Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
753KNew |
$54M - $57.1M
|
753K
$20.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
628K+ 5.98% |
$45.1M - $47.6M
|
11.1M
$309M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
554K+ 5.06% |
$39.7M - $42M
|
11.5M
$320M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
382K+ 10.5% |
$27.4M - $29M
|
4.02M
$112M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
168KNew |
$12.1M - $12.7M
|
168K
$4.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
146K+ 75.09% |
$10.4M - $11M
|
339K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136K+ 67.78% |
$9.74M - $10.3M
|
336K
$9.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
90.3KNew |
$6.48M - $6.85M
|
90.3K
$2.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
72.8K+ 1010.05% |
$5.23M - $5.53M
|
80.1K
$2.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
72.2K+ 13.39% |
$5.18M - $5.48M
|
612K
$17M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
71.7KNew |
$5.14M - $5.44M
|
71.7K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.6K+ 30.43% |
$5.07M - $5.36M
|
303K
$8.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
65.9K+ 19.62% |
$4.73M - $5M
|
402K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
57.1K+ 22.33% |
$4.1M - $4.33M
|
313K
$8.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
51.8K+ 4.02% |
$3.71M - $3.93M
|
1.34M
$37.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
48.8KNew |
$3.5M - $3.71M
|
48.8K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 294.65% |
$3.49M - $3.69M
|
65.2K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.5K+ 1.98% |
$3.41M - $3.6M
|
2.45M
$68M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
44.8K+ 164.73% |
$3.21M - $3.39M
|
71.9K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.8K+ 86.12% |
$3.14M - $3.32M
|
94.6K
$2.63M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
33.9K+ 40.01% |
$2.43M - $2.57M
|
119K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
30.4KNew |
$2.18M - $2.31M
|
30.4K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
27.7K+ 14.27% |
$1.98M - $2.1M
|
221K
$6.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
27.2KNew |
$1.95M - $2.06M
|
27.2K
$755K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.4K+ 927.14% |
$1.82M - $1.93M
|
28.2K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 3.84% |
$1.78M - $1.88M
|
671K
$18.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 3.84% |
$1.78M - $1.88M
|
671K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 4.17% |
$1.65M - $1.75M
|
575K
$16M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.9K+ 8.11% |
$1.36M - $1.44M
|
253K
$7.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
17.8K+ 39.36% |
$1.28M - $1.35M
|
63.1K
$1.75M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
17.6K+ 12.62% |
$1.26M - $1.33M
|
157K
$4.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
16.7K+ 3.3% |
$1.2M - $1.27M
|
522K
$14.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
16.3KNew |
$1.17M - $1.23M
|
16.3K
$452K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.8KNew |
$1.13M - $1.2M
|
15.8K
$439K
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
15.5K+ 250.98% |
$1.11M - $1.18M
|
21.7K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.4K+ 3.74% |
$1.04M - $1.1M
|
401K
$11.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
14KNew |
$1.01M - $1.06M
|
14K
$390K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13.8K+ 1.54% |
$987K - $1.04M
|
907K
$25.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.5KNew |
$968K - $1.02M
|
13.5K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12.9K+ 11.88% |
$927K - $980K
|
122K
$3.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.7KNew |
$911K - $964K
|
12.7K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.3K+ 15.28% |
$885K - $936K
|
93.1K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3K+ 1.22% |
$880K - $931K
|
1.02M
$28.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11.4K+ 5.31% |
$821K - $868K
|
227K
$6.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$806K - $852K
|
11.2K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
10.9KNew |
$779K - $823K
|
10.9K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 3.12% |
$770K - $814K
|
355K
$9.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.7KNew |
$766K - $810K
|
10.7K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10.2K+ 3.32% |
$733K - $775K
|
318K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.95K+ 11.18% |
$714K - $755K
|
98.9K
$2.75M
|