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 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.03K+ 94.84% |
$65.2K - $69.2K
|
2.12K
$58.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.02KNew |
$64.7K - $68.7K
|
1.02K
$28.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 16.55% |
$63.8K - $67.7K
|
7.1K
$197K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1K+ 2857.14% |
$63.3K - $67.2K
|
1.04K
$28.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
929+ 16.39% |
$58.8K - $62.4K
|
6.6K
$183K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
927+ 0.37% |
$58.7K - $62.3K
|
250K
$6.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
919+ 4.63% |
$58.2K - $61.8K
|
20.8K
$578K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
900+ 7.46% |
$57K - $60.5K
|
13K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
900+ 7.46% |
$57K - $60.5K
|
13K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
875+ 15.53% |
$55.4K - $58.8K
|
6.51K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
861+ 1.55% |
$54.5K - $57.9K
|
56.4K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
837+ 24.38% |
$53K - $56.3K
|
4.27K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
807+ 17.0% |
$51.1K - $54.2K
|
5.56K
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
802+ 11.22% |
$50.8K - $53.9K
|
7.95K
$221K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
782+ 1.14% |
$49.5K - $52.6K
|
69.4K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
762+ 0.54% |
$48.3K - $51.2K
|
141K
$3.91M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
760+ 1.26% |
$48.1K - $51.1K
|
61.2K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
749+ 1.55% |
$47.4K - $50.3K
|
48.9K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
727+ 14.39% |
$46K - $48.9K
|
5.78K
$161K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
711+ 12.31% |
$45K - $47.8K
|
6.49K
$180K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
711+ 12.31% |
$45K - $47.8K
|
6.49K
$180K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
690+ 5.97% |
$43.7K - $46.4K
|
12.3K
$341K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
688+ 1.85% |
$43.6K - $46.2K
|
37.8K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
681+ 5.02% |
$43.1K - $45.8K
|
14.2K
$396K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
655+ 0.96% |
$41.5K - $44K
|
69K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
651+ 1.05% |
$41.2K - $43.8K
|
62.6K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
634+ 1.16% |
$40.2K - $42.6K
|
55.1K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
602+ 1.93% |
$38.1K - $40.5K
|
31.8K
$883K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
581+ 8.9% |
$36.8K - $39K
|
7.11K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
560+ 2.15% |
$35.5K - $37.6K
|
26.6K
$738K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
513+ 11.89% |
$32.5K - $34.5K
|
4.83K
$134K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
500+ 2.2% |
$31.7K - $33.6K
|
23.2K
$645K
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
488+ 0.95% |
$30.9K - $32.8K
|
51.7K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
467New |
$29.6K - $31.4K
|
467
$13K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
460+ 0.11% |
$29.1K - $30.9K
|
411K
$11.4M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
458+ 0.76% |
$29K - $30.8K
|
61K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
458+ 0.76% |
$29K - $30.8K
|
61K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
439New |
$27.8K - $29.5K
|
439
$12.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
428+ 0.61% |
$27.1K - $28.8K
|
70.8K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
422+ 2.99% |
$26.7K - $28.4K
|
14.5K
$404K
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
403+ 2.66% |
$25.5K - $27.1K
|
15.5K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
400+ 3.7% |
$25.3K - $26.9K
|
11.2K
$311K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
394+ 5.28% |
$25K - $26.5K
|
7.85K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
388+ 1.52% |
$24.6K - $26.1K
|
25.9K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
332+ 8.46% |
$21K - $22.3K
|
4.26K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
326+ 2.47% |
$20.6K - $21.9K
|
13.5K
$375K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
306+ 1.85% |
$19.4K - $20.6K
|
16.9K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
303+ 0.68% |
$19.2K - $20.4K
|
44.6K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
300+ 7.28% |
$19K - $20.2K
|
4.42K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
286+ 4.2% |
$18.1K - $19.2K
|
7.09K
$197K
|