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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.83K+ 1.74% |
$108K - $127K
|
107K
$2.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 21.04% |
$107K - $125K
|
10.4K
$282K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.76K+ 1.95% |
$104K - $122K
|
92.3K
$2.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.75K+ 5.84% |
$103K - $121K
|
31.6K
$861K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.73K+ 16.02% |
$102K - $119K
|
12.5K
$340K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.68K+ 9.68% |
$99.6K - $117K
|
19.1K
$519K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 41.96% |
$97.3K - $114K
|
5.57K
$152K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.55K+ 2.82% |
$91.7K - $107K
|
56.6K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 1.94% |
$84.2K - $98.6K
|
74.8K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.39KNew |
$82.2K - $96.3K
|
1.39K
$37.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.36K+ 15.2% |
$80.5K - $94.3K
|
10.3K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 228.79% |
$78.5K - $91.9K
|
1.91K
$51.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.3K+ 5.75% |
$77K - $90.2K
|
23.9K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.3K+ 3.63% |
$76.6K - $89.7K
|
37K
$1.01M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
1.28K+ 11.65% |
$75.8K - $88.8K
|
12.3K
$334K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.26K+ 2.69% |
$74.5K - $87.2K
|
48.1K
$1.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.25K+ 27.38% |
$74.1K - $86.8K
|
5.83K
$159K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 4.64% |
$72.2K - $84.5K
|
27.6K
$750K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.2K+ 3.42% |
$71K - $83.1K
|
36.3K
$988K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 1.11% |
$70.9K - $83K
|
110K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.16K+ 23.61% |
$68.4K - $80.1K
|
6.06K
$165K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.14K+ 2.61% |
$67.6K - $79.1K
|
44.9K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 28.62% |
$67K - $78.4K
|
5.09K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 24.1% |
$64.7K - $75.8K
|
5.64K
$154K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 8.22% |
$63.8K - $74.7K
|
14.2K
$387K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1KNew |
$59.1K - $69.2K
|
1K
$27.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
992+ 13.46% |
$58.7K - $68.7K
|
8.36K
$228K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
979+ 0.7% |
$57.9K - $67.8K
|
141K
$3.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
975+ 4.17% |
$57.7K - $67.5K
|
24.3K
$663K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
949+ 16.02% |
$56.1K - $65.7K
|
6.87K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
944New |
$55.8K - $65.4K
|
944
$25.7K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
910+ 5.36% |
$53.8K - $63K
|
17.9K
$487K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
874+ 8.96% |
$51.7K - $60.5K
|
10.6K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
856+ 1.96% |
$50.6K - $59.3K
|
44.4K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
840+ 0.39% |
$49.7K - $58.2K
|
214K
$5.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
834+ 9.11% |
$49.3K - $57.7K
|
9.98K
$272K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
821+ 5.98% |
$48.5K - $56.8K
|
14.5K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
816+ 7.38% |
$48.3K - $56.5K
|
11.9K
$323K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
806+ 1.7% |
$47.7K - $55.8K
|
48.1K
$1.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
801+ 0.81% |
$47.4K - $55.5K
|
99.7K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
777+ 80.52% |
$45.9K - $53.8K
|
1.74K
$47.4K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
748+ 13.36% |
$44.2K - $51.8K
|
6.35K
$173K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
738+ 0.16% |
$43.6K - $51.1K
|
472K
$12.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
704+ 5.77% |
$41.6K - $48.7K
|
12.9K
$352K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
696+ 0.88% |
$41.2K - $48.2K
|
80K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
688+ 15.16% |
$40.7K - $47.6K
|
5.23K
$142K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
672+ 0.33% |
$39.7K - $46.5K
|
202K
$5.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
655+ 5.69% |
$38.7K - $45.4K
|
12.2K
$331K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
649New |
$38.4K - $44.9K
|
649
$17.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
608+ 1.39% |
$36K - $42.1K
|
44.3K
$1.21M
|