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
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 31.77% |
$385K - $451K
|
14K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-6.53K- 42.35% |
$386K - $452K
|
8.89K
$248K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.95K- 46.42% |
$411K - $481K
|
8.02K
$224K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.98K- 11.19% |
$413K - $484K
|
55.4K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.53K- 6.94% |
$445K - $521K
|
101K
$2.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.62K- 44.77% |
$450K - $527K
|
9.4K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7.66K- 10.2% |
$453K - $530K
|
67.4K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.94K- 14.47% |
$470K - $550K
|
47K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.15K- 13.68% |
$482K - $564K
|
51.4K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-8.3K- 5.83% |
$491K - $575K
|
134K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.46K- 8.75% |
$500K - $586K
|
88.2K
$2.46M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8.85K- 66.66% |
$523K - $613K
|
4.43K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.3K- 72.66% |
$550K - $644K
|
3.5K
$97.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.83K- 3.43% |
$581K - $680K
|
277K
$7.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-10K- 46.6% |
$594K - $695K
|
11.5K
$321K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-10.3K- 5.9% |
$607K - $711K
|
164K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.4K- 2.45% |
$617K - $722K
|
415K
$11.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-10.7K- 31.6% |
$631K - $739K
|
23.1K
$644K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-11.3K- 4.13% |
$668K - $783K
|
263K
$7.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.8K- 28.51% |
$698K - $817K
|
29.6K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-12.6K- 26.5% |
$746K - $874K
|
35K
$976K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-13K- 6.8% |
$767K - $898K
|
178K
$4.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.6K- 19.86% |
$803K - $940K
|
54.8K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-18.8K- 4.17% |
$1.11M - $1.3M
|
432K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.6K- 19.88% |
$1.16M - $1.36M
|
79.1K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.6K- 47.99% |
$1.28M - $1.49M
|
23.4K
$652K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-21.8K- 48.47% |
$1.29M - $1.51M
|
23.2K
$647K
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-22.1K- 6.9% |
$1.31M - $1.53M
|
298K
$8.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.7K- 19.4% |
$1.34M - $1.57M
|
94.1K
$2.62M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-23.3K- 8.77% |
$1.38M - $1.61M
|
242K
$6.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23.3K- 7.79% |
$1.38M - $1.62M
|
276K
$7.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.6K- 45.21% |
$1.81M - $2.12M
|
37.1K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-31.5K- 87.57% |
$1.86M - $2.18M
|
4.47K
$125K
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-39.8K- 51.61% |
$2.36M - $2.76M
|
37.3K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.6K- 19.83% |
$2.46M - $2.88M
|
168K
$4.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45K- 54.41% |
$2.66M - $3.12M
|
37.7K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-48.2K- 18.83% |
$2.85M - $3.34M
|
208K
$5.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-49.8K- 79.88% |
$2.95M - $3.45M
|
12.5K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-68.2K- 7.92% |
$4.03M - $4.72M
|
792K
$22.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-123K- 5.75% |
$7.25M - $8.49M
|
2.01M
$56.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-237K- 21.35% |
$14M - $16.4M
|
872K
$24.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-474K- 37.52% |
$28M - $32.8M
|
790K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-929K- 4.39% |
$54.9M - $64.3M
|
20.2M
$564M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-594M- 100.0% |
$35.1B - $41.1B
|
7.91K
$221K
|