Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
1.16K
New
$72.6K - $80.4K
1.16K $31.7K
May 15, 2023 Q1 2023
ETF Store, Inc.

BUY
 -
1.11K
+ 17.54%
$69.7K - $77.1K
7.46K $204K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
1.09K
+ 1.18%
$67.9K - $75.2K
92.7K $2.53M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.06K
New
$66.3K - $73.4K
1.06K $28.9K
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
1.04K
+ 4.27%
$65.1K - $72.1K
25.4K $693K
May 01, 2023 Q1 2023
Diversified Investment Strategies, LLC

BUY
 -
997
+ 18.62%
$62.4K - $69.1K
6.35K $173K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
939
+ 12.26%
$58.8K - $65.1K
8.6K $235K
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
938
+ 22.79%
$58.7K - $65K
5.05K $138K
Feb 04, 2025 Q1 2023
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
915
+ 0.79%
$57.3K - $63.4K
117K $3.2M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
863
+ 2.17%
$54K - $59.8K
40.7K $1.11M
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
815
+ 9.37%
$51K - $56.5K
9.52K $260K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
697
+ 15.25%
$43.6K - $48.3K
5.27K $144K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
675
New
$42.2K - $46.8K
675 $18.4K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
652
+ 1.06%
$40.8K - $45.2K
62K $1.69M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
649
+ 1.1%
$40.6K - $45K
59.7K $1.63M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
638
+ 6.97%
$39.9K - $44.2K
9.8K $267K
Apr 12, 2023 Q1 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
614
+ 5.77%
$38.4K - $42.6K
11.2K $307K
Apr 28, 2023 Q1 2023
Sja Financial Advisory, LLC

BUY
 -
602
+ 1.97%
$37.7K - $41.7K
31.2K $851K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
587
+ 35.17%
$36.7K - $40.7K
2.26K $61.6K
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
540
+ 4.9%
$33.8K - $37.4K
11.6K $316K
May 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

BUY
 -
526
+ 9.45%
$32.9K - $36.5K
6.09K $166K
Apr 13, 2023 Q1 2023
Ivc Wealth Advisors LLC

BUY
 -
500
+ 0.27%
$31.3K - $34.7K
186K $5.09M
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
491
+ 6.07%
$30.7K - $34K
8.58K $234K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
465
+ 3.04%
$29.1K - $32.2K
15.8K $431K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
459
+ 0.17%
$28.7K - $31.8K
264K $7.19M
May 08, 2023 Q1 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
433
+ 3.8%
$27.1K - $30K
11.8K $322K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
407
+ 0.95%
$25.5K - $28.2K
43.3K $1.18M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
383
+ 3.68%
$24K - $26.5K
10.8K $295K
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
379
+ 4.3%
$23.7K - $26.3K
9.2K $251K
Apr 20, 2023 Q1 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
368
+ 0.9%
$23K - $25.5K
41K $1.12M
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
355
+ 2.75%
$22.2K - $24.6K
13.3K $362K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
324
New
$20.3K - $22.5K
324 $8.85K
Apr 21, 2023 Q1 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
317
+ 8.84%
$19.8K - $22K
3.9K $106K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
316
+ 0.32%
$19.8K - $21.9K
100K $2.73M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
283
+ 1.64%
$17.7K - $19.6K
17.5K $478K
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
282
+ 6.98%
$17.7K - $19.5K
4.32K $118K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
276
+ 0.15%
$17.3K - $19.1K
180K $4.9M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
270
+ 29.25%
$16.9K - $18.7K
1.19K $32.6K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
261
+ 5.84%
$16.3K - $18.1K
4.73K $129K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
259
+ 2.4%
$16.2K - $17.9K
11K $301K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
253
New
$15.8K - $17.5K
253 $6.91K
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
246
+ 2.01%
$15.4K - $17K
12.5K $340K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
228
+ 4.66%
$14.3K - $15.8K
5.12K $140K
May 01, 2023 Q1 2023
Geometric Wealth Advisors

BUY
 -
216
+ 6.05%
$13.5K - $15K
3.79K $103K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
210
+ 1.08%
$13.1K - $14.6K
19.7K $537K
May 08, 2023 Q1 2023
Red Door Wealth Management, LLC

BUY
 -
183
+ 1.83%
$11.5K - $12.7K
10.2K $278K
May 15, 2023 Q1 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
169
+ 1.3%
$10.6K - $11.7K
13.2K $360K
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
165
+ 0.23%
$10.3K - $11.4K
70.4K $1.92M
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
159
+ 1.66%
$9.95K - $11K
9.71K $265K

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