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 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-17- 32.69% |
$1.04K - $1.19K
|
35
$956
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-21- 0.24% |
$1.28K - $1.48K
|
8.72K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22- 2.57% |
$1.35K - $1.55K
|
833
$22.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-34- 48.57% |
$2.08K - $2.39K
|
36
$983
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 0.88% |
$2.26K - $2.6K
|
4.19K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-39- 0.47% |
$2.39K - $2.74K
|
8.17K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 1.0% |
$2.45K - $2.81K
|
3.95K
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 0.77% |
$2.63K - $3.02K
|
5.57K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-44- 0.58% |
$2.69K - $3.09K
|
7.57K
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-45- 0.17% |
$2.75K - $3.16K
|
25.8K
$704K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-46- 0.49% |
$2.81K - $3.23K
|
9.42K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-47- 1.03% |
$2.87K - $3.3K
|
4.53K
$124K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-47- 0.86% |
$2.87K - $3.3K
|
5.42K
$148K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-53- 1.41% |
$3.24K - $3.72K
|
3.7K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 0.21% |
$3.79K - $4.35K
|
29.3K
$799K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-65- 2.09% |
$3.98K - $4.57K
|
3.05K
$83.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-66- 0.5% |
$4.04K - $4.64K
|
13.2K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-72- 1.15% |
$4.4K - $5.06K
|
6.18K
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-74- 1.86% |
$4.53K - $5.2K
|
3.9K
$106K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-75- 0.52% |
$4.59K - $5.27K
|
14.2K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-75- 5.02% |
$4.59K - $5.27K
|
1.42K
$38.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-81- 0.3% |
$4.95K - $5.69K
|
26.8K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-81- 0.31% |
$4.95K - $5.69K
|
26.1K
$713K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-82- 2.15% |
$5.02K - $5.76K
|
3.73K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-82- 0.17% |
$5.02K - $5.76K
|
47.2K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 0.66% |
$5.2K - $5.97K
|
12.9K
$352K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-92- 0.9% |
$5.63K - $6.46K
|
10.1K
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-92- 2.07% |
$5.63K - $6.46K
|
4.36K
$119K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-92- 1.18% |
$5.63K - $6.46K
|
7.71K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-96- 1.17% |
$5.87K - $6.74K
|
8.1K
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-96- 0.56% |
$5.87K - $6.74K
|
17K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-101Closed |
$6.18K - $7.09K
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-109- 0.41% |
$6.67K - $7.66K
|
26.3K
$717K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-117- 60.94% |
$7.16K - $8.22K
|
75
$2.05K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-118- 1.15% |
$7.22K - $8.29K
|
10.2K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-119- 1.17% |
$7.28K - $8.36K
|
10.1K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-135- 0.2% |
$8.26K - $9.48K
|
66.4K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-140- 1.12% |
$8.56K - $9.83K
|
12.3K
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-143- 0.85% |
$8.75K - $10K
|
16.7K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-170- 3.38% |
$10.4K - $11.9K
|
4.86K
$133K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-180- 5.06% |
$11K - $12.6K
|
3.38K
$92.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-184- 0.81% |
$11.3K - $12.9K
|
22.6K
$617K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-185- 2.6% |
$11.3K - $13K
|
6.93K
$189K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-186- 2.02% |
$11.4K - $13.1K
|
9.01K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-195- 0.07% |
$11.9K - $13.7K
|
298K
$8.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-199- 5.79% |
$12.2K - $14K
|
3.24K
$88.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-206- 2.07% |
$12.6K - $14.5K
|
9.73K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-220- 1.38% |
$13.5K - $15.5K
|
15.7K
$429K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-223- 0.55% |
$13.6K - $15.7K
|
40.2K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-226- 32.29% |
$13.8K - $15.9K
|
474
$12.9K
|