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 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
22.1K+ 19.01% |
$1.35M - $1.55M
|
138K
$3.85M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
21.9KNew |
$1.34M - $1.54M
|
21.9K
$608K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
21.3K+ 2.49% |
$1.3M - $1.5M
|
877K
$24.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9K+ 12.15% |
$1.28M - $1.46M
|
192K
$5.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
20.8K+ 8.84% |
$1.27M - $1.46M
|
256K
$7.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.9KNew |
$1.22M - $1.4M
|
19.9K
$554K
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
19.8KNew |
$1.21M - $1.39M
|
19.8K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.6K+ 4.39% |
$1.2M - $1.38M
|
466K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
19.4K+ 10.99% |
$1.19M - $1.36M
|
196K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.2K+ 564.71% |
$1.17M - $1.35M
|
22.6K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
17.6K+ 7.53% |
$1.08M - $1.24M
|
252K
$7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.5K+ 2.61% |
$1.07M - $1.23M
|
689K
$19.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
17.4K+ 47.46% |
$1.06M - $1.22M
|
53.9K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
17.3KNew |
$1.06M - $1.21M
|
17.3K
$480K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
17.2K+ 6.39% |
$1.05M - $1.21M
|
286K
$7.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
16.7K+ 35.28% |
$1.02M - $1.18M
|
64.1K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16K+ 4.98% |
$978K - $1.12M
|
337K
$9.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.7K+ 56.32% |
$961K - $1.1M
|
43.6K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.6K+ 1.25% |
$954K - $1.1M
|
1.27M
$35.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.9K+ 10.08% |
$912K - $1.05M
|
163K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 3.06% |
$906K - $1.04M
|
499K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 9.24% |
$901K - $1.03M
|
174K
$4.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14.5K+ 108.64% |
$884K - $1.02M
|
27.8K
$772K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
14.4K+ 14.36% |
$880K - $1.01M
|
115K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.7KNew |
$837K - $961K
|
13.7K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$830K - $953K
|
13.6K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.1KNew |
$739K - $848K
|
12.1K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
11.9K+ 91.87% |
$730K - $838K
|
24.9K
$693K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.6KNew |
$712K - $818K
|
11.6K
$324K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
11.4KNew |
$694K - $797K
|
11.4K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
11.3K+ 106.01% |
$688K - $791K
|
21.9K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11.1KNew |
$677K - $777K
|
11.1K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11K+ 15.78% |
$674K - $774K
|
80.8K
$2.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.04% |
$662K - $760K
|
190K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
10.3KNew |
$628K - $722K
|
10.3K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10.2KNew |
$621K - $713K
|
10.2K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.92K+ 3.13% |
$606K - $696K
|
327K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
9.51K+ 2.66% |
$582K - $668K
|
367K
$10.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.49K+ 2.25% |
$581K - $667K
|
432K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.47K+ 36.55% |
$518K - $595K
|
31.7K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
8.31KNew |
$508K - $584K
|
8.31K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.23K+ 29.64% |
$504K - $578K
|
36K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
8.1K+ 3.36% |
$495K - $569K
|
249K
$6.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.74KNew |
$473K - $544K
|
7.74K
$215K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
7.55K+ 16.48% |
$462K - $530K
|
53.4K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
7.3KNew |
$446K - $513K
|
7.3K
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.2K+ 2.47% |
$440K - $505K
|
298K
$8.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.19K+ 7.75% |
$440K - $505K
|
100K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.05K+ 43.15% |
$431K - $495K
|
23.4K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.9K+ 7.18% |
$422K - $485K
|
103K
$2.86M
|