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 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
180+ 2.21% |
$10.5K - $12.4K
|
8.33K
$232K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
164+ 3.7% |
$9.6K - $11.3K
|
4.6K
$128K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
160New |
$9.36K - $11K
|
160
$4.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
150New |
$8.78K - $10.4K
|
150
$4.17K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
147+ 0.42% |
$8.6K - $10.1K
|
35.5K
$988K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
145+ 1.7% |
$8.48K - $10K
|
8.66K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
139+ 1.09% |
$8.13K - $9.59K
|
12.9K
$360K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
130+ 2.92% |
$7.61K - $8.97K
|
4.58K
$127K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
128+ 1.08% |
$7.49K - $8.83K
|
12K
$333K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
119+ 1.81% |
$6.96K - $8.21K
|
6.7K
$186K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
119New |
$6.96K - $8.21K
|
119
$3.31K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
117+ 1.82% |
$6.85K - $8.08K
|
6.55K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
108New |
$6.32K - $7.45K
|
108
$3K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
107New |
$6.26K - $7.39K
|
107
$2.97K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
107+ 1.62% |
$6.26K - $7.39K
|
6.71K
$186K
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
105+ 0.76% |
$6.14K - $7.25K
|
13.9K
$386K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
104+ 3.98% |
$6.09K - $7.18K
|
2.71K
$75.4K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
84+ 1.28% |
$4.91K - $5.8K
|
6.62K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 0.95% |
$4.8K - $5.66K
|
8.73K
$243K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
80+ 0.66% |
$4.68K - $5.52K
|
12.2K
$339K
|
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
75+ 1.5% |
$4.39K - $5.18K
|
5.07K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
74+ 1.08% |
$4.33K - $5.11K
|
6.91K
$192K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
71+ 1.24% |
$4.15K - $4.9K
|
5.78K
$161K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67+ 2.37% |
$3.92K - $4.62K
|
2.9K
$80.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
63+ 0.56% |
$3.69K - $4.35K
|
11.4K
$316K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
59+ 1.33% |
$3.45K - $4.07K
|
4.5K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
55+ 0.67% |
$3.22K - $3.8K
|
8.29K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
54+ 1.09% |
$3.16K - $3.73K
|
5.03K
$140K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
50+ 0.04% |
$2.93K - $3.45K
|
142K
$3.96M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
49New |
$2.87K - $3.38K
|
49
$1.36K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
46+ 0.1% |
$2.69K - $3.17K
|
47.3K
$1.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
40+ 0.59% |
$2.34K - $2.76K
|
6.78K
$189K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
35+ 0.24% |
$2.05K - $2.42K
|
14.5K
$403K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
35New |
$2.05K - $2.42K
|
35
$973
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$1.76K - $2.07K
|
17.8K
$494K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 0.68% |
$1.7K - $2K
|
4.32K
$120K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
26+ 0.28% |
$1.52K - $1.79K
|
9.15K
$254K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26+ 0.08% |
$1.52K - $1.79K
|
31.7K
$882K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25+ 0.28% |
$1.46K - $1.73K
|
8.8K
$245K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
20+ 0.06% |
$1.17K - $1.38K
|
36.3K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
20+ 0.16% |
$1.17K - $1.38K
|
12.8K
$357K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13+ 0.06% |
$761 - $897
|
23.4K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
12+ 0.13% |
$702 - $828
|
9.15K
$254K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$585 - $690
|
8.82K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10+ 0.28% |
$585 - $690
|
3.53K
$98.2K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.24% |
$585 - $690
|
4.1K
$114K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8+ 0.21% |
$468 - $552
|
3.76K
$105K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8New |
$468 - $552
|
8
$222
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.65% |
$410 - $483
|
1.08K
$30.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.66% |
$410 - $483
|
1.07K
$29.8K
|