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 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.6K+ 1.21% |
$168K - $181K
|
217K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.47K+ 3.45% |
$159K - $172K
|
74.2K
$2.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.4K+ 10.47% |
$155K - $166K
|
25.3K
$703K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.24K+ 1.97% |
$144K - $156K
|
116K
$3.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.24K+ 3.96% |
$144K - $155K
|
58.6K
$1.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.09K+ 8.72% |
$134K - $145K
|
26K
$723K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.08K+ 1.92% |
$134K - $144K
|
110K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.04K+ 14.75% |
$131K - $141K
|
15.9K
$441K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.03K+ 2.94% |
$131K - $141K
|
71K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.96K+ 2.3% |
$127K - $136K
|
87.1K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.87K+ 3.24% |
$121K - $130K
|
59.7K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.77K+ 2.99% |
$114K - $123K
|
61K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.71K+ 21.58% |
$110K - $118K
|
9.61K
$267K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.62K+ 3.91% |
$104K - $112K
|
43K
$1.19M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.49K+ 0.79% |
$96K - $103K
|
190K
$5.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.49K+ 2.88% |
$95.9K - $103K
|
53.2K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.45K+ 15.01% |
$93.4K - $101K
|
11.1K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.4K+ 15.57% |
$90.3K - $97.2K
|
10.4K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.36K+ 20.44% |
$87.5K - $94.2K
|
8K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.33K+ 30.11% |
$85.8K - $92.4K
|
5.76K
$160K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.3K+ 0.52% |
$84K - $90.5K
|
251K
$6.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 1.24% |
$78.2K - $84.2K
|
99.2K
$2.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.21K+ 7.17% |
$77.9K - $83.9K
|
18.1K
$502K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 10.0% |
$77.9K - $83.9K
|
13.3K
$370K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.19K+ 23.82% |
$76.7K - $82.6K
|
6.19K
$172K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 5.08% |
$74.1K - $79.7K
|
23.7K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.15K+ 4.39% |
$74.1K - $79.7K
|
27.3K
$759K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.14K+ 6.14% |
$73.5K - $79.1K
|
19.7K
$548K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 15.99% |
$73.2K - $78.8K
|
8.23K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.09K+ 1.66% |
$70.2K - $75.6K
|
66.6K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.06K+ 2.37% |
$68.3K - $73.6K
|
45.8K
$1.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.06K+ 23.99% |
$68.1K - $73.3K
|
5.46K
$152K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
1.05K+ 0.95% |
$67.5K - $72.7K
|
111K
$3.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
1.05K+ 17.46% |
$67.4K - $72.5K
|
7.03K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.04K+ 9.24% |
$66.7K - $71.8K
|
12.2K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 9.01% |
$65.9K - $70.9K
|
12.4K
$344K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.01K+ 22.76% |
$64.8K - $69.8K
|
5.43K
$151K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
974+ 0.94% |
$62.8K - $67.6K
|
104K
$2.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
963+ 11.14% |
$62.1K - $66.8K
|
9.61K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
952+ 15.24% |
$61.4K - $66.1K
|
7.2K
$200K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
916+ 2.42% |
$59K - $63.6K
|
38.8K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
911+ 16.54% |
$58.7K - $63.2K
|
6.42K
$178K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
909+ 18.05% |
$58.6K - $63.1K
|
5.95K
$165K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
905+ 1.59% |
$58.3K - $62.8K
|
57.8K
$1.61M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
904+ 11.51% |
$58.3K - $62.7K
|
8.76K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
894+ 274.23% |
$57.6K - $62K
|
1.22K
$33.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
848+ 10.52% |
$54.7K - $58.8K
|
8.91K
$248K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
848+ 29.17% |
$54.7K - $58.8K
|
3.76K
$104K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
822+ 12.46% |
$53K - $57K
|
7.42K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
822+ 4.68% |
$53K - $57K
|
18.4K
$511K
|