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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
201New |
$14.8K - $16.2K
|
201
$5.49K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
197+ 4.24% |
$14.5K - $15.8K
|
4.84K
$132K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
180New |
$13.2K - $14.5K
|
180
$4.91K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
179+ 1.14% |
$13.1K - $14.4K
|
15.9K
$434K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
174+ 200.0% |
$12.8K - $14K
|
261
$7.13K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
164+ 1.39% |
$12K - $13.2K
|
12K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
160+ 3.01% |
$11.7K - $12.9K
|
5.48K
$150K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
151New |
$11.1K - $12.1K
|
151
$4.12K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
149+ 0.94% |
$10.9K - $12K
|
15.9K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
137+ 1.33% |
$10.1K - $11K
|
10.4K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
135+ 0.42% |
$9.91K - $10.8K
|
32.6K
$890K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
133+ 12.96% |
$9.77K - $10.7K
|
1.16K
$31.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
131+ 1.47% |
$9.62K - $10.5K
|
9.06K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
126+ 0.42% |
$9.25K - $10.1K
|
29.8K
$813K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
118+ 3.16% |
$8.66K - $9.48K
|
3.85K
$105K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
117+ 0.84% |
$8.59K - $9.4K
|
14K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
116+ 1.14% |
$8.52K - $9.32K
|
10.3K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
111+ 1.04% |
$8.15K - $8.92K
|
10.8K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
110+ 0.68% |
$8.08K - $8.84K
|
16.4K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
107New |
$7.86K - $8.6K
|
107
$2.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
105+ 0.15% |
$7.71K - $8.44K
|
68.4K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
93+ 0.5% |
$6.83K - $7.47K
|
18.5K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
91+ 1.11% |
$6.68K - $7.31K
|
8.31K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 2.13% |
$6.39K - $6.99K
|
4.17K
$114K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
84+ 3.0% |
$6.17K - $6.75K
|
2.88K
$78.7K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
80+ 0.92% |
$5.87K - $6.43K
|
8.81K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 13.07% |
$5.73K - $6.27K
|
675
$18.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
72+ 1.98% |
$5.29K - $5.79K
|
3.72K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
68+ 0.84% |
$4.99K - $5.47K
|
8.12K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
66+ 0.47% |
$4.85K - $5.3K
|
14.2K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
65+ 0.96% |
$4.77K - $5.22K
|
6.86K
$187K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
65New |
$4.77K - $5.22K
|
65
$1.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
56+ 1.11% |
$4.11K - $4.5K
|
5.12K
$140K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
55+ 1.11% |
$4.04K - $4.42K
|
4.99K
$136K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
51+ 1.14% |
$3.74K - $4.1K
|
4.53K
$124K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 3.53% |
$3.74K - $4.1K
|
1.49K
$40.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
47+ 0.63% |
$3.45K - $3.78K
|
7.49K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
46New |
$3.38K - $3.7K
|
46
$1.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
46+ 1.15% |
$3.38K - $3.7K
|
4.05K
$110K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
45+ 1.29% |
$3.3K - $3.62K
|
3.52K
$96.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
44+ 0.29% |
$3.23K - $3.54K
|
15.2K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
41+ 1.0% |
$3.01K - $3.3K
|
4.13K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$2.79K - $3.05K
|
38
$1.04K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
36+ 0.43% |
$2.64K - $2.89K
|
8.42K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
35+ 1.25% |
$2.57K - $2.81K
|
2.83K
$77.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
34+ 0.73% |
$2.5K - $2.73K
|
4.68K
$128K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34+ 0.14% |
$2.5K - $2.73K
|
25.1K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
34+ 1.14% |
$2.5K - $2.73K
|
3.02K
$82.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 0.1% |
$2.42K - $2.65K
|
32.3K
$883K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32+ 0.13% |
$2.35K - $2.57K
|
24.6K
$671K
|