Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13.3K+ 230.87% |
$342K - $1.07M
|
19K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.2K+ 183.87% |
$342K - $1.07M
|
20.5K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13.2K+ 200.0% |
$342K - $1.06M
|
19.9K
$547K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 206.27% |
$339K - $1.06M
|
19.5K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
13.1K+ 201.82% |
$338K - $1.05M
|
19.6K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13.1K+ 367.98% |
$337K - $1.05M
|
16.6K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13K+ 200.0% |
$336K - $1.05M
|
19.5K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
12.9KNew |
$332K - $1.03M
|
12.9K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.7K+ 200.0% |
$328K - $1.02M
|
19.1K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.7K+ 169.83% |
$328K - $1.02M
|
20.2K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
12.7KNew |
$327K - $1.02M
|
12.7K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.6KNew |
$326K - $1.02M
|
12.6K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12.5K+ 200.0% |
$322K - $1M
|
18.7K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 276.02% |
$319K - $996K
|
16.9K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.4K+ 192.58% |
$319K - $995K
|
18.8K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
12.3KNew |
$318K - $992K
|
12.3K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.3KNew |
$317K - $987K
|
12.3K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.2K+ 615.5% |
$315K - $983K
|
14.2K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
12.2K+ 173.08% |
$314K - $978K
|
19.2K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$313K - $977K
|
12.2K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.1K+ 200.0% |
$313K - $976K
|
18.2K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12K+ 298.04% |
$310K - $967K
|
16.1K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
12K+ 200.33% |
$310K - $966K
|
18K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11.7K+ 198.9% |
$303K - $943K
|
17.6K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11.7K+ 201.67% |
$302K - $940K
|
17.5K
$482K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
11.6K+ 526.84% |
$299K - $933K
|
13.8K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.4K+ 307.86% |
$295K - $920K
|
15.2K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
11.4K+ 140.55% |
$294K - $917K
|
19.5K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
11.4KNew |
$293K - $913K
|
11.4K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
11.3K+ 199.98% |
$291K - $908K
|
16.9K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
11.2K+ 208.82% |
$290K - $904K
|
16.6K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
11.2K+ 200.0% |
$289K - $900K
|
16.8K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
11.1K+ 201.56% |
$287K - $894K
|
16.6K
$458K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.1K+ 132.47% |
$286K - $892K
|
19.5K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 198.13% |
$281K - $876K
|
16.4K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 111.63% |
$280K - $873K
|
20.6K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.8K+ 199.98% |
$279K - $871K
|
16.3K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
10.8K+ 193.81% |
$279K - $868K
|
16.4K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
10.6KNew |
$274K - $854K
|
10.6K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10.6K+ 343.07% |
$274K - $854K
|
13.7K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.6K+ 200.0% |
$273K - $851K
|
15.9K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
10.5K+ 400.72% |
$272K - $847K
|
13.2K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.5KNew |
$271K - $846K
|
10.5K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 200.0% |
$267K - $832K
|
15.5K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.3K+ 201.76% |
$266K - $831K
|
15.5K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.3K+ 177.84% |
$266K - $829K
|
16.1K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3K+ 324.92% |
$265K - $825K
|
13.4K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
10.1K+ 184.67% |
$261K - $814K
|
15.6K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10.1K+ 202.52% |
$261K - $813K
|
15.1K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
10.1K+ 199.8% |
$260K - $811K
|
15.1K
$417K
|