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
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.27K+ 0.51% |
$77.7K - $89.3K
|
253K
$6.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.23K+ 12.46% |
$75.3K - $86.5K
|
11.1K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
1.18K+ 52.72% |
$72.4K - $83.1K
|
3.43K
$93.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.16K+ 5.8% |
$71.1K - $81.7K
|
21.2K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.16K+ 4.24% |
$70.8K - $81.3K
|
28.5K
$777K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.15KNew |
$70.5K - $80.9K
|
1.15K
$31.4K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.12K+ 2.59% |
$68.3K - $78.4K
|
44.1K
$1.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.09K+ 1.24% |
$66.9K - $76.8K
|
89.2K
$2.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.08K+ 32.8% |
$65.7K - $75.5K
|
4.35K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.02K+ 731.65% |
$62.2K - $71.4K
|
1.16K
$31.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
984+ 9.98% |
$60.2K - $69.1K
|
10.8K
$296K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
950+ 9.89% |
$58.1K - $66.7K
|
10.6K
$288K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
931+ 22.16% |
$56.9K - $65.4K
|
5.13K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
931+ 22.16% |
$56.9K - $65.4K
|
5.13K
$140K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
913+ 14.22% |
$55.8K - $64.1K
|
7.33K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
904+ 1.48% |
$55.3K - $63.5K
|
61.9K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
900+ 1.46% |
$55K - $63.2K
|
62.7K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
875+ 9.94% |
$53.5K - $61.5K
|
9.67K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
869New |
$53.1K - $61K
|
869
$23.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
843+ 8.78% |
$51.6K - $59.2K
|
10.4K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
819+ 5.7% |
$50.1K - $57.5K
|
15.2K
$415K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
786+ 1.42% |
$48.1K - $55.2K
|
56.1K
$1.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
731+ 23.4% |
$44.7K - $51.3K
|
3.86K
$105K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
713+ 1.19% |
$43.6K - $50.1K
|
60.9K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
700+ 304.35% |
$42.8K - $49.2K
|
930
$25.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
686+ 0.72% |
$42K - $48.2K
|
95.9K
$2.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
666+ 53.67% |
$40.7K - $46.8K
|
1.91K
$52.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
634+ 3.54% |
$38.8K - $44.5K
|
18.5K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
631New |
$38.6K - $44.3K
|
631
$17.2K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
631+ 0.79% |
$38.6K - $44.3K
|
80.4K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
630+ 2.19% |
$38.5K - $44.3K
|
29.4K
$804K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
619+ 6.58% |
$37.9K - $43.5K
|
10K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
606+ 4.39% |
$37.1K - $42.6K
|
14.4K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
598+ 0.42% |
$36.6K - $42K
|
142K
$3.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
537New |
$32.8K - $37.7K
|
537
$14.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
535+ 3.01% |
$32.7K - $37.6K
|
18.3K
$500K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
493+ 1.79% |
$30.2K - $34.6K
|
28.1K
$766K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
467+ 11.56% |
$28.6K - $32.8K
|
4.51K
$123K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
466+ 2.37% |
$28.5K - $32.7K
|
20.2K
$550K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
463+ 1.43% |
$28.3K - $32.5K
|
32.8K
$896K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
459+ 1.61% |
$28.1K - $32.2K
|
28.9K
$790K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
458New |
$28K - $32.2K
|
458
$12.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
452New |
$27.6K - $31.7K
|
452
$12.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
442New |
$27K - $31K
|
442
$12.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
434+ 0.22% |
$26.5K - $30.5K
|
200K
$5.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408New |
$25K - $28.7K
|
408
$11.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
369+ 4.44% |
$22.6K - $25.9K
|
8.69K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
366+ 0.31% |
$22.4K - $25.7K
|
117K
$3.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
337+ 1.62% |
$20.6K - $23.7K
|
21.2K
$578K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
333+ 11100.0% |
$20.4K - $23.4K
|
336
$9.17K
|