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 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3K- 96.68% |
$175K - $207K
|
103
$2.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.14K- 1.62% |
$183K - $216K
|
191K
$5.3M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.18K- 4.82% |
$186K - $220K
|
62.9K
$1.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.18K- 4.82% |
$186K - $220K
|
62.9K
$1.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3.23K- 4.21% |
$189K - $223K
|
73.4K
$2.04M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3.34KClosed |
$195K - $230K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.56K- 17.3% |
$208K - $246K
|
17K
$473K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.57KClosed |
$209K - $246K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.69K- 9.85% |
$216K - $255K
|
33.8K
$939K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.93K- 20.78% |
$230K - $271K
|
15K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.18K- 4.37% |
$245K - $289K
|
91.6K
$2.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.25K- 3.95% |
$248K - $293K
|
103K
$2.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.42K- 6.91% |
$259K - $305K
|
59.5K
$1.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-4.58K- 28.53% |
$268K - $316K
|
11.5K
$319K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.58K- 16.54% |
$268K - $316K
|
23.1K
$642K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.6K- 4.88% |
$269K - $317K
|
89.7K
$2.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.92K- 4.12% |
$288K - $340K
|
115K
$3.18M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.96K- 4.04% |
$290K - $342K
|
118K
$3.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.96K- 4.04% |
$290K - $342K
|
118K
$3.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.09KClosed |
$298K - $351K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.09K- 5.21% |
$298K - $351K
|
92.7K
$2.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.16K- 2.05% |
$302K - $356K
|
247K
$6.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-5.41K- 3.02% |
$316K - $373K
|
174K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.53K- 11.09% |
$323K - $381K
|
44.3K
$1.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-5.59K- 32.52% |
$327K - $385K
|
11.6K
$322K
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.79K- 5.22% |
$339K - $400K
|
105K
$2.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.1K- 2.33% |
$357K - $421K
|
256K
$7.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.62K- 6.15% |
$387K - $457K
|
101K
$2.81M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.78K- 1.38% |
$397K - $468K
|
487K
$13.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.78K- 1.38% |
$397K - $468K
|
487K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-7.75K- 2.46% |
$453K - $535K
|
308K
$8.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-8.16K- 31.93% |
$477K - $563K
|
17.4K
$483K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-8.28K- 32.8% |
$485K - $572K
|
17K
$472K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-8.54K- 13.23% |
$499K - $589K
|
56K
$1.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-8.56K- 27.45% |
$501K - $591K
|
22.6K
$629K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.94K- 7.61% |
$523K - $617K
|
109K
$3.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.26K- 12.93% |
$542K - $639K
|
62.4K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.27K- 12.06% |
$542K - $640K
|
67.6K
$1.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.45K- 6.96% |
$553K - $652K
|
126K
$3.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.6K- 84.24% |
$623K - $735K
|
1.99K
$55.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-12.2K- 62.44% |
$713K - $841K
|
7.33K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-12.5K- 41.93% |
$732K - $864K
|
17.3K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 8.5% |
$748K - $883K
|
138K
$3.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13K- 95.25% |
$759K - $895K
|
647
$18K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-13.3K- 37.48% |
$779K - $919K
|
22.2K
$617K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14.1K- 32.78% |
$823K - $971K
|
28.9K
$802K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 41.77% |
$862K - $1.02M
|
20.5K
$571K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-16.2K- 15.15% |
$949K - $1.12M
|
90.8K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.1K- 11.67% |
$1M - $1.18M
|
129K
$3.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.4K- 43.47% |
$1.02M - $1.2M
|
22.6K
$629K
|