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 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.02K+ 731.65% |
$62.2K - $71.4K
|
1.16K
$85.5K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
984+ 9.98% |
$60.2K - $69.1K
|
10.8K
$802K
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
950+ 9.89% |
$58.1K - $66.7K
|
10.6K
$781K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
931+ 22.16% |
$56.9K - $65.4K
|
5.13K
$380K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
931+ 22.16% |
$56.9K - $65.4K
|
5.13K
$380K
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
913+ 14.22% |
$55.8K - $64.1K
|
7.33K
$542K
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
904+ 1.48% |
$55.3K - $63.5K
|
61.9K
$4.58M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
900+ 1.46% |
$55K - $63.2K
|
62.7K
$4.64M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
875+ 9.94% |
$53.5K - $61.5K
|
9.67K
$715K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
869New |
$53.1K - $61K
|
869
$64.3K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
843+ 8.78% |
$51.6K - $59.2K
|
10.4K
$773K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
819+ 5.7% |
$50.1K - $57.5K
|
15.2K
$1.12M
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
786+ 1.42% |
$48.1K - $55.2K
|
56.1K
$4.15M
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
731+ 23.4% |
$44.7K - $51.3K
|
3.86K
$285K
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
713+ 1.19% |
$43.6K - $50.1K
|
60.9K
$4.5M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
700+ 304.35% |
$42.8K - $49.2K
|
930
$68.8K
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
686+ 0.72% |
$42K - $48.2K
|
95.9K
$7.09M
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
666+ 53.67% |
$40.7K - $46.8K
|
1.91K
$141K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
634+ 3.54% |
$38.8K - $44.5K
|
18.5K
$1.37M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
631+ 0.79% |
$38.6K - $44.3K
|
80.4K
$5.95M
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
631New |
$38.6K - $44.3K
|
631
$46.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
630+ 2.19% |
$38.5K - $44.3K
|
29.4K
$2.18M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
619+ 6.58% |
$37.9K - $43.5K
|
10K
$742K
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
606+ 4.39% |
$37.1K - $42.6K
|
14.4K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
598+ 0.42% |
$36.6K - $42K
|
142K
$10.5M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
537New |
$32.8K - $37.7K
|
537
$39.7K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
535+ 3.01% |
$32.7K - $37.6K
|
18.3K
$1.36M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
493+ 1.79% |
$30.2K - $34.6K
|
28.1K
$2.08M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
467+ 11.56% |
$28.6K - $32.8K
|
4.51K
$333K
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
466+ 2.37% |
$28.5K - $32.7K
|
20.2K
$1.49M
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
463+ 1.43% |
$28.3K - $32.5K
|
32.8K
$2.43M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
459+ 1.61% |
$28.1K - $32.2K
|
28.9K
$2.14M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
458New |
$28K - $32.2K
|
458
$33.9K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
452New |
$27.6K - $31.7K
|
452
$33.4K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
442New |
$27K - $31K
|
442
$32.7K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
434+ 0.22% |
$26.5K - $30.5K
|
200K
$14.8M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408New |
$25K - $28.7K
|
408
$30.2K
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
369+ 4.44% |
$22.6K - $25.9K
|
8.69K
$642K
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
366+ 0.31% |
$22.4K - $25.7K
|
117K
$8.62M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
337+ 1.62% |
$20.6K - $23.7K
|
21.2K
$1.56M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
333+ 11100.0% |
$20.4K - $23.4K
|
336
$24.9K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
304New |
$18.6K - $21.4K
|
304
$22.5K
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
303+ 0.27% |
$18.5K - $21.3K
|
111K
$8.24M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 476.19% |
$18.3K - $21.1K
|
363
$26.8K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
300+ 5.53% |
$18.3K - $21.1K
|
5.73K
$423K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
292New |
$17.9K - $20.5K
|
292
$21.6K
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
290+ 0.93% |
$17.7K - $20.4K
|
31.4K
$2.32M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
287+ 1.74% |
$17.6K - $20.2K
|
16.8K
$1.24M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
282+ 0.03% |
$17.2K - $19.8K
|
877K
$64.8M
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
276+ 2.03% |
$16.9K - $19.4K
|
13.8K
$1.02M
|