Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
633K+ 7.96% |
$39.6M - $43.9M
|
8.59M
$239M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
345K+ 5862.08% |
$21.6M - $23.9M
|
351K
$9.76M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
320K+ 4.19% |
$20M - $22.2M
|
7.95M
$221M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
239KNew |
$14.9M - $16.5M
|
239K
$6.63M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
212K+ 7.31% |
$13.3M - $14.7M
|
3.11M
$86.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
197KNew |
$12.3M - $13.6M
|
197K
$5.46M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
141K+ 19.71% |
$8.82M - $9.76M
|
856K
$23.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115K+ 1.99% |
$7.19M - $7.96M
|
5.88M
$163M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
102K+ 227.41% |
$6.39M - $7.08M
|
147K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.8KNew |
$5.68M - $6.29M
|
90.8K
$2.52M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
83.8K+ 22.03% |
$5.24M - $5.8M
|
464K
$12.9M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
71.5K+ 654.81% |
$4.47M - $4.95M
|
82.4K
$2.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.9KNew |
$4.31M - $4.77M
|
68.9K
$1.91M
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
62K+ 89.21% |
$3.88M - $4.3M
|
132K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
60.7KNew |
$3.8M - $4.2M
|
60.7K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
51.6K+ 9.76% |
$3.23M - $3.57M
|
580K
$16.1M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
51.2K+ 4.77% |
$3.21M - $3.55M
|
1.12M
$31.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
45.8K+ 6.1% |
$2.87M - $3.18M
|
797K
$22.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
44.2K+ 3.9% |
$2.77M - $3.06M
|
1.18M
$32.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
38.6K+ 58.52% |
$2.41M - $2.67M
|
104K
$2.9M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38.3K+ 19924.48% |
$2.39M - $2.65M
|
38.4K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
33.2K+ 8.22% |
$2.08M - $2.3M
|
437K
$12.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
31.8KNew |
$1.99M - $2.2M
|
31.8K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.5K+ 35.66% |
$1.97M - $2.18M
|
120K
$3.33M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
30.3K+ 38.48% |
$1.9M - $2.1M
|
109K
$3.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
28.3KNew |
$1.77M - $1.96M
|
28.3K
$787K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
26.8K+ 14.45% |
$1.68M - $1.86M
|
213K
$5.91M
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 2.74% |
$1.59M - $1.76M
|
950K
$26.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.7KNew |
$1.55M - $1.71M
|
24.7K
$688K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 3.02% |
$1.36M - $1.51M
|
741K
$20.6M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.5K+ 5.54% |
$1.35M - $1.49M
|
410K
$11.4M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
21.5K+ 11.86% |
$1.35M - $1.49M
|
203K
$5.64M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.5K+ 44.68% |
$1.16M - $1.29M
|
60K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.8KNew |
$1.11M - $1.23M
|
17.8K
$495K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17.2K+ 6.7% |
$1.08M - $1.19M
|
274K
$7.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
16.7K+ 5.44% |
$1.04M - $1.16M
|
324K
$8.99M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.3K+ 1446.94% |
$1.02M - $1.13M
|
17.4K
$485K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
16.1KNew |
$1.01M - $1.11M
|
16.1K
$446K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
15.2K+ 43.37% |
$950K - $1.05M
|
50.2K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.1KNew |
$884K - $979K
|
14.1K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.1K+ 2.43% |
$881K - $975K
|
593K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13.6K+ 16.47% |
$852K - $944K
|
96.3K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$819K - $907K
|
13.1K
$364K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 9.84% |
$795K - $880K
|
142K
$3.94M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
12.4K+ 1.45% |
$773K - $856K
|
867K
$24.1M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
11.9K+ 7.25% |
$743K - $822K
|
176K
$4.88M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.7K+ 15.39% |
$734K - $813K
|
88K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11.5K+ 23.5% |
$722K - $800K
|
60.7K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 116.46% |
$698K - $773K
|
20.7K
$576K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
11.1K+ 179.25% |
$692K - $766K
|
17.2K
$479K
|