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% |
$56.4M - $66.5M
|
7.03M
$195M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
547K+ 101.52% |
$32M - $37.7M
|
1.09M
$30.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
347K+ 5.1% |
$20.3M - $24M
|
7.16M
$199M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
235K+ 48.37% |
$13.8M - $16.2M
|
721K
$20M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 9.05% |
$13.4M - $15.8M
|
2.76M
$76.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195K+ 5.44% |
$11.4M - $13.5M
|
3.78M
$105M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
180K+ 181.1% |
$10.6M - $12.5M
|
280K
$7.78M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
136K+ 176.03% |
$7.96M - $9.39M
|
213K
$5.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
123K+ 760.91% |
$7.21M - $8.51M
|
139K
$3.88M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
122K+ 2.43% |
$7.16M - $8.45M
|
5.17M
$144M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
118K+ 2.1% |
$6.93M - $8.17M
|
5.77M
$160M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
112KNew |
$6.58M - $7.76M
|
112K
$3.12M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108K+ 106.91% |
$6.34M - $7.48M
|
210K
$5.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.1K+ 7.36% |
$5.27M - $6.22M
|
1.31M
$36.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
86.7KNew |
$5.07M - $5.98M
|
86.7K
$2.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
83.9K+ 13.04% |
$4.91M - $5.79M
|
727K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.6K+ 552.72% |
$4.89M - $5.77M
|
98.7K
$2.74M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
80.6KNew |
$4.72M - $5.56M
|
80.6K
$2.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
74.8K+ 475.07% |
$4.38M - $5.16M
|
90.6K
$2.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
73.4KNew |
$4.29M - $5.07M
|
73.4K
$2.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Polianta LTD
|
BUY
|
- |
73KNew |
$4.27M - $5.04M
|
73K
$2.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.3K+ 27.16% |
$4.17M - $4.92M
|
334K
$9.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.2K+ 9.9% |
$3.93M - $4.64M
|
746K
$20.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
65K+ 1031.53% |
$3.81M - $4.49M
|
71.3K
$1.98M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
55.4K+ 107.07% |
$3.24M - $3.82M
|
107K
$2.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
50.5K+ 423.91% |
$2.95M - $3.48M
|
62.4K
$1.73M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
49.9KNew |
$2.92M - $3.44M
|
49.9K
$1.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49.5K+ 11.75% |
$2.9M - $3.42M
|
471K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.3K+ 2.21% |
$2.88M - $3.4M
|
2.28M
$63.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
48K+ 35.18% |
$2.81M - $3.31M
|
184K
$5.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
43.5K+ 44.11% |
$2.54M - $3M
|
142K
$3.95M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43KNew |
$2.51M - $2.97M
|
43K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
42.8K+ 3.5% |
$2.5M - $2.95M
|
1.26M
$35.1M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
42.8K+ 19.2% |
$2.5M - $2.95M
|
266K
$7.38M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38.5KNew |
$2.25M - $2.66M
|
38.5K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
36.8KNew |
$2.16M - $2.54M
|
36.8K
$1.02M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
36.6K+ 76.77% |
$2.14M - $2.53M
|
84.4K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.3K+ 8.0% |
$2.13M - $2.51M
|
490K
$13.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35.9KNew |
$2.1M - $2.48M
|
35.9K
$999K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34.9K+ 349.51% |
$2.04M - $2.41M
|
44.9K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
30.2KNew |
$1.77M - $2.08M
|
30.2K
$839K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.6K+ 13.2% |
$1.67M - $1.97M
|
245K
$6.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
27.4K+ 83.31% |
$1.6M - $1.89M
|
60.4K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
27.4K+ 4.11% |
$1.6M - $1.89M
|
694K
$19.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26K+ 385.34% |
$1.52M - $1.79M
|
32.7K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 20.98% |
$1.49M - $1.76M
|
147K
$4.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.9KNew |
$1.46M - $1.72M
|
24.9K
$692K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24K+ 46.9% |
$1.4M - $1.65M
|
75.1K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.1K+ 53.47% |
$1.3M - $1.53M
|
63.5K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.2KNew |
$1.24M - $1.46M
|
21.2K
$589K
|