 58.29% |
$7.5K - $8.28K
|
78
$2.18K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-110- 1.88% |
$7.57K - $8.36K
|
5.75K
$161K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-113- 23.84% |
$7.78K - $8.59K
|
361
$10.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-119- 2.63% |
$8.19K - $9.04K
|
4.41K
$124K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-120- 0.99% |
$8.26K - $9.12K
|
12K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-125- 1.71% |
$8.6K - $9.5K
|
7.2K
$202K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-131- 0.09% |
$9.02K - $9.95K
|
146K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-147- 0.04% |
$10.1K - $11.2K
|
382K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-152- 2.77% |
$10.5K - $11.5K
|
5.33K
$149K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-153- 1.08% |
$10.5K - $11.6K
|
14K
$393K
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-170- 3.13% |
$11.7K - $12.9K
|
5.26K
$147K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-178- 4.08% |
$12.2K - $13.5K
|
4.18K
$117K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-182- 10.86% |
$12.5K - $13.8K
|
1.49K
$41.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-184- 5.33% |
$12.7K - $14K
|
3.27K
$91.6K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-187- 0.05% |
$12.9K - $14.2K
|
356K
$9.96M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-191- 0.52% |
$13.1K - $14.5K
|
36.7K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-194- 0.2% |
$13.4K - $14.7K
|
95.7K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-201- 11.97% |
$13.8K - $15.3K
|
1.48K
$41.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-201- 2.61% |
$13.8K - $15.3K
|
7.51K
$210K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-202- 1.06% |
$13.9K - $15.3K
|
18.9K
$530K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-202- 0.51% |
$13.9K - $15.3K
|
39.2K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-216- 0.11% |
$14.9K - $16.4K
|
192K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-233- 5.17% |
$16K - $17.7K
|
4.28K
$120K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-236- 0.25% |
$16.2K - $17.9K
|
93.6K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-237- 0.27% |
$16.3K - $18K
|
89K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 6.88% |
$16.6K - $18.3K
|
3.26K
$91.3K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-244- 0.45% |
$16.8K - $18.5K
|
53.6K
$1.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-247- 3.02% |
$17K - $18.8K
|
7.93K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-247- 3.3% |
$17K - $18.8K
|
7.24K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-257- 0.04% |
$17.7K - $19.5K
|
627K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-257- 4.15% |
$17.7K - $19.5K
|
5.93K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-261- 1.29% |
$18K - $19.8K
|
20K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-262- 4.81% |
$18K - $19.9K
|
5.18K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278- 4.45% |
$19.1K - $21.1K
|
5.97K
$167K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-278- 6.81% |
$19.1K - $21.1K
|
3.81K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-299- 82.37% |
$20.6K - $22.7K
|
64
$1.79K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-318- 0.28% |
$21.9K - $24.2K
|
113K
$3.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-319- 6.93% |
$22K - $24.2K
|
4.29K
$120K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-321- 9.09% |
$22.1K - $24.4K
|
3.21K
$89.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-334- 35.01% |
$23K - $25.4K
|
620
$17.4K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-346- 6.14% |
$23.8K - $26.3K
|
5.29K
$148K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-356- 2.14% |
$24.5K - $27K
|
16.3K
$456K
|