Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6M+ 27.18% |
$101M - $107M
|
7.48M
$208M
|
|
|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.24M+ 6349.79% |
$78.7M - $83.5M
|
1.26M
$35.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
617K+ 7.18% |
$39.1M - $41.5M
|
9.21M
$256M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
431K+ 7547.76% |
$27.3M - $28.9M
|
436K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
427K+ 13.74% |
$27M - $28.7M
|
3.54M
$98.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
425K+ 5.34% |
$26.9M - $28.5M
|
8.38M
$233M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
260KNew |
$16.5M - $17.5M
|
260K
$7.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151K+ 108.42% |
$9.58M - $10.2M
|
291K
$8.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
149K+ 4451.61% |
$9.46M - $10M
|
153K
$4.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
148K+ 3.86% |
$9.39M - $9.96M
|
3.99M
$111M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
93.1K+ 93139.0% |
$5.9M - $6.26M
|
93.2K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.5K+ 30.11% |
$4.85M - $5.14M
|
331K
$9.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.3K+ 12.46% |
$4.58M - $4.86M
|
652K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.3K+ 16.73% |
$4.39M - $4.66M
|
484K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.2K+ 23.75% |
$4.07M - $4.32M
|
335K
$9.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
62.2K+ 0.31% |
$3.94M - $4.18M
|
20M
$556M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
59.9K+ 5.08% |
$3.79M - $4.02M
|
1.24M
$34.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
56.7K+ 22.14% |
$3.59M - $3.81M
|
313K
$8.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
53.9KNew |
$3.41M - $3.62M
|
53.9K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.3K+ 392.13% |
$3.25M - $3.45M
|
64.4K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
49K+ 859.68% |
$3.1M - $3.29M
|
54.7K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
45.6K+ 410.05% |
$2.89M - $3.07M
|
56.7K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
40.8KNew |
$2.58M - $2.74M
|
40.8K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39.5KNew |
$2.5M - $2.65M
|
39.5K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.9K+ 16.06% |
$2.21M - $2.35M
|
252K
$7.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.7KNew |
$2.14M - $2.27M
|
33.7K
$938K
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
32.4K+ 4.36% |
$2.05M - $2.18M
|
776K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.7K+ 485.35% |
$1.94M - $2.06M
|
37K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.1K+ 43.44% |
$1.65M - $1.75M
|
86.1K
$2.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
25.2K+ 258.97% |
$1.59M - $1.69M
|
34.9K
$970K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23.6K+ 2.96% |
$1.49M - $1.58M
|
820K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.5K+ 6.92% |
$1.49M - $1.58M
|
362K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
23.1KNew |
$1.46M - $1.55M
|
23.1K
$642K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
22K+ 162.23% |
$1.4M - $1.48M
|
35.6K
$990K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18.6K+ 191.47% |
$1.18M - $1.25M
|
28.3K
$787K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.6K+ 14.22% |
$1.12M - $1.19M
|
142K
$3.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 425.32% |
$1.08M - $1.15M
|
21.1K
$586K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
15.9K+ 7.49% |
$1.01M - $1.07M
|
229K
$6.35M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15.9KNew |
$1.01M - $1.07M
|
15.9K
$441K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.4K+ 9.51% |
$973K - $1.03M
|
177K
$4.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$959K - $1.02M
|
15.1K
$421K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.9KNew |
$942K - $999K
|
14.9K
$413K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.6KNew |
$797K - $846K
|
12.6K
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.5K+ 34.24% |
$790K - $839K
|
48.9K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
12.2K+ 4.94% |
$773K - $820K
|
259K
$7.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
12.1K+ 1.4% |
$767K - $814K
|
879K
$24.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 8.27% |
$742K - $787K
|
153K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11.3K+ 9.61% |
$714K - $758K
|
129K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.2K+ 4.08% |
$708K - $752K
|
285K
$7.93M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$679K - $720K
|
10.7K
$298K
|