Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35.9M+ 184.25% |
$925M - $2.89B
|
55.4M
$1.51B
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.8M+ 220.69% |
$691M - $2.15B
|
38.9M
$1.06B
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.2M+ 197.43% |
$547M - $1.71B
|
32M
$873M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1M+ 228.24% |
$286M - $890M
|
15.9M
$435M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.62M+ 200.24% |
$171M - $532M
|
9.93M
$271M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.88M+ 138.72% |
$152M - $473M
|
10.1M
$276M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.29M+ 199.01% |
$136M - $425M
|
7.95M
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.05M+ 189.77% |
$78.6M - $245M
|
4.65M
$127M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.82M+ 206.91% |
$72.8M - $227M
|
4.19M
$114M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.39M+ 217.35% |
$61.7M - $192M
|
3.5M
$95.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.25M+ 187.33% |
$58.1M - $181M
|
3.46M
$94.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.96M+ 212.37% |
$50.5M - $157M
|
2.88M
$78.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.87M+ 201.5% |
$48.2M - $150M
|
2.8M
$76.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.81M+ 197.78% |
$46.7M - $146M
|
2.72M
$74.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68M+ 237.78% |
$43.3M - $135M
|
2.39M
$65.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63MNew |
$42.1M - $131M
|
1.63M
$44.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48M+ 200.84% |
$38.2M - $119M
|
2.22M
$60.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.41M+ 324.26% |
$36.3M - $113M
|
1.84M
$50.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.33M+ 150.7% |
$34.2M - $107M
|
2.21M
$60.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28M+ 349.62% |
$33M - $103M
|
1.65M
$44.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.26M+ 195.58% |
$32.4M - $101M
|
1.9M
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24M+ 228.61% |
$32M - $99.9M
|
1.79M
$48.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.22M+ 209.38% |
$31.5M - $98.3M
|
1.81M
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.19M+ 187.18% |
$30.6M - $95.3M
|
1.82M
$49.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.07M+ 198.79% |
$27.7M - $86.3M
|
1.61M
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.04M+ 231.51% |
$26.9M - $83.7M
|
1.49M
$40.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
984K+ 219.87% |
$25.4M - $79.1M
|
1.43M
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
971K+ 177.21% |
$25M - $78.1M
|
1.52M
$41.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
950K+ 208.93% |
$24.5M - $76.4M
|
1.4M
$38.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
927K+ 215.39% |
$23.9M - $74.6M
|
1.36M
$37.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
848K+ 208.88% |
$21.9M - $68.2M
|
1.25M
$34.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
813K+ 211.6% |
$21M - $65.4M
|
1.2M
$32.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
805K+ 232.97% |
$20.8M - $64.7M
|
1.15M
$31.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
803K+ 20361.35% |
$20.7M - $64.6M
|
807K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
799K+ 200.65% |
$20.6M - $64.2M
|
1.2M
$32.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
798K+ 204.62% |
$20.6M - $64.1M
|
1.19M
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
780K+ 202.91% |
$20.1M - $62.7M
|
1.16M
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
768K+ 189.62% |
$19.8M - $61.8M
|
1.17M
$32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
754K+ 185.66% |
$19.4M - $60.6M
|
1.16M
$31.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
752K+ 262.86% |
$19.4M - $60.5M
|
1.04M
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
748K+ 271.45% |
$19.3M - $60.2M
|
1.02M
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
731KNew |
$18.8M - $58.7M
|
731K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
728K+ 220.29% |
$18.8M - $58.5M
|
1.06M
$28.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
722K+ 177.81% |
$18.6M - $58M
|
1.13M
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
714K+ 250.24% |
$18.4M - $57.4M
|
1M
$27.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
687K+ 198.9% |
$17.7M - $55.2M
|
1.03M
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
681KNew |
$17.6M - $54.7M
|
681K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
669K+ 200.47% |
$17.3M - $53.8M
|
1M
$27.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
655K+ 174.25% |
$16.9M - $52.7M
|
1.03M
$28.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
649K+ 207.22% |
$16.7M - $52.2M
|
962K
$26.3M
|