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 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-62- 1.8% |
$4K - $4.3K
|
3.39K
$94.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-62- 35.03% |
$4K - $4.3K
|
115
$3.22K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-65- 25.29% |
$4.19K - $4.51K
|
192
$5.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-66Closed |
$4.25K - $4.58K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-69- 0.5% |
$4.45K - $4.79K
|
13.8K
$386K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-72- 2.26% |
$4.64K - $5K
|
3.11K
$87.2K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-75- 0.58% |
$4.83K - $5.2K
|
12.9K
$361K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-75- 0.58% |
$4.83K - $5.2K
|
12.9K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-77- 35.65% |
$4.96K - $5.34K
|
139
$3.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-78- 0.82% |
$5.03K - $5.41K
|
9.4K
$263K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-81- 0.56% |
$5.22K - $5.62K
|
14.3K
$400K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-81- 0.81% |
$5.22K - $5.62K
|
9.86K
$276K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-82- 1.6% |
$5.28K - $5.69K
|
5.03K
$141K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-82- 0.12% |
$5.28K - $5.69K
|
67.4K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-91- 0.62% |
$5.86K - $6.31K
|
14.6K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-91- 2.42% |
$5.86K - $6.31K
|
3.67K
$103K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-95- 1.46% |
$6.12K - $6.59K
|
6.39K
$179K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-95- 1.46% |
$6.12K - $6.59K
|
6.39K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-100- 49.75% |
$6.45K - $6.94K
|
101
$2.83K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-108- 0.06% |
$6.96K - $7.49K
|
177K
$4.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-109- 0.52% |
$7.03K - $7.56K
|
21K
$587K
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-110- 2.66% |
$7.09K - $7.63K
|
4.03K
$113K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-113- 0.34% |
$7.28K - $7.84K
|
32.9K
$922K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-116- 3.58% |
$7.48K - $8.05K
|
3.12K
$87.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-119- 2.91% |
$7.67K - $8.26K
|
3.97K
$111K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-132- 0.66% |
$8.51K - $9.16K
|
19.9K
$558K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-140- 1.68% |
$9.02K - $9.71K
|
8.2K
$230K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-141- 2.28% |
$9.09K - $9.78K
|
6.04K
$169K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-148- 1.48% |
$9.54K - $10.3K
|
9.85K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-150- 0.19% |
$9.67K - $10.4K
|
79.8K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-156- 1.37% |
$10.1K - $10.8K
|
11.3K
$315K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-157- 1.51% |
$10.1K - $10.9K
|
10.2K
$287K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-163- 2.1% |
$10.5K - $11.3K
|
7.61K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-166- 0.73% |
$10.7K - $11.5K
|
22.5K
$632K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-169- 3.24% |
$10.9K - $11.7K
|
5.04K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-180- 2.08% |
$11.6K - $12.5K
|
8.46K
$237K
|
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-185- 3.09% |
$11.9K - $12.8K
|
5.81K
$163K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-185- 4.23% |
$11.9K - $12.8K
|
4.19K
$117K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-200- 0.74% |
$12.9K - $13.9K
|
26.8K
$750K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-200- 2.32% |
$12.9K - $13.9K
|
8.43K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-200- 0.74% |
$12.9K - $13.9K
|
26.8K
$750K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-204- 1.16% |
$13.1K - $14.2K
|
17.3K
$485K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-216- 15.44% |
$13.9K - $15K
|
1.18K
$33.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-224- 0.59% |
$14.4K - $15.5K
|
38K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-224- 1.68% |
$14.4K - $15.5K
|
13.1K
$368K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-227- 1.2% |
$14.6K - $15.8K
|
18.7K
$525K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-232- 2.17% |
$15K - $16.1K
|
10.5K
$293K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-235- 2.32% |
$15.1K - $16.3K
|
9.91K
$278K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-236- 6.52% |
$15.2K - $16.4K
|
3.38K
$94.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-242- 0.83% |
$15.6K - $16.8K
|
28.9K
$809K
|