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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
690+ 200.0% |
$17.8K - $55.5K
|
1.04K
$28.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
664+ 200.0% |
$17.1K - $53.4K
|
996
$27.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
652+ 18.84% |
$16.8K - $52.4K
|
4.11K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
612New |
$15.8K - $49.2K
|
612
$16.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
612+ 201.32% |
$15.8K - $49.2K
|
916
$25K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
610+ 200.0% |
$15.7K - $49K
|
915
$25K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
597+ 200.34% |
$15.4K - $48K
|
895
$24.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
588+ 200.68% |
$15.2K - $47.3K
|
881
$24.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
584+ 200.0% |
$15.1K - $47K
|
876
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
576New |
$14.9K - $46.3K
|
576
$15.7K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
494New |
$12.7K - $39.7K
|
494
$13.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
440+ 200.0% |
$11.3K - $35.4K
|
660
$18K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
435New |
$11.2K - $35K
|
435
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
412New |
$10.6K - $33.1K
|
412
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
410+ 200.0% |
$10.6K - $33K
|
615
$16.8K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
402+ 200.0% |
$10.4K - $32.3K
|
603
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
372+ 200.0% |
$9.59K - $29.9K
|
558
$15.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
360+ 200.0% |
$9.28K - $28.9K
|
540
$14.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
356+ 200.0% |
$9.18K - $28.6K
|
534
$14.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
354+ 200.0% |
$9.13K - $28.5K
|
531
$14.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351New |
$9.05K - $28.2K
|
351
$9.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
322+ 200.0% |
$8.3K - $25.9K
|
483
$13.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313+ 46.86% |
$8.07K - $25.2K
|
981
$26.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
303+ 231.3% |
$7.81K - $24.4K
|
434
$11.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
272+ 200.0% |
$7.01K - $21.9K
|
408
$11.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
259+ 835.48% |
$6.68K - $20.8K
|
290
$7.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
236+ 200.0% |
$6.09K - $19K
|
354
$9.68K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
222New |
$5.73K - $17.8K
|
222
$6.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
222+ 200.0% |
$5.73K - $17.8K
|
333
$9.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
215+ 200.93% |
$5.54K - $17.3K
|
322
$8.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
211New |
$5.44K - $17K
|
211
$5.77K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 200.0% |
$5.16K - $16.1K
|
300
$8.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
194New |
$5K - $15.6K
|
194
$5.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
188+ 200.0% |
$4.85K - $15.1K
|
282
$7.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
155New |
$4K - $12.5K
|
155
$4.24K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 200.0% |
$3.87K - $12.1K
|
225
$6.15K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
140+ 200.0% |
$3.61K - $11.3K
|
210
$5.74K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
135New |
$3.48K - $10.9K
|
135
$3.69K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
134+ 200.0% |
$3.46K - $10.8K
|
201
$5.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 203.13% |
$3.35K - $10.5K
|
194
$5.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
130+ 200.0% |
$3.35K - $10.5K
|
195
$5.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
124+ 200.0% |
$3.2K - $9.97K
|
186
$5.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
111New |
$2.86K - $8.92K
|
111
$3.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111New |
$2.86K - $8.92K
|
111
$3.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
102+ 200.0% |
$2.63K - $8.2K
|
153
$4.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
93New |
$2.4K - $7.48K
|
93
$2.54K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 200.0% |
$2.32K - $7.24K
|
135
$3.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
78New |
$2.01K - $6.27K
|
78
$2.13K
|