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 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-76- 0.43% |
$4.76K - $5.27K
|
17.7K
$492K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-80- 1.2% |
$5.01K - $5.54K
|
6.58K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84- 0.25% |
$5.26K - $5.82K
|
34.1K
$947K
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-84- 1.99% |
$5.26K - $5.82K
|
4.14K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-95- 1.5% |
$5.95K - $6.58K
|
6.22K
$173K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-98- 2.6% |
$6.13K - $6.79K
|
3.68K
$102K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-104- 1.81% |
$6.51K - $7.21K
|
5.65K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-105- 1.65% |
$6.57K - $7.28K
|
6.27K
$174K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-119- 2.75% |
$7.45K - $8.25K
|
4.22K
$117K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-122- 2.81% |
$7.64K - $8.45K
|
4.22K
$117K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-126- 0.98% |
$7.89K - $8.73K
|
12.8K
$355K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-130- 1.49% |
$8.14K - $9.01K
|
8.57K
$238K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-134- 0.32% |
$8.39K - $9.29K
|
41.8K
$1.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-142- 2.96% |
$8.89K - $9.84K
|
4.65K
$129K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 0.25% |
$9.01K - $9.98K
|
56.5K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-149- 1.37% |
$9.33K - $10.3K
|
10.8K
$299K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-150- 2.72% |
$9.39K - $10.4K
|
5.36K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-152- 0.55% |
$9.51K - $10.5K
|
27.3K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-153- 2.1% |
$9.58K - $10.6K
|
7.12K
$198K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-154- 0.42% |
$9.64K - $10.7K
|
36.1K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-156- 1.57% |
$9.76K - $10.8K
|
9.81K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-158- 0.54% |
$9.89K - $10.9K
|
28.9K
$803K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-159- 2.82% |
$9.95K - $11K
|
5.48K
$152K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-161- 2.14% |
$10.1K - $11.2K
|
7.37K
$205K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-162- 0.62% |
$10.1K - $11.2K
|
26K
$721K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-178- 2.62% |
$11.1K - $12.3K
|
6.61K
$184K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-182- 0.73% |
$11.4K - $12.6K
|
24.7K
$688K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-184- 3.16% |
$11.5K - $12.8K
|
5.65K
$157K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-188- 10.79% |
$11.8K - $13K
|
1.55K
$43.2K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-191- 1.56% |
$12K - $13.2K
|
12.1K
$335K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-199- 7.25% |
$12.5K - $13.8K
|
2.55K
$70.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-200- 20.0% |
$12.5K - $13.9K
|
800
$22.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-205- 1.4% |
$12.8K - $14.2K
|
14.5K
$402K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-207- 2.09% |
$13K - $14.3K
|
9.71K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-212- 4.02% |
$13.3K - $14.7K
|
5.07K
$141K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-226- 3.31% |
$14.1K - $15.7K
|
6.6K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-232- 1.6% |
$14.5K - $16.1K
|
14.3K
$398K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-235- 1.27% |
$14.7K - $16.3K
|
18.3K
$507K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-237- 6.99% |
$14.8K - $16.4K
|
3.15K
$87.7K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-244- 0.49% |
$15.3K - $16.9K
|
50K
$1.39M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-245- 0.31% |
$15.3K - $17K
|
79.7K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-247- 6.14% |
$15.5K - $17.1K
|
3.77K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-249- 3.53% |
$15.6K - $17.3K
|
6.8K
$189K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-264- 2.22% |
$16.5K - $18.3K
|
11.6K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-267- 2.25% |
$16.7K - $18.5K
|
11.6K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-275- 56.58% |
$17.2K - $19.1K
|
211
$5.87K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-278- 16.36% |
$17.4K - $19.3K
|
1.42K
$39.5K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-278- 3.08% |
$17.4K - $19.3K
|
8.76K
$243K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-298- 7.33% |
$18.7K - $20.7K
|
3.77K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-302- 46.32% |
$18.9K - $20.9K
|
350
$9.73K
|