Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-899- 6.8% |
$55K - $63.1K
|
12.3K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-920- 4.08% |
$56.3K - $64.6K
|
21.6K
$564K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-927- 11.6% |
$56.7K - $65.1K
|
7.07K
$184K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-946- 15.91% |
$57.9K - $66.4K
|
5K
$130K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-954- 13.26% |
$58.3K - $67K
|
6.24K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-972- 0.69% |
$59.4K - $68.3K
|
139K
$3.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-973- 11.11% |
$59.5K - $68.3K
|
7.78K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-975- 5.21% |
$59.6K - $68.5K
|
17.7K
$463K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-978- 2.09% |
$59.8K - $68.7K
|
45.8K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1K- 0.55% |
$61.2K - $70.2K
|
181K
$4.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1K- 11.87% |
$61.2K - $70.2K
|
7.43K
$194K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1K- 10.67% |
$61.3K - $70.5K
|
8.4K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.08K- 3.37% |
$65.7K - $75.5K
|
30.8K
$803K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.1K- 0.6% |
$67.3K - $77.3K
|
181K
$4.72M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 2.74% |
$68K - $78.1K
|
39.4K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.13K- 10.83% |
$69.3K - $79.6K
|
9.32K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.16K- 20.89% |
$70.6K - $81.1K
|
4.37K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.21K- 0.69% |
$74.1K - $85.1K
|
175K
$4.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.22K- 3.0% |
$74.7K - $85.8K
|
39.6K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.23K- 1.36% |
$75.3K - $86.5K
|
89.3K
$2.33M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.24K- 5.83% |
$75.7K - $86.9K
|
20K
$522K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 20.84% |
$77K - $88.4K
|
4.78K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 9.49% |
$77.2K - $88.6K
|
12K
$314K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.31K- 4.81% |
$79.9K - $91.7K
|
25.9K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.31K- 26.69% |
$80K - $91.9K
|
3.59K
$93.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.4K- 14.25% |
$85.8K - $98.5K
|
8.44K
$220K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.45K- 2.78% |
$88.5K - $102K
|
50.5K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.64K- 18.25% |
$100K - $115K
|
7.33K
$191K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 5.06% |
$100K - $115K
|
30.8K
$803K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.65K- 2.25% |
$101K - $116K
|
71.6K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.68K- 3.44% |
$103K - $118K
|
47.2K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.92K- 7.48% |
$117K - $135K
|
23.8K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.94K- 6.69% |
$119K - $136K
|
27.1K
$706K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.97K- 5.6% |
$120K - $138K
|
33.1K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.99K- 4.15% |
$121K - $139K
|
45.9K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.99K- 7.65% |
$122K - $140K
|
24K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.02K- 17.35% |
$123K - $142K
|
9.6K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.07K- 16.1% |
$127K - $146K
|
10.8K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.16K- 22.71% |
$132K - $152K
|
7.36K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.21K- 27.59% |
$135K - $155K
|
5.79K
$151K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.22K- 8.31% |
$136K - $156K
|
24.5K
$640K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.22K- 8.31% |
$136K - $156K
|
24.5K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-2.24K- 9.93% |
$137K - $157K
|
20.3K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 8.79% |
$143K - $164K
|
24.2K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 2.82% |
$143K - $165K
|
80.6K
$2.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.39K- 15.48% |
$146K - $168K
|
13.1K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.62K- 41.03% |
$160K - $184K
|
3.76K
$98.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.66K- 33.69% |
$163K - $187K
|
5.24K
$137K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.66K- 32.85% |
$163K - $187K
|
5.45K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.75K- 95.09% |
$168K - $193K
|
142
$3.7K
|