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 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-235- 6.18% |
$15.1K - $16.3K
|
3.57K
$264K
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-271- 0.75% |
$17.4K - $18.8K
|
36K
$2.66M
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 84.62% |
$17.7K - $19K
|
50
$3.7K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-276- 6.73% |
$17.7K - $19.1K
|
3.82K
$283K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-278- 1.02% |
$17.9K - $19.2K
|
27K
$2M
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-280- 3.18% |
$18K - $19.4K
|
8.52K
$630K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-280- 43.28% |
$18K - $19.4K
|
367
$27.1K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-281- 3.18% |
$18.1K - $19.5K
|
8.54K
$632K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-291- 2.85% |
$18.7K - $20.1K
|
9.91K
$733K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-296- 4.58% |
$19K - $20.5K
|
6.17K
$456K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 66.67% |
$19.3K - $20.8K
|
150
$11.1K
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-303- 4.12% |
$19.5K - $21K
|
7.05K
$522K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-310- 41.72% |
$19.9K - $21.5K
|
433
$32K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-339- 0.08% |
$21.8K - $23.5K
|
415K
$30.7M
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-354- 5.29% |
$22.8K - $24.5K
|
6.34K
$469K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-355- 0.01% |
$22.8K - $24.6K
|
5.77M
$426M
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-366- 3.26% |
$23.5K - $25.3K
|
10.9K
$804K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-387- 0.4% |
$24.9K - $26.8K
|
95.4K
$7.06M
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-399- 4.57% |
$25.6K - $27.6K
|
8.32K
$616K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-405- 1.24% |
$26K - $28K
|
32.4K
$2.39M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-419- 9.11% |
$26.9K - $29K
|
4.18K
$309K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-438- 8.22% |
$28.2K - $30.3K
|
4.89K
$362K
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-443- 2.51% |
$28.5K - $30.7K
|
17.2K
$1.27M
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-451- 3.51% |
$29K - $31.2K
|
12.4K
$916K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-452- 2.0% |
$29.1K - $31.3K
|
22.2K
$1.64M
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-454- 2.22% |
$29.2K - $31.4K
|
20K
$1.48M
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-456- 5.08% |
$29.3K - $31.6K
|
8.52K
$630K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-462- 10.9% |
$29.7K - $32K
|
3.78K
$279K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-463- 30.08% |
$29.8K - $32.1K
|
1.08K
$79.6K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-466- 5.99% |
$29.9K - $32.3K
|
7.32K
$541K
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-513- 4.54% |
$33K - $35.5K
|
10.8K
$798K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-526- 1.91% |
$33.8K - $36.4K
|
27.1K
$2M
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-541- 1.75% |
$34.8K - $37.5K
|
30.3K
$2.24M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-550- 5.87% |
$35.3K - $38.1K
|
8.82K
$653K
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-562- 1.32% |
$36.1K - $38.9K
|
41.9K
$3.1M
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-594- 5.48% |
$38.2K - $41.1K
|
10.2K
$757K
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-602- 0.61% |
$38.7K - $41.7K
|
98.7K
$7.3M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-629- 6.27% |
$40.4K - $43.6K
|
9.41K
$696K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-665- 0.61% |
$42.7K - $46K
|
108K
$8M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-665- 0.61% |
$42.7K - $46K
|
108K
$8M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-666- 41.91% |
$42.8K - $46.1K
|
923
$68.3K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-675- 25.85% |
$43.4K - $46.7K
|
1.94K
$143K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-682- 9.67% |
$43.8K - $47.2K
|
6.37K
$471K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-684- 8.59% |
$44K - $47.4K
|
7.28K
$538K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-691- 2.99% |
$44.4K - $47.8K
|
22.4K
$1.66M
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-713- 1.02% |
$45.8K - $49.4K
|
68.9K
$5.1M
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-757- 4.99% |
$48.7K - $52.4K
|
14.4K
$1.07M
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-792- 15.17% |
$50.9K - $54.8K
|
4.43K
$327K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-831- 8.72% |
$53.4K - $57.5K
|
8.7K
$643K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-852- 19.2% |
$54.8K - $59K
|
3.59K
$265K
|