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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-986- 18.3% |
$62.4K - $66.3K
|
4.4K
$118K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-987- 6.63% |
$62.5K - $66.3K
|
13.9K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-998- 6.61% |
$63.2K - $67.1K
|
14.1K
$379K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 14.99% |
$63.8K - $67.7K
|
5.71K
$153K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.09K- 0.92% |
$68.8K - $73.1K
|
117K
$3.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 15.03% |
$69.3K - $73.5K
|
6.18K
$166K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.1K- 1.58% |
$69.5K - $73.7K
|
68.1K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.11K- 31.28% |
$70.4K - $74.7K
|
2.44K
$65.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.14K- 3.71% |
$72.3K - $76.7K
|
29.6K
$797K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.14K- 5.99% |
$72.3K - $76.8K
|
17.9K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.14K- 0.43% |
$72.4K - $76.9K
|
262K
$7.05M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 9.17% |
$74.2K - $78.8K
|
11.6K
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 8.84% |
$74.3K - $78.8K
|
12.1K
$325K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.18K- 10.87% |
$74.7K - $79.3K
|
9.68K
$260K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.2K- 12.6% |
$75.9K - $80.6K
|
8.32K
$224K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.21K- 3.52% |
$76.4K - $81.1K
|
33K
$888K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.22K- 11.46% |
$77.3K - $82.1K
|
9.44K
$254K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.26K- 13.94% |
$79.8K - $84.7K
|
7.78K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.28K- 2.59% |
$80.7K - $85.7K
|
48K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 10.26% |
$82.1K - $87.1K
|
11.3K
$305K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.33K- 23.14% |
$84.4K - $89.5K
|
4.42K
$119K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 69.01% |
$86.4K - $91.7K
|
613
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 8.67% |
$86.6K - $91.9K
|
14.4K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.37K- 2.49% |
$86.8K - $92.1K
|
53.7K
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-1.38K- 2.86% |
$87.1K - $92.4K
|
46.8K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.38K- 2.66% |
$87.3K - $92.6K
|
50.5K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 15.0% |
$87.4K - $92.7K
|
7.82K
$210K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.42K- 12.52% |
$90.1K - $95.6K
|
9.94K
$267K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.48K- 5.81% |
$93.5K - $99.2K
|
23.9K
$643K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.48K- 6.59% |
$93.5K - $99.3K
|
20.9K
$563K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.53K- 34.62% |
$97K - $103K
|
2.89K
$77.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.53K- 2.06% |
$97.1K - $103K
|
72.9K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.58K- 69.86% |
$99.8K - $106K
|
680
$18.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.6K- 12.76% |
$101K - $107K
|
10.9K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.61K- 28.89% |
$102K - $108K
|
3.96K
$106K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.63K- 1.77% |
$103K - $110K
|
90.8K
$2.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.65K- 1.69% |
$104K - $111K
|
96K
$2.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.71K- 3.18% |
$108K - $115K
|
52K
$1.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.72K- 1.54% |
$109K - $116K
|
110K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.73K- 2.55% |
$110K - $116K
|
66.2K
$1.78M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 5.78% |
$111K - $118K
|
28.6K
$769K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.77K- 2.93% |
$112K - $119K
|
58.5K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.94K- 2.1% |
$123K - $131K
|
90.8K
$2.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.98K- 10.38% |
$125K - $133K
|
17.1K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2K- 17.45% |
$127K - $134K
|
9.46K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.14K- 38.31% |
$136K - $144K
|
3.45K
$92.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.15K- 17.46% |
$136K - $145K
|
10.2K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.19K- 4.6% |
$139K - $147K
|
45.4K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.25K- 2.34% |
$142K - $151K
|
94K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.32K- 8.14% |
$147K - $156K
|
26.1K
$703K
|