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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-290- 2.03% |
$21.3K - $23.3K
|
14K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-295- 1.07% |
$21.7K - $23.7K
|
27.4K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-297- 7.23% |
$21.8K - $23.9K
|
3.81K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-304- 1.24% |
$22.3K - $24.4K
|
24.1K
$671K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-316- 1.36% |
$23.2K - $25.4K
|
22.8K
$635K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-325- 1.76% |
$23.9K - $26.1K
|
18.2K
$505K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-333- 1.31% |
$24.5K - $26.8K
|
25K
$695K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-342- 9.34% |
$25.1K - $27.5K
|
3.32K
$92.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-342- 1.27% |
$25.1K - $27.5K
|
26.6K
$738K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-349- 2.85% |
$25.6K - $28K
|
11.9K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-377- 10.22% |
$27.7K - $30.3K
|
3.31K
$92K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-384- 24.11% |
$28.2K - $30.9K
|
1.21K
$33.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-386- 1.86% |
$28.3K - $31K
|
20.4K
$566K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-389- 50.13% |
$28.6K - $31.3K
|
387
$10.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-393- 5.35% |
$28.9K - $31.6K
|
6.95K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-400- 3.52% |
$29.4K - $32.1K
|
11K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-406- 10.1% |
$29.8K - $32.6K
|
3.61K
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-406- 0.61% |
$29.8K - $32.6K
|
65.9K
$1.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-407- 13.64% |
$29.9K - $32.7K
|
2.58K
$71.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-422- 4.56% |
$31K - $33.9K
|
8.83K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-423- 0.71% |
$31.1K - $34K
|
59.2K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-425- 7.14% |
$31.2K - $34.2K
|
5.53K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-427- 1.52% |
$31.4K - $34.3K
|
27.7K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-441- 10.52% |
$32.4K - $35.4K
|
3.75K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-455- 1.03% |
$33.4K - $36.6K
|
43.9K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-467- 1.61% |
$34.3K - $37.5K
|
28.6K
$795K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-475- 0.41% |
$34.9K - $38.2K
|
115K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-495- 12.94% |
$36.3K - $39.8K
|
3.33K
$92.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-496- 1.0% |
$36.4K - $39.9K
|
49K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-496- 1.32% |
$36.4K - $39.9K
|
37K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 2.54% |
$37.4K - $40.9K
|
19.5K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-517- 3.17% |
$38K - $41.6K
|
15.8K
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-523- 2.04% |
$38.4K - $42K
|
25.1K
$697K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-525- 13.36% |
$38.6K - $42.2K
|
3.4K
$94.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-528- 1.13% |
$38.8K - $42.4K
|
46.2K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-534- 9.08% |
$39.2K - $42.9K
|
5.35K
$149K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-559- 55.35% |
$41K - $44.9K
|
451
$12.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-560- 12.8% |
$41.1K - $45K
|
3.81K
$106K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-565- 14.49% |
$41.5K - $45.4K
|
3.34K
$92.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-572- 1.63% |
$42K - $46K
|
34.5K
$959K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-574- 4.65% |
$42.1K - $46.1K
|
11.8K
$327K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-625- 11.07% |
$45.9K - $50.2K
|
5.02K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-626- 4.93% |
$46K - $50.3K
|
12.1K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-661- 17.66% |
$48.5K - $53.1K
|
3.08K
$85.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-667- 53.11% |
$49K - $53.6K
|
589
$16.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-670- 0.29% |
$49.2K - $53.8K
|
230K
$6.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-732- 18.81% |
$53.8K - $58.8K
|
3.16K
$87.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-734- 8.19% |
$53.9K - $59K
|
8.23K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-745- 0.39% |
$54.7K - $59.9K
|
189K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-750- 16.41% |
$55.1K - $60.3K
|
3.82K
$106K
|