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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$60.8K - $66.5K
|
828
$22.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
805+ 1.24% |
$59.1K - $64.7K
|
65.5K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
802+ 23.27% |
$58.9K - $64.5K
|
4.25K
$116K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
801+ 1.91% |
$58.8K - $64.4K
|
42.7K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
783+ 28.52% |
$57.5K - $62.9K
|
3.53K
$96.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
751+ 5.78% |
$55.1K - $60.4K
|
13.7K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
716+ 1.81% |
$52.6K - $57.5K
|
40.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
713+ 5.17% |
$52.4K - $57.3K
|
14.5K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
706+ 6.11% |
$51.8K - $56.7K
|
12.3K
$335K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
704New |
$51.7K - $56.6K
|
704
$19.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
671+ 173.83% |
$49.3K - $53.9K
|
1.06K
$28.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
655+ 5.69% |
$48.1K - $52.6K
|
12.2K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
627+ 2.89% |
$46K - $50.4K
|
22.4K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
622+ 6.3% |
$45.7K - $50K
|
10.5K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
608+ 4.37% |
$44.6K - $48.9K
|
14.5K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
601+ 0.38% |
$44.1K - $48.3K
|
160K
$4.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
599+ 5.33% |
$44K - $48.1K
|
11.8K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
580+ 1.43% |
$42.6K - $46.6K
|
41.1K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
563+ 1.55% |
$41.3K - $45.2K
|
36.9K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
479+ 3.66% |
$35.2K - $38.5K
|
13.6K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
476+ 1.63% |
$35K - $38.3K
|
29.7K
$812K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
470+ 13.19% |
$34.5K - $37.8K
|
4.03K
$110K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
445+ 1.01% |
$32.7K - $35.8K
|
44.6K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
436+ 1.26% |
$32K - $35K
|
35.1K
$959K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
410+ 5.19% |
$30.1K - $33K
|
8.31K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$29.4K - $32.1K
|
400
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
389+ 2.09% |
$28.6K - $31.3K
|
19K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
385+ 2.44% |
$28.3K - $30.9K
|
16.1K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
381+ 0.47% |
$28K - $30.6K
|
80.7K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
365+ 6.72% |
$26.8K - $29.3K
|
5.8K
$158K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
348+ 1.57% |
$25.6K - $28K
|
22.5K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
331New |
$24.3K - $26.6K
|
331
$9.04K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
320+ 0.53% |
$23.5K - $25.7K
|
60.2K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
316+ 0.81% |
$23.2K - $25.4K
|
39.5K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
312+ 6.6% |
$22.9K - $25.1K
|
5.04K
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
308+ 5.03% |
$22.6K - $24.8K
|
6.43K
$175K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
295+ 4.42% |
$21.7K - $23.7K
|
6.97K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
275+ 2.13% |
$20.2K - $22.1K
|
13.2K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
275+ 9.66% |
$20.2K - $22.1K
|
3.12K
$85.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
273+ 1.33% |
$20K - $21.9K
|
20.8K
$567K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
271+ 1.14% |
$19.9K - $21.8K
|
24.1K
$659K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
269+ 0.6% |
$19.8K - $21.6K
|
45.3K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
267+ 89.9% |
$19.6K - $21.5K
|
564
$15.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
263+ 1.79% |
$19.3K - $21.1K
|
15K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
260+ 2.3% |
$19.1K - $20.9K
|
11.6K
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
254+ 7.9% |
$18.7K - $20.4K
|
3.47K
$94.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
227+ 0.72% |
$16.7K - $18.2K
|
31.7K
$865K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
211+ 2.16% |
$15.5K - $17K
|
9.98K
$272K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
205+ 205.0% |
$15.1K - $16.5K
|
305
$8.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
203+ 7.89% |
$14.9K - $16.3K
|
2.78K
$75.8K
|