Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q1 2023. 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
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
10.6K
+ 78.86%
$665K - $736K
24.1K $645K
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
10.5K
New
$657K - $728K
10.5K $281K
May 09, 2023 Q1 2023
Vista Private Wealth Partners. LLC

BUY
 -
10.2K
+ 5.02%
$636K - $704K
213K $5.7M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
10K
New
$627K - $695K
10K $269K
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
9.8K
+ 34.85%
$614K - $679K
37.9K $1.02M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
9.75K
+ 22.29%
$610K - $676K
53.5K $1.43M
May 08, 2023 Q1 2023
Northern Capital Management, Inc.

BUY
 -
9.46K
+ 3.19%
$592K - $656K
306K $8.21M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.99K
+ 31.81%
$562K - $623K
37.2K $998K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
8.94K
+ 107.58%
$560K - $620K
17.3K $462K
May 11, 2023 Q1 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
8.34K
New
$522K - $578K
8.34K $224K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
8.1K
+ 248.27%
$507K - $561K
11.4K $305K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
7.79K
+ 134.3%
$487K - $540K
13.6K $364K
Apr 21, 2023 Q1 2023
Courage Miller Partners, LLC

BUY
 -
7.58K
+ 10.15%
$474K - $525K
82.2K $2.2M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
7.2K
New
$451K - $499K
7.2K $193K
May 15, 2023 Q1 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
7.03K
New
$440K - $487K
7.03K $188K
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
6.99K
New
$437K - $484K
6.99K $187K
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
6.95K
New
$435K - $482K
6.95K $186K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
6.93K
+ 25.6%
$434K - $480K
34K $911K
Apr 13, 2023 Q1 2023
Veery Capital, LLC

BUY
 -
6.66K
+ 16.26%
$417K - $462K
47.6K $1.28M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
6.45K
+ 2.35%
$404K - $447K
280K $7.52M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
6.32K
+ 31.9%
$396K - $438K
26.2K $701K
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
6.31K
+ 3.89%
$395K - $438K
169K $4.52M
May 09, 2023 Q1 2023
Resolute Advisors LLC

BUY
 -
6.27K
New
$392K - $434K
6.27K $168K
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
5.7K
New
$357K - $395K
5.7K $153K
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
5.62K
+ 3.26%
$352K - $389K
178K $4.77M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.52K
+ 3.53%
$345K - $382K
162K $4.33M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.47K
+ 1.32%
$342K - $379K
420K $11.3M
May 12, 2023 Q1 2023
Goepper Burkhardt LLC

BUY
 -
5.47K
+ 3.08%
$342K - $379K
183K $4.91M
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
5.3K
+ 82.0%
$332K - $368K
11.8K $315K
May 15, 2023 Q1 2023
Prism Advisors, Inc.

BUY
 -
5.27K
+ 2.18%
$330K - $365K
247K $6.62M
Apr 26, 2023 Q1 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
5.2K
+ 4.86%
$326K - $361K
112K $3.01M
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

BUY
 -
5.02K
New
$314K - $348K
5.02K $134K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
4.8K
+ 1.02%
$301K - $333K
476K $12.8M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.75K
New
$297K - $329K
4.75K $127K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.67K
+ 3.03%
$292K - $323K
158K $4.25M
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
4.65K
New
$291K - $322K
4.65K $125K
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
4.62K
+ 9.07%
$289K - $320K
55.6K $1.49M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
4.61K
+ 1.66%
$288K - $319K
281K $7.54M
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
4.59K
+ 24.67%
$287K - $318K
23.2K $621K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
4.55K
New
$285K - $315K
4.55K $122K
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
4.52K
+ 19.33%
$283K - $313K
27.9K $748K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
4.44K
New
$278K - $308K
4.44K $119K
May 02, 2023 Q1 2023
Prw Wealth Management LLC

BUY
 -
4.42K
New
$276K - $306K
4.42K $118K
Apr 10, 2023 Q1 2023
Austin Asset Management CO Inc

BUY
 -
4.37K
New
$274K - $303K
4.37K $117K
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
4.3K
+ 79.79%
$269K - $298K
9.68K $259K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
3.98K
New
$249K - $276K
3.98K $107K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
3.81K
+ 1.5%
$239K - $264K
258K $6.9M
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
3.78K
+ 5.92%
$237K - $262K
67.7K $1.81M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.77K
New
$236K - $261K
3.77K $101K

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