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 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-891- 8.66% |
$55.8K - $61.7K
|
9.4K
$261K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-908- 20.68% |
$56.8K - $62.9K
|
3.48K
$96.8K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-916- 2.49% |
$57.3K - $63.5K
|
35.9K
$998K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-937- 22.43% |
$58.6K - $64.9K
|
3.24K
$90.1K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-949- 2.64% |
$59.4K - $65.8K
|
35.1K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-954- 16.92% |
$59.7K - $66.1K
|
4.68K
$130K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-958- 4.79% |
$60K - $66.4K
|
19.1K
$530K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-964- 2.05% |
$60.3K - $66.8K
|
46K
$1.28M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-985- 0.41% |
$61.7K - $68.3K
|
241K
$6.71M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.02K- 6.98% |
$63.7K - $70.5K
|
13.6K
$377K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.04K- 8.58% |
$65.3K - $72.3K
|
11.1K
$309K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.1K- 1.11% |
$68.8K - $76.2K
|
97.6K
$2.71M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 22.9% |
$73K - $80.8K
|
3.93K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 9.47% |
$74.7K - $82.7K
|
11.4K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.26K- 23.38% |
$78.6K - $87K
|
4.12K
$114K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.28K- 22.19% |
$79.9K - $88.5K
|
4.48K
$125K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.32K- 1.38% |
$82.3K - $91.1K
|
94.1K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.36K- 26.06% |
$85.2K - $94.4K
|
3.87K
$107K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.36K- 13.31% |
$85.3K - $94.5K
|
8.88K
$247K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 30.37% |
$89.3K - $98.9K
|
3.27K
$90.9K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-1.48K- 12.07% |
$92.8K - $103K
|
10.8K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-1.48K- 6.03% |
$92.8K - $103K
|
23.1K
$642K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.51K- 7.33% |
$94.5K - $105K
|
19.1K
$531K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.51K- 1.46% |
$94.7K - $105K
|
102K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.52K- 14.61% |
$94.8K - $105K
|
8.85K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.52K- 11.99% |
$94.9K - $105K
|
11.1K
$309K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.54K- 11.65% |
$96.1K - $106K
|
11.6K
$324K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.56K- 5.26% |
$97.8K - $108K
|
28.1K
$782K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.66K- 20.64% |
$104K - $115K
|
6.36K
$177K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.68K- 3.02% |
$105K - $116K
|
53.7K
$1.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.73K- 2.93% |
$108K - $120K
|
57.4K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 1.3% |
$109K - $120K
|
131K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74K- 0.42% |
$109K - $121K
|
414K
$11.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-1.74K- 2.82% |
$109K - $121K
|
60K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 19.61% |
$109K - $121K
|
7.15K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.77K- 91.48% |
$111K - $123K
|
165
$4.59K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.78K- 4.55% |
$111K - $123K
|
37.2K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.78K- 4.94% |
$111K - $123K
|
34.2K
$952K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.79K- 1.27% |
$112K - $124K
|
139K
$3.88M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.83K- 14.63% |
$114K - $127K
|
10.7K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.83K- 2.63% |
$115K - $127K
|
67.9K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.89K- 6.11% |
$118K - $131K
|
29K
$807K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-1.93K- 28.1% |
$121K - $134K
|
4.94K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.96K- 15.43% |
$123K - $136K
|
10.8K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.97K- 5.78% |
$123K - $136K
|
32.1K
$891K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.99K- 2.17% |
$125K - $138K
|
89.6K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.99K- 2.26% |
$125K - $138K
|
86.1K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.03K- 5.58% |
$127K - $140K
|
34.3K
$952K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.09K- 7.59% |
$131K - $145K
|
25.5K
$708K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.28K- 20.17% |
$143K - $158K
|
9.04K
$251K
|