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 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25New |
$1.58K - $1.68K
|
25
$725
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
25+ 0.14% |
$1.58K - $1.68K
|
17.5K
$508K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
24+ 0.59% |
$1.52K - $1.61K
|
4.08K
$118K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 0.35% |
$1.46K - $1.55K
|
6.62K
$192K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.21% |
$1.33K - $1.41K
|
10.2K
$295K
|
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
19+ 0.43% |
$1.2K - $1.28K
|
4.45K
$129K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19+ 0.27% |
$1.2K - $1.28K
|
6.99K
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15+ 0.3% |
$950 - $1.01K
|
5.08K
$147K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
15+ 3.28% |
$950 - $1.01K
|
472
$13.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15+ 0.08% |
$950 - $1.01K
|
17.7K
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14+ 3.48% |
$887 - $941
|
416
$12.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14+ 0.32% |
$887 - $941
|
4.46K
$129K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
13+ 0.24% |
$823 - $874
|
5.49K
$159K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.57% |
$697 - $739
|
1.93K
$56K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 62.5% |
$633 - $672
|
26
$754
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10+ 0.11% |
$633 - $672
|
9.41K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 0.64% |
$633 - $672
|
1.56K
$45.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
10+ 1.09% |
$633 - $672
|
926
$26.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 0.57% |
$507 - $538
|
1.41K
$40.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
8+ 0.21% |
$507 - $538
|
3.79K
$110K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.16% |
$443 - $470
|
4.45K
$129K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.64% |
$443 - $470
|
1.1K
$32K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$443 - $470
|
7
$203
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.57% |
$380 - $403
|
1.07K
$30.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.5% |
$380 - $403
|
1.2K
$34.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 0.11% |
$380 - $403
|
5.23K
$152K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.18% |
$317 - $336
|
2.83K
$82K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$317 - $336
|
5
$145
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.45% |
$253 - $269
|
890
$25.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.12% |
$253 - $269
|
3.43K
$99.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.56% |
$253 - $269
|
718
$20.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$190 - $202
|
3.68K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.62% |
$127 - $134
|
326
$9.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 1.16% |
$127 - $134
|
175
$5.08K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.44% |
$127 - $134
|
454
$13.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$127 - $134
|
4.69K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.61% |
$63.3 - $67.2
|
63
$1.83K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.03% |
$63.3 - $67.2
|
3.42K
$99.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
5K
$145K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
5.35K
$155K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
4.33K
$125K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.56% |
$63.3 - $67.2
|
181
$5.25K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
6.58K
$191K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1- 0.01% |
$63.3 - $67.2
|
14.4K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3- 0.03% |
$190 - $202
|
11.9K
$346K
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-4- 0.11% |
$253 - $269
|
3.75K
$109K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-4- 0.02% |
$253 - $269
|
22.3K
$646K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 2.34% |
$317 - $336
|
209
$6.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.17% |
$1.14K - $1.21K
|
10.7K
$311K
|