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 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5K+ 183.53% |
$580K - $1.81M
|
34.8K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.3K+ 268.62% |
$575K - $1.79M
|
30.6K
$836K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 198.56% |
$575K - $1.79M
|
33.5K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
22.2K+ 181.4% |
$573K - $1.79M
|
34.4K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.2K+ 203.44% |
$573K - $1.78M
|
33.1K
$904K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
22.1K+ 192.5% |
$571K - $1.78M
|
33.6K
$918K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
22.1KNew |
$571K - $1.78M
|
22.1K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.9K+ 200.0% |
$566K - $1.76M
|
32.9K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.9K+ 200.0% |
$565K - $1.76M
|
32.9K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
21.9K+ 266.68% |
$564K - $1.76M
|
30.1K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21.8K+ 505.66% |
$562K - $1.75M
|
26.1K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21.7K+ 200.0% |
$560K - $1.75M
|
32.6K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21.7K+ 208.89% |
$559K - $1.74M
|
32.1K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 197.09% |
$558K - $1.74M
|
32.6K
$890K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21.2K+ 196.5% |
$547K - $1.7M
|
32K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21K+ 249.86% |
$543K - $1.69M
|
29.5K
$804K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21K+ 282.6% |
$542K - $1.69M
|
28.5K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
20.8K+ 197.91% |
$536K - $1.67M
|
31.3K
$855K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20.8K+ 201.83% |
$536K - $1.67M
|
31.1K
$848K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20.7K+ 216.81% |
$534K - $1.66M
|
30.3K
$826K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.5KNew |
$528K - $1.64M
|
20.5K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20.4K+ 200.55% |
$526K - $1.64M
|
30.5K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20K+ 200.0% |
$517K - $1.61M
|
30.1K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
19.8KNew |
$511K - $1.59M
|
19.8K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.8K+ 197.32% |
$510K - $1.59M
|
29.8K
$814K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 199.44% |
$507K - $1.58M
|
29.5K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
19.6K+ 201.92% |
$504K - $1.57M
|
29.2K
$798K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 200.0% |
$502K - $1.57M
|
29.2K
$798K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19.3K+ 193.78% |
$497K - $1.55M
|
29.2K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
19.2K+ 200.0% |
$495K - $1.54M
|
28.8K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.1KNew |
$492K - $1.53M
|
19.1K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.8K+ 220.1% |
$485K - $1.51M
|
27.3K
$746K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.5K+ 222.4% |
$477K - $1.49M
|
26.8K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.4K+ 3733.2% |
$476K - $1.48M
|
18.9K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.4K+ 200.0% |
$474K - $1.48M
|
27.5K
$752K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.8K+ 57.3% |
$459K - $1.43M
|
48.8K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
17.7K+ 201.14% |
$457K - $1.42M
|
26.5K
$724K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.7K+ 200.08% |
$456K - $1.42M
|
26.5K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.6K+ 200.0% |
$455K - $1.42M
|
26.5K
$722K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
17.6K+ 216.93% |
$454K - $1.42M
|
25.7K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
17.3K+ 201.34% |
$446K - $1.39M
|
25.9K
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.3K+ 193.91% |
$446K - $1.39M
|
26.2K
$716K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
17K+ 187.61% |
$438K - $1.37M
|
26.1K
$711K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17K+ 199.99% |
$437K - $1.36M
|
25.4K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.8K+ 201.78% |
$433K - $1.35M
|
25.1K
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
16.7KNew |
$430K - $1.34M
|
16.7K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16.5K+ 194.08% |
$425K - $1.32M
|
24.9K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16.4K+ 200.0% |
$424K - $1.32M
|
24.6K
$673K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16.4K+ 209.14% |
$423K - $1.32M
|
24.2K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.4KNew |
$422K - $1.32M
|
16.4K
$447K
|