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 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.16% |
$410 - $483
|
4.43K
$123K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.6% |
$410 - $483
|
1.17K
$32.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.64% |
$351 - $414
|
948
$26.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.52% |
$293 - $345
|
965
$26.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4+ 0.27% |
$234 - $276
|
1.51K
$41.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3+ 0.07% |
$176 - $207
|
4.03K
$112K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
$176 - $207
|
5.24K
$146K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.06% |
$176 - $207
|
5.24K
$146K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$117 - $138
|
4.68K
$130K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
2+ 1.14% |
$117 - $138
|
178
$4.95K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.45% |
$117 - $138
|
448
$12.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.78% |
$117 - $138
|
258
$7.17K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$58.5 - $69
|
30
$834
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $69
|
4.94K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.58% |
$58.5 - $69
|
172
$4.78K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $69
|
5.44K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.46% |
$58.5 - $69
|
220
$6.12K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.0% |
$58.5 - $69
|
22.6K
$629K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.02% |
$58.5 - $69
|
5.27K
$146K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1- 0.01% |
$58.5 - $69
|
15K
$416K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2- -0.0% |
$117 - $138
|
42K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-7- 0.18% |
$410 - $483
|
3.93K
$109K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 87.5% |
$410 - $483
|
1
$27.8
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11- 0.2% |
$644 - $759
|
5.61K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13- 0.18% |
$761 - $897
|
7.06K
$196K
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-16- 5.42% |
$936 - $1.1K
|
279
$7.76K
|
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
SELL
|
- |
-17- 0.32% |
$995 - $1.17K
|
5.22K
$145K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18- 0.34% |
$1.05K - $1.24K
|
5.22K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24- 0.05% |
$1.4K - $1.66K
|
52.4K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-25- 0.52% |
$1.46K - $1.73K
|
4.74K
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 0.14% |
$1.58K - $1.86K
|
19.4K
$539K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-28- 0.32% |
$1.64K - $1.93K
|
8.67K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-31- 0.21% |
$1.81K - $2.14K
|
14.5K
$402K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-33- 0.89% |
$1.93K - $2.28K
|
3.68K
$102K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-57- 0.79% |
$3.34K - $3.93K
|
7.15K
$199K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57- 66.28% |
$3.34K - $3.93K
|
29
$806
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-58- 1.04% |
$3.39K - $4K
|
5.51K
$153K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-60- 0.44% |
$3.51K - $4.14K
|
13.7K
$382K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-81- 0.46% |
$4.74K - $5.59K
|
17.4K
$484K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-86- 92.47% |
$5.03K - $5.94K
|
7
$195
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-87- 0.83% |
$5.09K - $6K
|
10.4K
$289K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-89- 0.32% |
$5.21K - $6.14K
|
27.6K
$767K
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-92- 0.08% |
$5.38K - $6.35K
|
120K
$3.32M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 2.34% |
$5.85K - $6.9K
|
4.17K
$116K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 5.48% |
$5.85K - $6.9K
|
1.73K
$48K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-115- 1.84% |
$6.73K - $7.94K
|
6.14K
$171K
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-129- 3.28% |
$7.55K - $8.9K
|
3.81K
$106K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-132- 0.77% |
$7.72K - $9.11K
|
17.1K
$474K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-132- 0.9% |
$7.72K - $9.11K
|
14.5K
$402K
|
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
SELL
|
- |
-134- 3.66% |
$7.84K - $9.25K
|
3.52K
$97.9K
|