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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20.9K+ 86.95% |
$1.22M - $1.44M
|
45K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.5K+ 550.21% |
$1.14M - $1.35M
|
23.1K
$647K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18.7KNew |
$1.09M - $1.29M
|
18.7K
$524K
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 7.85% |
$1.09M - $1.29M
|
256K
$7.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18.4K+ 27.49% |
$1.08M - $1.27M
|
85.4K
$2.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.4K+ 48.01% |
$1.08M - $1.27M
|
56.7K
$1.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
17.4KNew |
$1.02M - $1.2M
|
17.4K
$487K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16.9K+ 404.9% |
$986K - $1.16M
|
21K
$589K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
16.7K+ 13.15% |
$980K - $1.16M
|
144K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
16.7K+ 82.62% |
$979K - $1.16M
|
37K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.6K+ 5.45% |
$973K - $1.15M
|
322K
$9.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.6K+ 11.8% |
$973K - $1.15M
|
158K
$4.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
16.6KNew |
$971K - $1.15M
|
16.6K
$465K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
16.4KNew |
$957K - $1.13M
|
16.4K
$458K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16K+ 1.29% |
$939K - $1.11M
|
1.26M
$35.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.8K+ 19.28% |
$925K - $1.09M
|
97.8K
$2.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15.7KNew |
$916K - $1.08M
|
15.7K
$438K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
15.4K+ 1.46% |
$903K - $1.07M
|
1.07M
$30.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.3K+ 193.96% |
$896K - $1.06M
|
23.2K
$650K
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
15.3K+ 152.42% |
$895K - $1.06M
|
25.3K
$709K
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.1KNew |
$885K - $1.04M
|
15.1K
$424K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14.7K+ 23.64% |
$860K - $1.02M
|
76.9K
$2.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.4K+ 1.46% |
$844K - $995K
|
1M
$28.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
14.2K+ 44.71% |
$832K - $981K
|
46K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 57.14% |
$782K - $923K
|
36.8K
$1.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13K+ 2003.86% |
$759K - $895K
|
13.6K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.5K+ 209.29% |
$733K - $864K
|
18.5K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
12.2K+ 3.03% |
$713K - $841K
|
415K
$11.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5K+ 43.0% |
$671K - $791K
|
38.1K
$1.07M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5K+ 43.0% |
$671K - $791K
|
38.1K
$1.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
11.3KNew |
$663K - $782K
|
11.3K
$317K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11K+ 23.01% |
$644K - $759K
|
58.8K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
11K+ 10.29% |
$642K - $758K
|
118K
$3.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 10.16% |
$630K - $743K
|
117K
$3.27M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 9.87% |
$624K - $736K
|
119K
$3.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
10.2KNew |
$595K - $702K
|
10.2K
$285K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.95K+ 41.35% |
$582K - $687K
|
34K
$953K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.6KNew |
$562K - $663K
|
9.6K
$269K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.54K+ 95.87% |
$558K - $659K
|
19.5K
$546K
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.47KNew |
$554K - $654K
|
9.47K
$265K
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
9.46K+ 18.13% |
$553K - $653K
|
61.6K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
9.31K+ 3.52% |
$545K - $643K
|
274K
$7.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9.13K+ 8.32% |
$534K - $630K
|
119K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.99KNew |
$526K - $620K
|
8.99K
$252K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.37K+ 2.04% |
$490K - $578K
|
419K
$11.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.35K+ 636.77% |
$488K - $576K
|
9.66K
$271K
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7.79K+ 2.73% |
$456K - $537K
|
293K
$8.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.24K+ 0.82% |
$424K - $500K
|
892K
$25M
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.79K+ 9.91% |
$398K - $469K
|
75.3K
$2.11M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.38KNew |
$374K - $441K
|
6.38K
$179K
|