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 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
108New |
$6.96K - $7.49K
|
108
$3K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
98+ 0.76% |
$6.32K - $6.8K
|
13K
$361K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
88+ 0.24% |
$5.67K - $6.11K
|
36.5K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
87+ 0.21% |
$5.61K - $6.04K
|
42K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
87+ 87.0% |
$5.61K - $6.04K
|
187
$5.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
85+ 0.73% |
$5.48K - $5.9K
|
11.7K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
85+ 1.29% |
$5.48K - $5.9K
|
6.66K
$185K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
79+ 0.19% |
$5.09K - $5.48K
|
41.4K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
75+ 0.66% |
$4.83K - $5.2K
|
11.4K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
71+ 0.24% |
$4.58K - $4.93K
|
29.5K
$821K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
69+ 1.08% |
$4.45K - $4.79K
|
6.45K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
65+ 0.48% |
$4.19K - $4.51K
|
13.6K
$377K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
61+ 0.6% |
$3.93K - $4.23K
|
10.3K
$286K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
58+ 0.62% |
$3.74K - $4.02K
|
9.46K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
58+ 0.12% |
$3.74K - $4.02K
|
46.8K
$1.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 0.88% |
$3.74K - $4.02K
|
6.68K
$186K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
56+ 0.64% |
$3.61K - $3.89K
|
8.86K
$246K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52New |
$3.35K - $3.61K
|
52
$1.45K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
52+ 0.23% |
$3.35K - $3.61K
|
22.3K
$620K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52New |
$3.35K - $3.61K
|
52
$1.45K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
52+ 0.6% |
$3.35K - $3.61K
|
8.75K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 0.65% |
$3.29K - $3.54K
|
7.9K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$3.22K - $3.47K
|
50
$1.39K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
48+ 1.09% |
$3.09K - $3.33K
|
4.45K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
42+ 0.27% |
$2.71K - $2.91K
|
15.6K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40+ 66.67% |
$2.58K - $2.78K
|
100
$2.78K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
38+ 0.13% |
$2.45K - $2.64K
|
29.9K
$832K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
38+ 1.01% |
$2.45K - $2.64K
|
3.81K
$106K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
33+ 0.12% |
$2.13K - $2.29K
|
28.2K
$783K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
31+ 0.17% |
$2K - $2.15K
|
17.9K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
31+ 0.55% |
$2K - $2.15K
|
5.62K
$156K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25+ 25.0% |
$1.61K - $1.73K
|
125
$3.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25+ 500.0% |
$1.61K - $1.73K
|
30
$834
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24+ 0.37% |
$1.55K - $1.67K
|
6.57K
$183K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
23+ 0.67% |
$1.48K - $1.6K
|
3.44K
$95.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.22% |
$1.42K - $1.53K
|
10.2K
$284K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 0.22% |
$1.42K - $1.53K
|
9.88K
$275K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21+ 0.12% |
$1.35K - $1.46K
|
17.2K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20New |
$1.29K - $1.39K
|
20
$556
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19+ 0.43% |
$1.22K - $1.32K
|
4.47K
$124K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
17+ 0.24% |
$1.1K - $1.18K
|
7K
$195K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 0.36% |
$967 - $1.04K
|
4.16K
$116K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
14+ 0.03% |
$902 - $971
|
44.7K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.67% |
$838 - $902
|
1.94K
$54K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 0.64% |
$645 - $694
|
1.57K
$43.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.64% |
$580 - $625
|
1.42K
$39.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9+ 0.11% |
$580 - $625
|
8.12K
$226K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9+ 4.81% |
$580 - $625
|
196
$5.45K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.5% |
$387 - $416
|
1.21K
$33.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.56% |
$322 - $347
|
895
$24.9K
|