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 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
317+ 0.57% |
$22.7K - $24K
|
56.1K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
305+ 3.68% |
$21.9K - $23.1K
|
8.6K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
304New |
$21.8K - $23.1K
|
304
$8.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
297New |
$21.3K - $22.5K
|
297
$8.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
278+ 2.93% |
$19.9K - $21.1K
|
9.77K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
276+ 11.66% |
$19.8K - $20.9K
|
2.64K
$74K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
260+ 0.51% |
$18.7K - $19.7K
|
51K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
242+ 0.54% |
$17.4K - $18.4K
|
44.8K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
238+ 0.76% |
$17.1K - $18.1K
|
31.4K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
222+ 0.71% |
$15.9K - $16.8K
|
31.6K
$884K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
205New |
$14.7K - $15.6K
|
205
$5.74K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
200+ 2.55% |
$14.3K - $15.2K
|
8.06K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
194+ 1.93% |
$13.9K - $14.7K
|
10.2K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
187+ 0.59% |
$13.4K - $14.2K
|
31.8K
$890K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
186New |
$13.3K - $14.1K
|
186
$5.21K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
177+ 4.14% |
$12.7K - $13.4K
|
4.45K
$125K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
159New |
$11.4K - $12.1K
|
159
$4.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
158+ 1.68% |
$11.3K - $12K
|
9.54K
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
157+ 1.22% |
$11.3K - $11.9K
|
13K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
157+ 0.49% |
$11.3K - $11.9K
|
32.3K
$905K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
140+ 5.75% |
$10K - $10.6K
|
2.57K
$72.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
136+ 0.13% |
$9.76K - $10.3K
|
103K
$2.9M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
130New |
$9.33K - $9.86K
|
130
$3.64K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
111+ 1.29% |
$7.96K - $8.42K
|
8.73K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
105+ 0.74% |
$7.53K - $7.97K
|
14.3K
$400K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
105+ 4.02% |
$7.53K - $7.97K
|
2.72K
$76.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
103+ 0.83% |
$7.39K - $7.81K
|
12.5K
$351K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
103+ 3.61% |
$7.39K - $7.81K
|
2.96K
$82.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
102+ 1.16% |
$7.32K - $7.74K
|
8.93K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
100+ 3.25% |
$7.17K - $7.59K
|
3.18K
$89.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
89+ 1.29% |
$6.38K - $6.75K
|
7K
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
79+ 0.04% |
$5.67K - $5.99K
|
192K
$5.39M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
77New |
$5.52K - $5.84K
|
77
$2.16K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75+ 1.77% |
$5.38K - $5.69K
|
4.32K
$121K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
72+ 1.79% |
$5.17K - $5.46K
|
4.09K
$115K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$5.02K - $5.31K
|
70
$1.96K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
66+ 0.9% |
$4.73K - $5.01K
|
7.44K
$208K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 7.85% |
$4.66K - $4.93K
|
893
$25K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
60+ 12.0% |
$4.3K - $4.55K
|
560
$15.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
60+ 0.62% |
$4.3K - $4.55K
|
9.74K
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
54+ 0.49% |
$3.87K - $4.1K
|
11.1K
$310K
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
47+ 1.02% |
$3.37K - $3.57K
|
4.64K
$130K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
41+ 0.13% |
$2.94K - $3.11K
|
31.3K
$875K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 0.59% |
$2.51K - $2.66K
|
5.94K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35+ 0.59% |
$2.51K - $2.66K
|
6K
$168K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
34+ 0.06% |
$2.44K - $2.58K
|
52.8K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33+ 2.45% |
$2.37K - $2.5K
|
1.38K
$38.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 20.56% |
$1.58K - $1.67K
|
129
$3.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20+ 0.38% |
$1.43K - $1.52K
|
5.26K
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
20+ 0.47% |
$1.43K - $1.52K
|
4.29K
$120K
|