Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6.27KNew |
$367K - $433K
|
6.27K
$171K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.07K+ 3.84% |
$355K - $419K
|
164K
$4.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
6.03KNew |
$353K - $416K
|
6.03K
$164K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.02K+ 8.21% |
$352K - $415K
|
79.3K
$2.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.97K+ 124.35% |
$349K - $412K
|
10.8K
$293K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.82K+ 105.4% |
$341K - $402K
|
11.3K
$309K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.77K+ 9.15% |
$337K - $398K
|
68.8K
$1.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.52KNew |
$323K - $381K
|
5.52K
$150K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.48K+ 20.83% |
$320K - $378K
|
31.8K
$866K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.46KNew |
$320K - $377K
|
5.46K
$149K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.42K+ 14.21% |
$317K - $374K
|
43.6K
$1.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.31K+ 2.7% |
$311K - $366K
|
202K
$5.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.17KNew |
$302K - $357K
|
5.17K
$141K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.16K+ 15.16% |
$302K - $356K
|
39.2K
$1.07M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.13KNew |
$300K - $354K
|
5.13K
$140K
|
|
|
Nov 09, 2022
Q3 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
4.92KNew |
$288K - $340K
|
4.92K
$134K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.79K+ 2.01% |
$280K - $331K
|
243K
$6.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.6K+ 1.84% |
$269K - $318K
|
255K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6K+ 56.1% |
$269K - $317K
|
12.8K
$349K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.58K+ 5.39% |
$268K - $316K
|
89.6K
$2.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
4.54KNew |
$266K - $313K
|
4.54K
$124K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.18K+ 1.62% |
$245K - $288K
|
261K
$7.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
4.16K+ 2.96% |
$244K - $287K
|
145K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.15K+ 109.92% |
$243K - $286K
|
7.92K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.14K+ 2.16% |
$242K - $286K
|
196K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.07K+ 40.91% |
$238K - $281K
|
14K
$382K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 4.85% |
$238K - $281K
|
88K
$2.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.05KNew |
$237K - $279K
|
4.05K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.8K+ 3.64% |
$222K - $262K
|
108K
$2.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.78KNew |
$221K - $261K
|
3.78K
$103K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.74K+ 0.6% |
$219K - $258K
|
625K
$17M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.67K+ 2.01% |
$215K - $253K
|
186K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 13.34% |
$214K - $252K
|
31K
$846K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.57KNew |
$209K - $247K
|
3.57K
$97.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.54K+ 4.48% |
$207K - $245K
|
82.7K
$2.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.39K+ 6.35% |
$198K - $234K
|
56.7K
$1.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
3.24K+ 8.58% |
$190K - $224K
|
41K
$1.12M
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.22K+ 13.12% |
$188K - $222K
|
27.7K
$756K
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.21K+ 1.09% |
$188K - $222K
|
299K
$8.15M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.15K+ 65.23% |
$184K - $217K
|
7.98K
$217K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.15K+ 6.38% |
$184K - $217K
|
52.5K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.1K+ 48.4% |
$181K - $214K
|
9.5K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3.09K+ 8.84% |
$181K - $213K
|
38K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.04K+ 30.16% |
$178K - $210K
|
13.1K
$357K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.02K+ 39.68% |
$177K - $208K
|
10.6K
$290K
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.81K+ 10.38% |
$164K - $194K
|
29.9K
$814K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.62KNew |
$153K - $180K
|
2.62K
$71.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 6.22% |
$151K - $178K
|
44.1K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.55K+ 7.92% |
$149K - $176K
|
34.7K
$946K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.48K+ 20.68% |
$145K - $171K
|
14.5K
$395K
|