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 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.81KNew |
$72.4K - $226K
|
2.81K
$77.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.76K+ 200.0% |
$71.2K - $222K
|
4.14K
$114K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.7K+ 204.39% |
$69.6K - $217K
|
4.02K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.68KNew |
$69K - $215K
|
2.68K
$73.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.65K+ 1.8% |
$68.4K - $213K
|
150K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.5K+ 221.94% |
$64.4K - $201K
|
3.63K
$99.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.44K+ 201.9% |
$63K - $196K
|
3.65K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.4K+ 200.0% |
$61.9K - $193K
|
3.6K
$99.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.39K+ 201.18% |
$61.5K - $192K
|
3.57K
$98.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.35KNew |
$60.6K - $189K
|
2.35K
$64.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.28K+ 129.05% |
$58.8K - $183K
|
4.05K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.26K+ 209.44% |
$58.4K - $182K
|
3.35K
$92.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$82.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$82.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$51.3K - $160K
|
1.99K
$54.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85K+ 200.0% |
$47.6K - $148K
|
2.77K
$76.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 201.75% |
$47.6K - $148K
|
2.76K
$76K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.65K+ 200.0% |
$42.6K - $133K
|
2.48K
$68.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1.61K+ 200.0% |
$41.6K - $130K
|
2.42K
$66.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.5K+ 200.0% |
$38.6K - $120K
|
2.24K
$61.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.47K+ 200.0% |
$38K - $118K
|
2.21K
$60.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.42K+ 209.63% |
$36.5K - $114K
|
2.09K
$57.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 2.38% |
$35.3K - $110K
|
58.7K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.36K+ 200.0% |
$35.1K - $109K
|
2.04K
$56.2K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.25K+ 255.62% |
$32.2K - $101K
|
1.74K
$47.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.2KNew |
$30.9K - $96.5K
|
1.2K
$33K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.2K+ 201.34% |
$30.9K - $96.3K
|
1.79K
$49.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.18K+ 200.0% |
$30.4K - $94.7K
|
1.77K
$48.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.12K+ 200.0% |
$28.9K - $90K
|
1.68K
$46.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 202.02% |
$28.4K - $88.5K
|
1.65K
$45.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.05K+ 200.0% |
$27K - $84.1K
|
1.57K
$43.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.04K+ 200.0% |
$26.8K - $83.5K
|
1.56K
$42.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1K+ 200.0% |
$25.8K - $80.4K
|
1.5K
$41.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
944+ 200.0% |
$24.3K - $75.9K
|
1.42K
$39K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
931+ 201.08% |
$24K - $74.9K
|
1.39K
$38.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
918New |
$23.7K - $73.8K
|
918
$25.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
918New |
$23.7K - $73.8K
|
918
$25.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
902+ 200.0% |
$23.3K - $72.5K
|
1.35K
$37.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
866+ 200.0% |
$22.3K - $69.6K
|
1.3K
$35.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
850+ 200.0% |
$21.9K - $68.3K
|
1.28K
$35.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
825+ 182.12% |
$21.3K - $66.3K
|
1.28K
$35.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
824+ 200.0% |
$21.3K - $66.2K
|
1.24K
$34K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
822+ 200.0% |
$21.2K - $66.1K
|
1.23K
$34K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
800+ 200.0% |
$20.6K - $64.3K
|
1.2K
$33K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
798+ 200.0% |
$20.6K - $64.2K
|
1.2K
$33K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
791+ 4.7% |
$20.4K - $63.6K
|
17.6K
$486K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
780+ 200.0% |
$20.1K - $62.7K
|
1.17K
$32.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
774+ 200.0% |
$20K - $62.2K
|
1.16K
$32K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
696+ 200.0% |
$17.9K - $56K
|
1.04K
$28.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
696+ 1.04% |
$17.9K - $56K
|
67.9K
$1.87M
|