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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.08KNew |
$195K - $207K
|
3.08K
$85.6K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.06K+ 1.56% |
$194K - $206K
|
200K
$5.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.04K+ 15.31% |
$193K - $204K
|
22.9K
$637K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.01KNew |
$190K - $202K
|
3.01K
$83.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3KNew |
$190K - $202K
|
3K
$83.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.98K+ 10.53% |
$189K - $200K
|
31.3K
$870K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.91KNew |
$184K - $195K
|
2.91K
$80.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.9K+ 202.44% |
$184K - $195K
|
4.34K
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.81K+ 4.97% |
$178K - $189K
|
59.3K
$1.65M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.72K+ 3.03% |
$172K - $183K
|
92.5K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 13.95% |
$169K - $179K
|
21.8K
$605K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.6K+ 4.52% |
$164K - $174K
|
60.1K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.49K+ 5.4% |
$157K - $167K
|
48.5K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 3.3% |
$156K - $165K
|
77.1K
$2.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.35K+ 1.01% |
$149K - $158K
|
236K
$6.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.32K+ 2.75% |
$147K - $156K
|
86.6K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.28K+ 15.27% |
$144K - $153K
|
17.2K
$479K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.26K+ 14.07% |
$143K - $152K
|
18.3K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.24K+ 9.04% |
$142K - $150K
|
27K
$750K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.24K+ 9.04% |
$142K - $150K
|
27K
$750K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.23K+ 9.51% |
$141K - $150K
|
25.6K
$713K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.2K+ 1.18% |
$139K - $148K
|
188K
$5.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.15K+ 2.12% |
$136K - $145K
|
104K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.14K+ 3.52% |
$135K - $144K
|
62.8K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
2.07K+ 978.3% |
$131K - $139K
|
2.29K
$63.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
2K+ 18.52% |
$127K - $134K
|
12.8K
$356K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.95K+ 0.92% |
$123K - $131K
|
215K
$5.96M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.95K+ 92.62% |
$123K - $131K
|
4.05K
$112K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 9.04% |
$119K - $126K
|
22.6K
$628K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.75K+ 2.63% |
$111K - $118K
|
68.3K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.79% |
$109K - $116K
|
98K
$2.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.66K+ 49.46% |
$105K - $111K
|
5K
$139K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.62K+ 1.62% |
$103K - $109K
|
102K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.52K+ 17.18% |
$96.3K - $102K
|
10.4K
$288K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.49K+ 1.33% |
$94.5K - $100K
|
114K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.49K+ 5.34% |
$94.4K - $100K
|
29.4K
$817K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.43K+ 2.53% |
$90.2K - $95.8K
|
57.9K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.4K+ 2.34% |
$88.4K - $93.8K
|
61.1K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
1.39K+ 1.36% |
$87.8K - $93.2K
|
103K
$2.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.37K+ 35.5% |
$86.9K - $92.2K
|
5.24K
$146K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 3.89% |
$83.9K - $89.1K
|
35.4K
$983K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 2.11% |
$82.8K - $87.8K
|
63.3K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.88% |
$81.3K - $86.3K
|
69.5K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.23KNew |
$78.1K - $82.9K
|
1.23K
$34.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 10.56% |
$76.2K - $80.9K
|
12.6K
$350K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.18K+ 10.51% |
$74.9K - $79.4K
|
12.4K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.18KNew |
$74.6K - $79.2K
|
1.18K
$32.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.08K+ 1.68% |
$68.3K - $72.5K
|
65.5K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.07K+ 16.24% |
$68K - $72.1K
|
7.68K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.05K+ 4.78% |
$66.7K - $70.8K
|
23.1K
$642K
|