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 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
34.2K+ 10.25% |
$2.02M - $2.37M
|
368K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 3.65% |
$1.93M - $2.26M
|
925K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
30.5K+ 4.89% |
$1.81M - $2.12M
|
655K
$18.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29.7KNew |
$1.76M - $2.06M
|
29.7K
$832K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
25.6K+ 52.96% |
$1.51M - $1.77M
|
73.9K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24.9KNew |
$1.47M - $1.73M
|
24.9K
$698K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
24.5KNew |
$1.45M - $1.69M
|
24.5K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.8K+ 3.19% |
$1.41M - $1.65M
|
770K
$21.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
23.6K+ 20.01% |
$1.39M - $1.63M
|
141K
$3.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23.6K+ 3.24% |
$1.39M - $1.63M
|
751K
$21M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
22.7KNew |
$1.34M - $1.57M
|
22.7K
$637K
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
22.6KNew |
$1.34M - $1.56M
|
22.6K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.5K+ 4.04% |
$1.33M - $1.56M
|
579K
$16.2M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.2KNew |
$1.31M - $1.53M
|
22.2K
$621K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21.6K+ 137.71% |
$1.27M - $1.49M
|
37.2K
$1.04M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
21.4K+ 27.2% |
$1.27M - $1.48M
|
100K
$2.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20KNew |
$1.18M - $1.39M
|
20K
$560K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$1.17M - $1.37M
|
19.8K
$555K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
19.4K+ 2.62% |
$1.14M - $1.34M
|
758K
$21.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
19KNew |
$1.12M - $1.31M
|
19K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.2K+ 7.44% |
$1.08M - $1.26M
|
263K
$7.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17.7K+ 20.72% |
$1.05M - $1.23M
|
103K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 4.27% |
$1.01M - $1.18M
|
416K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
16.2K+ 63.91% |
$957K - $1.12M
|
41.5K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
16.1KNew |
$953K - $1.12M
|
16.1K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1KNew |
$952K - $1.11M
|
16.1K
$451K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16KNew |
$949K - $1.11M
|
16K
$449K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
15.5K+ 230.33% |
$916K - $1.07M
|
22.2K
$622K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14.2K+ 15.84% |
$840K - $984K
|
104K
$2.91M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9K+ 36.5% |
$823K - $963K
|
52K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9K+ 36.5% |
$823K - $963K
|
52K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
13.6KNew |
$806K - $944K
|
13.6K
$382K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13.6K+ 4.64% |
$805K - $942K
|
307K
$8.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.5KNew |
$798K - $935K
|
13.5K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.5KNew |
$796K - $932K
|
13.5K
$377K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13.2K+ 5.42% |
$780K - $914K
|
257K
$7.19M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13.2KNew |
$779K - $913K
|
13.2K
$369K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
13KNew |
$769K - $901K
|
13K
$364K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.9KNew |
$761K - $891K
|
12.9K
$360K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 38.67% |
$748K - $876K
|
45.4K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.6KNew |
$748K - $875K
|
12.6K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
12.5K+ 4.78% |
$739K - $866K
|
274K
$7.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
12.5K+ 23.37% |
$738K - $864K
|
65.9K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 8.69% |
$738K - $864K
|
156K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.1K+ 32.79% |
$717K - $840K
|
49.1K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11.9K+ 10.98% |
$703K - $823K
|
120K
$3.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 52.38% |
$688K - $806K
|
33.8K
$948K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
11.6KNew |
$687K - $805K
|
11.6K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.5KNew |
$678K - $794K
|
11.5K
$321K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
11.4KNew |
$673K - $788K
|
11.4K
$319K
|