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
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-79.2K- 41.68% |
$4.84M - $5.56M
|
111K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-79.3K- 27.38% |
$4.85M - $5.57M
|
210K
$6.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-111K- 2.6% |
$6.81M - $7.82M
|
4.17M
$120M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-135K- 45.4% |
$8.27M - $9.49M
|
163K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-146K- 63.25% |
$8.94M - $10.3M
|
84.9K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-177K- 92.52% |
$10.8M - $12.4M
|
14.3K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-178K- 98.47% |
$10.9M - $12.5M
|
2.75K
$79.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-217K- 85.91% |
$13.3M - $15.3M
|
35.6K
$1.03M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-227K- 66.93% |
$13.9M - $15.9M
|
112K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-261K- 34.76% |
$16M - $18.4M
|
491K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-359K- 1.81% |
$22M - $25.3M
|
19.5M
$562M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-389K- 98.57% |
$23.8M - $27.3M
|
5.63K
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.24M- 17.97% |
$75.8M - $87.1M
|
5.66M
$163M
|