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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.18K- 28.79% |
$140K - $151K
|
5.38K
$398K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.26K- 9.07% |
$145K - $156K
|
22.6K
$1.68M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.28K- 2.97% |
$147K - $158K
|
74.6K
$5.52M
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.29K- 0.77% |
$147K - $159K
|
297K
$21.9M
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 28.45% |
$148K - $160K
|
5.8K
$429K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.51K- 26.49% |
$161K - $174K
|
6.96K
$515K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.54K- 3.65% |
$163K - $176K
|
66.9K
$4.95M
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.66K- 31.91% |
$171K - $184K
|
5.68K
$420K
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.66K- 2.93% |
$171K - $184K
|
88.1K
$6.52M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.7K- 1.45% |
$174K - $187K
|
183K
$13.6M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.7K- 8.51% |
$174K - $187K
|
29K
$2.15M
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.72K- 3.44% |
$175K - $188K
|
76.3K
$5.64M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.75K- 9.52% |
$177K - $190K
|
26.1K
$1.93M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.92K- 12.63% |
$187K - $202K
|
20.2K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.05K- 1.19% |
$196K - $211K
|
253K
$18.7M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.07K- 48.93% |
$197K - $213K
|
3.2K
$237K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.18K- 7.22% |
$205K - $220K
|
40.9K
$3.03M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.28K- 63.98% |
$211K - $227K
|
1.85K
$137K
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
SELL
|
- |
-3.5K- 4.79% |
$225K - $242K
|
69.5K
$5.14M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.59K- 3.04% |
$231K - $248K
|
114K
$8.45M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.62K- 1.91% |
$232K - $250K
|
186K
$13.7M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.79K- 2.41% |
$244K - $263K
|
154K
$11.4M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.84K- 8.01% |
$247K - $266K
|
44.1K
$3.26M
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.97K- 1.63% |
$255K - $275K
|
240K
$17.8M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.09K- 21.1% |
$263K - $283K
|
15.3K
$1.13M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.15K- 39.71% |
$267K - $287K
|
6.3K
$466K
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.35K- 23.89% |
$280K - $301K
|
13.9K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.53K- 3.29% |
$291K - $314K
|
133K
$9.85M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.94K- 18.96% |
$318K - $342K
|
21.1K
$1.56M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.08K- 18.35% |
$326K - $352K
|
22.6K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.22K- 5.06% |
$335K - $361K
|
97.9K
$7.24M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.27K- 20.38% |
$339K - $365K
|
20.6K
$1.52M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.38K- 47.52% |
$346K - $373K
|
5.94K
$440K
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.81K- 13.81% |
$373K - $402K
|
36.2K
$2.68M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-6.01K- 34.7% |
$387K - $416K
|
11.3K
$837K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.18K- 18.78% |
$397K - $428K
|
26.7K
$1.98M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.24K- 4.94% |
$401K - $432K
|
120K
$8.88M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.37K- 0.88% |
$410K - $441K
|
715K
$52.9M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.47K- 9.26% |
$416K - $448K
|
63.4K
$4.69M
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-6.49K- 61.65% |
$417K - $449K
|
4.04K
$299K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 31.77% |
$419K - $451K
|
14K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-6.53K- 42.35% |
$420K - $452K
|
8.89K
$658K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.95K- 46.42% |
$446K - $481K
|
8.02K
$593K
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.98K- 11.19% |
$449K - $484K
|
55.4K
$4.1M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.53K- 6.94% |
$484K - $521K
|
101K
$7.47M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.62K- 44.77% |
$489K - $527K
|
9.4K
$695K
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7.66K- 10.2% |
$492K - $530K
|
67.4K
$4.99M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.94K- 14.47% |
$511K - $550K
|
47K
$3.47M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.15K- 13.68% |
$523K - $564K
|
51.4K
$3.8M
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-8.3K- 5.83% |
$534K - $575K
|
134K
$9.91M
|