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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.12K- 19.96% |
$191K - $219K
|
12.5K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.14K- 21.39% |
$192K - $220K
|
11.5K
$320K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.21K- 20.57% |
$196K - $225K
|
12.4K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.25K- 43.73% |
$199K - $228K
|
4.18K
$116K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.25K- 4.83% |
$199K - $228K
|
64.2K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.59K- 29.03% |
$219K - $252K
|
8.77K
$244K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.66K- 13.72% |
$224K - $257K
|
23K
$639K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.7K- 53.92% |
$226K - $260K
|
3.16K
$87.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.7K- 0.33% |
$226K - $260K
|
1.1M
$30.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.77K- 15.17% |
$230K - $265K
|
21.1K
$585K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.77K- 33.81% |
$230K - $265K
|
7.37K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.82K- 0.6% |
$233K - $268K
|
627K
$17.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 49.37% |
$244K - $280K
|
4.08K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 8.57% |
$256K - $294K
|
44.6K
$1.24M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.31K- 32.43% |
$264K - $303K
|
8.98K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.41K- 5.79% |
$269K - $309K
|
71.7K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.55K- 16.15% |
$279K - $320K
|
23.6K
$657K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.84K- 4.54% |
$296K - $340K
|
102K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.87K- 11.74% |
$298K - $342K
|
36.6K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.92K- 17.02% |
$301K - $345K
|
24K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.26K- 4.03% |
$321K - $369K
|
125K
$3.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.3K- 30.73% |
$324K - $372K
|
12K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.52K- 30.78% |
$338K - $388K
|
12.4K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.55K- 15.4% |
$339K - $390K
|
30.5K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.9K- 7.16% |
$361K - $414K
|
76.5K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.49K- 5.78% |
$397K - $456K
|
106K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.77K- 86.42% |
$414K - $475K
|
1.06K
$29.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6.85K- 30.76% |
$419K - $481K
|
15.4K
$428K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.41K- 60.25% |
$453K - $521K
|
4.89K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.55K- 6.5% |
$462K - $530K
|
109K
$3.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.72K- 11.58% |
$472K - $542K
|
58.9K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.79K- 13.09% |
$476K - $547K
|
51.7K
$1.44M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.07K- 3.31% |
$493K - $567K
|
235K
$6.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-8.08K- 17.41% |
$494K - $567K
|
38.3K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-8.32K- 8.39% |
$509K - $584K
|
90.9K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.34K- 46.2% |
$510K - $586K
|
9.71K
$270K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.55K- 13.0% |
$523K - $601K
|
57.2K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.59K- 36.29% |
$525K - $604K
|
15.1K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.63K- 14.72% |
$528K - $606K
|
50K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.65K- 97.08% |
$529K - $608K
|
260
$7.23K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-8.66K- 15.78% |
$529K - $608K
|
46.2K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-8.68K- 2.38% |
$531K - $610K
|
357K
$9.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.12K- 11.09% |
$558K - $641K
|
73.1K
$2.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-9.46K- 21.14% |
$578K - $664K
|
35.3K
$980K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.1K- 11.79% |
$619K - $711K
|
75.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 3.65% |
$642K - $738K
|
277K
$7.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 11.69% |
$709K - $814K
|
87.6K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-11.9K- 6.91% |
$725K - $832K
|
160K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.2K- 6.47% |
$806K - $925K
|
190K
$5.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.5K- 8.63% |
$827K - $950K
|
143K
$3.98M
|