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 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
6.03KNew |
N/A
|
6.03K
$446K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.02K+ 8.21% |
N/A
|
79.3K
$5.86M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.97K+ 124.35% |
N/A
|
10.8K
$796K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.82K+ 105.4% |
N/A
|
11.3K
$839K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.77K+ 9.15% |
N/A
|
68.8K
$5.09M
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.52KNew |
N/A
|
5.52K
$408K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.48K+ 20.83% |
N/A
|
31.8K
$2.35M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.46KNew |
N/A
|
5.46K
$404K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.42K+ 14.21% |
N/A
|
43.6K
$3.22M
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.31K+ 2.7% |
N/A
|
202K
$14.9M
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.17KNew |
N/A
|
5.17K
$382K
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.16K+ 15.16% |
N/A
|
39.2K
$2.9M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$379K
|
|
Nov 09, 2022
Q3 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
4.92KNew |
N/A
|
4.92K
$364K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.79K+ 2.01% |
N/A
|
243K
$18M
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.6K+ 1.84% |
N/A
|
255K
$18.9M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6K+ 56.1% |
N/A
|
12.8K
$947K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
4.54KNew |
N/A
|
4.54K
$336K
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.18K+ 1.62% |
N/A
|
261K
$19.3M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
4.16K+ 2.96% |
N/A
|
145K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.15K+ 109.92% |
N/A
|
7.92K
$586K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.14K+ 2.16% |
N/A
|
196K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.07K+ 40.91% |
N/A
|
14K
$1.04M
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 4.85% |
N/A
|
88K
$6.51M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.05KNew |
N/A
|
4.05K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.8K+ 3.64% |
N/A
|
108K
$8M
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.78KNew |
N/A
|
3.78K
$279K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.74K+ 0.6% |
N/A
|
625K
$46.2M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.67K+ 2.01% |
N/A
|
186K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 13.34% |
N/A
|
31K
$2.3M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.57KNew |
N/A
|
3.57K
$264K
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.54K+ 4.48% |
N/A
|
82.7K
$6.11M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.39K+ 6.35% |
N/A
|
56.7K
$4.2M
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
3.24K+ 8.58% |
N/A
|
41K
$3.03M
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.22K+ 13.12% |
N/A
|
27.7K
$2.05M
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.21K+ 1.09% |
N/A
|
299K
$22.1M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.15K+ 65.23% |
N/A
|
7.98K
$590K
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.15K+ 6.38% |
N/A
|
52.5K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.1K+ 48.4% |
N/A
|
9.5K
$702K
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3.09K+ 8.84% |
N/A
|
38K
$2.81M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.04K+ 30.16% |
N/A
|
13.1K
$970K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.02K+ 39.68% |
N/A
|
10.6K
$786K
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.81K+ 10.38% |
N/A
|
29.9K
$2.21M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.62KNew |
N/A
|
2.62K
$193K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 6.22% |
N/A
|
44.1K
$3.26M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.55K+ 7.92% |
N/A
|
34.7K
$2.57M
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.48K+ 20.68% |
N/A
|
14.5K
$1.07M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.47K+ 2.56% |
N/A
|
98.9K
$7.31M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.33K+ 25.03% |
N/A
|
11.7K
$862K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.32K+ 12.07% |
N/A
|
21.6K
$1.59M
|