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 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-750- 15.01% |
$43.9K - $51.8K
|
4.25K
$118K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-762- 34.65% |
$44.6K - $52.6K
|
1.44K
$39.9K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-770- 2.34% |
$45.1K - $53.1K
|
32.1K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-784- 14.72% |
$45.9K - $54.1K
|
4.54K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-819- 1.07% |
$47.9K - $56.5K
|
75.8K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-840- 22.25% |
$49.1K - $58K
|
2.94K
$81.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-855- 4.44% |
$50K - $59K
|
18.4K
$512K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-860- 0.73% |
$50.3K - $59.4K
|
117K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-916- 58.42% |
$53.6K - $63.2K
|
652
$18.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-936- 6.04% |
$54.8K - $64.6K
|
14.5K
$404K
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-984- 2.02% |
$57.6K - $67.9K
|
47.8K
$1.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-989- 15.47% |
$57.9K - $68.3K
|
5.4K
$150K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-1.01K- 8.41% |
$58.8K - $69.4K
|
10.9K
$304K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 1.03% |
$59.9K - $70.7K
|
98.3K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 0.32% |
$61.4K - $72.5K
|
323K
$8.98M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.16K- 12.83% |
$67.9K - $80.1K
|
7.89K
$219K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 93.28% |
$69K - $81.4K
|
85
$2.36K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.19K- 5.62% |
$69.3K - $81.8K
|
19.9K
$553K
|
|
|
Oct 27, 2022
Q3 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.22K- 19.29% |
$71.4K - $84.2K
|
5.1K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 9.21% |
$75.8K - $89.4K
|
12.8K
$355K
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.32K- 0.39% |
$77.2K - $91.1K
|
334K
$9.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 8.21% |
$78.3K - $92.3K
|
15K
$416K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.4K- 64.8% |
$81.9K - $96.6K
|
760
$21.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.43K- 10.1% |
$83.4K - $98.4K
|
12.7K
$353K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.52K- 2.12% |
$88.8K - $105K
|
69.9K
$1.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.52K- 0.8% |
$89.1K - $105K
|
189K
$5.27M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.52K- 97.56% |
$89.1K - $105K
|
38
$1.06K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 76.66% |
$91.5K - $108K
|
476
$13.2K
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.72K- 3.89% |
$101K - $119K
|
42.5K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.76K- 2.46% |
$103K - $121K
|
69.6K
$1.94M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.77K- 1.72% |
$104K - $122K
|
101K
$2.81M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.9K- 17.86% |
$111K - $131K
|
8.72K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.91K- 5.48% |
$111K - $131K
|
32.9K
$914K
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-1.98K- 1.85% |
$116K - $136K
|
105K
$2.91M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-2.17K- 2.21% |
$127K - $150K
|
95.8K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.19K- 2.22% |
$128K - $151K
|
96.7K
$2.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.21K- 12.84% |
$129K - $152K
|
15K
$417K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.26K- 2.09% |
$132K - $156K
|
106K
$2.95M
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.26K- 20.15% |
$132K - $156K
|
8.96K
$249K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.39K- 4.74% |
$140K - $165K
|
48K
$1.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.41K- 3.25% |
$141K - $166K
|
71.7K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.47K- 1.92% |
$144K - $170K
|
126K
$3.51M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.47K- 26.61% |
$145K - $171K
|
6.82K
$190K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-2.54K- 2.18% |
$149K - $176K
|
114K
$3.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.61K- 21.43% |
$152K - $180K
|
9.55K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.63K- 17.65% |
$154K - $182K
|
12.3K
$341K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.66K- 33.57% |
$156K - $184K
|
5.27K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.8K- 39.36% |
$164K - $193K
|
4.31K
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.85K- 12.69% |
$167K - $196K
|
19.6K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.93K- 2.63% |
$171K - $202K
|
109K
$3.02M
|