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
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-61- 1.14% |
$4.38K - $4.63K
|
5.3K
$147K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-63- 0.1% |
$4.52K - $4.78K
|
64.7K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-63- 0.68% |
$4.52K - $4.78K
|
9.25K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-66- 0.03% |
$4.73K - $5.01K
|
231K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-72- 16.29% |
$5.17K - $5.46K
|
370
$10.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-74- 0.39% |
$5.31K - $5.61K
|
19.1K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 20.78% |
$5.38K - $5.69K
|
286
$7.95K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-77- 1.49% |
$5.52K - $5.84K
|
5.11K
$142K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-80- 1.5% |
$5.74K - $6.07K
|
5.25K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-80- 0.76% |
$5.74K - $6.07K
|
10.4K
$289K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-82- 2.38% |
$5.88K - $6.22K
|
3.37K
$93.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-83- 0.6% |
$5.95K - $6.3K
|
13.9K
$385K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-86- 2.24% |
$6.17K - $6.52K
|
3.75K
$104K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-87- 49.43% |
$6.24K - $6.6K
|
89
$2.47K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-93- 2.17% |
$6.67K - $7.05K
|
4.19K
$117K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-95- 2.96% |
$6.82K - $7.21K
|
3.12K
$86.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-98- 0.9% |
$7.03K - $7.43K
|
10.8K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-101- 0.91% |
$7.25K - $7.66K
|
11K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-110- 0.72% |
$7.89K - $8.34K
|
15.1K
$420K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-110- 2.66% |
$7.89K - $8.34K
|
4.02K
$112K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-113- 2.22% |
$8.11K - $8.57K
|
4.97K
$138K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-115- 1.04% |
$8.25K - $8.72K
|
11K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-120- 1.64% |
$8.61K - $9.1K
|
7.18K
$199K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-124- 3.46% |
$8.9K - $9.41K
|
3.46K
$96.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-125- 2.0% |
$8.97K - $9.48K
|
6.12K
$170K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-127- 0.56% |
$9.11K - $9.63K
|
22.7K
$632K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-128- 0.91% |
$9.18K - $9.71K
|
13.9K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-130- 0.53% |
$9.33K - $9.86K
|
24.4K
$679K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-131- 1.61% |
$9.4K - $9.94K
|
7.99K
$222K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-134- 9.64% |
$9.61K - $10.2K
|
1.26K
$34.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-135- 4.06% |
$9.68K - $10.2K
|
3.19K
$88.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-144- 5.01% |
$10.3K - $10.9K
|
2.73K
$76K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-145- 1.87% |
$10.4K - $11K
|
7.62K
$212K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-153- 1.22% |
$11K - $11.6K
|
12.3K
$343K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-155- 1.31% |
$11.1K - $11.8K
|
11.7K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-156- 2.23% |
$11.2K - $11.8K
|
6.85K
$190K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-160- 2.13% |
$11.5K - $12.1K
|
7.35K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-161- 1.46% |
$11.6K - $12.2K
|
10.9K
$303K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-162- 13.64% |
$11.6K - $12.3K
|
1.03K
$28.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-172- 1.74% |
$12.3K - $13K
|
9.69K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-175- 8.27% |
$12.6K - $13.3K
|
1.94K
$53.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-184- 4.04% |
$13.2K - $14K
|
4.37K
$122K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-190- 1.01% |
$13.6K - $14.4K
|
18.7K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-199- 0.35% |
$14.3K - $15.1K
|
56.3K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-205- 22.88% |
$14.7K - $15.6K
|
691
$19.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-213- 2.94% |
$15.3K - $16.2K
|
7.03K
$195K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-215- 1.07% |
$15.4K - $16.3K
|
19.9K
$554K
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-216- 2.35% |
$15.5K - $16.4K
|
8.96K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-245- 6.3% |
$17.6K - $18.6K
|
3.64K
$101K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-247- 0.29% |
$17.7K - $18.7K
|
84.1K
$2.34M
|