Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2M+ 50.03% |
$129M - $139M
|
5.99M
$167M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17M+ 20.32% |
$75.1M - $80.9M
|
6.9M
$192M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
653K+ 7.09% |
$42.1M - $45.3M
|
9.86M
$274M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
445K+ 5.31% |
$28.7M - $30.9M
|
8.82M
$245M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
286K+ 8.1% |
$18.5M - $19.9M
|
3.82M
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
180K+ 1647.73% |
$11.6M - $12.5M
|
191K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
177K+ 6282.58% |
$11.4M - $12.3M
|
180K
$5.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
171KNew |
$11M - $11.9M
|
171K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
145K+ 1007.35% |
$9.32M - $10M
|
159K
$4.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
144KNew |
$9.3M - $10M
|
144K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
112KNew |
$7.23M - $7.79M
|
112K
$3.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
76K+ 25.96% |
$4.9M - $5.28M
|
369K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.4K+ 3.13% |
$4.73M - $5.09M
|
2.42M
$67.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.4K+ 21.16% |
$3.44M - $3.7M
|
306K
$8.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
51.6K+ 55.2% |
$3.32M - $3.58M
|
145K
$4.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
46.3K+ 1226.06% |
$2.98M - $3.21M
|
50.1K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
44.6K+ 14.25% |
$2.87M - $3.09M
|
357K
$9.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43.9K+ 63.19% |
$2.83M - $3.05M
|
113K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
43K+ 49.93% |
$2.77M - $2.98M
|
129K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
39.2K+ 20.11% |
$2.53M - $2.72M
|
234K
$6.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
35.4K+ 4.32% |
$2.28M - $2.46M
|
856K
$23.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34.6K+ 5.3% |
$2.23M - $2.4M
|
687K
$19.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.3K+ 0.81% |
$2.21M - $2.38M
|
4.28M
$119M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
32K+ 59.37% |
$2.06M - $2.22M
|
85.8K
$2.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
31K+ 129.17% |
$2M - $2.15M
|
55K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.9K+ 316.07% |
$1.99M - $2.14M
|
40.6K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.8K+ 3.64% |
$1.99M - $2.14M
|
877K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.8KNew |
$1.85M - $2M
|
28.8K
$800K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
27.6KNew |
$1.78M - $1.91M
|
27.6K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.8K+ 7.4% |
$1.73M - $1.86M
|
389K
$10.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 9.1% |
$1.7M - $1.84M
|
317K
$8.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.7KNew |
$1.53M - $1.64M
|
23.7K
$658K
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
23.4K+ 3.02% |
$1.51M - $1.62M
|
799K
$22.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
23.2K+ 5.4% |
$1.49M - $1.61M
|
452K
$12.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.2K+ 50.6% |
$1.3M - $1.4M
|
60.1K
$1.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.6K+ 129.5% |
$1.26M - $1.36M
|
34.8K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 73.78% |
$1.26M - $1.36M
|
46.1K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.2K+ 19.16% |
$1.18M - $1.27M
|
113K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 184.64% |
$1.16M - $1.25M
|
27.8K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.3K+ 13.2% |
$1.05M - $1.13M
|
140K
$3.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 11.44% |
$1.04M - $1.12M
|
158K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.6K+ 102.34% |
$939K - $1.01M
|
28.8K
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.1K+ 31.59% |
$907K - $977K
|
58.6K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
13.6K+ 10.59% |
$878K - $945K
|
142K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.2K+ 237.07% |
$849K - $914K
|
18.7K
$521K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.7K+ 105.19% |
$820K - $883K
|
24.8K
$690K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.4K+ 14.83% |
$800K - $862K
|
96.1K
$2.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
12.3K+ 0.99% |
$791K - $852K
|
1.25M
$34.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
11.1K+ 3.51% |
$715K - $770K
|
328K
$9.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 16.13% |
$708K - $763K
|
79.1K
$2.2M
|