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 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 64.66% |
$829K - $952K
|
7.41K
$206K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-14.9K- 11.76% |
$909K - $1.04M
|
111K
$3.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.8K- 18.89% |
$969K - $1.11M
|
68K
$1.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.3K- 66.09% |
$999K - $1.15M
|
8.38K
$233K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-16.8K- 31.87% |
$1.03M - $1.18M
|
36K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-17K- 29.42% |
$1.04M - $1.19M
|
40.8K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-17.2K- 11.83% |
$1.05M - $1.21M
|
128K
$3.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-22.2K- 31.31% |
$1.36M - $1.56M
|
48.7K
$1.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-22.5K- 25.39% |
$1.37M - $1.58M
|
66K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.1K- 14.71% |
$1.47M - $1.69M
|
140K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.5K- 9.38% |
$1.5M - $1.72M
|
236K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.5K- 40.72% |
$1.5M - $1.72M
|
35.6K
$990K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-24.9K- 15.78% |
$1.52M - $1.75M
|
133K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-25.6K- 70.05% |
$1.56M - $1.8M
|
10.9K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25.6K- 54.88% |
$1.57M - $1.8M
|
21K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26K- 3.93% |
$1.59M - $1.83M
|
636K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.1K- 20.06% |
$1.78M - $2.05M
|
116K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.9K- 2.77% |
$1.83M - $2.1M
|
1.05M
$29.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.4K- 8.59% |
$2.04M - $2.35M
|
356K
$9.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-35.4K- 1.89% |
$2.17M - $2.49M
|
1.84M
$51.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.8K- 58.86% |
$2.31M - $2.65M
|
26.4K
$734K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41.2K- 75.92% |
$2.52M - $2.9M
|
13.1K
$363K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-42.4K- 62.31% |
$2.59M - $2.98M
|
25.6K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-44K- 6.19% |
$2.69M - $3.09M
|
667K
$18.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-44.5K- 9.35% |
$2.72M - $3.12M
|
431K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-47.6K- 95.12% |
$2.91M - $3.35M
|
2.45K
$68K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56.7K- 49.99% |
$3.47M - $3.98M
|
56.8K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-58.3K- 36.93% |
$3.57M - $4.1M
|
99.6K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-62.8K- 13.57% |
$3.84M - $4.41M
|
400K
$11.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-63.1K- 4.53% |
$3.86M - $4.44M
|
1.33M
$37M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.3K- 23.11% |
$4.42M - $5.08M
|
241K
$6.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-79.2K- 41.68% |
$4.84M - $5.56M
|
111K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-79.3K- 27.38% |
$4.85M - $5.57M
|
210K
$5.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-111K- 2.6% |
$6.81M - $7.82M
|
4.17M
$116M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-135K- 45.4% |
$8.27M - $9.49M
|
163K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-146K- 63.25% |
$8.94M - $10.3M
|
84.9K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-177K- 92.52% |
$10.8M - $12.4M
|
14.3K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-178K- 98.47% |
$10.9M - $12.5M
|
2.75K
$76.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-217K- 85.91% |
$13.3M - $15.3M
|
35.6K
$991K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-261K- 34.76% |
$16M - $18.4M
|
491K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-359K- 1.81% |
$22M - $25.3M
|
19.5M
$541M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-389K- 98.57% |
$23.8M - $27.3M
|
5.63K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.24M- 17.97% |
$75.8M - $87.1M
|
5.66M
$157M
|