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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.36K+ 168.24% |
$190K - $592K
|
11.7K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.36K+ 181.81% |
$190K - $591K
|
11.4K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
7.3K+ 92.64% |
$188K - $587K
|
15.2K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.23K+ 205.37% |
$186K - $581K
|
10.8K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 241.4% |
$184K - $575K
|
10.1K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.09K+ 214.04% |
$183K - $570K
|
10.4K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.91K+ 195.86% |
$178K - $556K
|
10.4K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.84K+ 154.74% |
$176K - $550K
|
11.3K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.81K+ 203.22% |
$176K - $547K
|
10.2K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.78K+ 199.97% |
$175K - $545K
|
10.2K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6.77K+ 198.8% |
$175K - $545K
|
10.2K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.75K+ 200.15% |
$174K - $543K
|
10.1K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.67K+ 199.97% |
$172K - $536K
|
10K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.66K+ 200.0% |
$172K - $536K
|
10K
$273K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 199.97% |
$172K - $536K
|
9.99K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.51K+ 200.0% |
$168K - $524K
|
9.77K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.5K+ 200.37% |
$168K - $523K
|
9.75K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.49K+ 195.39% |
$167K - $522K
|
9.81K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.38K+ 200.0% |
$165K - $513K
|
9.57K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.32K+ 200.0% |
$163K - $508K
|
9.48K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.32K+ 199.97% |
$163K - $508K
|
9.47K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6.24K+ 200.0% |
$161K - $502K
|
9.36K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.21K+ 178.88% |
$160K - $499K
|
9.68K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.17K+ 194.09% |
$159K - $496K
|
9.36K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
6.16K+ 200.0% |
$159K - $496K
|
9.25K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.08K+ 200.3% |
$157K - $489K
|
9.11K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.07K+ 50.0% |
$157K - $488K
|
18.2K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.02K+ 200.0% |
$155K - $484K
|
9.02K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
5.92K+ 200.0% |
$153K - $476K
|
8.88K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.91K+ 177.39% |
$152K - $475K
|
9.24K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.87K+ 129.54% |
$151K - $472K
|
10.4K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5.85K+ 199.97% |
$151K - $470K
|
8.77K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.84K+ 168.25% |
$151K - $470K
|
9.31K
$254K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.81K+ 198.63% |
$150K - $467K
|
8.74K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.66K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.65K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.76K+ 200.56% |
$148K - $463K
|
8.63K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
5.67K+ 199.93% |
$146K - $456K
|
8.5K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.63K+ 96.77% |
$145K - $452K
|
11.4K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
5.63K+ 201.76% |
$145K - $452K
|
8.41K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.62K+ 201.43% |
$145K - $452K
|
8.41K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.61K+ 202.09% |
$145K - $451K
|
8.39K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.57KNew |
$144K - $448K
|
5.57K
$152K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.56K+ 199.86% |
$143K - $447K
|
8.35K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5.53K+ 201.64% |
$143K - $445K
|
8.27K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
5.52K+ 199.93% |
$142K - $443K
|
8.28K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
5.51K+ 200.0% |
$142K - $443K
|
8.27K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.51K+ 199.1% |
$142K - $443K
|
8.27K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.45K+ 200.18% |
$140K - $438K
|
8.17K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
5.4K+ 200.0% |
$139K - $434K
|
8.1K
$221K
|