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 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
30.5K+ 4.89% |
$1.96M - $2.12M
|
655K
$48.5M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29.7KNew |
$1.91M - $2.06M
|
29.7K
$2.2M
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
25.6K+ 52.96% |
$1.64M - $1.77M
|
73.9K
$5.47M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24.9KNew |
$1.6M - $1.73M
|
24.9K
$1.84M
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
24.5KNew |
$1.57M - $1.69M
|
24.5K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.8K+ 3.19% |
$1.53M - $1.65M
|
770K
$57M
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
23.6K+ 20.01% |
$1.51M - $1.63M
|
141K
$10.4M
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23.6K+ 3.24% |
$1.51M - $1.63M
|
751K
$55.5M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
22.7KNew |
$1.46M - $1.57M
|
22.7K
$1.68M
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
22.6KNew |
$1.45M - $1.56M
|
22.6K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.5K+ 4.04% |
$1.44M - $1.56M
|
579K
$42.8M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.2KNew |
$1.42M - $1.53M
|
22.2K
$1.64M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21.6K+ 137.71% |
$1.39M - $1.49M
|
37.2K
$2.75M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20KNew |
$1.29M - $1.39M
|
20K
$1.48M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$1.27M - $1.37M
|
19.8K
$1.47M
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
19.4K+ 2.62% |
$1.24M - $1.34M
|
758K
$56.1M
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
19KNew |
$1.22M - $1.31M
|
19K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.2K+ 7.44% |
$1.17M - $1.26M
|
263K
$19.5M
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17.7K+ 20.72% |
$1.14M - $1.23M
|
103K
$7.63M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 4.27% |
$1.09M - $1.18M
|
416K
$30.8M
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
16.2K+ 63.91% |
$1.04M - $1.12M
|
41.5K
$3.07M
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
16.1KNew |
$1.04M - $1.12M
|
16.1K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1KNew |
$1.03M - $1.11M
|
16.1K
$1.19M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16KNew |
$1.03M - $1.11M
|
16K
$1.19M
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
15.5K+ 230.33% |
$995K - $1.07M
|
22.2K
$1.64M
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14.2K+ 15.84% |
$913K - $984K
|
104K
$7.68M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9K+ 36.5% |
$894K - $963K
|
52K
$3.85M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9K+ 36.5% |
$894K - $963K
|
52K
$3.85M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
13.6KNew |
$876K - $944K
|
13.6K
$1.01M
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13.6K+ 4.64% |
$875K - $942K
|
307K
$22.7M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.5KNew |
$868K - $935K
|
13.5K
$998K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.5KNew |
$865K - $932K
|
13.5K
$996K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13.2K+ 5.42% |
$848K - $914K
|
257K
$19M
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13.2KNew |
$847K - $913K
|
13.2K
$975K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
13KNew |
$836K - $901K
|
13K
$962K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.9KNew |
$827K - $891K
|
12.9K
$952K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 38.67% |
$813K - $876K
|
45.4K
$3.35M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.6KNew |
$813K - $875K
|
12.6K
$935K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
12.5K+ 4.78% |
$803K - $866K
|
274K
$20.3M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 8.69% |
$802K - $864K
|
156K
$11.5M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
12.5K+ 23.37% |
$802K - $864K
|
65.9K
$4.87M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.1K+ 32.79% |
$779K - $840K
|
49.1K
$3.63M
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11.9K+ 10.98% |
$764K - $823K
|
120K
$8.88M
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 52.38% |
$748K - $806K
|
33.8K
$2.5M
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
11.6KNew |
$747K - $805K
|
11.6K
$860K
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.5KNew |
$737K - $794K
|
11.5K
$848K
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
11.4KNew |
$731K - $788K
|
11.4K
$842K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$718K - $774K
|
11.2K
$827K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
11KNew |
$708K - $763K
|
11K
$815K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 38.1% |
$692K - $745K
|
39K
$2.89M
|