Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-57.2K- 40.99% |
$3.94M - $4.35M
|
82.4K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-66.1K- 34.68% |
$4.55M - $5.02M
|
124K
$3.4M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.8K- 1.75% |
$5.01M - $5.53M
|
4.1M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-85.6K- 3.44% |
$5.89M - $6.5M
|
2.4M
$65.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 7.37% |
$9.32M - $10.3M
|
1.7M
$46.5M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164K- 33.36% |
$11.3M - $12.4M
|
327K
$8.94M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 5.5% |
$14.6M - $16.1M
|
3.64M
$99.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-221K- 50.38% |
$15.2M - $16.8M
|
218K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 84.25% |
$22.7M - $25.1M
|
61.8K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-489K- 2.51% |
$33.6M - $37.1M
|
19M
$519M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09M- 19.18% |
$74.7M - $82.5M
|
4.58M
$125M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.78M- 57.87% |
$260M - $287M
|
2.75M
$75.3M
|