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 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.1K+ 201.84% |
$827K - $2.58M
|
48K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.4K+ 197.2% |
$811K - $2.53M
|
47.4K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
31.3K+ 164.56% |
$808K - $2.52M
|
50.3K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30.9KNew |
$798K - $2.49M
|
30.9K
$845K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.5K+ 300.64% |
$787K - $2.45M
|
40.7K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
30.4K+ 193.97% |
$784K - $2.44M
|
46.1K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.2K+ 251.6% |
$779K - $2.43M
|
42.2K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
30.2K+ 207.98% |
$779K - $2.43M
|
44.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29.9K+ 189.67% |
$772K - $2.41M
|
45.7K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 246.62% |
$771K - $2.4M
|
42K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
29.5K+ 197.65% |
$760K - $2.37M
|
44.4K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 254.81% |
$759K - $2.37M
|
41K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.3KNew |
$756K - $2.36M
|
29.3K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
29.3K+ 213.08% |
$755K - $2.35M
|
43K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29.1K+ 189.4% |
$751K - $2.34M
|
44.5K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
28.6K+ 202.13% |
$739K - $2.3M
|
42.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.6K+ 196.96% |
$737K - $2.3M
|
43.1K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 171.58% |
$734K - $2.29M
|
45K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28.4KNew |
$731K - $2.28M
|
28.4K
$774K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
28.1K+ 270.2% |
$725K - $2.26M
|
38.5K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
28.1K+ 200.89% |
$725K - $2.26M
|
42.1K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28K+ 200.02% |
$721K - $2.25M
|
42K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
27.9K+ 200.0% |
$719K - $2.24M
|
41.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
27.6K+ 200.33% |
$713K - $2.22M
|
41.4K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
27.1K+ 201.84% |
$699K - $2.18M
|
40.5K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27K+ 200.0% |
$696K - $2.17M
|
40.5K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
26.9K+ 265.61% |
$693K - $2.16M
|
37K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
26.7K+ 216.38% |
$689K - $2.15M
|
39.1K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
26.4K+ 200.0% |
$681K - $2.12M
|
39.6K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.3K+ 202.07% |
$677K - $2.11M
|
39.3K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25.9K+ 200.0% |
$667K - $2.08M
|
38.8K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25.6K+ 208.35% |
$660K - $2.06M
|
37.9K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
25.1K+ 184.75% |
$648K - $2.02M
|
38.7K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
24.9K+ 195.6% |
$641K - $2M
|
37.6K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.8K+ 184.16% |
$641K - $2M
|
38.3K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 174.37% |
$633K - $1.97M
|
38.6K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.5K+ 206.77% |
$631K - $1.97M
|
36.3K
$991K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
24.4K+ 328.58% |
$629K - $1.96M
|
31.8K
$869K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
24.4K+ 204.53% |
$628K - $1.96M
|
36.3K
$990K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
24.3K+ 150.18% |
$625K - $1.95M
|
40.4K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
24.2K+ 200.65% |
$625K - $1.95M
|
36.3K
$991K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.2K+ 201.7% |
$624K - $1.94M
|
36.2K
$988K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.3K+ 200.01% |
$600K - $1.87M
|
34.9K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
23.2K+ 220.89% |
$598K - $1.86M
|
33.7K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.9K+ 194.44% |
$590K - $1.84M
|
34.7K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$586K - $1.83M
|
22.7K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22.7KNew |
$586K - $1.83M
|
22.7K
$620K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
22.6K+ 189.69% |
$583K - $1.82M
|
34.5K
$942K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
22.6K+ 204.3% |
$582K - $1.81M
|
33.6K
$917K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
22.5K+ 165.81% |
$581K - $1.81M
|
36.1K
$985K
|