Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-559- 55.35% |
$41K - $44.9K
|
451
$12.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-560- 12.8% |
$41.1K - $45K
|
3.81K
$105K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-565- 14.49% |
$41.5K - $45.4K
|
3.34K
$91.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-572- 1.63% |
$42K - $46K
|
34.5K
$950K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-574- 4.65% |
$42.1K - $46.1K
|
11.8K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-625- 11.07% |
$45.9K - $50.2K
|
5.02K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-626- 4.93% |
$46K - $50.3K
|
12.1K
$333K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-639- 0.58% |
$46.9K - $51.4K
|
109K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-661- 17.66% |
$48.5K - $53.1K
|
3.08K
$84.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-667- 53.11% |
$49K - $53.6K
|
589
$16.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-670- 0.29% |
$49.2K - $53.8K
|
230K
$6.34M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-699- 3.34% |
$51.3K - $56.2K
|
20.2K
$557K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-732- 18.81% |
$53.8K - $58.8K
|
3.16K
$87K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-734- 8.19% |
$53.9K - $59K
|
8.23K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-745- 0.39% |
$54.7K - $59.9K
|
189K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-750- 16.41% |
$55.1K - $60.3K
|
3.82K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-754- 16.97% |
$55.4K - $60.6K
|
3.69K
$102K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-755- 18.28% |
$55.4K - $60.7K
|
3.38K
$93K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-757- 7.91% |
$55.6K - $60.8K
|
8.82K
$243K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-758- 12.03% |
$55.7K - $60.9K
|
5.54K
$153K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-802- 2.84% |
$58.9K - $64.5K
|
27.4K
$756K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 19.62% |
$62.2K - $68.1K
|
3.47K
$95.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-851- 0.61% |
$62.5K - $68.4K
|
138K
$3.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-853- 1.13% |
$62.6K - $68.6K
|
74.3K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-860- 0.76% |
$63.1K - $69.1K
|
113K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-870- 1.61% |
$63.9K - $69.9K
|
53.3K
$1.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-888- 2.64% |
$65.2K - $71.4K
|
32.8K
$903K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-891- 2.05% |
$65.4K - $71.6K
|
42.6K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-892- 1.66% |
$65.5K - $71.7K
|
52.8K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-895- 3.32% |
$65.7K - $71.9K
|
26.1K
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-904- 0.87% |
$66.4K - $72.7K
|
103K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-907- 1.07% |
$66.6K - $72.9K
|
83.9K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-926- 17.34% |
$68K - $74.4K
|
4.42K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-973- 16.43% |
$71.4K - $78.2K
|
4.95K
$136K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-991- 1.88% |
$72.8K - $79.6K
|
51.8K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.02K- 15.6% |
$74.9K - $82K
|
5.52K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.04K- 4.4% |
$76.1K - $83.3K
|
22.5K
$619K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.04K- 2.46% |
$76.4K - $83.7K
|
41.3K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.06K- 0.6% |
$77.5K - $84.8K
|
175K
$4.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.06K- 29.6% |
$77.8K - $85.2K
|
2.52K
$69.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 5.97% |
$78.6K - $86.1K
|
16.9K
$464K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.08K- 15.45% |
$79.2K - $86.6K
|
5.9K
$162K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.15K- 2.2% |
$84.4K - $92.4K
|
51K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.16K- 29.12% |
$85.3K - $93.3K
|
2.83K
$77.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.16K- 3.86% |
$85.5K - $93.6K
|
29K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.17K- 17.17% |
$85.9K - $94K
|
5.65K
$155K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.23K- 1.3% |
$90.2K - $98.8K
|
93.1K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 22.68% |
$90.3K - $98.9K
|
4.19K
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 19.22% |
$94.4K - $103K
|
5.4K
$149K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 2.79% |
$95.1K - $104K
|
45.1K
$1.24M
|