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 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.65% |
$563 - $624
|
1.4K
$39.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.18% |
$501 - $554
|
4.45K
$125K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7+ 0.1% |
$438 - $485
|
6.97K
$195K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.55% |
$376 - $416
|
1.1K
$30.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.5% |
$376 - $416
|
1.2K
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.57% |
$313 - $347
|
886
$24.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.09% |
$313 - $347
|
5.39K
$151K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.56% |
$250 - $277
|
714
$20K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
4+ 0.03% |
$250 - $277
|
11.6K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 0.02% |
$250 - $277
|
22.4K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3+ 0.41% |
$188 - $208
|
734
$20.6K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.1% |
$188 - $208
|
3.13K
$87.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$125 - $139
|
5.35K
$150K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.02% |
$125 - $139
|
10.4K
$291K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.44% |
$125 - $139
|
452
$12.7K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$125 - $139
|
5K
$140K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.56% |
$62.6 - $69.3
|
180
$5.04K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$62.6 - $69.3
|
261
$7.31K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$62.6 - $69.3
|
409
$11.5K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$62.6 - $69.3
|
4.69K
$131K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1- 0.01% |
$62.6 - $69.3
|
17.8K
$498K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.93% |
$125 - $139
|
214
$5.99K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-5- 0.54% |
$313 - $347
|
916
$25.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 0.02% |
$376 - $416
|
37.4K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-7- 0.12% |
$438 - $485
|
5.67K
$159K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7- 1.91% |
$438 - $485
|
360
$10.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8- 0.13% |
$501 - $554
|
5.95K
$167K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-9- 1.13% |
$563 - $624
|
787
$22K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 1.89% |
$626 - $693
|
520
$14.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-12- 10.71% |
$751 - $832
|
100
$2.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 0.41% |
$1.13K - $1.25K
|
4.33K
$121K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-20- 0.2% |
$1.25K - $1.39K
|
10.2K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 0.3% |
$1.38K - $1.52K
|
7.28K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27- 0.34% |
$1.69K - $1.87K
|
7.84K
$220K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-28- 0.34% |
$1.75K - $1.94K
|
8.17K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-28- 0.34% |
$1.75K - $1.94K
|
8.17K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-30- 0.1% |
$1.88K - $2.08K
|
30.3K
$849K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30Closed |
$1.88K - $2.08K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-35Closed |
$2.19K - $2.43K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-40- 20.0% |
$2.5K - $2.77K
|
160
$4.48K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-43- 16.35% |
$2.69K - $2.98K
|
220
$6.16K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-44- 1.36% |
$2.75K - $3.05K
|
3.19K
$89.3K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45- 0.77% |
$2.82K - $3.12K
|
5.78K
$162K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45- 0.77% |
$2.82K - $3.12K
|
5.78K
$162K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-45- 0.23% |
$2.82K - $3.12K
|
19.2K
$539K
|
|
|
May 04, 2023
Q1 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-50- 0.73% |
$3.13K - $3.47K
|
6.76K
$189K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.76% |
$3.19K - $3.53K
|
2.84K
$79.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-62- 4.2% |
$3.88K - $4.3K
|
1.41K
$39.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-72- 2.27% |
$4.51K - $4.99K
|
3.11K
$87K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-73- 0.51% |
$4.57K - $5.06K
|
14.4K
$403K
|