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 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.56% |
$322 - $347
|
895
$23.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5+ 0.11% |
$322 - $347
|
4.57K
$119K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.12% |
$258 - $278
|
3.43K
$89.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
4+ 0.11% |
$258 - $278
|
3.65K
$94.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$193 - $208
|
3.37K
$87.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3+ 0.68% |
$193 - $208
|
442
$11.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$129 - $139
|
5.36K
$139K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$129 - $139
|
3.68K
$95.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$64.5 - $69.4
|
1
$26
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.57% |
$64.5 - $69.4
|
176
$4.57K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.6% |
$64.5 - $69.4
|
168
$4.36K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$64.5 - $69.4
|
4.22K
$110K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$64.5 - $69.4
|
3.96K
$103K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.55% |
$64.5 - $69.4
|
182
$4.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.13% |
$64.5 - $69.4
|
755
$19.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1- -0.0% |
$64.5 - $69.4
|
22.8K
$592K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 1.85% |
$129 - $139
|
106
$2.75K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 7.32% |
$193 - $208
|
38
$987
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 80.0% |
$258 - $278
|
1
$26
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7- 0.16% |
$451 - $486
|
4.26K
$111K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 1.73% |
$580 - $625
|
511
$13.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10- 0.41% |
$645 - $694
|
2.43K
$63.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-12- 18.75% |
$773 - $833
|
52
$1.35K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-13- 0.86% |
$838 - $902
|
1.49K
$38.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-15- 75.0% |
$967 - $1.04K
|
5
$130
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.17% |
$1.16K - $1.25K
|
10.7K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-20- 4.55% |
$1.29K - $1.39K
|
420
$10.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 0.2% |
$1.35K - $1.46K
|
10.6K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-23- 0.29% |
$1.48K - $1.6K
|
7.8K
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 0.61% |
$1.61K - $1.73K
|
4.06K
$105K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 0.47% |
$1.61K - $1.73K
|
5.33K
$138K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26- 0.11% |
$1.68K - $1.8K
|
23.2K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-26- 0.05% |
$1.68K - $1.8K
|
48.9K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-28- 0.51% |
$1.8K - $1.94K
|
5.47K
$142K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-29- 0.46% |
$1.87K - $2.01K
|
6.25K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-29- 0.2% |
$1.87K - $2.01K
|
14.4K
$373K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-30- 0.55% |
$1.93K - $2.08K
|
5.46K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30- 0.17% |
$1.93K - $2.08K
|
18.1K
$469K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-31- 0.12% |
$2K - $2.15K
|
26.4K
$685K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-31- 0.38% |
$2K - $2.15K
|
8.11K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37- 3.85% |
$2.38K - $2.57K
|
923
$24K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-39- 0.38% |
$2.51K - $2.71K
|
10.3K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-42- 1.84% |
$2.71K - $2.91K
|
2.24K
$58.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44- 0.16% |
$2.84K - $3.05K
|
28.2K
$733K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-51- 83.61% |
$3.29K - $3.54K
|
10
$260
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-52- 15.29% |
$3.35K - $3.61K
|
288
$7.48K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-54- 25.84% |
$3.48K - $3.75K
|
155
$4.03K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-55- 0.96% |
$3.54K - $3.82K
|
5.66K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-60- 1.39% |
$3.87K - $4.16K
|
4.27K
$111K
|