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 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
112New |
$6.62K - $7.75K
|
112
$3.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
109+ 0.16% |
$6.45K - $7.55K
|
70.3K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
102+ 0.21% |
$6.03K - $7.06K
|
48.9K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100New |
$5.91K - $6.92K
|
100
$2.81K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
99+ 1.74% |
$5.85K - $6.85K
|
5.77K
$162K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
89+ 86.41% |
$5.26K - $6.16K
|
192
$5.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
87+ 1.72% |
$5.14K - $6.02K
|
5.16K
$145K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
84+ 2.08% |
$4.97K - $5.82K
|
4.12K
$116K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
83+ 0.47% |
$4.91K - $5.75K
|
17.6K
$495K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
75+ 0.26% |
$4.43K - $5.19K
|
29.3K
$824K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
70New |
$4.14K - $4.85K
|
70
$1.97K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$4.08K - $4.78K
|
69
$1.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
66New |
$3.9K - $4.57K
|
66
$1.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
64+ 0.49% |
$3.78K - $4.43K
|
13K
$366K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
52+ 1.05% |
$3.07K - $3.6K
|
4.99K
$140K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
47New |
$2.78K - $3.25K
|
47
$1.32K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
45+ 0.68% |
$2.66K - $3.12K
|
6.67K
$187K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
45+ 0.05% |
$2.66K - $3.12K
|
91.7K
$2.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
45+ 5.92% |
$2.66K - $3.12K
|
805
$22.6K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
44New |
$2.6K - $3.05K
|
44
$1.24K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
38+ 0.7% |
$2.25K - $2.63K
|
5.5K
$155K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.1% |
$2.01K - $2.35K
|
34.2K
$961K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
34+ 0.12% |
$2.01K - $2.35K
|
28.5K
$802K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.77K - $2.08K
|
30
$843
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.77K - $2.08K
|
30
$843
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
30+ 10.75% |
$1.77K - $2.08K
|
309
$8.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 0.65% |
$1.71K - $2.01K
|
4.51K
$127K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 0.67% |
$1.71K - $2.01K
|
4.35K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24+ 0.33% |
$1.42K - $1.66K
|
7.36K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 3.25% |
$1.36K - $1.59K
|
731
$20.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$1.18K - $1.38K
|
20
$562
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
16+ 3.63% |
$946 - $1.11K
|
457
$12.8K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
11+ 0.12% |
$650 - $762
|
9.16K
$257K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9+ 0.17% |
$532 - $623
|
5.22K
$147K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.18% |
$473 - $554
|
4.44K
$125K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 0.74% |
$473 - $554
|
1.09K
$30.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.19% |
$414 - $485
|
3.77K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.69% |
$355 - $415
|
881
$24.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.71% |
$296 - $346
|
710
$20K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$237 - $277
|
5
$141
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$118 - $138
|
116K
$3.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.78% |
$118 - $138
|
260
$7.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$118 - $138
|
4.68K
$132K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.45% |
$118 - $138
|
450
$12.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 0.56% |
$59.1 - $69.2
|
179
$5.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.58% |
$59.1 - $69.2
|
173
$4.86K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$59.1 - $69.2
|
4.04K
$114K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$59.1 - $69.2
|
5.35K
$150K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.64% |
$59.1 - $69.2
|
62
$1.74K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 100.0% |
$59.1 - $69.2
|
2
$56.2
|