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 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.34KNew |
$204K - $234K
|
3.34K
$91.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.3KNew |
$202K - $232K
|
3.3K
$90K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.29K+ 7.41% |
$201K - $231K
|
47.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.21K+ 13.38% |
$197K - $226K
|
27.2K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$86.9K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.18K+ 20.71% |
$194K - $223K
|
18.5K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
3.17KNew |
$194K - $223K
|
3.17K
$86.5K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.16K+ 9.51% |
$194K - $222K
|
36.5K
$995K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.09KNew |
$189K - $217K
|
3.09K
$84.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.08KNew |
$188K - $216K
|
3.08K
$84K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.07KNew |
$188K - $215K
|
3.07K
$83.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.01KNew |
$184K - $211K
|
3.01K
$82.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3KNew |
$183K - $211K
|
3K
$81.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
2.97KNew |
$182K - $209K
|
2.97K
$81.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.96KNew |
$181K - $208K
|
2.96K
$80.8K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$80.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.94KNew |
$180K - $206K
|
2.94K
$80.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.93KNew |
$179K - $206K
|
2.93K
$79.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
2.87KNew |
$175K - $201K
|
2.87K
$78.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.7K+ 7.11% |
$165K - $190K
|
40.7K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.69K+ 6.27% |
$165K - $189K
|
45.7K
$1.25M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.61KNew |
$160K - $183K
|
2.61K
$71.3K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.57K+ 2.33% |
$157K - $181K
|
113K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.42K+ 3.4% |
$148K - $170K
|
73.4K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.41KNew |
$148K - $169K
|
2.41K
$65.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.31K+ 3.99% |
$141K - $162K
|
60.3K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.29K+ 7.46% |
$140K - $161K
|
32.9K
$898K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.14K+ 20.54% |
$131K - $151K
|
12.6K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.01KNew |
$123K - $141K
|
2.01K
$54.8K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.98K+ 1.83% |
$121K - $139K
|
110K
$3.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.96KNew |
$120K - $138K
|
1.96K
$53.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.86K+ 4.58% |
$114K - $131K
|
42.5K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.82K+ 23.6% |
$112K - $128K
|
9.55K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.81K+ 3.0% |
$111K - $127K
|
62.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.78K+ 1.87% |
$109K - $125K
|
96.7K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.75KNew |
$107K - $123K
|
1.75K
$47.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.75K+ 9.67% |
$107K - $123K
|
19.8K
$541K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.73K+ 21.71% |
$106K - $122K
|
9.71K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.69KNew |
$103K - $119K
|
1.69K
$46.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.68KNew |
$103K - $118K
|
1.68K
$45.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.59K+ 1.55% |
$97.4K - $112K
|
104K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.57KNew |
$95.9K - $110K
|
1.57K
$42.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.51K+ 5.98% |
$92.5K - $106K
|
26.8K
$732K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 735.32% |
$90.4K - $104K
|
1.68K
$45.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 1.01% |
$89.5K - $103K
|
146K
$3.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.39K+ 5.63% |
$84.9K - $97.5K
|
26K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.34K+ 34.51% |
$81.6K - $93.8K
|
5.2K
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.32K+ 15.07% |
$80.7K - $92.7K
|
10.1K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 5.53% |
$80.4K - $92.3K
|
25.1K
$684K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.28KNew |
$78.2K - $89.8K
|
1.28K
$34.9K
|