Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.45K- 3.27% |
$104K - $110K
|
42.9K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 0.47% |
$110K - $116K
|
325K
$8.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 30.28% |
$111K - $117K
|
3.56K
$97.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 2.1% |
$113K - $119K
|
73.2K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.6K- 34.97% |
$115K - $121K
|
2.98K
$81.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.65K- 19.08% |
$118K - $125K
|
6.98K
$191K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.67K- 24.94% |
$120K - $127K
|
5.02K
$137K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.72K- 44.6% |
$123K - $130K
|
2.13K
$58.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.73K- 11.13% |
$124K - $131K
|
13.8K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.76K- 9.55% |
$126K - $134K
|
16.7K
$456K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.76K- 8.52% |
$126K - $134K
|
18.9K
$517K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.77K- 14.28% |
$127K - $134K
|
10.6K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.8K- 95.19% |
$129K - $136K
|
91
$2.49K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.84K- 36.79% |
$132K - $140K
|
3.16K
$86.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.86K- 32.36% |
$134K - $141K
|
3.89K
$106K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.87K- 3.45% |
$134K - $141K
|
52.2K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.94K- 6.45% |
$139K - $147K
|
28.1K
$767K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.04K- 1.06% |
$147K - $155K
|
190K
$5.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-2.08K- 1.89% |
$149K - $158K
|
108K
$2.95M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.09K- 1.18% |
$150K - $158K
|
176K
$4.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.12K- 21.22% |
$152K - $161K
|
7.88K
$215K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.21K- 21.85% |
$158K - $167K
|
7.9K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.37K- 2.05% |
$170K - $180K
|
114K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.4K- 2.24% |
$172K - $182K
|
105K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.43K- 11.64% |
$174K - $184K
|
18.4K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.57K- 2.87% |
$185K - $195K
|
87K
$2.38M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.6K- 1.25% |
$186K - $197K
|
206K
$5.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.67K- 7.59% |
$191K - $202K
|
32.5K
$888K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.72K- 1.67% |
$195K - $206K
|
160K
$4.37M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.74K- 43.46% |
$197K - $208K
|
3.57K
$97.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.84K- 10.77% |
$204K - $215K
|
23.5K
$643K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.84K- 6.47% |
$204K - $216K
|
41.1K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.93K- 1.67% |
$210K - $222K
|
173K
$4.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.96K- 3.37% |
$212K - $224K
|
84.8K
$2.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.08K- 2.74% |
$221K - $234K
|
109K
$2.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.14K- 10.23% |
$225K - $238K
|
27.5K
$753K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.16K- 32.68% |
$227K - $240K
|
6.51K
$178K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.23K- 0.73% |
$232K - $245K
|
439K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.34K- 2.34% |
$240K - $253K
|
139K
$3.81M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3.39K- 3.0% |
$243K - $257K
|
110K
$3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.46K- 8.55% |
$248K - $263K
|
37K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.5K- 43.33% |
$251K - $266K
|
4.58K
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.59K- 4.53% |
$258K - $273K
|
75.7K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.98K- 5.04% |
$286K - $302K
|
75K
$2.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.06K- 0.37% |
$291K - $308K
|
1.1M
$30M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.07K- 4.86% |
$292K - $309K
|
79.7K
$2.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.11K- 4.21% |
$295K - $312K
|
93.5K
$2.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.21K- 8.83% |
$302K - $319K
|
43.5K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.26K- 95.64% |
$306K - $323K
|
194
$5.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.31K- 1.57% |
$309K - $327K
|
269K
$7.37M
|