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 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
27+ 0.27% |
$1.65K - $1.9K
|
9.94K
$735K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22+ 0.64% |
$1.35K - $1.55K
|
3.47K
$257K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.69% |
$1.16K - $1.33K
|
2.79K
$206K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
19New |
$1.16K - $1.33K
|
19
$1.41K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
18+ 0.16% |
$1.1K - $1.26K
|
11.1K
$822K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.12% |
$1.1K - $1.26K
|
14.5K
$1.07M
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$979 - $1.12K
|
16
$1.18K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
15+ 0.4% |
$917 - $1.05K
|
3.79K
$280K
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$856 - $983
|
4.04K
$299K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14+ 0.04% |
$856 - $983
|
38.8K
$2.87M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13+ 0.22% |
$795 - $913
|
5.92K
$438K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.04% |
$734 - $843
|
33.4K
$2.47M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.7% |
$673 - $773
|
1.59K
$117K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 0.71% |
$612 - $702
|
1.43K
$106K
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10New |
$612 - $702
|
10
$740
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$612 - $702
|
10
$740
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9+ 0.11% |
$550 - $632
|
8.12K
$601K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9+ 0.37% |
$550 - $632
|
2.44K
$180K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.27% |
$550 - $632
|
3.39K
$251K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.76% |
$428 - $492
|
923
$68.3K
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
7+ 0.58% |
$428 - $492
|
1.21K
$89.8K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.67% |
$367 - $421
|
901
$66.6K
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$245 - $281
|
5.36K
$396K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$183 - $211
|
1.19K
$87.7K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $211
|
3.69K
$273K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$183 - $211
|
3
$222
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$61.2 - $70.2
|
6.64K
$491K
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$61.2 - $70.2
|
7K
$518K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.55% |
$61.2 - $70.2
|
183
$13.5K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.57% |
$61.2 - $70.2
|
177
$13.1K
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.01% |
$61.2 - $70.2
|
7.44K
$550K
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.02% |
$122 - $140
|
194
$14.3K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.69% |
$122 - $140
|
286
$21.2K
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5- 0.09% |
$306 - $351
|
5.46K
$404K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-5- 55.56% |
$306 - $351
|
4
$296
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-10- 0.19% |
$612 - $702
|
5.32K
$393K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13- 1.18% |
$795 - $913
|
1.09K
$80.6K
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-13- 0.38% |
$795 - $913
|
3.43K
$253K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15- 0.26% |
$917 - $1.05K
|
5.74K
$425K
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-17- 32.69% |
$1.04K - $1.19K
|
35
$2.59K
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-17- 0.3% |
$1.04K - $1.19K
|
5.57K
$412K
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-21- 0.24% |
$1.28K - $1.48K
|
8.72K
$645K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22- 2.57% |
$1.35K - $1.55K
|
833
$61.6K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-34- 48.57% |
$2.08K - $2.39K
|
36
$2.66K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 0.88% |
$2.26K - $2.6K
|
4.19K
$310K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-39- 0.47% |
$2.39K - $2.74K
|
8.17K
$605K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 1.0% |
$2.45K - $2.81K
|
3.95K
$292K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 0.77% |
$2.63K - $3.02K
|
5.57K
$412K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-44- 0.58% |
$2.69K - $3.09K
|
7.57K
$560K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-45- 0.17% |
$2.75K - $3.16K
|
25.8K
$1.91M
|