Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29M+ 225.26% |
$168M - $184M
|
3.31M
$92M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
866K+ 194.67% |
$63.6M - $69.6M
|
1.31M
$36.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
831K+ 4.46% |
$61M - $66.8M
|
19.5M
$541M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
828K+ 20.59% |
$60.8M - $66.6M
|
4.85M
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
635K+ 5.52% |
$46.6M - $51M
|
12.1M
$337M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
384K+ 199.42% |
$28.2M - $30.8M
|
576K
$16M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
338K+ 497.08% |
$24.8M - $27.2M
|
406K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
281K+ 301.71% |
$20.6M - $22.6M
|
374K
$10.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
223K+ 353.76% |
$16.4M - $17.9M
|
286K
$7.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
212K+ 8.66% |
$15.6M - $17M
|
2.66M
$73.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
200K+ 1175.46% |
$14.7M - $16.1M
|
217K
$6.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
179K+ 132.74% |
$13.2M - $14.4M
|
314K
$8.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
177K+ 2165.17% |
$13M - $14.2M
|
185K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138K+ 128.1% |
$10.1M - $11.1M
|
245K
$6.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
119K+ 186.84% |
$8.73M - $9.56M
|
183K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
91.3K+ 162.71% |
$6.71M - $7.34M
|
147K
$4.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
91.3K+ 26.9% |
$6.7M - $7.33M
|
431K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.2K+ 20.88% |
$4.64M - $5.08M
|
366K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
56.5KNew |
$4.15M - $4.54M
|
56.5K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
52.2KNew |
$3.83M - $4.2M
|
52.2K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.6KNew |
$3.5M - $3.83M
|
47.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
46.6K+ 43.89% |
$3.42M - $3.75M
|
153K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
45.6K+ 11.36% |
$3.35M - $3.67M
|
447K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
45.2K+ 205.08% |
$3.32M - $3.63M
|
67.2K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
43.1KNew |
$3.17M - $3.47M
|
43.1K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
43.1K+ 4.87% |
$3.16M - $3.46M
|
928K
$25.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
42.2K+ 185.73% |
$3.1M - $3.39M
|
64.9K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.1K+ 892.23% |
$3.02M - $3.3M
|
45.7K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
40.2K+ 6.77% |
$2.95M - $3.23M
|
633K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
39K+ 211.67% |
$2.86M - $3.13M
|
57.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 5.23% |
$2.58M - $2.82M
|
707K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.9K+ 13.01% |
$2.41M - $2.64M
|
285K
$7.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
32.8K+ 10.47% |
$2.41M - $2.63M
|
346K
$9.61M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32.2K+ 106.58% |
$2.36M - $2.59M
|
62.4K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.2K+ 763.28% |
$2.29M - $2.51M
|
35.3K
$981K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
30K+ 380.74% |
$2.2M - $2.41M
|
37.9K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.9K+ 9.58% |
$2.12M - $2.32M
|
330K
$9.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
26.9K+ 2.01% |
$1.97M - $2.16M
|
1.36M
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 79.01% |
$1.8M - $1.97M
|
55.7K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.1K+ 617.79% |
$1.77M - $1.94M
|
28K
$778K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.2KNew |
$1.63M - $1.79M
|
22.2K
$618K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
22K+ 44.0% |
$1.62M - $1.77M
|
72K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 295.88% |
$1.61M - $1.76M
|
29.3K
$815K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 9.9% |
$1.4M - $1.53M
|
211K
$5.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.9K+ 328.32% |
$1.39M - $1.52M
|
24.6K
$684K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.9K+ 3.43% |
$1.31M - $1.44M
|
540K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 1.53% |
$1.22M - $1.34M
|
1.1M
$30.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
16.1K+ 3.68% |
$1.19M - $1.3M
|
455K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
16.1K+ 5.08% |
$1.18M - $1.3M
|
334K
$9.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16K+ 1.78% |
$1.18M - $1.29M
|
915K
$25.4M
|