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 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.64% |
N/A
|
948
$70.1K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.52% |
N/A
|
965
$71.4K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4+ 0.27% |
N/A
|
1.51K
$111K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
N/A
|
5.24K
$387K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.06% |
N/A
|
5.24K
$387K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3+ 0.07% |
N/A
|
4.03K
$298K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
N/A
|
4.68K
$346K
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
2+ 1.14% |
N/A
|
178
$13.2K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.45% |
N/A
|
448
$33.1K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.78% |
N/A
|
258
$19.1K
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.0% |
N/A
|
22.6K
$1.67M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
N/A
|
30
$2.22K
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.94K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.58% |
N/A
|
172
$12.7K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.46% |
N/A
|
220
$16.3K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.44K
$403K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1- 0.01% |
N/A
|
15K
$1.11M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.02% |
N/A
|
5.27K
$389K
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2- -0.0% |
N/A
|
42K
$3.11M
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 87.5% |
N/A
|
1
$74
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-7- 0.18% |
N/A
|
3.93K
$290K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11- 0.2% |
N/A
|
5.61K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13- 0.18% |
N/A
|
7.06K
$522K
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-16- 5.42% |
N/A
|
279
$20.6K
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
SELL
|
- |
-17- 0.32% |
N/A
|
5.22K
$386K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18- 0.34% |
N/A
|
5.22K
$386K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24- 0.05% |
N/A
|
52.4K
$3.88M
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-25- 0.52% |
N/A
|
4.74K
$350K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 0.14% |
N/A
|
19.4K
$1.43M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-28- 0.32% |
N/A
|
8.67K
$641K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-31- 0.21% |
N/A
|
14.5K
$1.07M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-33- 0.89% |
N/A
|
3.68K
$272K
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-57- 0.79% |
N/A
|
7.15K
$529K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-58- 1.04% |
N/A
|
5.51K
$407K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-60- 0.44% |
N/A
|
13.7K
$1.02M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-81- 0.46% |
N/A
|
17.4K
$1.29M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-86- 92.47% |
N/A
|
7
$518
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-87- 0.83% |
N/A
|
10.4K
$769K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-89- 0.32% |
N/A
|
27.6K
$2.04M
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-92- 0.08% |
N/A
|
120K
$8.85M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 5.48% |
N/A
|
1.73K
$128K
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 2.34% |
N/A
|
4.17K
$308K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-115- 1.84% |
N/A
|
6.14K
$454K
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-129- 3.28% |
N/A
|
3.81K
$281K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-132- 0.9% |
N/A
|
14.5K
$1.07M
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-132- 0.77% |
N/A
|
17.1K
$1.26M
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
SELL
|
- |
-134- 3.66% |
N/A
|
3.52K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-137- 1.79% |
N/A
|
7.54K
$557K
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-154- 0.66% |
N/A
|
23.3K
$1.72M
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-159- 0.61% |
N/A
|
26.1K
$1.93M
|