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 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-308- 0.8% |
$19.5K - $20.7K
|
38.2K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-313- 1.77% |
$19.8K - $21K
|
17.4K
$484K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-337- 1.75% |
$21.3K - $22.6K
|
19K
$527K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-355- 0.92% |
$22.5K - $23.9K
|
38.3K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-355- 5.59% |
$22.5K - $23.9K
|
6K
$167K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-377- 4.61% |
$23.9K - $25.3K
|
7.8K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-383- 1.66% |
$24.3K - $25.7K
|
22.7K
$631K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-385- 4.34% |
$24.4K - $25.9K
|
8.49K
$236K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-392- 8.17% |
$24.8K - $26.3K
|
4.4K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-406- 1.13% |
$25.7K - $27.3K
|
35.5K
$987K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-408- 0.17% |
$25.8K - $27.4K
|
238K
$6.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-414- 2.58% |
$26.2K - $27.8K
|
15.6K
$434K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-423- 0.71% |
$26.8K - $28.4K
|
59.3K
$1.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-430- 1.42% |
$27.2K - $28.9K
|
29.9K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-435- 4.17% |
$27.5K - $29.2K
|
10K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-444- 1.63% |
$28.1K - $29.8K
|
26.9K
$747K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-445- 6.37% |
$28.2K - $29.9K
|
6.54K
$182K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-447- 56.8% |
$28.3K - $30K
|
340
$9.45K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-449- 11.77% |
$28.4K - $30.2K
|
3.37K
$93.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-449- 5.24% |
$28.4K - $30.2K
|
8.12K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-461- 2.1% |
$29.2K - $31K
|
21.5K
$599K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-461- 2.1% |
$29.2K - $31K
|
21.5K
$599K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-468- 5.94% |
$29.6K - $31.5K
|
7.42K
$206K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-473- 5.54% |
$30K - $31.8K
|
8.06K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-479- 6.72% |
$30.3K - $32.2K
|
6.64K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-484- 0.27% |
$30.7K - $32.5K
|
177K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-499- 9.49% |
$31.6K - $33.5K
|
4.76K
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-519- 0.33% |
$32.9K - $34.9K
|
158K
$4.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-523- 7.38% |
$33.1K - $35.2K
|
6.57K
$183K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-524- 0.16% |
$33.2K - $35.2K
|
332K
$9.24M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-535- 9.48% |
$33.9K - $36K
|
5.11K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-573- 1.37% |
$36.3K - $38.5K
|
41.2K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-635- 4.49% |
$40.2K - $42.7K
|
13.5K
$376K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-664- 0.71% |
$42.1K - $44.6K
|
93.4K
$2.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-695- 2.76% |
$44K - $46.7K
|
24.5K
$682K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-711- 1.9% |
$45K - $47.8K
|
36.7K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-761- 1.9% |
$48.2K - $51.1K
|
39.3K
$1.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-765- 5.28% |
$48.4K - $51.4K
|
13.7K
$382K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-772- 0.71% |
$48.9K - $51.9K
|
108K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-781- 1.85% |
$49.5K - $52.5K
|
41.4K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-782- 15.47% |
$49.5K - $52.6K
|
4.27K
$119K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-806- 1.98% |
$51K - $54.2K
|
39.9K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-807- 0.12% |
$51.1K - $54.2K
|
660K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-810- 2.31% |
$51.3K - $54.4K
|
34.3K
$952K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-811- 2.81% |
$51.4K - $54.5K
|
28.1K
$780K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-930- 4.77% |
$58.9K - $62.5K
|
18.6K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-983- 1.14% |
$62.3K - $66.1K
|
85.2K
$2.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-986- 18.3% |
$62.4K - $66.3K
|
4.4K
$122K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-987- 6.63% |
$62.5K - $66.3K
|
13.9K
$386K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-998- 6.61% |
$63.2K - $67.1K
|
14.1K
$392K
|