Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.55M+ 17.62% |
$95.1M - $109M
|
10.4M
$291M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
773KNew |
$47.3M - $54.3M
|
773K
$21.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
681K+ 6.9% |
$41.6M - $47.8M
|
10.5M
$295M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
546K+ 9.12% |
$33.4M - $38.4M
|
6.54M
$183M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
429KNew |
$26.3M - $30.2M
|
429K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
395KNew |
$24.1M - $27.7M
|
395K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
382KNew |
$23.4M - $26.8M
|
382K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
382K+ 3697.88% |
$23.4M - $26.8M
|
392K
$11M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
299KNew |
$18.3M - $21M
|
299K
$8.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
258K+ 1635.29% |
$15.8M - $18.1M
|
273K
$7.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
211K+ 92.41% |
$12.9M - $14.8M
|
438K
$12.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
139K+ 4216.26% |
$8.48M - $9.74M
|
142K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
125K+ 78.48% |
$7.63M - $8.76M
|
284K
$7.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
115K+ 3069.4% |
$7.04M - $8.08M
|
119K
$3.33M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
93.8KNew |
$5.74M - $6.59M
|
93.8K
$2.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
89.8KNew |
$5.49M - $6.31M
|
89.8K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
88.7KNew |
$5.42M - $6.23M
|
88.7K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
83.4K+ 125.09% |
$5.1M - $5.86M
|
150K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75.7KNew |
$4.63M - $5.32M
|
75.7K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
66.9K+ 2.77% |
$4.09M - $4.7M
|
2.49M
$69.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
63.5K+ 184.58% |
$3.88M - $4.46M
|
97.9K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.8K+ 19.75% |
$3.72M - $4.27M
|
369K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
54K+ 126.89% |
$3.3M - $3.79M
|
96.5K
$2.7M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
53.9KNew |
$3.3M - $3.78M
|
53.9K
$1.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
50.5K+ 7.35% |
$3.09M - $3.55M
|
737K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.2K+ 7.87% |
$3.07M - $3.53M
|
689K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
49.8K+ 67.09% |
$3.04M - $3.5M
|
124K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
49.6KNew |
$3.03M - $3.48M
|
49.6K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
45.8KNew |
$2.8M - $3.22M
|
45.8K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
44.5KNew |
$2.72M - $3.12M
|
44.5K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
42K+ 6.91% |
$2.57M - $2.95M
|
650K
$18.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
38.1KNew |
$2.33M - $2.68M
|
38.1K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
36.9KNew |
$2.26M - $2.59M
|
36.9K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
33.5K+ 25.91% |
$2.05M - $2.35M
|
163K
$4.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
33.1K+ 61.31% |
$2.02M - $2.32M
|
87K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.6K+ 0.83% |
$1.93M - $2.22M
|
3.85M
$108M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
31KNew |
$1.89M - $2.17M
|
31K
$867K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
30.1KNew |
$1.84M - $2.12M
|
30.1K
$844K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
29.4KNew |
$1.8M - $2.07M
|
29.4K
$824K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
28.2K+ 6.24% |
$1.73M - $1.98M
|
481K
$13.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.5K+ 43.54% |
$1.68M - $1.93M
|
90.7K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.4K+ 57.25% |
$1.62M - $1.86M
|
72.6K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26.2K+ 42.27% |
$1.6M - $1.84M
|
88.2K
$2.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
25.2K+ 167.14% |
$1.54M - $1.77M
|
40.2K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.1K+ 59.05% |
$1.54M - $1.76M
|
67.6K
$1.89M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
23.9KNew |
$1.46M - $1.68M
|
23.9K
$670K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.9K+ 85.83% |
$1.46M - $1.68M
|
51.6K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
23.3K+ 2.92% |
$1.43M - $1.64M
|
823K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
22.9KNew |
$1.4M - $1.61M
|
22.9K
$642K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
22.6KNew |
$1.38M - $1.58M
|
22.6K
$632K
|