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 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$1.29K - $1.37K
|
18
$500
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18+ 11.25% |
$1.29K - $1.37K
|
178
$4.95K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
14+ 0.5% |
$1K - $1.06K
|
2.8K
$77.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.08% |
$717 - $759
|
11.8K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 0.1% |
$717 - $759
|
9.55K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.61% |
$646 - $683
|
1.49K
$41.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$574 - $607
|
4.05K
$113K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6+ 0.16% |
$430 - $455
|
3.76K
$104K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.8% |
$430 - $455
|
131
$3.64K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.65% |
$430 - $455
|
933
$25.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 100.0% |
$71.7 - $75.9
|
2
$55.6
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$71.7 - $75.9
|
16.1K
$447K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- -0.0% |
$71.7 - $75.9
|
22.6K
$628K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$71.7 - $75.9
|
25.1K
$698K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.15% |
$71.7 - $75.9
|
676
$18.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2- 0.05% |
$143 - $152
|
4.11K
$114K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$215 - $228
|
4.41K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4- 0.04% |
$287 - $303
|
11.3K
$314K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-8- 22.86% |
$574 - $607
|
27
$751
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13- 14.44% |
$933 - $986
|
77
$2.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14- 0.19% |
$1K - $1.06K
|
7.36K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-17- 0.01% |
$1.22K - $1.29K
|
176K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-19- 0.57% |
$1.36K - $1.44K
|
3.33K
$92.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-20- 0.05% |
$1.43K - $1.52K
|
40.5K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20- 0.39% |
$1.43K - $1.52K
|
5.17K
$144K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-23- 0.14% |
$1.65K - $1.74K
|
16.4K
$455K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-25- 0.73% |
$1.79K - $1.9K
|
3.4K
$94.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-25- 0.1% |
$1.79K - $1.9K
|
23.9K
$663K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-26- 0.07% |
$1.87K - $1.97K
|
39.2K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29- 1.94% |
$2.08K - $2.2K
|
1.47K
$40.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 1.05% |
$2.08K - $2.2K
|
2.75K
$76.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-30- 7.14% |
$2.15K - $2.28K
|
390
$10.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-33- 1.15% |
$2.37K - $2.5K
|
2.84K
$78.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-33- 9.97% |
$2.37K - $2.5K
|
298
$8.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-34- 1.24% |
$2.44K - $2.58K
|
2.7K
$75.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-35- 0.22% |
$2.51K - $2.66K
|
15.7K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 0.48% |
$2.73K - $2.88K
|
7.89K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-40- 0.7% |
$2.87K - $3.03K
|
5.67K
$158K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-40- 1.15% |
$2.87K - $3.03K
|
3.45K
$95.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 0.26% |
$2.87K - $3.03K
|
15.3K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-42- 0.03% |
$3.01K - $3.19K
|
146K
$4.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-43- 0.53% |
$3.08K - $3.26K
|
8.08K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-43- 0.53% |
$3.08K - $3.26K
|
8.08K
$225K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-44- 0.37% |
$3.16K - $3.34K
|
11.9K
$331K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-46- 0.55% |
$3.3K - $3.49K
|
8.38K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 1.78% |
$3.59K - $3.79K
|
2.76K
$76.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-54- 1.65% |
$3.87K - $4.1K
|
3.22K
$89.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-57- 1.36% |
$4.09K - $4.32K
|
4.13K
$115K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-60- 6.44% |
$4.3K - $4.55K
|
871
$24.2K
|