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 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-655- 12.17% |
$47K - $49.7K
|
4.73K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-655- 5.36% |
$47K - $49.7K
|
11.6K
$316K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-676- 1.68% |
$48.5K - $51.3K
|
39.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-679- 22.01% |
$48.7K - $51.5K
|
2.41K
$65.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-681- 4.03% |
$48.9K - $51.7K
|
16.2K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-686- 0.36% |
$49.2K - $52K
|
192K
$5.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-699- 14.63% |
$50.1K - $53K
|
4.08K
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-700- 2.54% |
$50.2K - $53.1K
|
26.9K
$734K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-711- 16.63% |
$51K - $53.9K
|
3.56K
$97.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-728- 67.66% |
$52.2K - $55.2K
|
348
$9.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-732- 4.89% |
$52.5K - $55.5K
|
14.2K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-750- 1.96% |
$53.8K - $56.9K
|
37.5K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-762- 3.34% |
$54.7K - $57.8K
|
22K
$601K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-763- 14.44% |
$54.7K - $57.9K
|
4.52K
$123K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-774- 2.93% |
$55.5K - $58.7K
|
25.6K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-775- 5.33% |
$55.6K - $58.8K
|
13.8K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-777- 20.42% |
$55.7K - $58.9K
|
3.03K
$82.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-780- 15.23% |
$56K - $59.2K
|
4.34K
$119K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-803- 11.3% |
$57.6K - $60.9K
|
6.3K
$172K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-804- 1.07% |
$57.7K - $61K
|
74.1K
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-827- 1.83% |
$59.3K - $62.7K
|
44.3K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-833- 2.07% |
$59.8K - $63.2K
|
39.5K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-857- 18.33% |
$61.5K - $65K
|
3.82K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-890- 7.41% |
$63.8K - $67.5K
|
11.1K
$303K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-896- 0.75% |
$64.3K - $68K
|
118K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-904- 2.95% |
$64.9K - $68.6K
|
29.7K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-905Closed |
$64.9K - $68.7K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-952- 10.25% |
$68.3K - $72.2K
|
8.34K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-955- 0.44% |
$68.5K - $72.4K
|
217K
$5.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 4.44% |
$74K - $78.2K
|
22.2K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.05K- 15.68% |
$75.3K - $79.7K
|
5.65K
$154K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.07K- 2.32% |
$76.6K - $81K
|
45K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.08K- 3.83% |
$77.7K - $82.2K
|
27.2K
$743K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.19K- 3.93% |
$85.4K - $90.3K
|
29.1K
$794K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.23K- 7.69% |
$88K - $93K
|
14.7K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.24K- 9.2% |
$89.1K - $94.2K
|
12.3K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.24K- 1.76% |
$89.1K - $94.2K
|
69.5K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-1.25K- 4.33% |
$89.8K - $95K
|
27.7K
$755K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.29K- 3.77% |
$92.5K - $97.8K
|
32.9K
$897K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 9.75% |
$93K - $98.3K
|
12K
$328K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.3K- 27.22% |
$93.2K - $98.5K
|
3.47K
$94.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.31K- 11.41% |
$94.1K - $99.5K
|
10.2K
$278K
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.33K- 19.85% |
$95.6K - $101K
|
5.38K
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.35K- 10.96% |
$96.8K - $102K
|
11K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 1.66% |
$97K - $103K
|
80.3K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.36K- 33.01% |
$97.8K - $103K
|
2.77K
$75.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.4K- 7.23% |
$100K - $106K
|
17.9K
$490K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.4K- 6.31% |
$100K - $106K
|
20.8K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-1.41K- 7.02% |
$101K - $107K
|
18.6K
$509K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.43K- 5.0% |
$102K - $108K
|
27.1K
$739K
|