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 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.09K+ 1.18% |
$67.9K - $75.2K
|
92.7K
$6.86M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.06KNew |
$66.3K - $73.4K
|
1.06K
$78.3K
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.04K+ 4.27% |
$65.1K - $72.1K
|
25.4K
$1.88M
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
997+ 18.62% |
$62.4K - $69.1K
|
6.35K
$470K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
939+ 12.26% |
$58.8K - $65.1K
|
8.6K
$636K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
938+ 22.79% |
$58.7K - $65K
|
5.05K
$374K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
863+ 2.17% |
$54K - $59.8K
|
40.7K
$3.01M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
861+ 4.07% |
$53.9K - $59.7K
|
22K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
815+ 9.37% |
$51K - $56.5K
|
9.52K
$704K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
697+ 15.25% |
$43.6K - $48.3K
|
5.27K
$389K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
675New |
$42.2K - $46.8K
|
675
$49.9K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
652+ 1.06% |
$40.8K - $45.2K
|
62K
$4.58M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
649+ 1.1% |
$40.6K - $45K
|
59.7K
$4.41M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
638+ 6.97% |
$39.9K - $44.2K
|
9.8K
$725K
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
614+ 5.77% |
$38.4K - $42.6K
|
11.2K
$832K
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
602+ 1.97% |
$37.7K - $41.7K
|
31.2K
$2.3M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
587+ 35.17% |
$36.7K - $40.7K
|
2.26K
$167K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
540+ 4.9% |
$33.8K - $37.4K
|
11.6K
$855K
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
526+ 9.45% |
$32.9K - $36.5K
|
6.09K
$450K
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
500+ 0.27% |
$31.3K - $34.7K
|
186K
$13.8M
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
491+ 6.07% |
$30.7K - $34K
|
8.58K
$635K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
465+ 3.04% |
$29.1K - $32.2K
|
15.8K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
459+ 0.17% |
$28.7K - $31.8K
|
264K
$19.5M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
433+ 3.8% |
$27.1K - $30K
|
11.8K
$874K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
407+ 0.95% |
$25.5K - $28.2K
|
43.3K
$3.21M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
383+ 3.68% |
$24K - $26.5K
|
10.8K
$799K
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
379+ 4.3% |
$23.7K - $26.3K
|
9.2K
$681K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
368+ 0.9% |
$23K - $25.5K
|
41K
$3.04M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
355+ 2.75% |
$22.2K - $24.6K
|
13.3K
$981K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
324New |
$20.3K - $22.5K
|
324
$24K
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
317+ 8.84% |
$19.8K - $22K
|
3.9K
$289K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
316+ 0.32% |
$19.8K - $21.9K
|
100K
$7.4M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
283+ 1.64% |
$17.7K - $19.6K
|
17.5K
$1.29M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
282+ 6.98% |
$17.7K - $19.5K
|
4.32K
$320K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
276+ 0.15% |
$17.3K - $19.1K
|
180K
$13.3M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
270+ 29.25% |
$16.9K - $18.7K
|
1.19K
$88.2K
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
261+ 5.84% |
$16.3K - $18.1K
|
4.73K
$350K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
259+ 2.4% |
$16.2K - $17.9K
|
11K
$817K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
253New |
$15.8K - $17.5K
|
253
$18.7K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
246+ 2.01% |
$15.4K - $17K
|
12.5K
$921K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
228+ 4.66% |
$14.3K - $15.8K
|
5.12K
$379K
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
216+ 6.05% |
$13.5K - $15K
|
3.79K
$280K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
210+ 1.08% |
$13.1K - $14.6K
|
19.7K
$1.45M
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
183+ 1.83% |
$11.5K - $12.7K
|
10.2K
$752K
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
169+ 1.3% |
$10.6K - $11.7K
|
13.2K
$974K
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
165+ 0.23% |
$10.3K - $11.4K
|
70.4K
$5.21M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
159+ 1.66% |
$9.95K - $11K
|
9.71K
$718K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
158+ 2.37% |
$9.89K - $10.9K
|
6.82K
$504K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
143+ 0.21% |
$8.95K - $9.91K
|
67.6K
$5M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
136+ 3.25% |
$8.51K - $9.42K
|
4.32K
$319K
|