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 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 3.21% |
$1.1K - $1.21K
|
453
$12.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 19.48% |
$1.1K - $1.21K
|
62
$1.71K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-15- 0.15% |
$1.1K - $1.21K
|
10.2K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-19- 0.38% |
$1.4K - $1.53K
|
4.95K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-22- 0.62% |
$1.62K - $1.77K
|
3.52K
$97K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-24- 0.24% |
$1.76K - $1.93K
|
9.95K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-35- 0.32% |
$2.57K - $2.81K
|
10.9K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-40- 0.11% |
$2.94K - $3.21K
|
35.2K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 0.72% |
$3.67K - $4.02K
|
6.85K
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.46% |
$3.67K - $4.02K
|
10.9K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-52- 0.01% |
$3.82K - $4.18K
|
390K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-58- 2.04% |
$4.26K - $4.66K
|
2.79K
$76.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-59- 2.23% |
$4.33K - $4.74K
|
2.58K
$71.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-62- 0.49% |
$4.55K - $4.98K
|
12.5K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 0.41% |
$4.7K - $5.14K
|
15.7K
$432K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-64- 1.79% |
$4.7K - $5.14K
|
3.51K
$96.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-65- 0.84% |
$4.77K - $5.22K
|
7.64K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 1.71% |
$5.21K - $5.71K
|
4.08K
$112K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-72- 14.88% |
$5.29K - $5.79K
|
412
$11.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-73- 0.27% |
$5.36K - $5.87K
|
27.1K
$746K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-75- 0.54% |
$5.51K - $6.03K
|
13.9K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 0.67% |
$5.51K - $6.03K
|
11K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-76- 0.41% |
$5.58K - $6.11K
|
18.6K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-80- 0.72% |
$5.87K - $6.43K
|
11K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-81- 97.59% |
$5.95K - $6.51K
|
2
$55.1
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-82- 1.84% |
$6.02K - $6.59K
|
4.37K
$120K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-85- 9.33% |
$6.24K - $6.83K
|
826
$22.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 3.12% |
$6.61K - $7.23K
|
2.79K
$76.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-94- 0.32% |
$6.9K - $7.55K
|
29.2K
$805K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 11.48% |
$7.34K - $8.04K
|
771
$21.2K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-108- 6.99% |
$7.93K - $8.68K
|
1.44K
$39.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-117- 6.21% |
$8.59K - $9.4K
|
1.77K
$48.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-120- 1.17% |
$8.81K - $9.64K
|
10.1K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-126- 97.67% |
$9.25K - $10.1K
|
3
$82.6
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-129- 1.65% |
$9.47K - $10.4K
|
7.69K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-134- 1.56% |
$9.84K - $10.8K
|
8.48K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-135- 0.43% |
$9.91K - $10.8K
|
31.1K
$857K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-135- 4.46% |
$9.91K - $10.8K
|
2.89K
$79.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-139- 1.67% |
$10.2K - $11.2K
|
8.2K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-140- 3.93% |
$10.3K - $11.3K
|
3.42K
$94.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-141- 0.14% |
$10.4K - $11.3K
|
97.3K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-145- 4.56% |
$10.6K - $11.7K
|
3.04K
$83.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-145- 0.46% |
$10.6K - $11.7K
|
31.2K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-149- 1.87% |
$10.9K - $12K
|
7.84K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-150- 4.5% |
$11K - $12.1K
|
3.18K
$87.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-154- 4.43% |
$11.3K - $12.4K
|
3.32K
$91.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-155- 0.21% |
$11.4K - $12.5K
|
73.9K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-158- 2.38% |
$11.6K - $12.7K
|
6.48K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-183- 3.09% |
$13.4K - $14.7K
|
5.75K
$158K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-188- 0.68% |
$13.8K - $15.1K
|
27.3K
$753K
|