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 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
3.55K
+ 6.32%
$222K - $246K
59.7K $1.66M
May 08, 2023 Q1 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
3.55K
+ 3.04%
$222K - $246K
120K $3.34M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
3.48K
+ 28.65%
$218K - $241K
15.6K $435K
Apr 03, 2023 Q1 2023
Shearwater Capital LLC

BUY
 -
3.39K
+ 1095.79%
$212K - $235K
3.7K $103K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
3.38K
New
$212K - $234K
3.38K $94K
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
3.34K
+ 7.54%
$209K - $231K
47.6K $1.32M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
3.28K
New
$205K - $227K
3.28K $91.1K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
3.24K
New
$203K - $224K
3.24K $90K
Apr 25, 2023 Q1 2023
Leeward Financial Partners, LLC

BUY
 -
3.21K
+ 4.21%
$201K - $222K
79.5K $2.21M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
3.16K
New
$198K - $219K
3.16K $87.9K
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
3.1K
New
$194K - $215K
3.1K $86.2K
May 12, 2023 Q1 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
3.09K
+ 16.32%
$194K - $214K
22K $613K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
3.06K
New
$191K - $212K
3.06K $85K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
2.91K
+ 451.55%
$182K - $202K
3.55K $98.7K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
2.82K
New
$177K - $195K
2.82K $78.4K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
2.8K
+ 6.35%
$175K - $194K
46.9K $1.31M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2.75K
+ 2.34%
$172K - $190K
120K $3.34M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
2.69K
+ 4.92%
$169K - $187K
57.5K $1.6M
May 08, 2023 Q1 2023
Bishop & CO Investment Management, LLC

BUY
 -
2.4K
+ 13.97%
$150K - $166K
19.6K $544K
May 15, 2023 Q1 2023
Ddd Partners, LLC

BUY
 -
2.39K
+ 4.88%
$149K - $165K
51.2K $1.42M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
2.39K
+ 17.49%
$149K - $165K
16K $445K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
2.35K
+ 16.57%
$147K - $163K
16.6K $460K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
2.35K
+ 1421.82%
$147K - $163K
2.51K $69.8K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.34K
+ 11.89%
$146K - $162K
22K $611K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
2.3K
+ 41.82%
$144K - $159K
7.8K $217K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.27K
+ 7.35%
$142K - $157K
33.1K $921K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
2.23K
+ 29.85%
$140K - $155K
9.72K $270K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
2.13K
New
$134K - $148K
2.13K $59.3K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.1K
+ 9.17%
$132K - $146K
25K $696K
Sep 07, 2023 Q1 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
2K
+ 0.67%
$125K - $139K
300K $8.33M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.98K
New
$124K - $137K
1.98K $55K
Apr 05, 2023 Q1 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
1.88K
+ 3.56%
$118K - $130K
54.8K $1.52M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.87K
+ 3.19%
$117K - $130K
60.4K $1.68M
May 05, 2023 Q1 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
1.85K
+ 10.74%
$116K - $128K
19.1K $531K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.8K
+ 1.8%
$113K - $125K
102K $2.83M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.78K
+ 4.77%
$111K - $123K
39K $1.08M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.73K
+ 39.62%
$108K - $120K
6.1K $169K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.73K
+ 14.13%
$108K - $120K
13.9K $387K
May 12, 2023 Q1 2023
Main Management LLC

San Francisco, CA
BUY
 -
1.62K
+ 0.5%
$101K - $112K
325K $9.03M
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
1.6K
+ 4.33%
$100K - $111K
38.6K $1.07M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.5K
+ 4.4%
$94.1K - $104K
35.7K $992K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
1.49K
+ 42.03%
$93.4K - $103K
5.05K $140K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
1.46K
New
$91.1K - $101K
1.46K $40.5K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
1.38K
+ 2.06%
$86.4K - $95.6K
68.3K $1.9M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
1.31K
+ 3.52%
$82.1K - $90.9K
38.5K $1.07M
Apr 11, 2023 Q1 2023
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
1.27K
+ 12.47%
$79.4K - $87.9K
11.4K $318K
Apr 22, 2024 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
1.25K
+ 11.55%
$78.2K - $86.6K
12.1K $335K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.23K
+ 3.01%
$77.2K - $85.4K
42.1K $1.17M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.18K
+ 3.98%
$73.7K - $81.6K
30.8K $856K

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