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 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.89K+ 10.61% |
$268K - $295K
|
40.5K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.78KNew |
$260K - $288K
|
3.78K
$103K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.72KNew |
$256K - $283K
|
3.72K
$102K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.7KNew |
$255K - $281K
|
3.7K
$101K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$242K - $267K
|
3.51K
$96K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$231K - $255K
|
3.35K
$91.6K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.24KNew |
$223K - $246K
|
3.24K
$88.6K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
3.24K+ 2.94% |
$223K - $246K
|
113K
$3.1M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.24KNew |
$223K - $246K
|
3.24K
$88.5K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.17KNew |
$218K - $241K
|
3.17K
$86.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$211K - $233K
|
3.07K
$83.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$79.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.84KNew |
$195K - $216K
|
2.84K
$77.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.79K+ 11.2% |
$192K - $212K
|
27.7K
$758K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
2.79KNew |
$192K - $212K
|
2.79K
$76.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.77KNew |
$190K - $210K
|
2.77K
$75.6K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.76KNew |
$190K - $210K
|
2.76K
$75.4K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
2.76KNew |
$190K - $209K
|
2.76K
$75.4K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.74KNew |
$188K - $208K
|
2.74K
$74.8K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.73KNew |
$188K - $207K
|
2.73K
$74.5K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.71KNew |
$187K - $206K
|
2.71K
$74.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
2.7KNew |
$186K - $205K
|
2.7K
$73.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.67K+ 21.58% |
$184K - $203K
|
15.1K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.67KNew |
$183K - $202K
|
2.67K
$72.9K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
2.64KNew |
$181K - $200K
|
2.64K
$72.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.64KNew |
$181K - $200K
|
2.64K
$72K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.63K+ 71.48% |
$181K - $200K
|
6.31K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.6K+ 533.47% |
$179K - $197K
|
3.09K
$84.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 0.79% |
$177K - $195K
|
330K
$9.01M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.43KNew |
$167K - $185K
|
2.43K
$66.5K
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 26.62% |
$159K - $176K
|
11K
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.31K+ 19.8% |
$159K - $175K
|
13.9K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.29KNew |
$158K - $174K
|
2.29K
$62.6K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.29KNew |
$157K - $174K
|
2.29K
$62.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.27K+ 9.19% |
$156K - $172K
|
27K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.22K+ 13.04% |
$152K - $168K
|
19.2K
$525K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.19KNew |
$151K - $166K
|
2.19K
$59.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.18K+ 1.09% |
$150K - $165K
|
202K
$5.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.13K+ 8.07% |
$147K - $162K
|
28.6K
$781K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.13K+ 87.16% |
$147K - $162K
|
4.58K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.1K+ 16.26% |
$144K - $159K
|
15K
$410K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.99K+ 3.27% |
$137K - $151K
|
62.9K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.96K+ 21.41% |
$135K - $149K
|
11.1K
$304K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.95KNew |
$134K - $148K
|
1.95K
$53.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.84K+ 58.21% |
$127K - $140K
|
5K
$137K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.84K+ 4.32% |
$126K - $140K
|
44.3K
$1.21M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.83KNew |
$126K - $139K
|
1.83K
$50K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.81K+ 30.59% |
$125K - $138K
|
7.73K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.75K+ 17.39% |
$121K - $133K
|
11.8K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.74K+ 18.7% |
$120K - $133K
|
11.1K
$303K
|