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 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.21% |
$1.33K - $1.41K
|
10.2K
$283K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19+ 0.27% |
$1.2K - $1.28K
|
6.99K
$194K
|
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
19+ 0.43% |
$1.2K - $1.28K
|
4.45K
$124K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15+ 0.3% |
$950 - $1.01K
|
5.08K
$141K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15+ 0.08% |
$950 - $1.01K
|
17.7K
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
15+ 3.28% |
$950 - $1.01K
|
472
$13.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14+ 3.48% |
$887 - $941
|
416
$11.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14+ 0.32% |
$887 - $941
|
4.46K
$124K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
13+ 0.24% |
$823 - $874
|
5.49K
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.57% |
$697 - $739
|
1.93K
$53.7K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 62.5% |
$633 - $672
|
26
$723
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 0.64% |
$633 - $672
|
1.56K
$43.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
10+ 1.09% |
$633 - $672
|
926
$25.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10+ 0.11% |
$633 - $672
|
9.41K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 0.57% |
$507 - $538
|
1.41K
$39.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
8+ 0.21% |
$507 - $538
|
3.79K
$105K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.64% |
$443 - $470
|
1.1K
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$443 - $470
|
7
$195
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.16% |
$443 - $470
|
4.45K
$124K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.57% |
$380 - $403
|
1.07K
$29.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.5% |
$380 - $403
|
1.2K
$33.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 0.11% |
$380 - $403
|
5.23K
$145K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.18% |
$317 - $336
|
2.83K
$78.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$317 - $336
|
5
$139
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.45% |
$253 - $269
|
890
$24.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.56% |
$253 - $269
|
718
$20K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.12% |
$253 - $269
|
3.43K
$95.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$190 - $202
|
3.68K
$102K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.44% |
$127 - $134
|
454
$12.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.62% |
$127 - $134
|
326
$9.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 1.16% |
$127 - $134
|
175
$4.87K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$127 - $134
|
4.69K
$130K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
5K
$139K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
6.58K
$183K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.03% |
$63.3 - $67.2
|
3.42K
$95K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
5.35K
$149K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$63.3 - $67.2
|
4.33K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.61% |
$63.3 - $67.2
|
63
$1.75K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.56% |
$63.3 - $67.2
|
181
$5.03K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1- 0.01% |
$63.3 - $67.2
|
14.4K
$399K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3- 0.03% |
$190 - $202
|
11.9K
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-4- 0.02% |
$253 - $269
|
22.3K
$619K
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-4- 0.11% |
$253 - $269
|
3.75K
$104K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 2.34% |
$317 - $336
|
209
$5.81K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.17% |
$1.14K - $1.21K
|
10.7K
$298K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-19- 0.06% |
$1.2K - $1.28K
|
31.8K
$883K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-22- 0.22% |
$1.39K - $1.48K
|
10.1K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23- 0.37% |
$1.46K - $1.55K
|
6.25K
$174K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.42% |
$1.9K - $2.02K
|
7.05K
$196K
|