Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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
Jul 27, 2023 Q2 2023
Northern Capital Management, Inc.

BUY
 -
10.3K
+ 3.38%
$655K - $695K
316K $8.8M
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
9.83K
New
$622K - $660K
9.83K $273K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
9.63K
+ 9.22%
$610K - $647K
114K $3.17M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
9.4K
New
$595K - $632K
9.4K $261K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
9.28K
+ 0.86%
$587K - $623K
1.09M $30.2M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
9.18K
New
$582K - $617K
9.18K $255K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
8.63K
+ 14.27%
$546K - $580K
69.1K $1.92M
Oct 20, 2023 Q2 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
8.34K
New
$528K - $561K
8.34K $232K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
8.33K
+ 3.23%
$528K - $560K
266K $7.39M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
8.12K
+ 1.27%
$514K - $546K
645K $17.9M
Jul 25, 2023 Q2 2023
Atlas Wealth Partners, LLC

Wyomissing, PA
BUY
 -
7.79K
New
$494K - $524K
7.79K $217K
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
7.79K
+ 4.62%
$493K - $523K
176K $4.9M
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
7.49K
+ 237.04%
$474K - $503K
10.6K $296K
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
7.4K
+ 19.52%
$469K - $498K
45.3K $1.26M
Aug 14, 2023 Q2 2023
Gilbert & Cook, Inc.

BUY
 -
7.39K
New
$468K - $497K
7.39K $205K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
7.28K
+ 8.27%
$461K - $489K
95.2K $2.65M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
7.19K
+ 127.39%
$455K - $483K
12.8K $357K
Jul 17, 2023 Q2 2023
Ayalon Insurance Comp Ltd.

BUY
 -
6.97K
New
$442K - $469K
6.97K $194K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
6.86K
+ 28.47%
$434K - $461K
30.9K $860K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.67K
+ 3.51%
$422K - $448K
197K $5.47M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
6.48K
New
$411K - $436K
6.48K $180K
Aug 07, 2023 Q2 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
6.17K
+ 5.13%
$391K - $414K
126K $3.52M
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
5.97K
+ 1.98%
$378K - $401K
307K $8.53M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
5.92K
+ 25.53%
$375K - $398K
29.1K $810K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.61K
+ 39.54%
$355K - $377K
19.8K $551K
Aug 03, 2023 Q2 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
5.56K
+ 1.72%
$352K - $374K
329K $9.15M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
5.22K
+ 114.8%
$331K - $351K
9.77K $272K
Aug 14, 2023 Q2 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
4.89K
New
$310K - $329K
4.89K $136K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
4.81K
+ 95.42%
$305K - $324K
9.86K $274K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
4.64K
New
$294K - $312K
4.64K $129K
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
4.5K
New
$285K - $303K
4.5K $125K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.42K
New
$280K - $297K
4.42K $123K
Jul 20, 2023 Q2 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
4.33K
+ 2.47%
$274K - $291K
180K $5M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
4.3K
+ 18.53%
$272K - $289K
27.5K $764K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.99K
+ 5.01%
$253K - $268K
83.7K $2.33M
Aug 14, 2023 Q2 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
3.93K
+ 5.8%
$249K - $264K
71.7K $1.99M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
3.78K
New
$239K - $254K
3.78K $105K
Aug 11, 2023 Q2 2023
Cutler Capital Management, LLC

Worcester, MA
BUY
 -
3.76K
New
$238K - $253K
3.76K $104K
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
3.64K
New
$231K - $245K
3.64K $101K
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
3.63K
+ 0.85%
$230K - $244K
431K $12M
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
3.5K
New
$222K - $236K
3.5K $97.4K
Aug 03, 2023 Q2 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
3.4K
+ 6.36%
$215K - $229K
56.9K $1.58M
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
3.36K
+ 19.14%
$213K - $226K
20.9K $581K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.32K
+ 18.65%
$210K - $223K
21.1K $587K
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
3.26K
New
$206K - $219K
3.26K $90.5K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.22K
+ 68.66%
$204K - $216K
7.9K $220K
Sep 28, 2023 Q2 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
3.19K
New
$202K - $214K
3.19K $88.5K
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
3.18K
+ 2.16%
$201K - $214K
150K $4.18M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
3.11K
New
$197K - $209K
3.11K $86.5K

Track Institutional and Insider Activities on SCHV

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHV shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHV shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHV