Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-51.1K- 6.45% |
$3.2M - $3.54M
|
741K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51.3K- 15.94% |
$3.21M - $3.55M
|
270K
$7.33M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51.3K- 79.68% |
$3.21M - $3.56M
|
13.1K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-51.8K- 16.94% |
$3.24M - $3.59M
|
254K
$6.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-52.5K- 90.21% |
$3.29M - $3.64M
|
5.7K
$154K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-52.5K- 89.25% |
$3.29M - $3.64M
|
6.32K
$171K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.1K- 72.24% |
$3.58M - $3.96M
|
22K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-63.7K- 85.37% |
$3.99M - $4.42M
|
10.9K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-65.9K- 9.38% |
$4.12M - $4.57M
|
637K
$17.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-67.2K- 90.91% |
$4.2M - $4.66M
|
6.72K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-69.6K- 51.94% |
$4.36M - $4.82M
|
64.4K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-72.8K- 3.0% |
$4.56M - $5.05M
|
2.35M
$63.8M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-75.2K- 8.62% |
$4.71M - $5.21M
|
797K
$21.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-78.6K- 90.67% |
$4.92M - $5.44M
|
8.09K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-84K- 37.51% |
$5.25M - $5.82M
|
140K
$3.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-90.1K- 42.05% |
$5.64M - $6.24M
|
124K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-110K- 14.24% |
$6.86M - $7.6M
|
661K
$17.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-123K- 3.09% |
$7.68M - $8.5M
|
3.84M
$104M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-124K- 29.29% |
$7.74M - $8.57M
|
299K
$8.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-131K- 78.23% |
$8.2M - $9.08M
|
36.5K
$988K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-158K- 23.06% |
$9.87M - $10.9M
|
526K
$14.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-159K- 43.25% |
$9.97M - $11M
|
209K
$5.66M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-176K- 93.34% |
$11M - $12.2M
|
12.5K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-261K- 33.02% |
$16.3M - $18.1M
|
529K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-273K- 1.35% |
$17.1M - $18.9M
|
19.9M
$540M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-397K- 26.93% |
$24.8M - $27.5M
|
1.08M
$29.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.06M- 19.89% |
$66.6M - $73.7M
|
4.29M
$116M
|