Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 02, 2024 Q4 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
135
+ 5.17%
$7.98K - $9.35K
2.75K $72.9K
Jan 24, 2023 Q4 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
115
+ 2.18%
$6.8K - $7.96K
5.38K $143K
Feb 14, 2023 Q4 2022
Main Management LLC

San Francisco, CA
BUY
 -
114
+ 0.04%
$6.74K - $7.89K
323K $8.58M
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
112
New
$6.62K - $7.75K
112 $2.97K
Feb 14, 2023 Q4 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
109
+ 0.16%
$6.45K - $7.55K
70.3K $1.87M
Feb 14, 2023 Q4 2022
Ddd Partners, LLC

BUY
 -
102
+ 0.21%
$6.03K - $7.06K
48.9K $1.3M
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
New
$5.91K - $6.92K
100 $2.65K
Jan 20, 2023 Q4 2022
Everett Harris & CO

BUY
 -
99
+ 1.74%
$5.85K - $6.85K
5.77K $153K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
89
+ 86.41%
$5.26K - $6.16K
192 $5.1K
Jan 25, 2023 Q4 2022
Rba Wealth Management, LLC

BUY
 -
87
+ 1.72%
$5.14K - $6.02K
5.16K $137K
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
83
+ 0.47%
$4.91K - $5.75K
17.6K $468K
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
75
+ 0.26%
$4.43K - $5.19K
29.3K $778K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
70
New
$4.14K - $4.85K
70 $1.86K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
69
New
$4.08K - $4.78K
69 $1.83K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
66
New
$3.9K - $4.57K
66 $1.75K
Feb 14, 2023 Q4 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
64
+ 0.49%
$3.78K - $4.43K
13K $345K
Feb 07, 2023 Q4 2022
Trinity Point Wealth, LLC

BUY
 -
52
+ 1.05%
$3.07K - $3.6K
4.99K $133K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
47
New
$2.78K - $3.25K
47 $1.25K
Feb 06, 2023 Q4 2022
Rkl Wealth Management LLC

BUY
 -
45
+ 0.05%
$2.66K - $3.12K
91.7K $2.43M
Jan 18, 2023 Q4 2022
Pflug Koory, LLC

BUY
 -
45
+ 5.92%
$2.66K - $3.12K
805 $21.4K
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
45
+ 0.68%
$2.66K - $3.12K
6.67K $177K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
44
New
$2.6K - $3.05K
44 $1.17K
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
38
+ 0.7%
$2.25K - $2.63K
5.5K $146K
Jan 25, 2023 Q4 2022
Duncker Streett & CO Inc

BUY
 -
34
+ 0.12%
$2.01K - $2.35K
28.5K $757K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
34
+ 0.1%
$2.01K - $2.35K
34.2K $907K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
30
New
$1.77K - $2.08K
30 $796
Jan 20, 2023 Q4 2022
Shearwater Capital LLC

BUY
 -
30
+ 10.75%
$1.77K - $2.08K
309 $8.2K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
30
New
$1.77K - $2.08K
30 $796
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
29
+ 0.65%
$1.71K - $2.01K
4.51K $120K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
29
+ 0.67%
$1.71K - $2.01K
4.35K $115K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
24
+ 0.33%
$1.42K - $1.66K
7.36K $195K
Feb 13, 2023 Q4 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
23
+ 3.25%
$1.36K - $1.59K
731 $19.4K
Jan 18, 2023 Q4 2022
Godsey & Gibb Associates

BUY
 -
20
New
$1.18K - $1.38K
20 $531
Feb 14, 2023 Q4 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
16
+ 3.63%
$946 - $1.11K
457 $12.1K
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

BUY
 -
11
+ 0.12%
$650 - $762
9.16K $243K
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
9
+ 0.17%
$532 - $623
5.22K $139K
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

BUY
 -
8
+ 0.18%
$473 - $554
4.44K $118K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
8
+ 0.74%
$473 - $554
1.09K $28.9K
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
7
+ 0.19%
$414 - $485
3.77K $100K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
6
+ 0.69%
$355 - $415
881 $23.4K
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
5
+ 0.71%
$296 - $346
710 $18.8K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
4
+ 400.0%
$237 - $277
5 $133
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
2
+ 0.78%
$118 - $138
260 $6.9K
Jan 23, 2023 Q4 2022
Waypoint Capital Advisors, LLC

BUY
 -
2
+ 0.0%
$118 - $138
116K $3.08M
Feb 13, 2023 Q4 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
2
+ 0.04%
$118 - $138
4.68K $124K
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

BUY
 -
2
+ 0.45%
$118 - $138
450 $11.9K
Jan 19, 2023 Q4 2022
Schrum Private Wealth Management LLC

BUY
 -
1
+ 0.02%
$59.1 - $69.2
5.35K $142K
Feb 07, 2023 Q4 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
1
+ 0.02%
$59.1 - $69.2
4.04K $107K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 100.0%
$59.1 - $69.2
2 $53.1

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