Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
828
New
$60.8K - $66.5K
828 $22.8K
Oct 18, 2024 Q3 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
805
+ 1.24%
$59.1K - $64.7K
65.5K $1.8M
Nov 01, 2024 Q3 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
802
+ 23.27%
$58.9K - $64.5K
4.25K $117K
Oct 22, 2024 Q3 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
801
+ 1.91%
$58.8K - $64.4K
42.7K $1.18M
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
783
+ 28.52%
$57.5K - $62.9K
3.53K $97.2K
Oct 29, 2024 Q3 2024
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
751
+ 5.78%
$55.1K - $60.4K
13.7K $378K
Oct 22, 2024 Q3 2024
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
716
+ 1.81%
$52.6K - $57.5K
40.2K $1.11M
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
713
+ 5.17%
$52.4K - $57.3K
14.5K $399K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
706
+ 6.11%
$51.8K - $56.7K
12.3K $338K
Dec 09, 2024 Q3 2024
Copley Financial Group, Inc.

San Diego, CA
BUY
 -
704
New
$51.7K - $56.6K
704 $19.4K
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
655
+ 5.69%
$48.1K - $52.6K
12.2K $335K
Nov 13, 2024 Q3 2024
Tortoise Investment Management, LLC

BUY
 -
627
+ 2.89%
$46K - $50.4K
22.4K $616K
Nov 12, 2024 Q3 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
622
+ 6.3%
$45.7K - $50K
10.5K $289K
Oct 31, 2024 Q3 2024
Money Concepts Capital Corp

BUY
 -
608
+ 4.37%
$44.6K - $48.9K
14.5K $400K
Nov 12, 2024 Q3 2024
Lcnb Corp

Lebanon, OH
BUY
 -
601
+ 0.38%
$44.1K - $48.3K
160K $4.4M
Nov 05, 2024 Q3 2024
Kovack Advisors, Inc.

BUY
 -
599
+ 5.33%
$44K - $48.1K
11.8K $326K
Nov 14, 2024 Q3 2024
Apriem Advisors

Irvine, CA
BUY
 -
580
+ 1.43%
$42.6K - $46.6K
41.1K $1.13M
Oct 30, 2024 Q3 2024
Schaeffer Financial LLC

BUY
 -
563
+ 1.55%
$41.3K - $45.2K
36.9K $1.02M
Nov 07, 2024 Q3 2024
ETF Store, Inc.

BUY
 -
479
+ 3.66%
$35.2K - $38.5K
13.6K $374K
Nov 07, 2024 Q3 2024
Joseph Group Capital Management

Columbus, OH
BUY
 -
476
+ 1.63%
$35K - $38.3K
29.7K $819K
Oct 21, 2024 Q3 2024
Foundations Investment Advisors, LLC

BUY
 -
470
+ 13.19%
$34.5K - $37.8K
4.03K $111K
Jan 21, 2025 Q3 2024
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
445
+ 1.01%
$32.7K - $35.8K
44.6K $1.23M
Nov 08, 2024 Q3 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
436
+ 1.26%
$32K - $35K
35.1K $967K
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
410
+ 5.19%
$30.1K - $33K
8.31K $229K
Nov 07, 2024 Q3 2024
Tidemark, LLC

San Diego, CA
BUY
 -
400
New
$29.4K - $32.1K
400 $11K
Nov 14, 2024 Q3 2024
Jentner Corp

BUY
 -
389
+ 2.09%
$28.6K - $31.3K
19K $524K
Oct 15, 2024 Q3 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
385
+ 2.44%
$28.3K - $30.9K
16.1K $445K
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
381
+ 0.47%
$28K - $30.6K
80.7K $2.22M
Nov 07, 2024 Q3 2024
Trinity Point Wealth, LLC

BUY
 -
365
+ 6.72%
$26.8K - $29.3K
5.8K $160K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
348
+ 1.57%
$25.6K - $28K
22.5K $619K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
331
New
$24.3K - $26.6K
331 $9.12K
Oct 16, 2024 Q3 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
320
+ 0.53%
$23.5K - $25.7K
60.2K $1.66M
Nov 14, 2024 Q3 2024
North Star Asset Management Inc

BUY
 -
316
+ 0.81%
$23.2K - $25.4K
39.5K $1.09M
Nov 08, 2024 Q3 2024
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
312
+ 6.6%
$22.9K - $25.1K
5.04K $139K
Oct 31, 2024 Q3 2024
Wmg Financial Advisors, LLC

BUY
 -
308
+ 5.03%
$22.6K - $24.8K
6.43K $177K
Oct 29, 2024 Q3 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
295
+ 4.42%
$21.7K - $23.7K
6.97K $192K
Nov 12, 2024 Q3 2024
Athena Investment Management

BUY
 -
275
+ 2.13%
$20.2K - $22.1K
13.2K $363K
Nov 14, 2024 Q3 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
275
+ 9.66%
$20.2K - $22.1K
3.12K $86K
Nov 14, 2024 Q3 2024
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
273
+ 1.33%
$20K - $21.9K
20.8K $572K
Oct 16, 2024 Q3 2024
Riversedge Advisors, LLC

BUY
 -
271
+ 1.14%
$19.9K - $21.8K
24.1K $664K
Nov 01, 2024 Q3 2024
Leavell Investment Management, Inc.

BUY
 -
269
+ 0.6%
$19.8K - $21.6K
45.3K $1.25M
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
267
+ 89.9%
$19.6K - $21.5K
564 $15.5K
Oct 16, 2024 Q3 2024
Cornerstone Wealth Management, LLC

BUY
 -
263
+ 1.79%
$19.3K - $21.1K
15K $413K
Nov 14, 2024 Q3 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
260
+ 2.3%
$19.1K - $20.9K
11.6K $318K
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
254
+ 7.9%
$18.7K - $20.4K
3.47K $95.6K
Nov 25, 2024 Q3 2024
Sja Financial Advisory, LLC

BUY
 -
227
+ 0.72%
$16.7K - $18.2K
31.7K $873K
Oct 18, 2024 Q3 2024
Econ Financial Services Corp

BUY
 -
211
+ 2.16%
$15.5K - $17K
9.98K $275K
Nov 05, 2024 Q3 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
205
+ 205.0%
$15.1K - $16.5K
305 $8.4K
Nov 12, 2024 Q3 2024
Centaurus Financial, Inc.

BUY
 -
203
+ 7.89%
$14.9K - $16.3K
2.78K $76.5K

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