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 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.42K+ 209.63% |
$36.5K - $114K
|
2.09K
$57.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 2.38% |
$35.3K - $110K
|
58.7K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.36K+ 200.0% |
$35.1K - $109K
|
2.04K
$55.7K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.25K+ 255.62% |
$32.2K - $101K
|
1.74K
$47.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.2K+ 201.34% |
$30.9K - $96.3K
|
1.79K
$48.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.18K+ 200.0% |
$30.4K - $94.7K
|
1.77K
$48.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.12K+ 200.0% |
$28.9K - $90K
|
1.68K
$45.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 202.02% |
$28.4K - $88.5K
|
1.65K
$44.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.05K+ 200.0% |
$27K - $84.1K
|
1.57K
$42.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.04K+ 200.0% |
$26.8K - $83.5K
|
1.56K
$42.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1K+ 200.0% |
$25.8K - $80.4K
|
1.5K
$41K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
944+ 200.0% |
$24.3K - $75.9K
|
1.42K
$38.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
931+ 201.08% |
$24K - $74.9K
|
1.39K
$38.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
918New |
$23.7K - $73.8K
|
918
$25.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
902+ 200.0% |
$23.3K - $72.5K
|
1.35K
$36.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
866+ 200.0% |
$22.3K - $69.6K
|
1.3K
$35.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
850+ 200.0% |
$21.9K - $68.3K
|
1.28K
$34.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
825+ 182.12% |
$21.3K - $66.3K
|
1.28K
$34.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
824+ 200.0% |
$21.3K - $66.2K
|
1.24K
$33.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
822+ 200.0% |
$21.2K - $66.1K
|
1.23K
$33.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
800+ 200.0% |
$20.6K - $64.3K
|
1.2K
$32.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
791+ 4.7% |
$20.4K - $63.6K
|
17.6K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
780+ 200.0% |
$20.1K - $62.7K
|
1.17K
$31.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
774+ 200.0% |
$20K - $62.2K
|
1.16K
$31.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
696+ 1.04% |
$17.9K - $56K
|
67.9K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
696+ 200.0% |
$17.9K - $56K
|
1.04K
$28.5K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
690+ 200.0% |
$17.8K - $55.5K
|
1.04K
$28.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
664+ 200.0% |
$17.1K - $53.4K
|
996
$27.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
652+ 18.84% |
$16.8K - $52.4K
|
4.11K
$112K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
612+ 201.32% |
$15.8K - $49.2K
|
916
$25K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
612New |
$15.8K - $49.2K
|
612
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
610+ 200.0% |
$15.7K - $49K
|
915
$25K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
597+ 200.34% |
$15.4K - $48K
|
895
$24.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
588+ 200.68% |
$15.2K - $47.3K
|
881
$24.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
584+ 200.0% |
$15.1K - $47K
|
876
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
576New |
$14.9K - $46.3K
|
576
$15.7K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
494New |
$12.7K - $39.7K
|
494
$13.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
440+ 200.0% |
$11.3K - $35.4K
|
660
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
412New |
$10.6K - $33.1K
|
412
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
410+ 200.0% |
$10.6K - $33K
|
615
$16.8K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
402+ 200.0% |
$10.4K - $32.3K
|
603
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
372+ 200.0% |
$9.59K - $29.9K
|
558
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
360+ 200.0% |
$9.28K - $28.9K
|
540
$14.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
356+ 200.0% |
$9.18K - $28.6K
|
534
$14.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
354+ 200.0% |
$9.13K - $28.5K
|
531
$14.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351New |
$9.05K - $28.2K
|
351
$9.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313+ 46.86% |
$8.07K - $25.2K
|
981
$26.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
303+ 231.3% |
$7.81K - $24.4K
|
434
$11.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.3K
|