Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
963K+ 15.89% |
N/A
|
7.03M
$520M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
547K+ 101.52% |
N/A
|
1.09M
$80.3M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
347K+ 5.1% |
N/A
|
7.16M
$530M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
235K+ 48.37% |
N/A
|
721K
$53.4M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 9.05% |
N/A
|
2.76M
$204M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195K+ 5.44% |
N/A
|
3.78M
$280M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
180K+ 181.1% |
N/A
|
280K
$20.7M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
136K+ 176.03% |
N/A
|
213K
$15.8M
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
123K+ 760.91% |
N/A
|
139K
$10.3M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
122K+ 2.43% |
N/A
|
5.17M
$382M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
118K+ 2.1% |
N/A
|
5.77M
$427M
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
112KNew |
N/A
|
112K
$8.32M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108K+ 106.91% |
N/A
|
210K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.1K+ 7.36% |
N/A
|
1.31M
$97.3M
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
86.7KNew |
N/A
|
86.7K
$6.42M
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
83.9K+ 13.04% |
N/A
|
727K
$53.8M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.6K+ 552.72% |
N/A
|
98.7K
$7.3M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
80.6KNew |
N/A
|
80.6K
$5.97M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
74.8K+ 475.07% |
N/A
|
90.6K
$6.7M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
73.4KNew |
N/A
|
73.4K
$5.43M
|
|
Oct 18, 2022
Q3 2022
|
Polianta LTD
|
BUY
|
- |
73KNew |
N/A
|
73K
$5.4M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.3K+ 27.16% |
N/A
|
334K
$24.7M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.2K+ 9.9% |
N/A
|
746K
$55.2M
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
65K+ 1031.53% |
N/A
|
71.3K
$5.28M
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
55.4K+ 107.07% |
N/A
|
107K
$7.93M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
50.5K+ 423.91% |
N/A
|
62.4K
$4.62M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
49.9KNew |
N/A
|
49.9K
$3.69M
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49.5K+ 11.75% |
N/A
|
471K
$34.8M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.3K+ 2.21% |
N/A
|
2.28M
$168M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
48K+ 35.18% |
N/A
|
184K
$13.7M
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
43.5K+ 44.11% |
N/A
|
142K
$10.5M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43KNew |
N/A
|
43K
$3.18M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
42.8K+ 3.5% |
N/A
|
1.26M
$93.5M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
42.8K+ 19.2% |
N/A
|
266K
$19.7M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38.5KNew |
N/A
|
38.5K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
36.8KNew |
N/A
|
36.8K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.3K+ 8.0% |
N/A
|
490K
$36.3M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35.9KNew |
N/A
|
35.9K
$2.66M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34.9K+ 349.51% |
N/A
|
44.9K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
30.2KNew |
N/A
|
30.2K
$2.23M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.6K+ 13.2% |
N/A
|
245K
$18.1M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
27.4K+ 83.31% |
N/A
|
60.4K
$4.47M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
27.4K+ 4.11% |
N/A
|
694K
$51.3M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26K+ 385.34% |
N/A
|
32.7K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 20.98% |
N/A
|
147K
$10.9M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.9KNew |
N/A
|
24.9K
$1.84M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24K+ 46.9% |
N/A
|
75.1K
$5.56M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.1K+ 53.47% |
N/A
|
63.5K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.2KNew |
N/A
|
21.2K
$1.57M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20.9K+ 86.95% |
N/A
|
45K
$3.33M
|