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 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-4.55K- 16.41% |
$326K - $345K
|
23.2K
$633K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.64K- 7.91% |
$333K - $352K
|
54K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.82K- 25.45% |
$345K - $365K
|
14.1K
$386K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.86K- 11.89% |
$348K - $368K
|
36K
$984K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.88K- 1.24% |
$350K - $370K
|
389K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4.95K- 10.26% |
$355K - $375K
|
43.3K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.95K- 14.63% |
$355K - $375K
|
28.9K
$790K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.96K- 1.8% |
$356K - $376K
|
270K
$7.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-5.24K- 51.49% |
$376K - $397K
|
4.94K
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-5.65K- 2.02% |
$405K - $428K
|
274K
$7.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.77K- 8.32% |
$414K - $438K
|
63.7K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5.98K- 5.73% |
$429K - $454K
|
98.4K
$2.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-6.79K- 5.85% |
$487K - $515K
|
109K
$2.99M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.24K- 24.43% |
$519K - $549K
|
22.4K
$612K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-7.84K- 44.89% |
$563K - $595K
|
9.63K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.94K- 12.51% |
$570K - $603K
|
55.6K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.65K- 2.11% |
$621K - $656K
|
401K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.89K- 61.89% |
$638K - $674K
|
5.48K
$150K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-8.94K- 14.09% |
$641K - $678K
|
54.5K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.96K- 2.16% |
$643K - $680K
|
407K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-9.04K- 1.99% |
$648K - $686K
|
445K
$12.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9.07K- 57.56% |
$651K - $688K
|
6.69K
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10.1K- 35.29% |
$723K - $765K
|
18.5K
$505K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.2K- 4.5% |
$729K - $771K
|
216K
$5.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11K- 12.82% |
$793K - $838K
|
75.2K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.3K- 1.71% |
$808K - $854K
|
647K
$17.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.3K- 46.36% |
$808K - $854K
|
13K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 27.5% |
$846K - $895K
|
31.1K
$850K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12K- 5.53% |
$863K - $912K
|
206K
$5.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.6K- 8.98% |
$905K - $957K
|
128K
$3.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-13K- 2.14% |
$935K - $989K
|
595K
$16.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.5K- 4.11% |
$965K - $1.02M
|
314K
$8.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-14.4K- 22.8% |
$1.03M - $1.09M
|
48.6K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.5K- 84.23% |
$1.04M - $1.1M
|
2.71K
$74.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 10.75% |
$1.07M - $1.13M
|
124K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-15.7K- 13.24% |
$1.13M - $1.19M
|
103K
$2.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.9K- 4.46% |
$1.14M - $1.2M
|
340K
$9.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.2K- 4.57% |
$1.52M - $1.61M
|
442K
$12.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-21.3K- 34.83% |
$1.53M - $1.62M
|
39.9K
$1.09M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.9K- 5.06% |
$1.57M - $1.66M
|
410K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.1K- 17.21% |
$1.58M - $1.67M
|
106K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.2K- 76.56% |
$1.74M - $1.84M
|
7.41K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.6K- 86.68% |
$1.91M - $2.02M
|
4.09K
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.1K- 8.53% |
$2.02M - $2.13M
|
302K
$8.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-28.3K- 46.68% |
$2.03M - $2.14M
|
32.3K
$883K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-32.2K- 51.59% |
$2.31M - $2.44M
|
30.2K
$826K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-33.3K- 9.99% |
$2.39M - $2.52M
|
300K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.4K- 5.32% |
$2.39M - $2.53M
|
593K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-37.6K- 33.17% |
$2.7M - $2.85M
|
75.8K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-40.9K- 32.86% |
$2.93M - $3.1M
|
83.5K
$2.28M
|