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 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.04K+ 23.3% |
$218K - $230K
|
16.1K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.03KNew |
$217K - $230K
|
3.03K
$82.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.01K+ 3.67% |
$216K - $229K
|
85.1K
$2.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.95K+ 105.14% |
$211K - $223K
|
5.75K
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.93K+ 4.2% |
$210K - $223K
|
72.8K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.9K+ 4.44% |
$208K - $220K
|
68K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.87KNew |
$206K - $217K
|
2.87K
$78.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$204K - $216K
|
2.85K
$77.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.84KNew |
$204K - $216K
|
2.84K
$77.6K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.79KNew |
$200K - $212K
|
2.79K
$76.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.78KNew |
$199K - $211K
|
2.78K
$75.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.69K+ 9.81% |
$193K - $204K
|
30.1K
$823K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.65K+ 0.82% |
$190K - $201K
|
324K
$8.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.65K+ 0.87% |
$190K - $201K
|
308K
$8.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.62K+ 17.08% |
$188K - $199K
|
18K
$491K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.61K+ 4.55% |
$187K - $198K
|
59.9K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.54K+ 3.94% |
$182K - $193K
|
67K
$1.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.49K+ 19.1% |
$179K - $189K
|
15.5K
$424K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.48K+ 0.28% |
$178K - $188K
|
899K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.47K+ 15.9% |
$177K - $188K
|
18K
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.39K+ 5.4% |
$172K - $181K
|
46.7K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.34K+ 8.66% |
$168K - $177K
|
29.3K
$800K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.28K+ 73.66% |
$163K - $173K
|
5.37K
$146K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.22K+ 2.77% |
$159K - $169K
|
82.3K
$2.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.2K+ 0.58% |
$158K - $167K
|
382K
$10.4M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
2.19K+ 1.93% |
$157K - $166K
|
116K
$3.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.03K+ 226.82% |
$146K - $154K
|
2.93K
$79.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 13.44% |
$145K - $153K
|
17K
$465K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2K+ 4.96% |
$143K - $152K
|
42.3K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2K+ 65.55% |
$143K - $152K
|
5.05K
$138K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 3.09% |
$143K - $151K
|
66.3K
$1.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.95K+ 3.19% |
$140K - $148K
|
63.2K
$1.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.94K+ 4.86% |
$139K - $147K
|
41.9K
$1.14M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.88K+ 4.65% |
$135K - $142K
|
42.3K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 1.0% |
$130K - $138K
|
183K
$4.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.74K+ 17.29% |
$125K - $132K
|
11.8K
$322K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.67K+ 7.43% |
$120K - $127K
|
24.1K
$659K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.64K+ 25.38% |
$117K - $124K
|
8.08K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.52K+ 14.2% |
$109K - $115K
|
12.2K
$334K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.51K+ 3.55% |
$109K - $115K
|
44.2K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.48KNew |
$106K - $112K
|
1.48K
$40.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.43K+ 4.6% |
$103K - $109K
|
32.6K
$889K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.38K+ 1.44% |
$99.1K - $105K
|
97.4K
$2.66M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 12.18% |
$97.3K - $103K
|
12.5K
$341K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 1.9% |
$94.6K - $100K
|
70.6K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.31K+ 108.72% |
$93.9K - $99.3K
|
2.51K
$68.6K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.27K+ 10.73% |
$91K - $96.3K
|
13.1K
$358K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.27K+ 2.81% |
$90.8K - $96K
|
46.4K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.25K+ 3.28% |
$89.4K - $94.5K
|
39.2K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.23K+ 28.13% |
$88.1K - $93.2K
|
5.59K
$153K
|