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 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.99K- 14.3% |
$192K - $207K
|
17.9K
$501K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-3.02K- 20.62% |
$194K - $209K
|
11.6K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.29K- 5.25% |
$212K - $228K
|
59.3K
$1.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.33K- 4.48% |
$214K - $231K
|
71K
$1.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.34K- 1.85% |
$215K - $231K
|
177K
$4.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.45K- 2.58% |
$222K - $239K
|
130K
$3.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.59K- 12.68% |
$231K - $249K
|
24.7K
$692K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.6K- 30.7% |
$232K - $250K
|
8.13K
$228K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.71K- 2.0% |
$239K - $257K
|
182K
$5.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.79K- 35.61% |
$244K - $263K
|
6.86K
$192K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.06K- 5.82% |
$262K - $282K
|
65.8K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.19K- 8.05% |
$270K - $291K
|
47.8K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.22K- 5.25% |
$272K - $293K
|
76.1K
$2.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.44K- 2.51% |
$286K - $308K
|
172K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.56K- 10.06% |
$294K - $317K
|
40.8K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.09K- 7.46% |
$328K - $353K
|
63.2K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 26.87% |
$343K - $370K
|
14.5K
$406K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-5.51K- 2.01% |
$355K - $382K
|
269K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.9K- 36.37% |
$381K - $410K
|
10.3K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.92K- 11.31% |
$381K - $410K
|
46.4K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6K- 63.83% |
$387K - $416K
|
3.4K
$95.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7K- 16.28% |
$451K - $486K
|
36K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7.04K- 7.05% |
$454K - $489K
|
92.8K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-7.52K- 18.42% |
$484K - $521K
|
33.3K
$932K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.57K- 0.7% |
$488K - $525K
|
1.08M
$30.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-7.72K- 3.28% |
$498K - $536K
|
228K
$6.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-7.94K- 15.74% |
$512K - $551K
|
42.5K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.35K- 1.16% |
$538K - $579K
|
711K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-8.36K- 21.18% |
$539K - $580K
|
31.1K
$871K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-8.53K- 1.98% |
$550K - $592K
|
422K
$11.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-8.66K- 2.82% |
$558K - $601K
|
298K
$8.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.73K- 24.68% |
$563K - $606K
|
26.7K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.04K- 2.85% |
$582K - $627K
|
308K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.77K- 2.14% |
$630K - $678K
|
447K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 3.37% |
$721K - $776K
|
321K
$9M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-13K- 2.09% |
$837K - $901K
|
608K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.3K- 5.43% |
$855K - $921K
|
231K
$6.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-13.6K- 1.21% |
$874K - $941K
|
1.11M
$31M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-13.7K- 12.11% |
$880K - $948K
|
99.2K
$2.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 2.2% |
$914K - $984K
|
631K
$17.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-14.2K- 68.13% |
$915K - $985K
|
6.64K
$186K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.4K- 46.68% |
$931K - $1M
|
16.5K
$462K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 21.37% |
$951K - $1.02M
|
54.3K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-15.2K- 26.86% |
$982K - $1.06M
|
41.5K
$1.16M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15.9KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16.4K- 3.33% |
$1.06M - $1.14M
|
476K
$13.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-17.5K- 27.31% |
$1.13M - $1.22M
|
46.6K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-18.9K- 4.92% |
$1.22M - $1.31M
|
365K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.5K- 17.75% |
$1.26M - $1.36M
|
90.5K
$2.54M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20K- 57.6% |
$1.29M - $1.39M
|
14.7K
$413K
|