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 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
133K+ 204.36% |
$3.43M - $10.7M
|
198K
$5.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
132K+ 201.9% |
$3.41M - $10.6M
|
198K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
132K+ 258.98% |
$3.41M - $10.6M
|
183K
$5M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
131K+ 209.26% |
$3.37M - $10.5M
|
193K
$5.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
130K+ 201.07% |
$3.36M - $10.5M
|
195K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
130K+ 246.03% |
$3.35M - $10.4M
|
183K
$4.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129K+ 516.85% |
$3.33M - $10.4M
|
154K
$4.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
126K+ 242.23% |
$3.26M - $10.2M
|
179K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
124K+ 161.27% |
$3.21M - $10M
|
202K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
123KNew |
$3.16M - $9.86M
|
123K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
116K+ 195.86% |
$3M - $9.35M
|
176K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
116K+ 3.5% |
$2.99M - $9.32M
|
3.43M
$93.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
115K+ 194.67% |
$2.97M - $9.27M
|
174K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
114K+ 205.83% |
$2.94M - $9.18M
|
170K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 214.13% |
$2.94M - $9.18M
|
167K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
114K+ 151.9% |
$2.94M - $9.16M
|
189K
$5.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
114K+ 188.9% |
$2.93M - $9.15M
|
174K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
110K+ 196.07% |
$2.83M - $8.82M
|
166K
$4.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
109K+ 2621.9% |
$2.82M - $8.78M
|
113K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
108KNew |
$2.77M - $8.64M
|
108K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
107K+ 189.33% |
$2.76M - $8.6M
|
163K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
107K+ 474.96% |
$2.75M - $8.59M
|
129K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
106K+ 441.31% |
$2.75M - $8.56M
|
131K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
105K+ 282.06% |
$2.7M - $8.43M
|
142K
$3.88M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
103K+ 199.67% |
$2.67M - $8.32M
|
155K
$4.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
103K+ 960.01% |
$2.67M - $8.32M
|
114K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
102K+ 236.27% |
$2.63M - $8.19M
|
145K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
101KNew |
$2.61M - $8.15M
|
101K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
101K+ 195.25% |
$2.61M - $8.14M
|
153K
$4.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
101K+ 197.28% |
$2.61M - $8.13M
|
152K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
99.9KNew |
$2.58M - $8.03M
|
99.9K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
98.8K+ 200.0% |
$2.55M - $7.94M
|
148K
$4.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
97K+ 217.62% |
$2.5M - $7.8M
|
142K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
96.9K+ 186.09% |
$2.5M - $7.79M
|
149K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
95.6K+ 195.0% |
$2.47M - $7.69M
|
145K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
95.4K+ 340.81% |
$2.46M - $7.67M
|
123K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
95.4K+ 245.18% |
$2.46M - $7.67M
|
134K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
95K+ 202.71% |
$2.45M - $7.64M
|
142K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
94.8K+ 205.2% |
$2.44M - $7.62M
|
141K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
94.4K+ 275.1% |
$2.43M - $7.59M
|
129K
$3.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
94.1KNew |
$2.43M - $7.57M
|
94.1K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
93.7K+ 184.01% |
$2.42M - $7.53M
|
145K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
88.7K+ 207.92% |
$2.29M - $7.13M
|
131K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
88.7K+ 241.86% |
$2.29M - $7.13M
|
125K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
88.5K+ 195.34% |
$2.28M - $7.11M
|
134K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
88.1K+ 321.21% |
$2.27M - $7.09M
|
116K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87.1K+ 389.2% |
$2.25M - $7.01M
|
110K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
85.8K+ 208.95% |
$2.21M - $6.9M
|
127K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
85.4K+ 216.85% |
$2.2M - $6.87M
|
125K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
85K+ 205.77% |
$2.19M - $6.83M
|
126K
$3.45M
|