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 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
52.8K+ 196.23% |
$1.36M - $4.24M
|
79.7K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52.3K+ 216.81% |
$1.35M - $4.21M
|
76.4K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
51.3K+ 204.56% |
$1.32M - $4.13M
|
76.4K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
51.3K+ 208.52% |
$1.32M - $4.12M
|
75.8K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
48.7K+ 183.4% |
$1.26M - $3.92M
|
75.3K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
48.4KNew |
$1.25M - $3.89M
|
48.4K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
48.3K+ 196.26% |
$1.25M - $3.88M
|
72.9K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48K+ 438.97% |
$1.24M - $3.86M
|
58.9K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.6K+ 214.27% |
$1.23M - $3.83M
|
69.9K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.6K+ 107.59% |
$1.23M - $3.83M
|
91.9K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.1KNew |
$1.22M - $3.79M
|
47.1K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
46.9K+ 193.57% |
$1.21M - $3.77M
|
71.2K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46K+ 293.5% |
$1.19M - $3.7M
|
61.7K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44.5K+ 199.23% |
$1.15M - $3.58M
|
66.9K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44.2K+ 185.03% |
$1.14M - $3.55M
|
68.1K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
43.8KNew |
$1.13M - $3.52M
|
43.8K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
43.4K+ 208.64% |
$1.12M - $3.49M
|
64.2K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
41.7K+ 200.66% |
$1.07M - $3.35M
|
62.4K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41.3K+ 212.04% |
$1.07M - $3.32M
|
60.8K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.5K+ 198.33% |
$1.04M - $3.26M
|
60.9K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40K+ 159.25% |
$1.03M - $3.22M
|
65.1K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
39.8K+ 293.16% |
$1.03M - $3.2M
|
53.4K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
39.7K+ 196.51% |
$1.02M - $3.19M
|
60K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
39.3K+ 954.2% |
$1.01M - $3.16M
|
43.4K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
38.9K+ 223.79% |
$1M - $3.13M
|
56.3K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 188.54% |
$1M - $3.13M
|
59.5K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
38.1K+ 316.51% |
$982K - $3.06M
|
50.1K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37.8K+ 192.47% |
$975K - $3.04M
|
57.5K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37.8K+ 167.99% |
$974K - $3.04M
|
60.2K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
37.5K+ 249.62% |
$968K - $3.02M
|
52.6K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36.5K+ 678.76% |
$941K - $2.93M
|
41.9K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
36.4K+ 196.18% |
$938K - $2.92M
|
54.9K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.4K+ 236.17% |
$913K - $2.85M
|
50.4K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
35.3KNew |
$911K - $2.84M
|
35.3K
$964K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.2K+ 208.6% |
$907K - $2.83M
|
52K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
35.1K+ 281.45% |
$906K - $2.82M
|
47.6K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.1K+ 136.22% |
$904K - $2.82M
|
60.8K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.9K+ 286.87% |
$901K - $2.81M
|
47.1K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
34.4K+ 101.3% |
$888K - $2.77M
|
68.4K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34.4K+ 159.27% |
$887K - $2.77M
|
56K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
33.5K+ 212.25% |
$863K - $2.69M
|
49.2K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
33.4KNew |
$862K - $2.69M
|
33.4K
$912K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
33.2K+ 183.08% |
$857K - $2.67M
|
51.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.9K+ 235.54% |
$849K - $2.65M
|
46.9K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32.9K+ 201.1% |
$849K - $2.65M
|
49.3K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32.8K+ 188.86% |
$846K - $2.64M
|
50.2K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
32.8KNew |
$845K - $2.64M
|
32.8K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.6K+ 58.62% |
$841K - $2.62M
|
88.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32.1K+ 199.18% |
$828K - $2.58M
|
48.2K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.1K+ 225.09% |
$828K - $2.58M
|
46.3K
$1.27M
|