Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.1K- 11.67% |
$1M - $1.18M
|
129K
$3.53M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.4K- 43.47% |
$1.02M - $1.2M
|
22.6K
$616K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-19.7K- 43.01% |
$1.15M - $1.36M
|
26.1K
$711K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.5K- 37.02% |
$1.38M - $1.62M
|
40K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-28K- 11.47% |
$1.64M - $1.93M
|
216K
$5.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.3K- 17.26% |
$1.71M - $2.02M
|
140K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36.5K- 7.37% |
$2.13M - $2.52M
|
458K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.9K- 6.38% |
$2.22M - $2.61M
|
556K
$15.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-38.5K- 7.87% |
$2.25M - $2.66M
|
451K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44K- 9.37% |
$2.57M - $3.03M
|
425K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-45.8K- 39.75% |
$2.68M - $3.16M
|
69.4K
$1.89M
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-55K- 63.35% |
$3.22M - $3.79M
|
31.8K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.9K- 13.81% |
$3.74M - $4.41M
|
399K
$10.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-67.6K- 78.76% |
$3.95M - $4.66M
|
18.2K
$496K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-68.7K- 37.18% |
$4.02M - $4.74M
|
116K
$3.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73.1K- 29.45% |
$4.28M - $5.05M
|
175K
$4.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-78.8K- 6.63% |
$4.61M - $5.44M
|
1.11M
$30.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-84K- 23.36% |
$4.91M - $5.8M
|
275K
$7.51M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-94.6K- 66.2% |
$5.54M - $6.53M
|
48.3K
$1.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-103K- 41.44% |
$6.05M - $7.14M
|
146K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-108K- 11.11% |
$6.29M - $7.42M
|
860K
$23.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-121K- 28.74% |
$7.07M - $8.34M
|
300K
$8.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-161K- 35.92% |
$9.4M - $11.1M
|
287K
$7.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-286K- 97.42% |
$16.7M - $19.7M
|
7.56K
$206K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.53M- 10.68% |
$148M - $174M
|
21.1M
$576M
|