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
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.27K+ 4.31% |
N/A
|
54.9K
$4.06M
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.21K+ 4.19% |
N/A
|
54.9K
$4.06M
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.15K+ 4.24% |
N/A
|
52.9K
$3.91M
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.94K+ 3.83% |
N/A
|
52.5K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.92K+ 77.08% |
N/A
|
4.41K
$326K
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.9K+ 11.26% |
N/A
|
18.7K
$1.39M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.79K+ 28.43% |
N/A
|
8.11K
$599K
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.77K+ 2.53% |
N/A
|
71.6K
$5.3M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.69K+ 3.26% |
N/A
|
53.4K
$3.95M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$123K
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.59K+ 21.31% |
N/A
|
9.04K
$669K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.55K+ 4.84% |
N/A
|
33.6K
$2.48M
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.48K+ 38.32% |
N/A
|
5.35K
$396K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.47K+ 17.16% |
N/A
|
10K
$741K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.39K+ 3.3% |
N/A
|
43.7K
$3.23M
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 8.36% |
N/A
|
17.5K
$1.29M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.34K+ 7.35% |
N/A
|
19.6K
$1.45M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 1.93% |
N/A
|
68.3K
$5.05M
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.27K+ 12.7% |
N/A
|
11.2K
$831K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$91K
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
1.22K+ 0.52% |
N/A
|
236K
$17.5M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.2K+ 57.14% |
N/A
|
3.3K
$244K
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 154.1% |
N/A
|
1.8K
$133K
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.09K+ 0.15% |
N/A
|
739K
$54.6M
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.06K+ 16.76% |
N/A
|
7.36K
$544K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.05K+ 6.46% |
N/A
|
17.3K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.05K+ 10.49% |
N/A
|
11.1K
$817K
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.05K+ 2.82% |
N/A
|
38.3K
$2.83M
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
979+ 1.81% |
N/A
|
55K
$4.07M
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
970+ 15.26% |
N/A
|
7.33K
$542K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
917+ 9.63% |
N/A
|
10.4K
$772K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
899+ 9.84% |
N/A
|
10K
$742K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
897+ 0.63% |
N/A
|
144K
$10.6M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
875New |
N/A
|
875
$64.7K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
826+ 1.01% |
N/A
|
82.8K
$6.12M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
823+ 14.24% |
N/A
|
6.6K
$488K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
803+ 15.68% |
N/A
|
5.92K
$438K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
802+ 16.82% |
N/A
|
5.57K
$412K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
N/A
|
800
$59.2K
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
763+ 0.98% |
N/A
|
79K
$5.84M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
749+ 1.63% |
N/A
|
46.8K
$3.46M
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
744+ 1.17% |
N/A
|
64.3K
$4.76M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
741+ 6.89% |
N/A
|
11.5K
$851K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
705New |
N/A
|
705
$52.1K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
700New |
N/A
|
700
$51.8K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
693+ 21.48% |
N/A
|
3.92K
$290K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
686+ 10.27% |
N/A
|
7.37K
$545K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
667+ 6.99% |
N/A
|
10.2K
$755K
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
642+ 12.95% |
N/A
|
5.6K
$414K
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
637+ 10.47% |
N/A
|
6.72K
$497K
|