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 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.67KNew |
$408K - $468K
|
6.67K
$185K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.63K+ 80.5% |
$405K - $466K
|
14.9K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.19KNew |
$378K - $435K
|
6.19K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
6.14K+ 47.95% |
$375K - $431K
|
18.9K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.95K+ 92.35% |
$364K - $418K
|
12.4K
$345K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.87KNew |
$359K - $412K
|
5.87K
$163K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.85K+ 91.54% |
$358K - $411K
|
12.2K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.85K+ 91.54% |
$358K - $411K
|
12.2K
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
5.83K+ 1.58% |
$356K - $409K
|
375K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
5.77K+ 5.53% |
$353K - $405K
|
110K
$3.06M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.74K+ 72.77% |
$351K - $403K
|
13.6K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.73K+ 1.88% |
$351K - $403K
|
311K
$8.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.64K+ 205.54% |
$345K - $396K
|
8.39K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.48KNew |
$335K - $385K
|
5.48K
$152K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.41K+ 1497.51% |
$331K - $380K
|
5.77K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.25K+ 134.01% |
$321K - $369K
|
9.17K
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
5.14KNew |
$314K - $361K
|
5.14K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
5.07K+ 1.55% |
$310K - $356K
|
333K
$9.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4.96K+ 0.56% |
$303K - $348K
|
887K
$24.7M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4.91K+ 7.65% |
$300K - $345K
|
69.1K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.63K+ 29.19% |
$283K - $325K
|
20.5K
$569K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.6KNew |
$282K - $323K
|
4.6K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.53K+ 5.72% |
$277K - $318K
|
83.6K
$2.33M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.27KNew |
$261K - $300K
|
4.27K
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.12KNew |
$252K - $289K
|
4.12K
$115K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.11K+ 2.39% |
$252K - $289K
|
177K
$4.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
4.07K+ 38.32% |
$249K - $286K
|
14.7K
$409K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.06KNew |
$248K - $285K
|
4.06K
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.95K+ 6.65% |
$241K - $277K
|
63.3K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.91KNew |
$239K - $274K
|
3.91K
$109K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.9K+ 3.41% |
$238K - $274K
|
118K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.84K+ 7.9% |
$235K - $270K
|
52.5K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.77KNew |
$230K - $265K
|
3.77K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.73K+ 42.48% |
$228K - $262K
|
12.5K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.69KNew |
$226K - $259K
|
3.69K
$103K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.68KNew |
$225K - $259K
|
3.68K
$102K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
3.68KNew |
$225K - $258K
|
3.68K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.66KNew |
$224K - $257K
|
3.66K
$102K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.66K+ 17.39% |
$224K - $257K
|
24.7K
$687K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
3.57K+ 8.63% |
$218K - $251K
|
44.9K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.55KNew |
$217K - $249K
|
3.55K
$98.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.53KNew |
$216K - $248K
|
3.53K
$98.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.45KNew |
$211K - $243K
|
3.45K
$96K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.44KNew |
$210K - $241K
|
3.44K
$95.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.35KNew |
$205K - $236K
|
3.35K
$93.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
3.35K+ 6.29% |
$205K - $235K
|
56.6K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.34KNew |
$204K - $235K
|
3.34K
$92.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.34KNew |
$204K - $234K
|
3.34K
$92.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.3KNew |
$202K - $232K
|
3.3K
$91.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.29K+ 7.41% |
$201K - $231K
|
47.7K
$1.33M
|