Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.84K- 12.61% |
$109K - $127K
|
12.7K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.91K- 2.67% |
$113K - $133K
|
69.7K
$1.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-2.07K- 1.26% |
$123K - $144K
|
162K
$4.42M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.14K- 27.11% |
$126K - $148K
|
5.75K
$157K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.18K- 28.79% |
$129K - $151K
|
5.38K
$147K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.26K- 9.07% |
$134K - $156K
|
22.6K
$617K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.28K- 2.97% |
$135K - $158K
|
74.6K
$2.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.29K- 0.77% |
$136K - $159K
|
297K
$8.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 28.45% |
$136K - $160K
|
5.8K
$158K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.51K- 26.49% |
$148K - $174K
|
6.96K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.54K- 3.65% |
$150K - $176K
|
66.9K
$1.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.66K- 31.91% |
$157K - $184K
|
5.68K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.66K- 2.93% |
$158K - $184K
|
88.1K
$2.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.7K- 1.45% |
$160K - $187K
|
183K
$4.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.7K- 8.51% |
$160K - $187K
|
29K
$790K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.72K- 3.44% |
$161K - $188K
|
76.3K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.75K- 9.52% |
$162K - $190K
|
26.1K
$711K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.92K- 12.63% |
$172K - $202K
|
20.2K
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.05K- 1.19% |
$180K - $211K
|
253K
$6.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.07K- 48.93% |
$182K - $213K
|
3.2K
$87.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.18K- 7.22% |
$188K - $220K
|
40.9K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.28K- 63.98% |
$194K - $227K
|
1.85K
$50.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
SELL
|
- |
-3.5K- 4.79% |
$207K - $242K
|
69.5K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.59K- 3.04% |
$212K - $248K
|
114K
$3.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.62K- 1.91% |
$214K - $250K
|
186K
$5.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.79K- 2.41% |
$224K - $263K
|
154K
$4.19M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.84K- 8.01% |
$227K - $266K
|
44.1K
$1.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.97K- 1.63% |
$235K - $275K
|
240K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.09K- 21.1% |
$242K - $283K
|
15.3K
$417K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.15K- 39.71% |
$245K - $287K
|
6.3K
$171K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.35K- 23.89% |
$257K - $301K
|
13.9K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.53K- 3.29% |
$268K - $314K
|
133K
$3.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.94K- 18.96% |
$292K - $342K
|
21.1K
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.08K- 18.35% |
$300K - $352K
|
22.6K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.22K- 5.06% |
$309K - $361K
|
97.9K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.27K- 20.38% |
$312K - $365K
|
20.6K
$561K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.38K- 47.52% |
$318K - $373K
|
5.94K
$162K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5.54K- 41.27% |
$328K - $384K
|
7.89K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.81K- 13.81% |
$343K - $402K
|
36.2K
$987K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-6.01K- 34.7% |
$356K - $416K
|
11.3K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.18K- 18.78% |
$365K - $428K
|
26.7K
$727K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.24K- 4.94% |
$369K - $432K
|
120K
$3.27M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.37K- 0.88% |
$377K - $441K
|
715K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.47K- 9.26% |
$383K - $448K
|
63.4K
$1.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-6.49K- 61.65% |
$384K - $449K
|
4.04K
$110K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 31.77% |
$385K - $451K
|
14K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-6.53K- 42.35% |
$386K - $452K
|
8.89K
$242K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.95K- 46.42% |
$411K - $481K
|
8.02K
$218K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.98K- 11.19% |
$413K - $484K
|
55.4K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.53K- 6.94% |
$445K - $521K
|
101K
$2.75M
|