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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 2.9% |
$150K - $164K
|
72.6K
$1.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.96KNew |
$144K - $158K
|
1.96K
$53.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.93K+ 3.08% |
$142K - $155K
|
64.8K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.92K+ 4.26% |
$141K - $154K
|
46.9K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.88K+ 201.5% |
$138K - $151K
|
2.81K
$76.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 12.11% |
$138K - $151K
|
17.4K
$476K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.88K+ 2.97% |
$138K - $151K
|
65.1K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.87K+ 4.76% |
$137K - $150K
|
41.1K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 15.99% |
$137K - $149K
|
13.5K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.85K+ 3.22% |
$136K - $149K
|
59.4K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.81K+ 2.6% |
$133K - $146K
|
71.6K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.8K+ 2.07% |
$132K - $145K
|
88.6K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.79K+ 7.42% |
$132K - $144K
|
25.9K
$709K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.76K+ 5.4% |
$129K - $141K
|
34.3K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.71K+ 4.29% |
$126K - $138K
|
41.6K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69K+ 24.7% |
$124K - $136K
|
8.54K
$233K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.68K+ 320.23% |
$123K - $135K
|
2.2K
$60.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.64K+ 68.16% |
$120K - $132K
|
4.05K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.5K+ 13.82% |
$110K - $121K
|
12.4K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.48K+ 2.73% |
$109K - $119K
|
55.9K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.44K+ 1.15% |
$106K - $116K
|
127K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.43K+ 23.9% |
$105K - $115K
|
7.43K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.43K+ 1.96% |
$105K - $115K
|
74.3K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.42K+ 1.32% |
$104K - $114K
|
109K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.42KNew |
$104K - $114K
|
1.42K
$38.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.41K+ 3.94% |
$104K - $113K
|
37.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.38K+ 4.23% |
$101K - $111K
|
34K
$930K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.32KNew |
$96.9K - $106K
|
1.32K
$36.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 3.33% |
$91.9K - $101K
|
38.9K
$1.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.2K+ 38.36% |
$87.7K - $96K
|
4.31K
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.15KNew |
$84.4K - $92.4K
|
1.15K
$31.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 1.68% |
$82.5K - $90.3K
|
68.1K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$79.4K - $86.9K
|
1.08K
$29.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.06K+ 0.6% |
$77.5K - $84.9K
|
177K
$4.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.25% |
$77.4K - $84.7K
|
85.1K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 108.28% |
$75.9K - $83K
|
1.99K
$54.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 39.83% |
$73.5K - $80.5K
|
3.51K
$96.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1KNew |
$73.4K - $80.4K
|
1K
$27.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
996+ 1.43% |
$73.1K - $80K
|
70.5K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
976+ 19.43% |
$71.7K - $78.4K
|
6K
$164K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
938+ 1.72% |
$68.9K - $75.4K
|
55.5K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
914New |
$67.1K - $73.5K
|
914
$25K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
905+ 60.86% |
$66.5K - $72.7K
|
2.39K
$65.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
883+ 9.17% |
$64.8K - $71K
|
10.5K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
880+ 1.63% |
$64.6K - $70.7K
|
54.9K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873New |
$64.1K - $70.2K
|
873
$23.9K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
871+ 2.98% |
$64K - $70K
|
30.1K
$823K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
838+ 1.72% |
$61.5K - $67.4K
|
49.5K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
837+ 0.52% |
$61.5K - $67.3K
|
161K
$4.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
834+ 4.19% |
$61.2K - $67K
|
20.8K
$568K
|