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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-216- 2.35% |
$15.5K - $16.4K
|
8.96K
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-245- 6.3% |
$17.6K - $18.6K
|
3.64K
$99.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-247- 0.29% |
$17.7K - $18.7K
|
84.1K
$2.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-249- 0.48% |
$17.9K - $18.9K
|
52.1K
$1.42M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-251- 72.75% |
$18K - $19K
|
94
$2.57K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-257- 2.51% |
$18.4K - $19.5K
|
9.97K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-259- 7.58% |
$18.6K - $19.6K
|
3.16K
$86.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-262- 4.68% |
$18.8K - $19.9K
|
5.34K
$146K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-265- 2.2% |
$19K - $20.1K
|
11.8K
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-275- 6.83% |
$19.7K - $20.9K
|
3.75K
$103K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-280- 6.35% |
$20.1K - $21.2K
|
4.13K
$113K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-293- 0.51% |
$21K - $22.2K
|
57.5K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-300- 4.17% |
$21.5K - $22.8K
|
6.9K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-300- 8.26% |
$21.5K - $22.8K
|
3.33K
$91.1K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-353- 10.05% |
$25.3K - $26.8K
|
3.16K
$86.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-355- 10.95% |
$25.5K - $26.9K
|
2.89K
$78.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-356- 8.51% |
$25.5K - $27K
|
3.83K
$105K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-363- 0.38% |
$26K - $27.5K
|
95.4K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-364- 48.53% |
$26.1K - $27.6K
|
386
$10.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-375- 0.55% |
$26.9K - $28.4K
|
68.3K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-397- 1.08% |
$28.5K - $30.1K
|
36.3K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-397- 4.83% |
$28.5K - $30.1K
|
7.82K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-399- 1.35% |
$28.6K - $30.3K
|
29.2K
$800K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-400- 5.72% |
$28.7K - $30.3K
|
6.59K
$180K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-400- 3.05% |
$28.7K - $30.3K
|
12.7K
$347K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-404- 11.92% |
$29K - $30.6K
|
2.98K
$81.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-405- 99.02% |
$29.1K - $30.7K
|
4
$109
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-412- 10.12% |
$29.6K - $31.3K
|
3.66K
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-424- 5.22% |
$30.4K - $32.2K
|
7.71K
$211K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-425- 70.6% |
$30.5K - $32.2K
|
177
$4.84K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-428- 1.21% |
$30.7K - $32.5K
|
35.1K
$959K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-451- 9.28% |
$32.4K - $34.2K
|
4.41K
$120K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-469- 7.46% |
$33.6K - $35.6K
|
5.82K
$159K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-486- 1.52% |
$34.9K - $36.9K
|
31.5K
$860K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-496- 13.57% |
$35.6K - $37.6K
|
3.16K
$86.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-499- 3.73% |
$35.8K - $37.9K
|
12.9K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-500- 13.51% |
$35.9K - $37.9K
|
3.2K
$87.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-516- 9.95% |
$37K - $39.1K
|
4.67K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-531- 17.9% |
$38.1K - $40.3K
|
2.44K
$66.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-542- 0.27% |
$38.9K - $41.1K
|
202K
$5.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-551- 2.57% |
$39.5K - $41.8K
|
20.9K
$572K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-558- 3.46% |
$40K - $42.3K
|
15.6K
$426K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-573- 4.18% |
$41.1K - $43.5K
|
13.1K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-574- 3.65% |
$41.2K - $43.5K
|
15.2K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-575- 4.57% |
$41.3K - $43.6K
|
12K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-589- 13.6% |
$42.3K - $44.7K
|
3.74K
$102K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-590- 1.5% |
$42.3K - $44.8K
|
38.7K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-612- 1.22% |
$43.9K - $46.4K
|
49.5K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-634- 1.05% |
$45.5K - $48.1K
|
59.6K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-654- 29.75% |
$46.9K - $49.6K
|
1.54K
$42.2K
|