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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-242- 0.83% |
$15.6K - $16.8K
|
28.9K
$750K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-245- 3.4% |
$15.8K - $17K
|
6.96K
$181K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-251- 0.77% |
$16.2K - $17.4K
|
32.4K
$842K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-251- 0.46% |
$16.2K - $17.4K
|
54.9K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-253- 1.87% |
$16.3K - $17.6K
|
13.3K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-267- 4.61% |
$17.2K - $18.5K
|
5.53K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-278- 1.03% |
$17.9K - $19.3K
|
26.6K
$691K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 2.38% |
$19.3K - $20.8K
|
12.3K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-312- 4.57% |
$20.1K - $21.6K
|
6.52K
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-317- 3.9% |
$20.4K - $22K
|
7.8K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-347- 8.0% |
$22.4K - $24.1K
|
3.99K
$104K
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-364- 9.85% |
$23.5K - $25.3K
|
3.33K
$86.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-388- 1.32% |
$25K - $26.9K
|
29K
$753K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-389- 9.14% |
$25.1K - $27K
|
3.87K
$101K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-409- 9.16% |
$26.4K - $28.4K
|
4.06K
$105K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-415- 9.31% |
$26.7K - $28.8K
|
4.04K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-450- 17.54% |
$29K - $31.2K
|
2.12K
$54.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-457- 2.72% |
$29.5K - $31.7K
|
16.3K
$425K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-458- 1.74% |
$29.5K - $31.8K
|
25.8K
$671K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-477- 1.37% |
$30.7K - $33.1K
|
34.4K
$894K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-500- 5.28% |
$32.2K - $34.7K
|
8.96K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 93.98% |
$32.2K - $34.7K
|
32
$831
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-502- 5.91% |
$32.4K - $34.8K
|
7.99K
$208K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-507- 6.86% |
$32.7K - $35.2K
|
6.89K
$179K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-538- 25.43% |
$34.7K - $37.3K
|
1.58K
$41K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-579- 1.51% |
$37.3K - $40.2K
|
37.7K
$979K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-592- 0.14% |
$38.2K - $41.1K
|
410K
$10.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-610- 3.45% |
$39.3K - $42.3K
|
17.1K
$444K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-614- 1.28% |
$39.6K - $42.6K
|
47.4K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-615- 41.84% |
$39.6K - $42.7K
|
855
$22.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-650- 4.25% |
$41.9K - $45.1K
|
14.7K
$381K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-695- 1.69% |
$44.8K - $48.2K
|
40.5K
$1.05M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-696- 13.22% |
$44.9K - $48.3K
|
4.57K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-696- 13.22% |
$44.9K - $48.3K
|
4.57K
$119K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-705- 10.42% |
$45.4K - $48.9K
|
6.06K
$157K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-724- 0.75% |
$46.7K - $50.2K
|
95.2K
$2.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-757- 1.2% |
$48.8K - $52.5K
|
62.5K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-801- 2.34% |
$51.6K - $55.6K
|
33.5K
$869K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-815- 5.78% |
$52.5K - $56.6K
|
13.3K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-851- 0.46% |
$54.8K - $59.1K
|
182K
$4.74M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-879- 17.3% |
$56.7K - $61K
|
4.2K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-879- 17.3% |
$56.7K - $61K
|
4.2K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-880- 4.2% |
$56.7K - $61.1K
|
20.1K
$521K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-884- 3.15% |
$57K - $61.3K
|
27.2K
$706K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-890- 9.69% |
$57.4K - $61.8K
|
8.29K
$215K
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-893- 18.25% |
$57.6K - $62K
|
4K
$104K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-912- 0.78% |
$58.8K - $63.3K
|
116K
$3.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-918- 7.12% |
$59.2K - $63.7K
|
12K
$311K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-932- 8.92% |
$60.1K - $64.7K
|
9.52K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-937- 5.15% |
$60.4K - $65K
|
17.3K
$448K
|