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 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7- 0.12% |
$450 - $485
|
5.89K
$436K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 2.21% |
$771 - $831
|
530
$39.2K
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-16- 0.04% |
$1.03K - $1.11K
|
41K
$3.03M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-16- 0.29% |
$1.03K - $1.11K
|
5.49K
$406K
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-16- 0.14% |
$1.03K - $1.11K
|
11.6K
$861K
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-18- 0.09% |
$1.16K - $1.25K
|
19.9K
$1.47M
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-24- 0.11% |
$1.54K - $1.66K
|
22.6K
$1.67M
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-24- 0.2% |
$1.54K - $1.66K
|
12.3K
$906K
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-27- 0.33% |
$1.74K - $1.87K
|
8.2K
$606K
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-27- 0.33% |
$1.74K - $1.87K
|
8.2K
$606K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-28- 0.08% |
$1.8K - $1.94K
|
36.8K
$2.72M
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-35- 0.63% |
$2.25K - $2.42K
|
5.51K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39- 0.09% |
$2.51K - $2.7K
|
42.9K
$3.18M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 14.81% |
$2.57K - $2.77K
|
230
$17K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-43- 6.75% |
$2.76K - $2.98K
|
594
$43.9K
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-44- 9.87% |
$2.83K - $3.05K
|
402
$29.7K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.34% |
$3.21K - $3.46K
|
14.4K
$1.07M
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 1.2% |
$3.21K - $3.46K
|
4.12K
$305K
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-56- 0.06% |
$3.6K - $3.88K
|
86.7K
$6.41M
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-56- 0.2% |
$3.6K - $3.88K
|
27.7K
$2.05M
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-56- 0.97% |
$3.6K - $3.88K
|
5.73K
$424K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-65- 1.76% |
$4.18K - $4.5K
|
3.62K
$268K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-65- 0.06% |
$4.18K - $4.5K
|
110K
$8.11M
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-83- 0.76% |
$5.33K - $5.75K
|
10.9K
$803K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 0.87% |
$5.4K - $5.82K
|
9.58K
$708K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-99- 11.06% |
$6.36K - $6.85K
|
796
$58.9K
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 0.21% |
$6.43K - $6.92K
|
47.4K
$3.51M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-102- 1.87% |
$6.56K - $7.06K
|
5.34K
$395K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-105- 2.36% |
$6.75K - $7.27K
|
4.34K
$321K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-107- 7.1% |
$6.88K - $7.41K
|
1.4K
$103K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-109- 0.91% |
$7.01K - $7.55K
|
11.9K
$878K
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-114- 0.18% |
$7.33K - $7.89K
|
64.2K
$4.75M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-120- 1.77% |
$7.71K - $8.31K
|
6.66K
$493K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-127- 2.35% |
$8.16K - $8.79K
|
5.28K
$390K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-127- 1.63% |
$8.16K - $8.79K
|
7.66K
$566K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 1.72% |
$8.23K - $8.86K
|
7.3K
$540K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-135- 2.68% |
$8.68K - $9.35K
|
4.89K
$362K
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-146- 0.75% |
$9.38K - $10.1K
|
19.3K
$1.43M
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-178- 45.18% |
$11.4K - $12.3K
|
216
$16K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-188- 2.17% |
$12.1K - $13K
|
8.48K
$627K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-199- 0.64% |
$12.8K - $13.8K
|
30.8K
$2.28M
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-205- 3.34% |
$13.2K - $14.2K
|
5.94K
$439K
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-206- 7.43% |
$13.2K - $14.3K
|
2.57K
$190K
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-210- 1.2% |
$13.5K - $14.5K
|
17.3K
$1.28M
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-211- 3.65% |
$13.6K - $14.6K
|
5.57K
$412K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-213- 2.0% |
$13.7K - $14.7K
|
10.4K
$770K
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-219- 19.45% |
$14.1K - $15.2K
|
907
$67.1K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-230- 1.54% |
$14.8K - $15.9K
|
14.7K
$1.09M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-230- 3.51% |
$14.8K - $15.9K
|
6.32K
$467K
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-232- 5.75% |
$14.9K - $16.1K
|
3.8K
$281K
|