Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
848
+ 29.17%
$54.7K - $58.8K
3.76K $103K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
822
+ 4.68%
$53K - $57K
18.4K $502K
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
822
+ 12.46%
$53K - $57K
7.42K $203K
Nov 02, 2023 Q3 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
801
+ 6.44%
$51.6K - $55.6K
13.2K $361K
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
781
+ 3.05%
$50.3K - $54.2K
26.4K $722K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
777
+ 108.22%
$50.1K - $53.9K
1.5K $40.8K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
776
+ 1.27%
$50K - $53.8K
61.8K $1.69M
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
760
+ 3.49%
$49K - $52.7K
22.5K $615K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
751
+ 0.53%
$48.4K - $52.1K
141K $3.86M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
720
+ 5.1%
$46.4K - $50K
14.8K $405K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
672
+ 0.66%
$43.3K - $46.6K
102K $2.79M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
658
+ 241.03%
$42.4K - $45.7K
931 $25.4K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
640
+ 12.42%
$41.2K - $44.4K
5.79K $158K
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
617
+ 7.58%
$39.8K - $42.8K
8.75K $239K
Jan 21, 2025 Q3 2023
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
604
+ 1.42%
$38.9K - $41.9K
43K $1.17M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
558
+ 1.78%
$36K - $38.7K
31.9K $870K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
539
New
$34.7K - $37.4K
539 $14.7K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
536
+ 3.62%
$34.5K - $37.2K
15.4K $419K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
532
+ 1.3%
$34.3K - $36.9K
41.3K $1.13M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
532
+ 6.93%
$34.3K - $36.9K
8.21K $224K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
519
+ 3.57%
$33.4K - $36K
15.1K $411K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
519
New
$33.4K - $36K
519 $14.2K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
511
+ 41.44%
$32.9K - $35.5K
1.74K $47.6K
Oct 25, 2023 Q3 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
489
+ 0.43%
$31.5K - $33.9K
114K $3.12M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
475
+ 3.7%
$30.6K - $33K
13.3K $363K
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
452
+ 14.03%
$29.1K - $31.4K
3.67K $100K
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
443
+ 6.25%
$28.6K - $30.7K
7.53K $206K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
440
+ 0.66%
$28.4K - $30.5K
66.6K $1.82M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
419
+ 11.46%
$27K - $29.1K
4.07K $111K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
393
+ 2.26%
$25.3K - $27.3K
17.8K $486K
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
375
+ 1.09%
$24.2K - $26K
34.8K $949K
Nov 03, 2023 Q3 2023
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
367
+ 4.62%
$23.7K - $25.5K
8.32K $227K
Oct 03, 2023 Q3 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
353
+ 0.64%
$22.8K - $24.5K
55.3K $1.51M
Nov 13, 2023 Q3 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
338
+ 0.86%
$21.8K - $23.5K
39.7K $1.08M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
338
+ 0.46%
$21.8K - $23.5K
73.3K $2M
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

BUY
 -
331
+ 7.79%
$21.3K - $23K
4.58K $125K
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
315
+ 34.02%
$20.3K - $21.9K
1.24K $33.9K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
313
New
$20.2K - $21.7K
313 $8.54K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
292
+ 0.15%
$18.8K - $20.3K
200K $5.46M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
280
New
$18K - $19.4K
280 $7.64K
Nov 01, 2023 Q3 2023
Vanguard Capital Wealth Advisors

BUY
 -
275
+ 7.67%
$17.7K - $19.1K
3.86K $105K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
264
+ 3.38%
$17K - $18.3K
8.07K $220K
Nov 13, 2023 Q3 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
254
+ 1.34%
$16.4K - $17.6K
19.2K $523K
Oct 12, 2023 Q3 2023
Geometric Wealth Advisors

BUY
 -
188
+ 4.96%
$12.1K - $13K
3.98K $109K
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
173
+ 1.41%
$11.1K - $12K
12.4K $339K
Nov 13, 2023 Q3 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
153
+ 0.18%
$9.86K - $10.6K
86.7K $2.37M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
152
New
$9.8K - $10.5K
152 $4.15K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
144
+ 0.54%
$9.28K - $9.99K
26.8K $733K
Nov 15, 2023 Q3 2023
Sja Financial Advisory, LLC

BUY
 -
139
+ 0.44%
$8.96K - $9.65K
31.9K $871K

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