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
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.3K- 17.26% |
N/A
|
140K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36.5K- 7.37% |
N/A
|
458K
$33.9M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.9K- 6.38% |
N/A
|
556K
$41.1M
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-38.5K- 7.87% |
N/A
|
451K
$33.4M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44K- 9.37% |
N/A
|
425K
$31.4M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-45.8K- 39.75% |
N/A
|
69.4K
$5.13M
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-55K- 63.35% |
N/A
|
31.8K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.9K- 13.81% |
N/A
|
399K
$29.5M
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-67.6K- 78.76% |
N/A
|
18.2K
$1.35M
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-68.7K- 37.18% |
N/A
|
116K
$8.59M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73.1K- 29.45% |
N/A
|
175K
$13M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-78.8K- 6.63% |
N/A
|
1.11M
$82M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-84K- 23.36% |
N/A
|
275K
$20.4M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-94.6K- 66.2% |
N/A
|
48.3K
$3.57M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-103K- 41.44% |
N/A
|
146K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-108K- 11.11% |
N/A
|
860K
$63.6M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-121K- 28.74% |
N/A
|
300K
$22.2M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-161K- 35.92% |
N/A
|
287K
$21.2M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-286K- 97.42% |
N/A
|
7.56K
$559K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.53M- 10.68% |
N/A
|
21.1M
$1.56B
|