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
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-918- 7.12% |
$59.2K - $63.7K
|
12K
$327K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-932- 8.92% |
$60.1K - $64.7K
|
9.52K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-937- 5.15% |
$60.4K - $65K
|
17.3K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-956- 5.28% |
$61.6K - $66.3K
|
17.2K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-978- 14.89% |
$63K - $67.9K
|
5.59K
$153K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-993- 2.19% |
$64K - $68.9K
|
44.4K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 0.97% |
$65.1K - $70.1K
|
103K
$2.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.03K- 2.74% |
$66.4K - $71.5K
|
36.6K
$998K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.06K- 3.66% |
$68K - $73.2K
|
27.8K
$759K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.07K- 60.41% |
$68.8K - $74.1K
|
700
$19.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.07K- 11.1% |
$69.2K - $74.5K
|
8.61K
$235K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.16K- 0.99% |
$74.9K - $80.6K
|
116K
$3.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.18K- 0.75% |
$75.9K - $81.7K
|
157K
$4.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.26K- 21.16% |
$81.1K - $87.3K
|
4.69K
$128K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.26K- 2.06% |
$81.3K - $87.5K
|
59.9K
$1.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.29K- 10.82% |
$83.1K - $89.4K
|
10.6K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.3K- 24.96% |
$84K - $90.5K
|
3.92K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.31K- 2.21% |
$84.4K - $90.9K
|
57.9K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.35K- 28.89% |
$86.8K - $93.5K
|
3.32K
$90.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.36K- 5.75% |
$87.5K - $94.2K
|
22.3K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 6.35% |
$88.1K - $94.9K
|
20.2K
$550K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 6.35% |
$88.1K - $94.9K
|
20.2K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.4K- 14.85% |
$90.3K - $97.2K
|
8.04K
$219K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.41K- 19.07% |
$91.1K - $98.1K
|
6K
$164K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.49K- 8.71% |
$96K - $103K
|
15.6K
$426K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.57K- 6.41% |
$101K - $109K
|
22.9K
$627K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.59K- 36.38% |
$102K - $110K
|
2.77K
$75.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.63K- 4.44% |
$105K - $113K
|
35.1K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.63K- 0.62% |
$105K - $113K
|
261K
$7.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.7K- 13.98% |
$109K - $118K
|
10.4K
$285K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 3.16% |
$109K - $118K
|
52K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.74K- 5.87% |
$112K - $121K
|
27.9K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.77K- 3.03% |
$114K - $123K
|
56.7K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 1.95% |
$120K - $129K
|
93.4K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.92K- 4.33% |
$124K - $133K
|
42.4K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.93K- 3.45% |
$124K - $134K
|
54K
$1.47M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.95K- 48.08% |
$125K - $135K
|
2.1K
$57.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.95K- 5.51% |
$126K - $135K
|
33.4K
$913K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.95K- 13.07% |
$126K - $135K
|
13K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.07K- 2.45% |
$133K - $144K
|
82.4K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.17K- 3.57% |
$140K - $151K
|
58.8K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.31K- 2.54% |
$149K - $160K
|
88.5K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.32K- 2.55% |
$150K - $161K
|
88.5K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.33K- 34.58% |
$150K - $162K
|
4.41K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.37K- 3.68% |
$153K - $164K
|
62K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.38K- 20.67% |
$153K - $165K
|
9.13K
$249K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.5K- 38.56% |
$161K - $173K
|
3.98K
$109K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.5K- 18.01% |
$161K - $174K
|
11.4K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.55K- 27.92% |
$164K - $177K
|
6.59K
$180K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.59K- 18.87% |
$167K - $180K
|
11.1K
$304K
|