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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11K+ 235.95% |
$706K - $760K
|
15.6K
$426K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
10.6KNew |
$684K - $737K
|
10.6K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
10.6K+ 29.14% |
$682K - $735K
|
46.9K
$1.28M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8.96K+ 9.01% |
$578K - $622K
|
108K
$2.96M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.78KNew |
$566K - $609K
|
8.78K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.42KNew |
$542K - $584K
|
8.42K
$230K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.75K+ 5.16% |
$500K - $538K
|
158K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.02K+ 11.18% |
$453K - $487K
|
69.8K
$1.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 148.92% |
$445K - $479K
|
11.5K
$315K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.89K+ 19.32% |
$444K - $478K
|
42.5K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.61K+ 11.01% |
$426K - $459K
|
66.7K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
6.49K+ 25.08% |
$418K - $450K
|
32.3K
$883K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.48K+ 2.83% |
$417K - $449K
|
235K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.4K+ 7.22% |
$412K - $444K
|
94.9K
$2.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.08K+ 2.13% |
$392K - $422K
|
291K
$7.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.07KNew |
$391K - $421K
|
6.07K
$166K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6K+ 3.91% |
$387K - $416K
|
159K
$4.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.91KNew |
$381K - $410K
|
5.91K
$161K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.86K+ 10.72% |
$378K - $407K
|
60.5K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.82K+ 7.07% |
$375K - $404K
|
88.1K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.64K+ 13.07% |
$363K - $391K
|
48.8K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.61KNew |
$362K - $389K
|
5.61K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.54K+ 242.52% |
$357K - $385K
|
7.83K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.48KNew |
$353K - $381K
|
5.48K
$150K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 6.71% |
$333K - $359K
|
82.2K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.9KNew |
$316K - $340K
|
4.9K
$134K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.8K+ 191.39% |
$309K - $333K
|
7.31K
$200K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.64K+ 1.94% |
$299K - $322K
|
243K
$6.64M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.56K+ 1.61% |
$294K - $317K
|
288K
$7.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.42KNew |
$285K - $306K
|
4.42K
$121K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.87K+ 18.61% |
$249K - $268K
|
24.7K
$673K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
3.85K+ 107.36% |
$248K - $267K
|
7.44K
$203K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.75KNew |
$242K - $260K
|
3.75K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.71K+ 0.42% |
$239K - $258K
|
882K
$24.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.59KNew |
$231K - $249K
|
3.59K
$98K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.47K+ 9.36% |
$223K - $240K
|
40.5K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.45KNew |
$222K - $239K
|
3.45K
$94.1K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.4K+ 13.54% |
$219K - $236K
|
28.5K
$777K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.3K+ 107.21% |
$213K - $229K
|
6.38K
$174K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.2K+ 13.86% |
$206K - $222K
|
26.3K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.17K+ 420.58% |
$204K - $220K
|
3.92K
$107K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.15K+ 11.47% |
$203K - $219K
|
30.6K
$836K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.15K+ 65.23% |
$203K - $219K
|
7.98K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.11K+ 13.47% |
$201K - $216K
|
26.2K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.04K+ 1348.89% |
$196K - $211K
|
3.26K
$89K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.95K+ 5.15% |
$190K - $205K
|
60.1K
$1.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.93K+ 1.66% |
$189K - $203K
|
179K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.91K+ 13.8% |
$188K - $202K
|
24K
$656K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.89K+ 10.91% |
$186K - $200K
|
29.3K
$801K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.75K+ 15.03% |
$177K - $191K
|
21.1K
$575K
|