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
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.42% |
$1.9K - $2.02K
|
7.05K
$183K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-38- 1.49% |
$2.41K - $2.55K
|
2.51K
$65.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-45- 0.27% |
$2.85K - $3.02K
|
16.9K
$439K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-52- 1.01% |
$3.29K - $3.49K
|
5.08K
$132K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-54- 0.66% |
$3.42K - $3.63K
|
8.11K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-54- 0.66% |
$3.42K - $3.63K
|
8.11K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-55- 1.23% |
$3.48K - $3.7K
|
4.42K
$115K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57- 66.28% |
$3.61K - $3.83K
|
29
$753
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-65- 0.47% |
$4.12K - $4.37K
|
13.8K
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72- 2.28% |
$4.56K - $4.84K
|
3.08K
$80K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-75- 0.29% |
$4.75K - $5.04K
|
25.9K
$672K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-79- 0.67% |
$5K - $5.31K
|
11.7K
$305K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-84- 1.78% |
$5.32K - $5.65K
|
4.64K
$121K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-87- 0.21% |
$5.51K - $5.85K
|
41.9K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-90- 0.64% |
$5.7K - $6.05K
|
13.9K
$360K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-95- 2.61% |
$6.02K - $6.38K
|
3.55K
$92.2K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-97- 1.85% |
$6.14K - $6.52K
|
5.15K
$134K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-107- 0.82% |
$6.78K - $7.19K
|
12.9K
$335K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 24.16% |
$7.28K - $7.73K
|
361
$9.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-116- 3.67% |
$7.35K - $7.8K
|
3.05K
$79.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-127- 0.7% |
$8.04K - $8.54K
|
18.1K
$471K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-140- 1.27% |
$8.87K - $9.41K
|
10.9K
$283K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-145- 1.48% |
$9.18K - $9.75K
|
9.65K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-153- 60.47% |
$9.69K - $10.3K
|
100
$2.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-165- 1.53% |
$10.4K - $11.1K
|
10.6K
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-170- 0.93% |
$10.8K - $11.4K
|
18.1K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-175- 18.8% |
$11.1K - $11.8K
|
756
$19.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-180- 1.93% |
$11.4K - $12.1K
|
9.14K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-181- 1.72% |
$11.5K - $12.2K
|
10.3K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-192- 1.0% |
$12.2K - $12.9K
|
19K
$495K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-200- 1.24% |
$12.7K - $13.4K
|
15.9K
$414K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-206- 5.17% |
$13K - $13.8K
|
3.78K
$98.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-221- 0.83% |
$14K - $14.9K
|
26.3K
$683K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-224- 2.31% |
$14.2K - $15.1K
|
9.48K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-225- 0.52% |
$14.2K - $15.1K
|
43.1K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-226- 2.79% |
$14.3K - $15.2K
|
7.86K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 19.53% |
$14.8K - $15.7K
|
960
$24.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-233- 2.0% |
$14.8K - $15.7K
|
11.4K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-246- 58.16% |
$15.6K - $16.5K
|
177
$4.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-252- 70.0% |
$16K - $16.9K
|
108
$2.81K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-257- 4.46% |
$16.3K - $17.3K
|
5.51K
$143K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 2.6% |
$17.3K - $18.3K
|
10.2K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-278- 5.63% |
$17.6K - $18.7K
|
4.66K
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-280- 1.23% |
$17.7K - $18.8K
|
22.6K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-281- 55.53% |
$17.8K - $18.9K
|
225
$5.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-284- 81.14% |
$18K - $19.1K
|
66
$1.71K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-285- 8.68% |
$18K - $19.2K
|
3K
$77.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 1.89% |
$18.7K - $19.8K
|
15.3K
$399K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-297- 1.99% |
$18.8K - $20K
|
14.6K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 37.5% |
$19K - $20.2K
|
500
$13K
|