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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.14K+ 5.52% |
$81.9K - $86.6K
|
21.8K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.07K+ 3.08% |
$76.8K - $81.2K
|
35.8K
$995K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 28.09% |
$72.5K - $76.6K
|
4.61K
$128K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
995+ 3.76% |
$71.4K - $75.5K
|
27.5K
$763K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
975+ 2785.71% |
$69.9K - $74K
|
1.01K
$28.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
927+ 9.92% |
$66.5K - $70.3K
|
10.3K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
915+ 0.64% |
$65.6K - $69.4K
|
144K
$3.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
888+ 5.9% |
$63.7K - $67.4K
|
16K
$443K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
831+ 30.22% |
$59.6K - $63K
|
3.58K
$99.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
828+ 1.76% |
$59.4K - $62.8K
|
47.9K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
827+ 4.2% |
$59.3K - $62.7K
|
20.5K
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
820+ 1.53% |
$58.8K - $62.2K
|
54.5K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
818+ 30.01% |
$58.7K - $62.1K
|
3.54K
$98.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
812+ 2.86% |
$58.3K - $61.6K
|
29.3K
$813K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
804+ 15.62% |
$57.7K - $61K
|
5.95K
$165K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
754+ 20.43% |
$54.1K - $57.2K
|
4.44K
$124K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
750+ 7.42% |
$53.8K - $56.9K
|
10.9K
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
743+ 2.83% |
$53.3K - $56.4K
|
27K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
740+ 2.32% |
$53.1K - $56.1K
|
32.6K
$907K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
737+ 12.18% |
$52.9K - $55.9K
|
6.79K
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
709+ 0.76% |
$50.9K - $53.8K
|
94.3K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
668New |
$47.9K - $50.7K
|
668
$18.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
620+ 4.71% |
$44.5K - $47K
|
13.8K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
582+ 0.54% |
$41.8K - $44.2K
|
107K
$2.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
552+ 0.61% |
$39.6K - $41.9K
|
91.7K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
542+ 0.67% |
$38.9K - $41.1K
|
80.9K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
537+ 1.74% |
$38.5K - $40.7K
|
31.4K
$872K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
524New |
$37.6K - $39.8K
|
524
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
520New |
$37.3K - $39.4K
|
520
$14.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
520+ 16.41% |
$37.3K - $39.4K
|
3.69K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
518+ 14.27% |
$37.2K - $39.3K
|
4.15K
$115K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
500+ 6.1% |
$35.9K - $37.9K
|
8.7K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
484New |
$34.7K - $36.7K
|
484
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
461+ 1.04% |
$33.1K - $35K
|
45K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
425+ 9.05% |
$30.5K - $32.2K
|
5.12K
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
421+ 5.45% |
$30.2K - $31.9K
|
8.15K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
413+ 1.43% |
$29.6K - $31.3K
|
29.3K
$814K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
392+ 51.85% |
$28.1K - $29.7K
|
1.15K
$31.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
391+ 2.54% |
$28.1K - $29.7K
|
15.8K
$438K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
385+ 7.64% |
$27.6K - $29.2K
|
5.42K
$151K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
384+ 97.96% |
$27.5K - $29.1K
|
776
$21.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
376+ 1.76% |
$27K - $28.5K
|
21.7K
$604K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
364+ 10.21% |
$26.1K - $27.6K
|
3.93K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
360+ 1.71% |
$25.8K - $27.3K
|
21.5K
$597K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
350+ 1.78% |
$25.1K - $26.6K
|
20K
$556K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
349+ 9.22% |
$25K - $26.5K
|
4.13K
$115K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
347+ 138.8% |
$24.9K - $26.3K
|
597
$16.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
335+ 13.34% |
$24K - $25.4K
|
2.85K
$79.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
334+ 53.87% |
$24K - $25.3K
|
954
$26.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
317+ 6.03% |
$22.7K - $24K
|
5.57K
$155K
|