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 25, 2023 Q2 2023
Carret Asset Management, LLC

BUY
 -
300
+ 7.28%
$19K - $20.2K
4.42K $121K
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
286
+ 4.2%
$18.1K - $19.2K
7.09K $194K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
263
New
$16.7K - $17.7K
263 $7.18K
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
245
+ 2.2%
$15.5K - $16.5K
11.4K $310K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
243
New
$15.4K - $16.3K
243 $6.63K
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
242
+ 2.88%
$15.3K - $16.3K
8.64K $236K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
240
+ 2.74%
$15.2K - $16.1K
9K $246K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
239
+ 7.07%
$15.1K - $16.1K
3.62K $98.8K
Jul 26, 2023 Q2 2023
Everett Harris & CO

BUY
 -
211
+ 3.65%
$13.4K - $14.2K
5.99K $163K
Oct 17, 2023 Q2 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
201
+ 0.77%
$12.7K - $13.5K
26.4K $721K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
196
New
$12.4K - $13.2K
196 $5.35K
Aug 03, 2023 Q2 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
191
+ 4.9%
$12.1K - $12.8K
4.09K $112K
Jul 14, 2023 Q2 2023
Five Oceans Advisors

BUY
 -
175
+ 0.77%
$11.1K - $11.8K
22.8K $622K
Jul 05, 2023 Q2 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
173
+ 0.32%
$11K - $11.6K
54.9K $1.5M
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
125
+ 0.36%
$7.92K - $8.4K
34.4K $939K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
123
+ 0.71%
$7.79K - $8.27K
17.6K $479K
Sep 21, 2023 Q2 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
113
+ 70.63%
$7.16K - $7.59K
273 $7.45K
Jul 21, 2023 Q2 2023
Capital Insight Partners, LLC

BUY
 -
112
+ 1.31%
$7.09K - $7.53K
8.69K $237K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
111
New
$7.03K - $7.46K
111 $3.03K
Jul 14, 2023 Q2 2023
Vanguard Capital Wealth Advisors

BUY
 -
104
+ 2.99%
$6.59K - $6.99K
3.59K $97.9K
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
100
New
$6.33K - $6.72K
100 $2.73K
Aug 16, 2023 Q2 2023
Goepper Burkhardt LLC

BUY
 -
100
+ 0.05%
$6.33K - $6.72K
183K $5M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
90
+ 6.37%
$5.7K - $6.05K
1.5K $41K
Aug 10, 2023 Q2 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
88
+ 0.47%
$5.57K - $5.91K
18.9K $516K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
88
New
$5.57K - $5.91K
88 $2.4K
Aug 01, 2023 Q2 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
84
+ 0.23%
$5.32K - $5.65K
36.4K $994K
Jul 20, 2023 Q2 2023
Courage Miller Partners, LLC

BUY
 -
78
+ 0.09%
$4.94K - $5.24K
82.3K $2.25M
Aug 03, 2023 Q2 2023
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
76
+ 1.12%
$4.81K - $5.11K
6.83K $187K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
67
+ 0.23%
$4.24K - $4.5K
29.4K $804K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
63
+ 0.43%
$3.99K - $4.23K
14.6K $399K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
61
+ 0.98%
$3.86K - $4.1K
6.28K $171K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
50
+ 0.79%
$3.17K - $3.36K
6.38K $174K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
50
+ 3.43%
$3.17K - $3.36K
1.51K $41.1K
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
49
+ 3.45%
$3.1K - $3.29K
1.47K $40.1K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
48
+ 0.62%
$3.04K - $3.23K
7.85K $214K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
45
+ 0.52%
$2.85K - $3.02K
8.64K $236K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
43
+ 0.3%
$2.72K - $2.89K
14.4K $392K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
37
+ 0.74%
$2.34K - $2.49K
5.04K $138K
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
32
+ 0.76%
$2.03K - $2.15K
4.25K $116K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
30
+ 0.11%
$1.9K - $2.02K
28.1K $768K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
30
+ 0.73%
$1.9K - $2.02K
4.15K $113K
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
29
+ 0.52%
$1.84K - $1.95K
5.59K $153K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
29
+ 0.12%
$1.84K - $1.95K
25.1K $685K
Aug 09, 2023 Q2 2023
Resolute Advisors LLC

BUY
 -
29
+ 0.46%
$1.84K - $1.95K
6.3K $172K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
28
+ 0.35%
$1.77K - $1.88K
8.14K $222K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
27
+ 0.59%
$1.71K - $1.81K
4.57K $125K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
26
+ 0.6%
$1.65K - $1.75K
4.36K $119K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
25
New
$1.58K - $1.68K
25 $683
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
25
+ 0.14%
$1.58K - $1.68K
17.5K $478K

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