Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.47K
+ 2.56%
$145K - $171K
98.9K $2.69M
Nov 14, 2022 Q3 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
2.33K
+ 25.03%
$137K - $161K
11.7K $318K
Nov 10, 2022 Q3 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
2.32K
+ 12.07%
$136K - $160K
21.6K $587K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.27K
+ 4.31%
$133K - $157K
54.9K $1.5M
Nov 10, 2022 Q3 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
2.21K
+ 4.19%
$129K - $152K
54.9K $1.5M
Dec 19, 2024 Q3 2022
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
2.16K
+ 193.97%
$126K - $149K
3.27K $89K
Oct 13, 2022 Q3 2022
Von Berge Wealth Management Group, LLC

BUY
 -
2.15K
+ 4.24%
$126K - $149K
52.9K $1.44M
Nov 14, 2022 Q3 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
1.94K
+ 3.83%
$113K - $134K
52.5K $1.43M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.92K
+ 77.08%
$112K - $133K
4.41K $120K
Oct 28, 2022 Q3 2022
Aspiriant, LLC

BUY
 -
1.9K
+ 11.26%
$111K - $131K
18.7K $511K
Oct 18, 2022 Q3 2022
Courage Miller Partners, LLC

BUY
 -
1.77K
+ 2.53%
$104K - $122K
71.6K $1.95M
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
1.69K
+ 3.26%
$98.7K - $116K
53.4K $1.46M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
1.67K
New
$97.7K - $115K
1.67K $45.5K
Oct 18, 2022 Q3 2022
Bond & Devick Financial Network, Inc.

BUY
 -
1.59K
+ 21.31%
$92.9K - $110K
9.04K $246K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.55K
+ 4.84%
$90.8K - $107K
33.6K $915K
Oct 26, 2022 Q3 2022
Schrum Private Wealth Management LLC

BUY
 -
1.48K
+ 38.32%
$86.7K - $102K
5.35K $146K
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
1.47K
+ 17.16%
$85.9K - $101K
10K $273K
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.39K
+ 3.3%
$81.5K - $96.1K
43.7K $1.19M
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
1.35K
+ 8.36%
$78.8K - $93K
17.5K $476K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.34K
+ 7.35%
$78.4K - $92.5K
19.6K $534K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
1.3K
+ 1.93%
$75.9K - $89.5K
68.3K $1.86M
Jan 03, 2023 Q3 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.27K
+ 12.7%
$74.1K - $87.4K
11.2K $306K
Oct 31, 2022 Q3 2022
Evolution Advisers, Inc.

BUY
 -
1.23K
New
$72K - $85K
1.23K $33.5K
Oct 12, 2022 Q3 2022
Prism Advisors, Inc.

BUY
 -
1.22K
+ 0.52%
$71.3K - $84.1K
236K $6.44M
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.2K
+ 57.14%
$70.2K - $82.8K
3.3K $89.9K
Oct 31, 2022 Q3 2022
Armor Investment Advisors, LLC

BUY
 -
1.09K
+ 154.1%
$63.8K - $75.3K
1.8K $49K
Nov 09, 2022 Q3 2022
Mokosak Advisory Group, LLC

BUY
 -
1.09K
+ 0.15%
$63.8K - $75.3K
739K $20.1M
Nov 15, 2022 Q3 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
1.06K
+ 16.76%
$61.8K - $72.9K
7.36K $200K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.05K
+ 6.46%
$61.5K - $72.5K
17.3K $472K
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
1.05K
+ 10.49%
$61.4K - $72.4K
11.1K $301K
Oct 31, 2022 Q3 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.05K
+ 2.82%
$61.4K - $72.4K
38.3K $1.04M
Nov 15, 2022 Q3 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
979
+ 1.81%
$57.3K - $67.6K
55K $1.5M
Nov 07, 2022 Q3 2022
Vista Capital Partners, Inc.

BUY
 -
970
+ 15.26%
$56.8K - $66.9K
7.33K $200K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
917
+ 9.63%
$53.7K - $63.3K
10.4K $285K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
899
+ 9.84%
$52.6K - $62K
10K $274K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
897
+ 0.63%
$52.5K - $61.9K
144K $3.92M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
875
New
$51.2K - $60.4K
875 $23.8K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
826
+ 1.01%
$48.3K - $57K
82.8K $2.26M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
823
+ 14.24%
$48.2K - $56.8K
6.6K $180K
Oct 11, 2022 Q3 2022
Rda Financial Network

BUY
 -
803
+ 15.68%
$47K - $55.4K
5.92K $161K
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
802
+ 16.82%
$46.9K - $55.4K
5.57K $152K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
800
New
$46.8K - $55.2K
800 $21.8K
Nov 03, 2022 Q3 2022
Leeward Financial Partners, LLC

BUY
 -
763
+ 0.98%
$44.6K - $52.7K
79K $2.15M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
749
+ 1.63%
$43.8K - $51.7K
46.8K $1.28M
Nov 02, 2022 Q3 2022
Game Plan Financial Advisors, LLC

BUY
 -
744
+ 1.17%
$43.5K - $51.4K
64.3K $1.75M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
741
+ 6.89%
$43.4K - $51.1K
11.5K $313K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
705
New
$41.2K - $48.7K
705 $19.2K
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
700
New
$41K - $48.3K
700 $19.1K
Nov 10, 2022 Q3 2022
Bigelow Investment Advisors, LLC

BUY
 -
693
+ 21.48%
$40.5K - $47.8K
3.92K $107K

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