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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-763- 17.89% |
$46.7K - $53.6K
|
3.5K
$95K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-780- 3.92% |
$47.7K - $54.8K
|
19.1K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-830- 21.5% |
$50.8K - $58.3K
|
3.03K
$82.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-831- 7.1% |
$50.8K - $58.4K
|
10.9K
$295K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-852- 3.71% |
$52.1K - $59.8K
|
22.1K
$599K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-854- 2.32% |
$52.2K - $60K
|
36K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-865- 2.04% |
$52.9K - $60.8K
|
41.6K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-869- 10.48% |
$53.1K - $61K
|
7.42K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-884- 72.46% |
$54.1K - $62.1K
|
336
$9.12K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-897- 11.16% |
$54.9K - $63K
|
7.14K
$194K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-899- 6.8% |
$55K - $63.1K
|
12.3K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-920- 4.08% |
$56.3K - $64.6K
|
21.6K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-927- 11.6% |
$56.7K - $65.1K
|
7.07K
$192K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-946- 15.91% |
$57.9K - $66.4K
|
5K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-954- 13.26% |
$58.3K - $67K
|
6.24K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-972- 0.69% |
$59.4K - $68.3K
|
139K
$3.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-973- 11.11% |
$59.5K - $68.3K
|
7.78K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-975- 5.21% |
$59.6K - $68.5K
|
17.7K
$482K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-978- 2.09% |
$59.8K - $68.7K
|
45.8K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1K- 0.55% |
$61.2K - $70.2K
|
181K
$4.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1K- 11.87% |
$61.2K - $70.2K
|
7.43K
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1K- 10.67% |
$61.3K - $70.5K
|
8.4K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.08K- 3.37% |
$65.7K - $75.5K
|
30.8K
$835K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.1K- 0.6% |
$67.3K - $77.3K
|
181K
$4.91M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 2.74% |
$68K - $78.1K
|
39.4K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.13K- 10.83% |
$69.3K - $79.6K
|
9.32K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.16K- 20.89% |
$70.6K - $81.1K
|
4.37K
$119K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.21K- 0.69% |
$74.1K - $85.1K
|
175K
$4.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.22K- 3.0% |
$74.7K - $85.8K
|
39.6K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.23K- 1.36% |
$75.3K - $86.5K
|
89.3K
$2.42M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.24K- 5.83% |
$75.7K - $86.9K
|
20K
$542K
|
|
|
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
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 9.49% |
$77.2K - $88.6K
|
12K
$327K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.31K- 4.81% |
$79.9K - $91.7K
|
25.9K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.31K- 26.69% |
$80K - $91.9K
|
3.59K
$97.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.4K- 14.25% |
$85.8K - $98.5K
|
8.44K
$229K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.45K- 2.78% |
$88.5K - $102K
|
50.5K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.64K- 18.25% |
$100K - $115K
|
7.33K
$199K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 5.06% |
$100K - $115K
|
30.8K
$835K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.65K- 2.25% |
$101K - $116K
|
71.6K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.68K- 3.44% |
$103K - $118K
|
47.2K
$1.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.92K- 7.48% |
$117K - $135K
|
23.8K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.94K- 6.69% |
$119K - $136K
|
27.1K
$734K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.97K- 5.6% |
$120K - $138K
|
33.1K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.99K- 4.15% |
$121K - $139K
|
45.9K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.99K- 7.65% |
$122K - $140K
|
24K
$651K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.02K- 17.35% |
$123K - $142K
|
9.6K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.07K- 16.1% |
$127K - $146K
|
10.8K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.16K- 22.71% |
$132K - $152K
|
7.36K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.21K- 27.59% |
$135K - $155K
|
5.79K
$157K
|