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 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
10.3KNew |
$662K - $713K
|
10.3K
$762K
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.3KNew |
$661K - $712K
|
10.3K
$761K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10.2K+ 52.31% |
$655K - $706K
|
29.7K
$2.2M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
10.2K+ 73.37% |
$655K - $706K
|
24.1K
$1.78M
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$654K - $705K
|
10.2K
$753K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
9.96KNew |
$640K - $690K
|
9.96K
$737K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9.82K+ 1528.97% |
$631K - $680K
|
10.5K
$773K
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9.74K+ 23.19% |
$626K - $674K
|
51.7K
$3.83M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.61K+ 7.74% |
$618K - $666K
|
134K
$9.9M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.49K+ 4.39% |
$610K - $657K
|
226K
$16.7M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.22KNew |
$593K - $638K
|
9.22K
$682K
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9.12K+ 10.36% |
$586K - $631K
|
97.1K
$7.18M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.85K+ 1.28% |
$569K - $613K
|
703K
$52M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.31KNew |
$534K - $576K
|
8.31K
$615K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.92K+ 2.37% |
$509K - $548K
|
342K
$25.3M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.81K+ 11.35% |
$502K - $540K
|
76.6K
$5.67M
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
7.53KNew |
$484K - $521K
|
7.53K
$557K
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
7.48KNew |
$481K - $518K
|
7.48K
$554K
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
7.24K+ 11.75% |
$466K - $502K
|
68.9K
$5.09M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.14K+ 12.6% |
$459K - $495K
|
63.8K
$4.72M
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
6.87K+ 12.51% |
$442K - $476K
|
61.8K
$4.57M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.83K+ 58.56% |
$439K - $473K
|
18.5K
$1.37M
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.66KNew |
$428K - $461K
|
6.66K
$492K
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.54K+ 49.41% |
$421K - $453K
|
19.8K
$1.46M
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
6.47KNew |
$416K - $448K
|
6.47K
$478K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6.44K+ 30.65% |
$414K - $446K
|
27.5K
$2.03M
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.44K+ 18.79% |
$414K - $446K
|
40.7K
$3.01M
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.28KNew |
$404K - $435K
|
6.28K
$465K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.17KNew |
$397K - $427K
|
6.17K
$456K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
5.8KNew |
$373K - $402K
|
5.8K
$429K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.8K+ 17.04% |
$373K - $402K
|
39.8K
$2.95M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.39KNew |
$347K - $373K
|
5.39K
$399K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5.39K+ 375.09% |
$346K - $373K
|
6.83K
$505K
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
5.3K+ 2.24% |
$341K - $367K
|
242K
$17.9M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.22KNew |
$335K - $361K
|
5.22K
$386K
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.06K+ 12.9% |
$325K - $350K
|
44.3K
$3.28M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.95KNew |
$318K - $342K
|
4.95K
$366K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.95KNew |
$318K - $342K
|
4.95K
$366K
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.82K+ 20.7% |
$310K - $334K
|
28.1K
$2.08M
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.7KNew |
$302K - $325K
|
4.7K
$347K
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.46K+ 30.75% |
$287K - $309K
|
19K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.45KNew |
$286K - $308K
|
4.45K
$329K
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.39KNew |
$282K - $304K
|
4.39K
$325K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.37KNew |
$281K - $302K
|
4.37K
$323K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.34KNew |
$279K - $300K
|
4.34K
$321K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.31KNew |
$277K - $298K
|
4.31K
$319K
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.3KNew |
$276K - $298K
|
4.3K
$318K
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.18KNew |
$268K - $289K
|
4.18K
$309K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.07KNew |
$262K - $282K
|
4.07K
$301K
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.04KNew |
$259K - $280K
|
4.04K
$299K
|