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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.84K+ 168.25% |
$151K - $470K
|
9.31K
$256K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.81K+ 198.63% |
$150K - $467K
|
8.74K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.66K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.65K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.76K+ 200.56% |
$148K - $463K
|
8.63K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
5.67K+ 199.93% |
$146K - $456K
|
8.5K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.63K+ 96.77% |
$145K - $452K
|
11.4K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
5.63K+ 201.76% |
$145K - $452K
|
8.41K
$232K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.62K+ 201.43% |
$145K - $452K
|
8.41K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.61K+ 202.09% |
$145K - $451K
|
8.39K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.57KNew |
$144K - $448K
|
5.57K
$153K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.56K+ 199.86% |
$143K - $447K
|
8.35K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5.53K+ 201.64% |
$143K - $445K
|
8.27K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
5.52K+ 199.93% |
$142K - $443K
|
8.28K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
5.51K+ 200.0% |
$142K - $443K
|
8.27K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.51K+ 199.1% |
$142K - $443K
|
8.27K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.45K+ 200.18% |
$140K - $438K
|
8.17K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
5.4K+ 200.0% |
$139K - $434K
|
8.1K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.38K+ 192.65% |
$139K - $432K
|
8.17K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.37K+ 50.06% |
$139K - $432K
|
16.1K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$137K - $429K
|
5.33K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.31K+ 187.84% |
$137K - $427K
|
8.14K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
5.2K+ 200.0% |
$134K - $418K
|
7.8K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.15K+ 181.61% |
$133K - $414K
|
7.99K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5.09K+ 188.56% |
$131K - $409K
|
7.79K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.09K+ 125.81% |
$131K - $409K
|
9.13K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.08K+ 193.89% |
$131K - $408K
|
7.7K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.06K+ 186.51% |
$130K - $407K
|
7.77K
$214K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.75K+ 183.78% |
$122K - $382K
|
7.33K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.74K+ 127.42% |
$122K - $381K
|
8.46K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.65K+ 184.37% |
$120K - $374K
|
7.17K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.58K+ 200.0% |
$118K - $368K
|
6.87K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.2K+ 200.0% |
$108K - $338K
|
6.3K
$174K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.69K+ 122.07% |
$95.1K - $297K
|
6.71K
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.55K+ 5.47% |
$91.6K - $286K
|
68.5K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.53K+ 200.0% |
$90.9K - $283K
|
5.29K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.36K+ 101.27% |
$86.7K - $270K
|
6.68K
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.19KNew |
$82.2K - $256K
|
3.19K
$87.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3KNew |
$77.4K - $241K
|
3K
$82.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.99K+ 200.0% |
$77.1K - $240K
|
4.48K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.93K+ 201.93% |
$75.6K - $236K
|
4.38K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.93K+ 200.0% |
$75.6K - $236K
|
4.4K
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.91K+ 201.8% |
$75.2K - $234K
|
4.36K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.88K+ 37.62% |
$74.3K - $232K
|
10.5K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.86K+ 644.14% |
$73.8K - $230K
|
3.3K
$91K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.83K+ 200.0% |
$73K - $228K
|
4.25K
$117K
|