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 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.3K+ 200.02% |
$420K - $1.31M
|
24.4K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$662K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16K+ 275.35% |
$414K - $1.29M
|
21.9K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
16K+ 208.36% |
$412K - $1.28M
|
23.6K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
15.7K+ 200.0% |
$406K - $1.27M
|
23.6K
$645K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
15.6K+ 197.95% |
$403K - $1.26M
|
23.5K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.5KNew |
$400K - $1.25M
|
15.5K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15.4K+ 221.49% |
$398K - $1.24M
|
22.4K
$612K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.3K+ 592.32% |
$394K - $1.23M
|
17.8K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$391K - $1.22M
|
15.2K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.1K+ 198.6% |
$391K - $1.22M
|
22.8K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
14.9K+ 199.97% |
$383K - $1.2M
|
22.3K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.8K+ 1735.83% |
$382K - $1.19M
|
15.7K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7K+ 351.63% |
$380K - $1.19M
|
18.9K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14.6K+ 200.0% |
$377K - $1.18M
|
22K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 110.49% |
$375K - $1.17M
|
27.7K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.4KNew |
$373K - $1.16M
|
14.4K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14.4K+ 200.0% |
$371K - $1.16M
|
21.6K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
14.4K+ 175.19% |
$370K - $1.15M
|
22.5K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14K+ 183.04% |
$361K - $1.12M
|
21.6K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14K+ 203.98% |
$361K - $1.12M
|
20.8K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14K+ 200.0% |
$361K - $1.12M
|
21K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 200.24% |
$359K - $1.12M
|
20.9K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13.8K+ 199.71% |
$357K - $1.11M
|
20.8K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.8K+ 179.77% |
$356K - $1.11M
|
21.5K
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.8KNew |
$356K - $1.11M
|
13.8K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.7KNew |
$353K - $1.1M
|
13.7K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
13.7KNew |
$352K - $1.1M
|
13.7K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.6K+ 2.37% |
$351K - $1.1M
|
590K
$16.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.6KNew |
$350K - $1.09M
|
13.6K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.5KNew |
$349K - $1.09M
|
13.5K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13.5K+ 202.82% |
$347K - $1.08M
|
20.1K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 306.77% |
$346K - $1.08M
|
17.8K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13.3K+ 200.0% |
$344K - $1.07M
|
20K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13.3K+ 230.87% |
$342K - $1.07M
|
19K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.2K+ 183.87% |
$342K - $1.07M
|
20.5K
$558K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13.2K+ 200.0% |
$342K - $1.06M
|
19.9K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 206.27% |
$339K - $1.06M
|
19.5K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
13.1K+ 201.82% |
$338K - $1.05M
|
19.6K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13.1K+ 367.98% |
$337K - $1.05M
|
16.6K
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13K+ 200.0% |
$336K - $1.05M
|
19.5K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
12.9KNew |
$332K - $1.03M
|
12.9K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.7K+ 200.0% |
$328K - $1.02M
|
19.1K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.7K+ 169.83% |
$328K - $1.02M
|
20.2K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
12.7KNew |
$327K - $1.02M
|
12.7K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.6KNew |
$326K - $1.02M
|
12.6K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12.5K+ 200.0% |
$322K - $1M
|
18.7K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 276.02% |
$319K - $996K
|
16.9K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.4K+ 192.58% |
$319K - $995K
|
18.8K
$513K
|