Purchases and Sales Made in Q2 2023 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.39K- 5.1% |
$151K - $160K
|
44.3K
$1.15M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.59K- 1.07% |
$164K - $174K
|
239K
$6.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.6K- 14.5% |
$164K - $174K
|
15.3K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.62K- 24.39% |
$166K - $176K
|
8.13K
$211K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.64K- 9.08% |
$167K - $178K
|
26.5K
$687K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.65K- 0.24% |
$168K - $178K
|
1.12M
$29.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-2.71K- 45.71% |
$172K - $182K
|
3.22K
$83.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 8.28% |
$174K - $184K
|
30.4K
$789K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.77K- 3.94% |
$175K - $186K
|
67.5K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 2.4% |
$176K - $187K
|
113K
$2.93M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 14.29% |
$177K - $188K
|
16.8K
$437K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 14.29% |
$177K - $188K
|
16.8K
$437K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.81K- 1.56% |
$178K - $189K
|
177K
$4.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.82K- 2.06% |
$179K - $190K
|
134K
$3.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 3.21% |
$182K - $193K
|
86.5K
$2.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.9K- 39.36% |
$184K - $195K
|
4.47K
$116K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.07K- 31.26% |
$194K - $206K
|
6.74K
$175K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.07K- 3.97% |
$195K - $207K
|
74.3K
$1.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.2K- 0.51% |
$202K - $215K
|
621K
$16.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.36K- 25.26% |
$213K - $226K
|
9.94K
$258K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-3.37K- 27.7% |
$214K - $227K
|
8.81K
$229K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.45K- 35.68% |
$219K - $232K
|
6.23K
$162K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.47K- 9.59% |
$219K - $233K
|
32.7K
$848K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.49K- 3.07% |
$221K - $234K
|
110K
$2.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.53K- 5.21% |
$223K - $237K
|
64.2K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.58K- 51.55% |
$227K - $241K
|
3.37K
$87.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.69K- 3.56% |
$233K - $248K
|
99.9K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-4.02K- 57.14% |
$254K - $270K
|
3.01K
$78.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.03K- 22.22% |
$255K - $271K
|
14.1K
$367K
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.31K- 29.18% |
$273K - $289K
|
10.4K
$271K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-4.34K- 25.18% |
$275K - $292K
|
12.9K
$335K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.37K- 5.89% |
$277K - $294K
|
69.8K
$1.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.53K- 16.1% |
$287K - $304K
|
23.6K
$613K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.89K- 26.81% |
$310K - $329K
|
13.3K
$347K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.98K- 99.64% |
$315K - $335K
|
18
$468
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.12K- 8.91% |
$324K - $344K
|
52.3K
$1.36M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.14K- 1.98% |
$326K - $346K
|
254K
$6.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 2.9% |
$329K - $349K
|
174K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.36K- 16.71% |
$339K - $360K
|
26.7K
$694K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.36K- 11.09% |
$340K - $361K
|
43K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.48K- 10.91% |
$347K - $368K
|
44.7K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.56K- 27.14% |
$352K - $374K
|
14.9K
$388K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-5.8K- 2.07% |
$367K - $390K
|
275K
$7.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.88K- 35.49% |
$372K - $395K
|
10.7K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 6.03% |
$387K - $411K
|
95.3K
$2.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.15K- 13.1% |
$389K - $413K
|
40.8K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.19K- 30.25% |
$392K - $416K
|
14.3K
$371K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-6.35K- 13.34% |
$402K - $427K
|
41.3K
$1.07M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.44K- 55.27% |
$408K - $433K
|
5.21K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.11K- 90.43% |
$450K - $478K
|
753
$19.6K
|