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 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-270- 4.11% |
$16.5K - $19K
|
6.3K
$175K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-279- 1.78% |
$17.1K - $19.6K
|
15.4K
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-283- 2.28% |
$17.3K - $19.9K
|
12.1K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-291- 3.2% |
$17.8K - $20.4K
|
8.81K
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-295- 7.51% |
$18K - $20.7K
|
3.63K
$101K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-305- 0.49% |
$18.7K - $21.4K
|
62.2K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-308- 3.64% |
$18.8K - $21.6K
|
8.15K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-343- 4.55% |
$21K - $24.1K
|
7.19K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-359- 2.47% |
$22K - $25.2K
|
14.2K
$395K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-368- 5.52% |
$22.5K - $25.8K
|
6.29K
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-370- 1.11% |
$22.6K - $26K
|
33.1K
$920K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-375- 9.01% |
$22.9K - $26.3K
|
3.79K
$105K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-385- 6.63% |
$23.5K - $27K
|
5.43K
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-388- 1.3% |
$23.7K - $27.3K
|
29.5K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-393- 9.68% |
$24K - $27.6K
|
3.67K
$102K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-400- 6.37% |
$24.5K - $28.1K
|
5.88K
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-411- 3.95% |
$25.1K - $28.9K
|
9.99K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-412- 1.0% |
$25.2K - $28.9K
|
40.9K
$1.14M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-426- 4.95% |
$26.1K - $29.9K
|
8.18K
$227K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-447- 10.1% |
$27.3K - $31.4K
|
3.98K
$111K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-449- 69.94% |
$27.5K - $31.5K
|
193
$5.37K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-452- 2.61% |
$27.6K - $31.7K
|
16.9K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-460- 8.78% |
$28.1K - $32.3K
|
4.78K
$133K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-460- 0.69% |
$28.1K - $32.3K
|
66.1K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-468- 11.94% |
$28.6K - $32.9K
|
3.45K
$96K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-471- 29.85% |
$28.8K - $33.1K
|
1.11K
$30.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-510- 2.53% |
$31.2K - $35.8K
|
19.7K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-511- 29.3% |
$31.3K - $35.9K
|
1.23K
$34.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-515- 3.0% |
$31.5K - $36.2K
|
16.6K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-541- 3.67% |
$33.1K - $38K
|
14.2K
$395K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-552- 7.93% |
$33.8K - $38.8K
|
6.41K
$178K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-604- 94.82% |
$36.9K - $42.4K
|
33
$917
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-605- 10.7% |
$37K - $42.5K
|
5.05K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-609- 5.76% |
$37.2K - $42.8K
|
9.96K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-666- 8.54% |
$40.7K - $46.8K
|
7.14K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-685- 0.79% |
$41.9K - $48.1K
|
86K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-713- 19.86% |
$43.6K - $50.1K
|
2.88K
$80K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-753- 12.17% |
$46.1K - $52.9K
|
5.43K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-763- 17.89% |
$46.7K - $53.6K
|
3.5K
$97.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-780- 3.92% |
$47.7K - $54.8K
|
19.1K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-830- 21.5% |
$50.8K - $58.3K
|
3.03K
$84.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-831- 7.1% |
$50.8K - $58.4K
|
10.9K
$302K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-852- 3.71% |
$52.1K - $59.8K
|
22.1K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-865- 2.04% |
$52.9K - $60.8K
|
41.6K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-869- 10.48% |
$53.1K - $61K
|
7.42K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-884- 72.46% |
$54.1K - $62.1K
|
336
$9.34K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-897- 11.16% |
$54.9K - $63K
|
7.14K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-899- 6.8% |
$55K - $63.1K
|
12.3K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-920- 4.08% |
$56.3K - $64.6K
|
21.6K
$601K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-927- 11.6% |
$56.7K - $65.1K
|
7.07K
$196K
|