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
|
Citigroup Inc
|
BUY
|
- |
5.25K+ 759.33% |
$385K - $422K
|
5.94K
$162K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.13K+ 6.0% |
$376K - $412K
|
90.6K
$2.47M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.43KNew |
$325K - $356K
|
4.43K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.42KNew |
$324K - $355K
|
4.42K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.36KNew |
$320K - $350K
|
4.36K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.07KNew |
$299K - $327K
|
4.07K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.76KNew |
$276K - $302K
|
3.76K
$103K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.72K+ 2.55% |
$273K - $299K
|
150K
$4.09M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.64K+ 3.25% |
$267K - $292K
|
115K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.62K+ 3.05% |
$266K - $291K
|
122K
$3.34M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.61K+ 1.59% |
$265K - $290K
|
231K
$6.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
3.46KNew |
$254K - $278K
|
3.46K
$94.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.39KNew |
$249K - $272K
|
3.39K
$92.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.35KNew |
$246K - $269K
|
3.35K
$91.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.33K+ 38.26% |
$245K - $268K
|
12K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.3K+ 6.89% |
$243K - $266K
|
51.2K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.16KNew |
$232K - $254K
|
3.16K
$86.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1K+ 8.0% |
$227K - $249K
|
41.8K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.01K+ 1.36% |
$221K - $242K
|
225K
$6.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.93KNew |
$215K - $235K
|
2.93K
$80K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.88KNew |
$212K - $232K
|
2.88K
$78.7K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.85K+ 35.31% |
$209K - $229K
|
10.9K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.83K+ 15.7% |
$208K - $227K
|
20.9K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.75K+ 2.51% |
$202K - $221K
|
112K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.74K+ 25.26% |
$201K - $220K
|
13.6K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.73KNew |
$201K - $220K
|
2.73K
$74.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.71KNew |
$199K - $218K
|
2.71K
$74.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.67KNew |
$196K - $214K
|
2.67K
$72.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.66K+ 0.7% |
$196K - $214K
|
384K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.64KNew |
$193K - $212K
|
2.64K
$71.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.63KNew |
$193K - $211K
|
2.63K
$71.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.62KNew |
$192K - $210K
|
2.62K
$71.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.6KNew |
$191K - $209K
|
2.6K
$71K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 1.26% |
$191K - $209K
|
208K
$5.68M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 1.26% |
$191K - $209K
|
208K
$5.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.59K+ 19.84% |
$190K - $208K
|
15.6K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.58K+ 1.28% |
$190K - $208K
|
205K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.57K+ 26.94% |
$189K - $207K
|
12.1K
$331K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.57KNew |
$189K - $207K
|
2.57K
$70.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $202K
|
2.51K
$68.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.51KNew |
$184K - $202K
|
2.51K
$68.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.5KNew |
$184K - $201K
|
2.5K
$68.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.45K+ 20.73% |
$180K - $197K
|
14.3K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.37K+ 39.89% |
$174K - $190K
|
8.31K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 6.31% |
$172K - $188K
|
39.4K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.29KNew |
$168K - $184K
|
2.29K
$62.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.17K+ 7.5% |
$159K - $174K
|
31.1K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.16K+ 5.47% |
$159K - $174K
|
41.7K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11K+ 2321.98% |
$155K - $170K
|
2.2K
$60.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.05K+ 20.08% |
$151K - $165K
|
12.3K
$335K
|