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
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$661K - $774K
|
11.2K
$313K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
11KNew |
$652K - $763K
|
11K
$309K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 38.1% |
$636K - $745K
|
39K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
10.3KNew |
$609K - $713K
|
10.3K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.3KNew |
$608K - $712K
|
10.3K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10.2K+ 52.31% |
$603K - $706K
|
29.7K
$832K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
10.2K+ 73.37% |
$603K - $706K
|
24.1K
$675K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$602K - $705K
|
10.2K
$285K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
9.96KNew |
$589K - $690K
|
9.96K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9.82K+ 1528.97% |
$580K - $680K
|
10.5K
$293K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9.74K+ 23.19% |
$576K - $674K
|
51.7K
$1.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.61K+ 7.74% |
$568K - $666K
|
134K
$3.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.49K+ 4.39% |
$561K - $657K
|
226K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.22KNew |
$545K - $638K
|
9.22K
$258K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9.12K+ 10.36% |
$539K - $631K
|
97.1K
$2.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.85K+ 1.28% |
$523K - $613K
|
703K
$19.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.31KNew |
$492K - $576K
|
8.31K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.92K+ 2.37% |
$468K - $548K
|
342K
$9.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.81K+ 11.35% |
$462K - $540K
|
76.6K
$2.15M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
7.53KNew |
$445K - $521K
|
7.53K
$211K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
7.48KNew |
$443K - $518K
|
7.48K
$210K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
7.24K+ 11.75% |
$428K - $502K
|
68.9K
$1.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.14K+ 12.6% |
$422K - $495K
|
63.8K
$1.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
6.87K+ 12.51% |
$406K - $476K
|
61.8K
$1.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.83K+ 58.56% |
$404K - $473K
|
18.5K
$518K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.66KNew |
$394K - $461K
|
6.66K
$186K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.54K+ 49.41% |
$387K - $453K
|
19.8K
$554K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
6.47KNew |
$382K - $448K
|
6.47K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6.44K+ 30.65% |
$381K - $446K
|
27.5K
$769K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.44K+ 18.79% |
$381K - $446K
|
40.7K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.28KNew |
$372K - $435K
|
6.28K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.17KNew |
$365K - $427K
|
6.17K
$173K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
5.8KNew |
$343K - $402K
|
5.8K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.8K+ 17.04% |
$343K - $402K
|
39.8K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.39KNew |
$319K - $373K
|
5.39K
$151K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5.39K+ 375.09% |
$319K - $373K
|
6.83K
$191K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
5.3K+ 2.24% |
$313K - $367K
|
242K
$6.77M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.22KNew |
$309K - $361K
|
5.22K
$146K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.06K+ 12.9% |
$299K - $350K
|
44.3K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.95KNew |
$292K - $342K
|
4.95K
$139K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.95KNew |
$292K - $342K
|
4.95K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.82K+ 20.7% |
$285K - $334K
|
28.1K
$788K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.7KNew |
$278K - $325K
|
4.7K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.46K+ 30.75% |
$264K - $309K
|
19K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.45KNew |
$263K - $308K
|
4.45K
$125K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.39KNew |
$260K - $304K
|
4.39K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.37KNew |
$258K - $302K
|
4.37K
$122K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.34KNew |
$256K - $300K
|
4.34K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.31KNew |
$255K - $298K
|
4.31K
$121K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.3KNew |
$254K - $298K
|
4.3K
$120K
|