Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20K- 57.6% |
$1.29M - $1.39M
|
14.7K
$383K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20.7K- 25.79% |
$1.33M - $1.43M
|
59.5K
$1.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.1K- 3.19% |
$1.36M - $1.46M
|
639K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.9K- 6.54% |
$1.41M - $1.52M
|
313K
$8.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.4K- 25.84% |
$1.44M - $1.55M
|
64.2K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23K- 21.74% |
$1.49M - $1.6M
|
83K
$2.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-23.6K- 15.76% |
$1.52M - $1.64M
|
126K
$3.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-24.5K- 26.45% |
$1.58M - $1.7M
|
68K
$1.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.1K- 57.45% |
$1.81M - $1.95M
|
20.8K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-29.9K- 16.83% |
$1.93M - $2.08M
|
148K
$3.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.9K- 17.99% |
$2.05M - $2.21M
|
145K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33K- 16.76% |
$2.13M - $2.29M
|
164K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.2K- 11.61% |
$2.14M - $2.31M
|
253K
$6.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-40.6K- 12.0% |
$2.62M - $2.82M
|
298K
$7.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41K- 12.41% |
$2.64M - $2.85M
|
290K
$7.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-42.1K- 2.93% |
$2.71M - $2.92M
|
1.39M
$36.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.6K- 33.7% |
$2.75M - $2.96M
|
83.8K
$2.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-45.2K- 63.75% |
$2.91M - $3.13M
|
25.7K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.4K- 8.93% |
$2.93M - $3.15M
|
463K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-46.6K- 6.58% |
$3M - $3.23M
|
662K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-50.8K- 19.96% |
$3.27M - $3.52M
|
204K
$5.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-51.1K- 2.65% |
$3.29M - $3.54M
|
1.87M
$48.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-64.9K- 79.2% |
$4.19M - $4.51M
|
17.1K
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-149K- 97.85% |
$9.63M - $10.4M
|
3.29K
$85.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-163K- 0.82% |
$10.5M - $11.3M
|
19.8M
$515M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-250K- 96.45% |
$16.1M - $17.3M
|
9.2K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-250K- 94.07% |
$16.1M - $17.4M
|
15.8K
$409K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-382K- 97.37% |
$24.6M - $26.5M
|
10.3K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-634K- 45.71% |
$40.8M - $44M
|
752K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.26MClosed |
$81.4M - $87.6M
|
0
$0
|