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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.16KNew |
$236K - $736K
|
9.16K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.15KNew |
$236K - $735K
|
9.15K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
9.13K+ 208.85% |
$235K - $734K
|
13.5K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.12K+ 200.37% |
$235K - $733K
|
13.7K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.07K+ 379.18% |
$234K - $729K
|
11.5K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.97K+ 200.22% |
$231K - $722K
|
13.5K
$367K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
8.95KNew |
$231K - $719K
|
8.95K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.91K+ 237.19% |
$230K - $716K
|
12.7K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
8.89K+ 200.0% |
$229K - $715K
|
13.3K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
8.88K+ 206.77% |
$229K - $714K
|
13.2K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.88K+ 252.21% |
$229K - $714K
|
12.4K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.86KNew |
$229K - $713K
|
8.86K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8.85K+ 199.98% |
$228K - $712K
|
13.3K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.83K+ 189.12% |
$228K - $710K
|
13.5K
$369K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
8.81K+ 158.89% |
$227K - $708K
|
14.4K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.74K+ 186.64% |
$225K - $703K
|
13.4K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
8.72K+ 200.0% |
$225K - $701K
|
13.1K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
8.68K+ 200.0% |
$224K - $698K
|
13K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.54K+ 200.0% |
$220K - $687K
|
12.8K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
8.51K+ 200.0% |
$219K - $684K
|
12.8K
$348K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.44K+ 1496.81% |
$218K - $679K
|
9.01K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.24K+ 200.0% |
$213K - $663K
|
12.4K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
8.2K+ 284.29% |
$211K - $659K
|
11.1K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.19KNew |
$211K - $659K
|
8.19K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.17K+ 200.79% |
$211K - $657K
|
12.2K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.11K+ 216.12% |
$209K - $652K
|
11.9K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.11K+ 190.84% |
$209K - $652K
|
12.4K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
8.1K+ 200.0% |
$209K - $651K
|
12.2K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.08K+ 200.0% |
$208K - $649K
|
12.1K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.05K+ 214.49% |
$208K - $648K
|
11.8K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.03KNew |
$207K - $646K
|
8.03K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8K+ 210.0% |
$206K - $643K
|
11.8K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.96K+ 200.0% |
$205K - $640K
|
11.9K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
7.93K+ 219.51% |
$205K - $638K
|
11.5K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.85K+ 189.93% |
$202K - $631K
|
12K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
7.83KNew |
$202K - $630K
|
7.83K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.81K+ 191.47% |
$201K - $628K
|
11.9K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7.79K+ 200.0% |
$201K - $626K
|
11.7K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.75K+ 235.56% |
$200K - $623K
|
11K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.75K+ 175.45% |
$200K - $623K
|
12.2K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.71K+ 200.31% |
$199K - $620K
|
11.6K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.64K+ 200.0% |
$197K - $614K
|
11.5K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 200.0% |
$196K - $611K
|
11.4K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.56K+ 198.09% |
$195K - $607K
|
11.4K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.55K+ 200.0% |
$195K - $607K
|
11.3K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7.54K+ 200.0% |
$194K - $606K
|
11.3K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.5K+ 200.0% |
$193K - $603K
|
11.3K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7.45K+ 395.12% |
$192K - $599K
|
9.34K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.41K+ 124.74% |
$191K - $596K
|
13.3K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.38K+ 200.0% |
$190K - $593K
|
11.1K
$302K
|