Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
594M+ 129531.89% |
$35.1B - $41.1B
|
594M
$16.6B
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
799K+ 11.15% |
$47.2M - $55.3M
|
7.96M
$223M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
670K+ 363.03% |
$39.6M - $46.4M
|
854K
$23.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
607K+ 8.64% |
$35.9M - $42M
|
7.63M
$214M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
520K+ 6575.61% |
$30.8M - $36M
|
528K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
471K+ 7908.91% |
$27.8M - $32.6M
|
477K
$13.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
435K+ 40.1% |
$25.7M - $30.1M
|
1.52M
$42.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
354KNew |
$20.9M - $24.5M
|
354K
$9.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
309K+ 2436.87% |
$18.3M - $21.4M
|
322K
$9.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
273K+ 21.6% |
$16.1M - $18.9M
|
1.54M
$43M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
247K+ 3743.94% |
$14.6M - $17.1M
|
254K
$7.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
234K+ 160.17% |
$13.8M - $16.2M
|
380K
$10.6M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
196K+ 88.5% |
$11.6M - $13.6M
|
417K
$11.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
193K+ 39.43% |
$11.4M - $13.4M
|
684K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
187K+ 4.95% |
$11.1M - $13M
|
3.97M
$111M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
183K+ 3.54% |
$10.8M - $12.7M
|
5.35M
$150M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
179KNew |
$10.6M - $12.4M
|
179K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
177K+ 1615.7% |
$10.5M - $12.3M
|
188K
$5.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
175K+ 71.05% |
$10.4M - $12.1M
|
422K
$11.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
172KNew |
$10.2M - $11.9M
|
172K
$4.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 12.14% |
$9.43M - $11M
|
1.47M
$41.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
159K+ 107.63% |
$9.38M - $11M
|
306K
$8.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
149K+ 6.54% |
$8.8M - $10.3M
|
2.43M
$67.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
148K+ 58.19% |
$8.78M - $10.3M
|
403K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 5.13% |
$8.36M - $9.79M
|
2.9M
$81.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
132K+ 13.14% |
$7.79M - $9.13M
|
1.13M
$31.8M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
129KNew |
$7.63M - $8.93M
|
129K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
117KNew |
$6.94M - $8.13M
|
117K
$3.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
117K+ 92.71% |
$6.92M - $8.1M
|
243K
$6.81M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
96.9K+ 114.8% |
$5.73M - $6.71M
|
181K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.7KNew |
$5.19M - $6.07M
|
87.7K
$2.46M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
78.6KNew |
$4.65M - $5.44M
|
78.6K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
69.6K+ 71.1% |
$4.11M - $4.82M
|
167K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.6K+ 50.66% |
$3.88M - $4.54M
|
195K
$5.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
63.9KNew |
$3.78M - $4.43M
|
63.9K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
61.2KNew |
$3.62M - $4.24M
|
61.2K
$1.72M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
58.2KNew |
$3.44M - $4.03M
|
58.2K
$1.63M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
57.2KNew |
$3.38M - $3.96M
|
57.2K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
50.5KNew |
$2.98M - $3.49M
|
50.5K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.6K+ 27.73% |
$2.87M - $3.36M
|
224K
$6.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
47.7K+ 129.72% |
$2.82M - $3.3M
|
84.5K
$2.37M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46.7K+ 739.3% |
$2.76M - $3.24M
|
53.1K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
45.8K+ 930.37% |
$2.71M - $3.17M
|
50.7K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
43.7KNew |
$2.59M - $3.03M
|
43.7K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
43.6K+ 30.7% |
$2.58M - $3.02M
|
186K
$5.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
43.2K+ 29.96% |
$2.55M - $2.99M
|
187K
$5.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
41.8KNew |
$2.47M - $2.9M
|
41.8K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.5K+ 119.55% |
$2.45M - $2.87M
|
76.2K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.8K+ 125.21% |
$2.35M - $2.75M
|
71.5K
$2M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
34.4KNew |
$2.03M - $2.38M
|
34.4K
$962K
|