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 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
643K+ 199.74% |
$16.6M - $51.7M
|
965K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
637K+ 193.4% |
$16.4M - $51.2M
|
967K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
616K+ 201.01% |
$15.9M - $49.6M
|
923K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
601K+ 193.64% |
$15.5M - $48.3M
|
911K
$24.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
589K+ 193.7% |
$15.2M - $47.4M
|
894K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
588K+ 233.56% |
$15.2M - $47.3M
|
840K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
553KNew |
$14.3M - $44.4M
|
553K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
550KNew |
$14.2M - $44.2M
|
550K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
524K+ 193.5% |
$13.5M - $42.1M
|
794K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
517K+ 248.39% |
$13.3M - $41.6M
|
725K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
517K+ 230.07% |
$13.3M - $41.5M
|
741K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
498K+ 195.66% |
$12.9M - $40.1M
|
753K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
467K+ 168.16% |
$12M - $37.5M
|
744K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
464K+ 219.35% |
$12M - $37.3M
|
675K
$18.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
464K+ 170.43% |
$12M - $37.3M
|
735K
$20.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
461K+ 200.29% |
$11.9M - $37.1M
|
691K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
447K+ 166.02% |
$11.5M - $35.9M
|
716K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
429K+ 175.14% |
$11.1M - $34.5M
|
675K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
416KNew |
$10.7M - $33.5M
|
416K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
407K+ 226.1% |
$10.5M - $32.7M
|
586K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
404K+ 197.35% |
$10.4M - $32.4M
|
608K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
394K+ 223.66% |
$10.2M - $31.7M
|
571K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
391K+ 206.72% |
$10.1M - $31.4M
|
580K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
387K+ 229.18% |
$9.98M - $31.1M
|
556K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
384K+ 193.97% |
$9.91M - $30.9M
|
583K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
368K+ 240.64% |
$9.49M - $29.6M
|
521K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
360K+ 156.22% |
$9.29M - $29M
|
591K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357K+ 193.21% |
$9.2M - $28.7M
|
541K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
354K+ 200.25% |
$9.12M - $28.4M
|
530K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
349K+ 200.11% |
$9.01M - $28.1M
|
524K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
341K+ 247.82% |
$8.79M - $27.4M
|
479K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
338KNew |
$8.73M - $27.2M
|
338K
$9.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
336K+ 200.0% |
$8.67M - $27M
|
504K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
314K+ 186.98% |
$8.1M - $25.3M
|
482K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
314K+ 196.24% |
$8.09M - $25.2M
|
474K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
301K+ 200.78% |
$7.76M - $24.2M
|
451K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
278K+ 205.65% |
$7.16M - $22.3M
|
412K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
265K+ 197.64% |
$6.84M - $21.3M
|
400K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
263K+ 190.2% |
$6.79M - $21.2M
|
402K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
263K+ 278.93% |
$6.77M - $21.1M
|
357K
$9.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
261K+ 206.13% |
$6.74M - $21M
|
388K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
250K+ 204.3% |
$6.45M - $20.1M
|
372K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
236K+ 210.77% |
$6.1M - $19M
|
349K
$9.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
235K+ 1151.84% |
$6.05M - $18.9M
|
255K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
232K+ 73.94% |
$5.99M - $18.7M
|
546K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
228K+ 198.05% |
$5.88M - $18.3M
|
343K
$9.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
228K+ 218.38% |
$5.87M - $18.3M
|
332K
$9.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
227KNew |
$5.86M - $18.3M
|
227K
$6.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
224K+ 199.12% |
$5.79M - $18M
|
337K
$9.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
223K+ 203.7% |
$5.74M - $17.9M
|
332K
$9.06M
|