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 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-220- 1.38% |
$13.5K - $15.5K
|
15.7K
$426K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-223- 0.55% |
$13.6K - $15.7K
|
40.2K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-226- 32.29% |
$13.8K - $15.9K
|
474
$12.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-230- 0.22% |
$14.1K - $16.2K
|
102K
$2.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.17% |
$15.3K - $17.6K
|
11.3K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-253- 1.47% |
$15.5K - $17.8K
|
17K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-257- 6.45% |
$15.7K - $18.1K
|
3.73K
$101K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-264- 3.83% |
$16.1K - $18.5K
|
6.62K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-265- 1.01% |
$16.2K - $18.6K
|
26K
$706K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-270- 4.11% |
$16.5K - $19K
|
6.3K
$171K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-279- 1.78% |
$17.1K - $19.6K
|
15.4K
$417K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-283- 2.28% |
$17.3K - $19.9K
|
12.1K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-291- 3.2% |
$17.8K - $20.4K
|
8.81K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-295- 7.51% |
$18K - $20.7K
|
3.63K
$98.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-305- 0.49% |
$18.7K - $21.4K
|
62.2K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-308- 3.64% |
$18.8K - $21.6K
|
8.15K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-343- 4.55% |
$21K - $24.1K
|
7.19K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-359- 2.47% |
$22K - $25.2K
|
14.2K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-368- 5.52% |
$22.5K - $25.8K
|
6.29K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-370- 1.11% |
$22.6K - $26K
|
33.1K
$897K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-375- 9.01% |
$22.9K - $26.3K
|
3.79K
$103K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-385- 6.63% |
$23.5K - $27K
|
5.43K
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-388- 1.3% |
$23.7K - $27.3K
|
29.5K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-393- 9.68% |
$24K - $27.6K
|
3.67K
$99.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-400- 6.37% |
$24.5K - $28.1K
|
5.88K
$160K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-411- 3.95% |
$25.1K - $28.9K
|
9.99K
$271K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-412- 1.0% |
$25.2K - $28.9K
|
40.9K
$1.11M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-426- 4.95% |
$26.1K - $29.9K
|
8.18K
$222K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-447- 10.1% |
$27.3K - $31.4K
|
3.98K
$108K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-449- 69.94% |
$27.5K - $31.5K
|
193
$5.24K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-452- 2.61% |
$27.6K - $31.7K
|
16.9K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-460- 8.78% |
$28.1K - $32.3K
|
4.78K
$130K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-460- 0.69% |
$28.1K - $32.3K
|
66.1K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-468- 11.94% |
$28.6K - $32.9K
|
3.45K
$93.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-471- 29.85% |
$28.8K - $33.1K
|
1.11K
$30K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-510- 2.53% |
$31.2K - $35.8K
|
19.7K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-511- 29.3% |
$31.3K - $35.9K
|
1.23K
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-515- 3.0% |
$31.5K - $36.2K
|
16.6K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-541- 3.67% |
$33.1K - $38K
|
14.2K
$385K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-552- 7.93% |
$33.8K - $38.8K
|
6.41K
$174K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-552- 23.84% |
$33.8K - $38.8K
|
1.76K
$47.8K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-552- 23.84% |
$33.8K - $38.8K
|
1.76K
$47.8K
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-570- 14.2% |
$34.9K - $40K
|
3.44K
$93.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-604- 94.82% |
$36.9K - $42.4K
|
33
$895
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-605- 10.7% |
$37K - $42.5K
|
5.05K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-609- 5.76% |
$37.2K - $42.8K
|
9.96K
$270K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-666- 8.54% |
$40.7K - $46.8K
|
7.14K
$194K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-685- 0.79% |
$41.9K - $48.1K
|
86K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-713- 19.86% |
$43.6K - $50.1K
|
2.88K
$78.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-753- 12.17% |
$46.1K - $52.9K
|
5.43K
$147K
|