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 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
584+ 11.15% |
$34.5K - $40.4K
|
5.82K
$159K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
584+ 11.15% |
$34.5K - $40.4K
|
5.82K
$159K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
575+ 4.96% |
$34K - $39.8K
|
12.2K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
570+ 12.92% |
$33.7K - $39.5K
|
4.98K
$136K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
566+ 0.9% |
$33.5K - $39.2K
|
63.4K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
566+ 0.9% |
$33.5K - $39.2K
|
63.4K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
564+ 1.68% |
$33.3K - $39.1K
|
34.1K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
553+ 3.94% |
$32.7K - $38.3K
|
14.6K
$397K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
550+ 23.87% |
$32.5K - $38.1K
|
2.85K
$77.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500+ 7.34% |
$29.6K - $34.6K
|
7.31K
$199K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
458+ 2.64% |
$27.1K - $31.7K
|
17.8K
$484K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
445New |
$26.3K - $30.8K
|
445
$12.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
442+ 6.97% |
$26.1K - $30.6K
|
6.79K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
441+ 41.14% |
$26.1K - $30.5K
|
1.51K
$41.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
434New |
$25.7K - $30.1K
|
434
$11.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
402New |
$23.8K - $27.8K
|
402
$10.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
399+ 2.76% |
$23.6K - $27.6K
|
14.9K
$405K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
398+ 0.34% |
$23.5K - $27.6K
|
117K
$3.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
389+ 6.46% |
$23K - $26.9K
|
6.41K
$175K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
386+ 0.74% |
$22.8K - $26.7K
|
52.9K
$1.44M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
382+ 2.62% |
$22.6K - $26.4K
|
14.9K
$407K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
350+ 0.11% |
$20.7K - $24.2K
|
308K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
344+ 6.13% |
$20.3K - $23.8K
|
5.95K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
332New |
$19.6K - $23K
|
332
$9.04K
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
332+ 3.6% |
$19.6K - $23K
|
9.55K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
299+ 17.32% |
$17.7K - $20.7K
|
2.03K
$55.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
293+ 0.03% |
$17.3K - $20.3K
|
1.07M
$29.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
271+ 318.82% |
$16K - $18.8K
|
356
$9.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
267New |
$15.8K - $18.5K
|
267
$7.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
260+ 2.04% |
$15.4K - $18K
|
13K
$355K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
255+ 33.55% |
$15.1K - $17.7K
|
1.02K
$27.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
250+ 4.9% |
$14.8K - $17.3K
|
5.35K
$146K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
241+ 25.42% |
$14.3K - $16.7K
|
1.19K
$32.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
238New |
$14.1K - $16.5K
|
238
$6.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
230+ 0.6% |
$13.6K - $15.9K
|
38.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
227+ 0.39% |
$13.4K - $15.7K
|
58.5K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
216+ 1.12% |
$12.8K - $15K
|
19.5K
$530K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
210+ 0.36% |
$12.4K - $14.5K
|
59K
$1.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
201+ 5.0% |
$11.9K - $13.9K
|
4.22K
$115K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
197+ 0.17% |
$11.6K - $13.6K
|
117K
$3.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
BUY
|
- |
187New |
$11.1K - $12.9K
|
187
$5.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
172+ 1.4% |
$10.2K - $11.9K
|
12.5K
$340K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
171New |
$10.1K - $11.8K
|
171
$4.66K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
167New |
$9.87K - $11.6K
|
167
$4.55K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
161New |
$9.52K - $11.1K
|
161
$4.38K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
149+ 1.08% |
$8.81K - $10.3K
|
13.9K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
145+ 0.26% |
$8.57K - $10K
|
56.1K
$1.53M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
135+ 5.17% |
$7.98K - $9.35K
|
2.75K
$74.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
115+ 2.18% |
$6.8K - $7.96K
|
5.38K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
114+ 0.04% |
$6.74K - $7.89K
|
323K
$8.8M
|