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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
143+ 0.21% |
$8.95K - $9.91K
|
67.6K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
136New |
$8.51K - $9.42K
|
136
$3.78K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
136+ 3.25% |
$8.51K - $9.42K
|
4.32K
$120K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
122New |
$7.64K - $8.45K
|
122
$3.39K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
122+ 0.81% |
$7.64K - $8.45K
|
15.1K
$420K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
112New |
$7.01K - $7.76K
|
112
$3.11K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
110+ 2.25% |
$6.88K - $7.62K
|
5K
$139K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
110+ 1.29% |
$6.88K - $7.62K
|
8.63K
$240K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
106+ 0.2% |
$6.63K - $7.35K
|
51.8K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
100+ 0.57% |
$6.26K - $6.93K
|
17.7K
$492K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
86New |
$5.38K - $5.96K
|
86
$2.39K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
80+ 0.56% |
$5.01K - $5.54K
|
14.5K
$403K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
79+ 0.22% |
$4.94K - $5.47K
|
36.3K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
79+ 0.4% |
$4.94K - $5.47K
|
19.9K
$552K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
76+ 1.93% |
$4.76K - $5.27K
|
4.01K
$112K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
74+ 0.17% |
$4.63K - $5.13K
|
44.5K
$1.24M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
67New |
$4.19K - $4.64K
|
67
$1.86K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
67+ 18.82% |
$4.19K - $4.64K
|
423
$11.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
66+ 0.23% |
$4.13K - $4.57K
|
29.4K
$817K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
61New |
$3.82K - $4.23K
|
61
$1.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
60+ 0.57% |
$3.76K - $4.16K
|
10.5K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
53+ 0.75% |
$3.32K - $3.67K
|
7.09K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50New |
$3.13K - $3.47K
|
50
$1.39K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
48+ 0.92% |
$3K - $3.33K
|
5.25K
$146K
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
46+ 1.36% |
$2.88K - $3.19K
|
3.42K
$95K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
43+ 0.31% |
$2.69K - $2.98K
|
14K
$388K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.61% |
$2.57K - $2.84K
|
6.71K
$187K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
40+ 0.77% |
$2.5K - $2.77K
|
5.26K
$146K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
36+ 0.16% |
$2.25K - $2.49K
|
22.3K
$619K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35New |
$2.19K - $2.43K
|
35
$973
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
35New |
$2.19K - $2.43K
|
35
$973
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
31+ 0.49% |
$1.94K - $2.15K
|
6.33K
$176K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30+ 19.11% |
$1.88K - $2.08K
|
187
$5.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29+ 6.7% |
$1.82K - $2.01K
|
462
$12.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
28New |
$1.75K - $1.94K
|
28
$778
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
27+ 0.6% |
$1.69K - $1.87K
|
4.54K
$126K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.72% |
$1.63K - $1.8K
|
3.64K
$101K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 13.37% |
$1.56K - $1.73K
|
212
$5.89K
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
24+ 0.05% |
$1.5K - $1.66K
|
48.1K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
23+ 0.57% |
$1.44K - $1.59K
|
4.06K
$113K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
20+ 0.11% |
$1.25K - $1.39K
|
17.9K
$498K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
19+ 0.61% |
$1.19K - $1.32K
|
3.15K
$87.5K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18+ 0.12% |
$1.13K - $1.25K
|
14.9K
$415K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
17+ 0.14% |
$1.06K - $1.18K
|
12.4K
$345K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17+ 0.07% |
$1.06K - $1.18K
|
23.2K
$645K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
16+ 0.19% |
$1K - $1.11K
|
8.53K
$237K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13+ 2.08% |
$814 - $901
|
637
$17.7K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.63% |
$751 - $832
|
1.92K
$53.3K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 20.0% |
$626 - $693
|
60
$1.67K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
9+ 0.99% |
$563 - $624
|
916
$25.5K
|