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
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.87KNew |
$708K - $749K
|
9.87K
$274K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.84K+ 15.74% |
$706K - $746K
|
72.3K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9.56KNew |
$686K - $725K
|
9.56K
$266K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.41K+ 21.04% |
$675K - $714K
|
54.2K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.99K+ 3.44% |
$645K - $682K
|
270K
$7.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.79KNew |
$631K - $667K
|
8.79K
$244K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
8.42K+ 2.32% |
$604K - $639K
|
372K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.38K+ 31.86% |
$601K - $636K
|
34.7K
$964K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8.3K+ 6.02% |
$595K - $630K
|
146K
$4.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
8.1K+ 2.12% |
$581K - $614K
|
390K
$10.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.08K+ 7.79% |
$580K - $613K
|
112K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
7.45K+ 8.61% |
$535K - $565K
|
94K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$529K - $559K
|
7.37K
$205K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.32KNew |
$525K - $555K
|
7.32K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.68KNew |
$479K - $506K
|
6.68K
$186K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.64KNew |
$476K - $504K
|
6.64K
$185K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.61K+ 0.75% |
$474K - $502K
|
885K
$24.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$440K - $466K
|
6.14K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.04K+ 3.94% |
$433K - $458K
|
159K
$4.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.92KNew |
$425K - $449K
|
5.92K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.86KNew |
$420K - $444K
|
5.86K
$163K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.78K+ 45.84% |
$415K - $439K
|
18.4K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.24KNew |
$376K - $397K
|
5.24K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.2KNew |
$373K - $395K
|
5.2K
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.09K+ 3.01% |
$365K - $386K
|
174K
$4.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.94K+ 7.61% |
$354K - $374K
|
69.7K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.81K+ 70.49% |
$345K - $365K
|
11.6K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4.61K+ 8.19% |
$330K - $349K
|
60.9K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.49K+ 0.42% |
$322K - $341K
|
1.08M
$30.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
4.39K+ 15.0% |
$315K - $333K
|
33.7K
$936K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.36K+ 5.28% |
$313K - $331K
|
86.8K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.25K+ 11.08% |
$305K - $322K
|
42.6K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.12KNew |
$296K - $313K
|
4.12K
$115K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.11K+ 45700.0% |
$295K - $312K
|
4.12K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.04K+ 8.13% |
$290K - $306K
|
53.7K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
3.99KNew |
$286K - $302K
|
3.99K
$111K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.95KNew |
$283K - $300K
|
3.95K
$110K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.89KNew |
$279K - $295K
|
3.89K
$108K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.78K+ 15.43% |
$271K - $286K
|
28.2K
$785K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$268K - $283K
|
3.73K
$104K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.66K+ 10.76% |
$262K - $277K
|
37.6K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.63KNew |
$260K - $275K
|
3.63K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.52KNew |
$253K - $267K
|
3.52K
$97.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.49KNew |
$250K - $265K
|
3.49K
$97K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.28K+ 10.26% |
$235K - $249K
|
35.2K
$979K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.24KNew |
$232K - $245K
|
3.24K
$90K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.15K+ 44.67% |
$226K - $239K
|
10.2K
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.09KNew |
$222K - $235K
|
3.09K
$86K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.05K+ 5.75% |
$219K - $232K
|
56.1K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.05K+ 2.5% |
$219K - $231K
|
125K
$3.48M
|