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
|
Safeguard Financial, LLC
|
BUY
|
- |
212K+ 304.11% |
$5.48M - $17.1M
|
282K
$7.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
211K+ 193.87% |
$5.45M - $17M
|
320K
$8.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
211K+ 320.51% |
$5.45M - $17M
|
277K
$7.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
210K+ 204.8% |
$5.42M - $16.9M
|
313K
$8.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
210K+ 174.96% |
$5.41M - $16.9M
|
330K
$9.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
209K+ 226.79% |
$5.38M - $16.8M
|
301K
$8.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
207KNew |
$5.33M - $16.6M
|
207K
$5.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
202K+ 939.39% |
$5.2M - $16.2M
|
223K
$6.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
199K+ 211.24% |
$5.12M - $16M
|
293K
$7.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
197K+ 243.67% |
$5.08M - $15.8M
|
278K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
192K+ 198.2% |
$4.96M - $15.5M
|
289K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 215.33% |
$4.91M - $15.3M
|
279K
$7.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
189K+ 199.82% |
$4.88M - $15.2M
|
284K
$7.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
188K+ 202.03% |
$4.85M - $15.1M
|
281K
$7.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
187K+ 172.0% |
$4.81M - $15M
|
295K
$8.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
186K+ 175.49% |
$4.81M - $15M
|
293K
$7.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
183K+ 255.25% |
$4.71M - $14.7M
|
254K
$6.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
182K+ 187.15% |
$4.7M - $14.6M
|
279K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
181KNew |
$4.67M - $14.6M
|
181K
$4.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
179KNew |
$4.62M - $14.4M
|
179K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
179K+ 210.03% |
$4.61M - $14.4M
|
264K
$7.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
174K+ 198.8% |
$4.48M - $14M
|
261K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
171K+ 241.97% |
$4.42M - $13.8M
|
242K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
168K+ 233.33% |
$4.33M - $13.5M
|
240K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
166K+ 167.45% |
$4.29M - $13.4M
|
266K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
164K+ 203.05% |
$4.23M - $13.2M
|
245K
$6.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
163K+ 179.85% |
$4.2M - $13.1M
|
254K
$6.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
162K+ 193.09% |
$4.18M - $13M
|
246K
$6.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
159K+ 231.91% |
$4.09M - $12.8M
|
227K
$6.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
158K+ 177.77% |
$4.06M - $12.7M
|
246K
$6.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
157K+ 193.82% |
$4.06M - $12.6M
|
238K
$6.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
155KNew |
$4.01M - $12.5M
|
155K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155K+ 174.4% |
$3.99M - $12.4M
|
243K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
153K+ 205.5% |
$3.94M - $12.3M
|
227K
$6.19M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
149K+ 204.66% |
$3.84M - $12M
|
222K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
147K+ 198.6% |
$3.79M - $11.8M
|
221K
$6.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
146K+ 200.0% |
$3.76M - $11.7M
|
219K
$5.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
146K+ 200.7% |
$3.76M - $11.7M
|
218K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
145K+ 212.91% |
$3.74M - $11.7M
|
213K
$5.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
145K+ 165.39% |
$3.74M - $11.7M
|
233K
$6.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
144K+ 200.0% |
$3.71M - $11.6M
|
216K
$5.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
143K+ 192.27% |
$3.68M - $11.5M
|
217K
$5.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
142K+ 201.86% |
$3.67M - $11.4M
|
213K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
141KNew |
$3.64M - $11.3M
|
141K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
139K+ 1187.72% |
$3.59M - $11.2M
|
151K
$4.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
136K+ 232.08% |
$3.51M - $10.9M
|
195K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
136K+ 185.36% |
$3.5M - $10.9M
|
209K
$5.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
136K+ 520.43% |
$3.5M - $10.9M
|
162K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
135K+ 246.49% |
$3.49M - $10.9M
|
190K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
133K+ 218.6% |
$3.43M - $10.7M
|
194K
$5.29M
|