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 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100New |
$6.43K - $6.92K
|
100
$7.4K
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
99+ 1.74% |
$6.36K - $6.85K
|
5.77K
$427K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
89+ 86.41% |
$5.72K - $6.16K
|
192
$14.2K
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
87+ 1.72% |
$5.59K - $6.02K
|
5.16K
$381K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
84+ 2.08% |
$5.4K - $5.82K
|
4.12K
$304K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
83+ 0.47% |
$5.33K - $5.75K
|
17.6K
$1.3M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
75+ 0.26% |
$4.82K - $5.19K
|
29.3K
$2.17M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
70New |
$4.5K - $4.85K
|
70
$5.18K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$4.43K - $4.78K
|
69
$5.1K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
66New |
$4.24K - $4.57K
|
66
$4.88K
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
64+ 0.49% |
$4.11K - $4.43K
|
13K
$962K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
52+ 1.05% |
$3.34K - $3.6K
|
4.99K
$369K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
47New |
$3.02K - $3.25K
|
47
$3.48K
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
45+ 5.92% |
$2.89K - $3.12K
|
805
$59.5K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
45+ 0.68% |
$2.89K - $3.12K
|
6.67K
$493K
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
45+ 0.05% |
$2.89K - $3.12K
|
91.7K
$6.78M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
44New |
$2.83K - $3.05K
|
44
$3.25K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
38+ 0.7% |
$2.44K - $2.63K
|
5.5K
$407K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.1% |
$2.19K - $2.35K
|
34.2K
$2.53M
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
34+ 0.12% |
$2.19K - $2.35K
|
28.5K
$2.11M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.93K - $2.08K
|
30
$2.22K
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
30+ 10.75% |
$1.93K - $2.08K
|
309
$22.9K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.93K - $2.08K
|
30
$2.22K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 0.65% |
$1.86K - $2.01K
|
4.51K
$334K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 0.67% |
$1.86K - $2.01K
|
4.35K
$322K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24+ 0.33% |
$1.54K - $1.66K
|
7.36K
$544K
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 3.25% |
$1.48K - $1.59K
|
731
$54.1K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$1.29K - $1.38K
|
20
$1.48K
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
16+ 3.63% |
$1.03K - $1.11K
|
457
$33.8K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
11+ 0.12% |
$707 - $762
|
9.16K
$677K
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9+ 0.17% |
$578 - $623
|
5.22K
$386K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 0.74% |
$514 - $554
|
1.09K
$80.6K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.18% |
$514 - $554
|
4.44K
$328K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.19% |
$450 - $485
|
3.77K
$279K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.69% |
$386 - $415
|
881
$65.2K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.71% |
$321 - $346
|
710
$52.5K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$257 - $277
|
5
$370
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$129 - $138
|
4.68K
$346K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.45% |
$129 - $138
|
450
$33.3K
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$129 - $138
|
116K
$8.59M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.78% |
$129 - $138
|
260
$19.2K
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.02% |
$64.3 - $69.2
|
4.04K
$299K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.58% |
$64.3 - $69.2
|
173
$12.8K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.64% |
$64.3 - $69.2
|
62
$4.59K
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$64.3 - $69.2
|
5.35K
$396K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 0.56% |
$64.3 - $69.2
|
179
$13.2K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 100.0% |
$64.3 - $69.2
|
2
$148
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2- 0.03% |
$129 - $138
|
6.96K
$515K
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.88% |
$193 - $208
|
157
$11.6K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 0.35% |
$257 - $277
|
1.13K
$83.4K
|