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 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
84.7K+ 203.36% |
$2.18M - $6.81M
|
126K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
84.3K+ 188.89% |
$2.17M - $6.77M
|
129K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
83.5K+ 192.85% |
$2.15M - $6.71M
|
127K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82.5K+ 180.46% |
$2.13M - $6.63M
|
128K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
81K+ 200.0% |
$2.09M - $6.51M
|
121K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
80.3K+ 199.73% |
$2.07M - $6.45M
|
120K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
80.2K+ 215.41% |
$2.07M - $6.44M
|
117K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80.1K+ 188.2% |
$2.07M - $6.44M
|
123K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
80K+ 182.36% |
$2.06M - $6.44M
|
124K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
79.7K+ 193.8% |
$2.05M - $6.4M
|
121K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
76.7K+ 218.14% |
$1.98M - $6.17M
|
112K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
76.5K+ 195.81% |
$1.97M - $6.15M
|
116K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
75.6KNew |
$1.95M - $6.08M
|
75.6K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
73.4KNew |
$1.89M - $5.9M
|
73.4K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72.6K+ 304.35% |
$1.87M - $5.83M
|
96.4K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
72.6K+ 173.97% |
$1.87M - $5.83M
|
114K
$3.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
72.4K+ 196.28% |
$1.87M - $5.82M
|
109K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
70K+ 189.53% |
$1.81M - $5.63M
|
107K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
69.4K+ 199.57% |
$1.79M - $5.58M
|
104K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
68.8KNew |
$1.77M - $5.53M
|
68.8K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
68.6KNew |
$1.77M - $5.52M
|
68.6K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
67.4K+ 442.97% |
$1.74M - $5.42M
|
82.6K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
67K+ 209.82% |
$1.73M - $5.39M
|
98.9K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
66.9K+ 203.97% |
$1.72M - $5.37M
|
99.6K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.5K+ 894.12% |
$1.71M - $5.34M
|
73.9K
$2.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.2K+ 2.6% |
$1.71M - $5.32M
|
2.62M
$71.4M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
64.5K+ 248.75% |
$1.66M - $5.18M
|
90.4K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
63.3K+ 231.43% |
$1.63M - $5.09M
|
90.6K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
62.7K+ 211.01% |
$1.62M - $5.04M
|
92.5K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
62.7K+ 197.79% |
$1.62M - $5.04M
|
94.4K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62.2K+ 186.54% |
$1.6M - $5M
|
95.6K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
61.6K+ 197.14% |
$1.59M - $4.95M
|
92.8K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
61.2K+ 208.55% |
$1.58M - $4.92M
|
90.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59.3K+ 202.32% |
$1.53M - $4.77M
|
88.7K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
59.2K+ 190.25% |
$1.53M - $4.76M
|
90.3K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
58.9K+ 200.0% |
$1.52M - $4.73M
|
88.3K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58.8K+ 201.3% |
$1.52M - $4.73M
|
88.1K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58.3K+ 193.7% |
$1.5M - $4.69M
|
88.5K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
58.3K+ 198.99% |
$1.5M - $4.69M
|
87.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.1K+ 222.58% |
$1.5M - $4.67M
|
84.2K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
58K+ 200.1% |
$1.49M - $4.66M
|
86.9K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57.8K+ 202.08% |
$1.49M - $4.65M
|
86.4K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
57.7K+ 176.94% |
$1.49M - $4.64M
|
90.3K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
57.1K+ 1290.09% |
$1.47M - $4.59M
|
61.6K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55.9K+ 201.48% |
$1.44M - $4.49M
|
83.6K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55.1K+ 200.54% |
$1.42M - $4.43M
|
82.6K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
53.7K+ 198.31% |
$1.39M - $4.32M
|
80.8K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
53.3K+ 164.93% |
$1.38M - $4.29M
|
85.7K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
53.1K+ 204.83% |
$1.37M - $4.27M
|
79.1K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
53.1K+ 193.93% |
$1.37M - $4.27M
|
80.4K
$2.2M
|