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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-862- 9.88% |
$55.4K - $59.7K
|
7.87K
$582K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-877- 17.74% |
$56.4K - $60.7K
|
4.07K
$301K
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-885- 2.78% |
$56.9K - $61.3K
|
30.9K
$2.29M
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-913- 0.47% |
$58.7K - $63.2K
|
195K
$14.4M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-913- 4.66% |
$58.7K - $63.2K
|
18.7K
$1.38M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-982- 0.36% |
$63.1K - $68K
|
275K
$20.3M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-988- 9.86% |
$63.5K - $68.4K
|
9.03K
$668K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1K- 1.02% |
$64.4K - $69.4K
|
97.3K
$7.2M
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-1K- 0.84% |
$64.5K - $69.5K
|
119K
$8.77M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.01K- 2.51% |
$64.7K - $69.7K
|
39K
$2.89M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.02K- 4.39% |
$65.6K - $70.7K
|
22.2K
$1.64M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.48% |
$68.4K - $73.7K
|
70.7K
$5.23M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.08K- 1.16% |
$69.3K - $74.7K
|
91.6K
$6.77M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.08K- 2.81% |
$69.6K - $75K
|
37.4K
$2.77M
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.1K- 1.54% |
$70.7K - $76.2K
|
70.2K
$5.2M
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.1K- 12.0% |
$70.9K - $76.4K
|
8.09K
$598K
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 6.0% |
$71K - $76.5K
|
17.3K
$1.28M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 2.98% |
$71.7K - $77.2K
|
36.3K
$2.68M
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.12K- 4.16% |
$72.2K - $77.8K
|
25.9K
$1.92M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.14K- 1.13% |
$73.5K - $79.2K
|
99.8K
$7.38M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 65.31% |
$75.5K - $81.4K
|
624
$46.2K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.2K- 12.04% |
$77.1K - $83.1K
|
8.77K
$649K
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.22K- 2.02% |
$78.2K - $84.3K
|
59.1K
$4.37M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.24K- 42.13% |
$79.5K - $85.6K
|
1.7K
$126K
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.24K- 1.98% |
$79.6K - $85.7K
|
61.3K
$4.53M
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-1.32K- 1.26% |
$84.7K - $91.3K
|
104K
$7.66M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.36K- 2.4% |
$87.6K - $94.4K
|
55.4K
$4.09M
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.4K- 13.82% |
$89.7K - $96.6K
|
8.7K
$643K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.43K- 1.34% |
$91.6K - $98.7K
|
105K
$7.74M
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.44K- 17.42% |
$92.3K - $99.4K
|
6.81K
$504K
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.5K- 1.31% |
$96.1K - $104K
|
113K
$8.36M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.51K- 22.45% |
$96.8K - $104K
|
5.2K
$385K
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.51K- 21.1% |
$96.9K - $104K
|
5.64K
$417K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.52K- 27.19% |
$97.4K - $105K
|
4.06K
$300K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.52K- 9.23% |
$97.4K - $105K
|
14.9K
$1.1M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.53K- 8.15% |
$98.2K - $106K
|
17.2K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.53K- 4.31% |
$98.4K - $106K
|
34K
$2.52M
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-1.54K- 5.9% |
$99K - $107K
|
24.6K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.54K- 10.68% |
$99.2K - $107K
|
12.9K
$955K
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.55K- 4.84% |
$99.8K - $108K
|
30.6K
$2.26M
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.58K- 5.45% |
$101K - $109K
|
27.4K
$2.03M
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.58K- 3.01% |
$102K - $109K
|
50.9K
$3.77M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.66K- 3.17% |
$107K - $115K
|
50.7K
$3.75M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.79K- 23.74% |
$115K - $124K
|
5.75K
$425K
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.81K- 2.24% |
$116K - $125K
|
78.8K
$5.83M
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-1.84K- 52.09% |
$118K - $127K
|
1.69K
$125K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.84K- 12.61% |
$118K - $127K
|
12.7K
$940K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.91K- 2.67% |
$123K - $133K
|
69.7K
$5.16M
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-2.07K- 1.26% |
$133K - $144K
|
162K
$12M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.14K- 27.11% |
$137K - $148K
|
5.75K
$425K
|