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 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
24.4K+ 328.58% |
$629K - $1.96M
|
31.8K
$870K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
24.4K+ 204.53% |
$628K - $1.96M
|
36.3K
$991K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
24.3K+ 150.18% |
$625K - $1.95M
|
40.4K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
24.2K+ 200.65% |
$625K - $1.95M
|
36.3K
$993K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.2K+ 201.7% |
$624K - $1.94M
|
36.2K
$989K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.3K+ 200.01% |
$600K - $1.87M
|
34.9K
$955K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
23.2K+ 220.89% |
$598K - $1.86M
|
33.7K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.9K+ 194.44% |
$590K - $1.84M
|
34.7K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$586K - $1.83M
|
22.7K
$621K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22.7KNew |
$586K - $1.83M
|
22.7K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
22.6K+ 189.69% |
$583K - $1.82M
|
34.5K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
22.6K+ 204.3% |
$582K - $1.81M
|
33.6K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22.5K+ 192.29% |
$581K - $1.81M
|
34.2K
$936K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
22.5K+ 165.81% |
$581K - $1.81M
|
36.1K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5K+ 183.53% |
$580K - $1.81M
|
34.8K
$951K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.3K+ 268.62% |
$575K - $1.79M
|
30.6K
$837K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 198.56% |
$575K - $1.79M
|
33.5K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
22.2K+ 181.4% |
$573K - $1.79M
|
34.4K
$942K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.2K+ 203.44% |
$573K - $1.78M
|
33.1K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
22.1K+ 192.5% |
$571K - $1.78M
|
33.6K
$920K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
22.1KNew |
$571K - $1.78M
|
22.1K
$605K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.9K+ 200.0% |
$566K - $1.76M
|
32.9K
$900K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.9K+ 200.0% |
$565K - $1.76M
|
32.9K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
21.9K+ 266.68% |
$564K - $1.76M
|
30.1K
$822K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21.8K+ 505.66% |
$562K - $1.75M
|
26.1K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21.7K+ 200.0% |
$560K - $1.75M
|
32.6K
$891K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21.7K+ 208.89% |
$559K - $1.74M
|
32.1K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 197.09% |
$558K - $1.74M
|
32.6K
$891K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
21.5KNew |
$554K - $1.73M
|
21.5K
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21.2K+ 196.5% |
$547K - $1.7M
|
32K
$875K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21K+ 249.86% |
$543K - $1.69M
|
29.5K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21K+ 282.6% |
$542K - $1.69M
|
28.5K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
20.8K+ 197.91% |
$536K - $1.67M
|
31.3K
$856K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20.8K+ 201.83% |
$536K - $1.67M
|
31.1K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20.7K+ 216.81% |
$534K - $1.66M
|
30.3K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.5KNew |
$528K - $1.64M
|
20.5K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20.4K+ 200.55% |
$526K - $1.64M
|
30.5K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20K+ 200.0% |
$517K - $1.61M
|
30.1K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
19.8KNew |
$511K - $1.59M
|
19.8K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.8K+ 197.32% |
$510K - $1.59M
|
29.8K
$815K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 199.44% |
$507K - $1.58M
|
29.5K
$807K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
19.6K+ 201.92% |
$504K - $1.57M
|
29.2K
$799K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 200.0% |
$502K - $1.57M
|
29.2K
$799K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19.3K+ 193.78% |
$497K - $1.55M
|
29.2K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
19.2K+ 200.0% |
$495K - $1.54M
|
28.8K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.1KNew |
$492K - $1.53M
|
19.1K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.8K+ 220.1% |
$485K - $1.51M
|
27.3K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.5K+ 222.4% |
$477K - $1.49M
|
26.8K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.4K+ 3733.2% |
$476K - $1.48M
|
18.9K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.4K+ 200.0% |
$474K - $1.48M
|
27.5K
$753K
|