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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-375- 1.78% |
$25.8K - $28.5K
|
20.7K
$575K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-380- 6.96% |
$26.2K - $28.9K
|
5.08K
$141K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-381- 6.84% |
$26.2K - $28.9K
|
5.19K
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-385- 0.76% |
$26.5K - $29.3K
|
50.1K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-389- 11.52% |
$26.8K - $29.6K
|
2.99K
$83.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-417- 2.45% |
$28.7K - $31.7K
|
16.6K
$461K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-429- 3.5% |
$29.5K - $32.6K
|
11.8K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-440- 5.92% |
$30.3K - $33.4K
|
6.99K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-441- 6.18% |
$30.3K - $33.5K
|
6.7K
$186K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-451- 35.26% |
$31K - $34.3K
|
828
$23K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-478- 2.83% |
$32.9K - $36.3K
|
16.4K
$456K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-480- 1.18% |
$33K - $36.5K
|
40.3K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-489- 3.44% |
$33.7K - $37.2K
|
13.7K
$381K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-492- 9.74% |
$33.9K - $37.4K
|
4.56K
$127K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-495- 4.91% |
$34.1K - $37.6K
|
9.59K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-498- 2.3% |
$34.3K - $37.8K
|
21.1K
$587K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-521- 4.33% |
$35.9K - $39.6K
|
11.5K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-530- 7.9% |
$36.5K - $40.3K
|
6.18K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-549- 13.13% |
$37.8K - $41.7K
|
3.63K
$101K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-553- 1.21% |
$38.1K - $42K
|
45.1K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-569- 1.93% |
$39.2K - $43.2K
|
28.9K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-591- 10.45% |
$40.7K - $44.9K
|
5.06K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-594- 2.11% |
$40.9K - $45.1K
|
27.6K
$767K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-594- 6.74% |
$40.9K - $45.1K
|
8.21K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-601- 6.02% |
$41.4K - $45.7K
|
9.39K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-608- 3.63% |
$41.8K - $46.2K
|
16.1K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-617- 1.29% |
$42.5K - $46.9K
|
47.1K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-618- 10.3% |
$42.5K - $47K
|
5.38K
$150K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-618- 2.09% |
$42.5K - $47K
|
28.9K
$804K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-626- 0.54% |
$43.1K - $47.6K
|
116K
$3.22M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-630- 7.01% |
$43.4K - $47.9K
|
8.35K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-636- 0.46% |
$43.8K - $48.3K
|
138K
$3.83M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-642- 0.45% |
$44.2K - $48.8K
|
143K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-649- 1.01% |
$44.7K - $49.3K
|
63.5K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-651- 14.96% |
$44.8K - $49.5K
|
3.7K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-652- 10.18% |
$44.9K - $49.5K
|
5.75K
$160K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-661- 1.44% |
$45.5K - $50.2K
|
45.2K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-669- 9.62% |
$46K - $50.8K
|
6.28K
$175K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-680- 9.22% |
$46.8K - $51.7K
|
6.69K
$186K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-685- 11.82% |
$47.1K - $52K
|
5.11K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-690- 2.23% |
$47.5K - $52.4K
|
30.3K
$842K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-692- 1.69% |
$47.6K - $52.6K
|
40.2K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-697- 6.6% |
$48K - $53K
|
9.86K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-700- 19.09% |
$48.2K - $53.2K
|
2.97K
$82.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-740- 1.29% |
$50.9K - $56.2K
|
56.5K
$1.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-766- 1.21% |
$52.7K - $58.2K
|
62.5K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-774- 2.99% |
$53.3K - $58.8K
|
25.1K
$698K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-778- 9.54% |
$53.5K - $59.1K
|
7.38K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-788- 21.5% |
$54.2K - $59.9K
|
2.88K
$80K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-807- 70.05% |
$55.5K - $61.3K
|
345
$9.59K
|