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
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-137- 1.79% |
$8.02K - $9.46K
|
7.54K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-154- 0.66% |
$9.01K - $10.6K
|
23.3K
$651K
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-159- 0.61% |
$9.3K - $11K
|
26.1K
$732K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-174- 0.3% |
$10.2K - $12K
|
58.8K
$1.65M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-185- 25.45% |
$10.8K - $12.8K
|
542
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-193- 5.29% |
$11.3K - $13.3K
|
3.46K
$96.8K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
SELL
|
- |
-195- 1.65% |
$11.4K - $13.5K
|
11.7K
$326K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-203- 1.32% |
$11.9K - $14K
|
15.1K
$424K
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-217- 0.49% |
$12.7K - $15K
|
43.8K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-219- 1.75% |
$12.8K - $15.1K
|
12.3K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-222- 16.47% |
$13K - $15.3K
|
1.13K
$31.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-245- 8.12% |
$14.3K - $16.9K
|
2.77K
$77.6K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-254- 55.95% |
$14.9K - $17.5K
|
200
$5.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-266- 2.3% |
$15.6K - $18.4K
|
11.3K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-288- 0.8% |
$16.9K - $19.9K
|
35.7K
$1M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-309- 20.81% |
$18.1K - $21.3K
|
1.18K
$32.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-315- 0.17% |
$18.4K - $21.7K
|
188K
$5.26M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-319- 2.29% |
$18.7K - $22K
|
13.6K
$381K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-319- 4.7% |
$18.7K - $22K
|
6.47K
$181K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-335- 6.35% |
$19.6K - $23.1K
|
4.94K
$138K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-337- 7.37% |
$19.7K - $23.3K
|
4.24K
$119K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-365- 3.49% |
$21.4K - $25.2K
|
10.1K
$283K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-402- 50.5% |
$23.5K - $27.7K
|
394
$11K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-412- 2.08% |
$24.1K - $28.4K
|
19.4K
$544K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-449- 3.86% |
$26.3K - $31K
|
11.2K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-450- 7.09% |
$26.3K - $31.1K
|
5.9K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-455- 5.23% |
$26.6K - $31.4K
|
8.24K
$231K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-465- 1.34% |
$27.2K - $32.1K
|
34.2K
$957K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-466- 2.36% |
$27.3K - $32.2K
|
19.2K
$539K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-472- 4.79% |
$27.6K - $32.6K
|
9.37K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-476- 0.67% |
$27.9K - $32.9K
|
70.2K
$1.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
SELL
|
- |
-489- 0.42% |
$28.6K - $33.8K
|
117K
$3.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-491- 5.93% |
$28.7K - $33.9K
|
7.79K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-495- 1.03% |
$29K - $34.2K
|
47.5K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-500- 1.41% |
$29.3K - $34.5K
|
35.1K
$983K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-508- 33.2% |
$29.7K - $35.1K
|
1.02K
$28.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-518- 5.68% |
$30.3K - $35.8K
|
8.6K
$241K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-543- 1.97% |
$31.8K - $37.5K
|
27K
$758K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-550- 6.6% |
$32.2K - $38K
|
7.79K
$218K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-556- 6.96% |
$32.5K - $38.4K
|
7.43K
$208K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-564- 4.95% |
$33K - $38.9K
|
10.8K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-576- 4.99% |
$33.7K - $39.8K
|
11K
$307K
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-580- 0.18% |
$33.9K - $40K
|
320K
$8.96M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-627- 14.89% |
$36.7K - $43.3K
|
3.58K
$100K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-634- 83.42% |
$37.1K - $43.8K
|
126
$3.53K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-640- 12.99% |
$37.4K - $44.2K
|
4.29K
$120K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-681- 6.9% |
$39.8K - $47K
|
9.19K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-697- 1.18% |
$40.8K - $48.1K
|
58.3K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-705- 56.99% |
$41.2K - $48.7K
|
532
$14.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-726- 0.3% |
$42.5K - $50.1K
|
244K
$6.83M
|