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 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-330- 0.6% |
$20.7K - $22.9K
|
55K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-353- 0.47% |
$22.1K - $24.5K
|
74.5K
$2.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-362- 7.02% |
$22.7K - $25.1K
|
4.8K
$133K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-364- 4.26% |
$22.8K - $25.2K
|
8.18K
$227K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-367- 4.19% |
$23K - $25.4K
|
8.4K
$234K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-367- 0.35% |
$23K - $25.4K
|
104K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-369- 4.35% |
$23.1K - $25.6K
|
8.11K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-379- 2.19% |
$23.7K - $26.3K
|
16.9K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-382- 2.56% |
$23.9K - $26.5K
|
14.6K
$405K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-386- 0.33% |
$24.2K - $26.7K
|
118K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-393- 3.02% |
$24.6K - $27.2K
|
12.6K
$351K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-396- 0.56% |
$24.8K - $27.4K
|
70.3K
$1.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-398- 10.41% |
$24.9K - $27.6K
|
3.43K
$95.2K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 11.53% |
$25K - $27.7K
|
3.07K
$85.3K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-404- 6.55% |
$25.3K - $28K
|
5.77K
$160K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-421- 1.48% |
$26.4K - $29.2K
|
28.1K
$781K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-427- 28.22% |
$26.7K - $29.6K
|
1.09K
$30.2K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-439- 5.27% |
$27.5K - $30.4K
|
7.88K
$219K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-445- 4.09% |
$27.9K - $30.8K
|
10.4K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-455- 4.76% |
$28.5K - $31.5K
|
9.1K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-478- 2.56% |
$29.9K - $33.1K
|
18.2K
$506K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-496- 0.9% |
$31K - $34.4K
|
54.5K
$1.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-496- 0.43% |
$31K - $34.4K
|
116K
$3.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-498- 2.49% |
$31.2K - $34.5K
|
19.5K
$542K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-500- 2.15% |
$31.3K - $34.7K
|
22.7K
$631K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-503- 12.78% |
$31.5K - $34.9K
|
3.43K
$95.4K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-510- 5.9% |
$31.9K - $35.3K
|
8.14K
$226K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-528- 9.19% |
$33K - $36.6K
|
5.22K
$145K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-545- 12.68% |
$34.1K - $37.8K
|
3.75K
$104K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-550- 19.27% |
$34.4K - $38.1K
|
2.3K
$64.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-565- 2.84% |
$35.4K - $39.2K
|
19.3K
$537K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-591- 1.57% |
$37K - $41K
|
37.2K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-591- 29.19% |
$37K - $41K
|
1.43K
$39.9K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-598- 0.87% |
$37.4K - $41.4K
|
68.3K
$1.9M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-604- 1.48% |
$37.8K - $41.9K
|
40.1K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-628- 5.01% |
$39.3K - $43.5K
|
11.9K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-648- 1.3% |
$40.6K - $44.9K
|
49.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-650- 5.71% |
$40.7K - $45K
|
10.7K
$298K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-669- 2.78% |
$41.9K - $46.4K
|
23.4K
$651K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-705- 2.72% |
$44.1K - $48.9K
|
25.2K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-705- 0.62% |
$44.1K - $48.9K
|
114K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-708- 3.74% |
$44.3K - $49.1K
|
18.2K
$507K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-710- 5.07% |
$44.4K - $49.2K
|
13.3K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-720- 1.52% |
$45.1K - $49.9K
|
46.7K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-771- 19.01% |
$48.3K - $53.4K
|
3.29K
$91.3K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-807- 0.83% |
$50.5K - $55.9K
|
96.3K
$2.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-814- 80.2% |
$50.9K - $56.4K
|
201
$5.59K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-837- 4.39% |
$52.4K - $58K
|
18.2K
$507K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-845- 5.74% |
$52.9K - $58.6K
|
13.9K
$386K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-877- 3.2% |
$54.9K - $60.8K
|
26.5K
$737K
|