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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
11.8K+ 35.97% |
$815K - $899K
|
44.8K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$778K - $858K
|
11.3K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11K+ 7.71% |
$755K - $834K
|
153K
$4.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
10.1K+ 59.24% |
$695K - $768K
|
27.2K
$743K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.1K+ 18.91% |
$695K - $767K
|
63.5K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10KNew |
$691K - $762K
|
10K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10KNew |
$688K - $760K
|
10K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.94K+ 2.3% |
$684K - $755K
|
442K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.9K+ 16.51% |
$682K - $753K
|
69.9K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9.61K+ 20.8% |
$661K - $730K
|
55.8K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.53K+ 8.02% |
$656K - $724K
|
128K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.49KNew |
$653K - $721K
|
9.49K
$259K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.43K+ 4.53% |
$649K - $716K
|
218K
$5.95M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9.31K+ 3.12% |
$641K - $708K
|
307K
$8.4M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9.22K+ 1.04% |
$635K - $701K
|
897K
$24.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8.73K+ 15.56% |
$601K - $663K
|
64.8K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.55K+ 3.38% |
$588K - $650K
|
261K
$7.14M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8.29KNew |
$571K - $630K
|
8.29K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.13K+ 7.79% |
$560K - $618K
|
113K
$3.08M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.12KNew |
$559K - $617K
|
8.12K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.08KNew |
$556K - $614K
|
8.08K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.21KNew |
$496K - $548K
|
7.21K
$197K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7K+ 6.34% |
$482K - $532K
|
117K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.99KNew |
$481K - $531K
|
6.99K
$191K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.9K+ 3.96% |
$475K - $524K
|
181K
$4.95M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.81K+ 9.0% |
$469K - $517K
|
82.5K
$2.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.71K+ 2.25% |
$462K - $510K
|
305K
$8.34M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.43K+ 3.95% |
$443K - $489K
|
169K
$4.63M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.25KNew |
$430K - $475K
|
6.25K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.25KNew |
$430K - $474K
|
6.25K
$171K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.82K+ 150.97% |
$401K - $442K
|
9.68K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.6K+ 63.79% |
$385K - $425K
|
14.4K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.36K+ 10.21% |
$369K - $407K
|
57.8K
$1.58M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.36KNew |
$369K - $407K
|
5.36K
$146K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.23KNew |
$360K - $397K
|
5.23K
$143K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.21K+ 503.0% |
$358K - $396K
|
6.24K
$171K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.11K+ 165.21% |
$352K - $388K
|
8.2K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.08K+ 19.51% |
$350K - $386K
|
31.1K
$851K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.67K+ 8.26% |
$322K - $355K
|
61.2K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.65K+ 17.06% |
$320K - $353K
|
31.9K
$872K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
4.59KNew |
$316K - $349K
|
4.59K
$126K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.56KNew |
$314K - $346K
|
4.56K
$125K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.51K+ 5.59% |
$311K - $343K
|
85.2K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.37KNew |
$300K - $332K
|
4.37K
$119K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.24KNew |
$292K - $322K
|
4.24K
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.17KNew |
$287K - $317K
|
4.17K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.14KNew |
$285K - $315K
|
4.14K
$113K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.14K+ 3.51% |
$285K - $315K
|
122K
$3.34M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.13KNew |
$284K - $314K
|
4.13K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
4.1KNew |
$282K - $311K
|
4.1K
$112K
|