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 |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.18K- 4.82% |
N/A
|
62.9K
$4.65M
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3.23K- 4.21% |
N/A
|
73.4K
$5.43M
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.56K- 17.3% |
N/A
|
17K
$1.26M
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.57KClosed |
N/A
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.69K- 9.85% |
N/A
|
33.8K
$2.5M
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.93K- 20.78% |
N/A
|
15K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.18K- 4.37% |
N/A
|
91.6K
$6.78M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.25K- 3.95% |
N/A
|
103K
$7.63M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.42K- 6.91% |
N/A
|
59.5K
$4.4M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-4.58K- 28.53% |
N/A
|
11.5K
$848K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.58K- 16.54% |
N/A
|
23.1K
$1.71M
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.6K- 4.88% |
N/A
|
89.7K
$6.63M
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.92K- 4.12% |
N/A
|
115K
$8.47M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.96K- 4.04% |
N/A
|
118K
$8.71M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.96K- 4.04% |
N/A
|
118K
$8.71M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.09KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.09K- 5.21% |
N/A
|
92.7K
$6.85M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.16K- 2.05% |
N/A
|
247K
$18.3M
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-5.41K- 3.02% |
N/A
|
174K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.53K- 11.09% |
N/A
|
44.3K
$3.28M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-5.59K- 32.52% |
N/A
|
11.6K
$857K
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.79K- 5.22% |
N/A
|
105K
$7.78M
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.1K- 2.33% |
N/A
|
256K
$18.9M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.62K- 6.15% |
N/A
|
101K
$7.47M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.78K- 1.38% |
N/A
|
487K
$36M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.78K- 1.38% |
N/A
|
487K
$36M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-7.75K- 2.46% |
N/A
|
308K
$22.7M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-8.16K- 31.93% |
N/A
|
17.4K
$1.29M
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-8.28K- 32.8% |
N/A
|
17K
$1.26M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-8.54K- 13.23% |
N/A
|
56K
$4.14M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-8.56K- 27.45% |
N/A
|
22.6K
$1.67M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.94K- 7.61% |
N/A
|
109K
$8.02M
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.26K- 12.93% |
N/A
|
62.4K
$4.62M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.27K- 12.06% |
N/A
|
67.6K
$5M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.45K- 6.96% |
N/A
|
126K
$9.34M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.6K- 84.24% |
N/A
|
1.99K
$147K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-12.2K- 62.44% |
N/A
|
7.33K
$542K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-12.5K- 41.93% |
N/A
|
17.3K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 8.5% |
N/A
|
138K
$10.2M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13K- 95.25% |
N/A
|
647
$47.9K
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-13.3K- 37.48% |
N/A
|
22.2K
$1.64M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14.1K- 32.78% |
N/A
|
28.9K
$2.13M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 41.77% |
N/A
|
20.5K
$1.52M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-16.2K- 15.15% |
N/A
|
90.8K
$6.72M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.1K- 11.67% |
N/A
|
129K
$9.58M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.4K- 43.47% |
N/A
|
22.6K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-19.7K- 43.01% |
N/A
|
26.1K
$1.93M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.5K- 37.02% |
N/A
|
40K
$2.96M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-28K- 11.47% |
N/A
|
216K
$16M
|