Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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
Nov 10, 2022 Q3 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
686
+ 10.27%
$40.1K - $47.3K
7.37K $201K
Oct 12, 2022 Q3 2022
Acorn Financial Advisory Services Inc

BUY
 -
667
+ 6.99%
$39K - $46K
10.2K $278K
Nov 02, 2022 Q3 2022
ETF Store, Inc.

BUY
 -
642
+ 12.95%
$37.6K - $44.3K
5.6K $153K
Nov 14, 2022 Q3 2022
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
637
+ 10.47%
$37.3K - $44K
6.72K $183K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
634
+ 66.39%
$37.1K - $43.8K
1.59K $43.3K
Nov 03, 2022 Q3 2022
Alpha Cubed Investments, LLC

BUY
 -
627
+ 2.21%
$36.7K - $43.3K
29K $789K
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
623
+ 0.88%
$36.5K - $43K
71.7K $1.95M
Nov 03, 2022 Q3 2022
Bishop & CO Investment Management, LLC

BUY
 -
574
+ 3.37%
$33.6K - $39.6K
17.6K $480K
Oct 13, 2022 Q3 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
538
+ 0.44%
$31.5K - $37.1K
124K $3.38M
Nov 02, 2022 Q3 2022
Westbourne Investment Advisors, Inc.

BUY
 -
535
+ 2.07%
$31.3K - $36.9K
26.3K $718K
Oct 11, 2022 Q3 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
521
+ 3.93%
$30.5K - $36K
13.8K $375K
Oct 25, 2022 Q3 2022
Sky Oak Wealth, LLC

BUY
 -
508
+ 8.7%
$29.7K - $35.1K
6.34K $173K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
506
+ 1.24%
$29.6K - $34.9K
41.4K $1.13M
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
504
+ 1.56%
$29.5K - $34.8K
32.8K $893K
Nov 09, 2022 Q3 2022
Ddd Partners, LLC

BUY
 -
466
+ 0.96%
$27.3K - $32.2K
48.8K $1.33M
Nov 02, 2022 Q3 2022
Retirement Guys Formula LLC

BUY
 -
461
+ 10.39%
$27K - $31.8K
4.9K $134K
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
451
+ 0.42%
$26.4K - $31.1K
109K $2.97M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
451
+ 0.42%
$26.4K - $31.1K
109K $2.97M
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
446
+ 2.61%
$26.1K - $30.8K
17.5K $478K
Nov 08, 2022 Q3 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
432
+ 3.37%
$25.3K - $29.8K
13.2K $361K
Oct 17, 2022 Q3 2022
Thompson Investment Management, Inc.

BUY
 -
426
+ 4.98%
$24.9K - $29.4K
8.97K $245K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
422
+ 5.18%
$24.7K - $29.1K
8.57K $233K
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
401
+ 16.17%
$23.5K - $27.7K
2.88K $78.5K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
401
+ 224.02%
$23.5K - $27.7K
580 $15.8K
Nov 09, 2022 Q3 2022
Allen Capital Group, LLC

BUY
 -
389
+ 1.0%
$22.8K - $26.8K
39.1K $1.07M
Nov 04, 2022 Q3 2022
Duncker Streett & CO Inc

BUY
 -
385
+ 1.37%
$22.5K - $26.6K
28.5K $776K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
373
+ 248.67%
$21.8K - $25.7K
523 $14.3K
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
363
+ 0.98%
$21.2K - $25.1K
37.4K $1.02M
Oct 25, 2022 Q3 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
363
+ 1.33%
$21.2K - $25.1K
27.7K $754K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
353
+ 4.64%
$20.7K - $24.4K
7.96K $217K
Oct 13, 2022 Q3 2022
Allied Investment Advisors, LLC

BUY
 -
348
+ 9.47%
$20.4K - $24K
4.02K $110K
Nov 14, 2022 Q3 2022
Pacific Capital Wealth Advisors, Inc

BUY
 -
336
+ 2.09%
$19.7K - $23.2K
16.4K $448K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
319
+ 6.13%
$18.7K - $22K
5.52K $150K
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
310
+ 71.59%
$18.1K - $21.4K
743 $20.2K
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
305
+ 0.49%
$17.8K - $21.1K
62.6K $1.7M
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
302
+ 5.35%
$17.7K - $20.8K
5.95K $162K
Oct 24, 2022 Q3 2022
Trust CO Of Vermont

BUY
 -
299
New
$17.5K - $20.6K
299 $8.15K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
284
+ 7.73%
$16.6K - $19.6K
3.96K $108K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
284
New
$16.6K - $19.6K
284 $7.74K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
275
+ 0.83%
$16.1K - $19K
33.6K $915K
Oct 26, 2022 Q3 2022
Ironwood Financial, LLC

BUY
 -
269
+ 2.77%
$15.7K - $18.6K
9.97K $272K
Oct 28, 2022 Q3 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
267
+ 2.81%
$15.6K - $18.4K
9.76K $266K
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
263
+ 0.63%
$15.4K - $18.2K
42K $1.15M
Oct 14, 2022 Q3 2022
Santori & Peters, Inc.

BUY
 -
255
+ 0.26%
$14.9K - $17.6K
99.3K $2.71M
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
251
+ 38.98%
$14.7K - $17.3K
895 $24.4K
Oct 11, 2022 Q3 2022
Pflug Koory, LLC

BUY
 -
250
+ 49.02%
$14.6K - $17.3K
760 $20.7K
Nov 08, 2022 Q3 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
245
+ 0.52%
$14.3K - $16.9K
47.6K $1.3M
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
228
+ 0.79%
$13.3K - $15.7K
29.2K $797K
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
227
+ 5.33%
$13.3K - $15.7K
4.49K $122K

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