Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-682- 9.67% |
$40.3K - $47.2K
|
6.37K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-684- 8.59% |
$40.4K - $47.4K
|
7.28K
$200K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-691- 2.99% |
$40.9K - $47.8K
|
22.4K
$617K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-713- 1.02% |
$42.2K - $49.4K
|
68.9K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-757- 4.99% |
$44.8K - $52.4K
|
14.4K
$397K
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-792- 15.17% |
$46.8K - $54.8K
|
4.43K
$122K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-831- 8.72% |
$49.1K - $57.5K
|
8.7K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-852- 19.2% |
$50.4K - $59K
|
3.59K
$98.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-862- 9.88% |
$51K - $59.7K
|
7.87K
$217K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-877- 17.74% |
$51.9K - $60.7K
|
4.07K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-885- 2.78% |
$52.3K - $61.3K
|
30.9K
$852K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-913- 4.66% |
$54K - $63.2K
|
18.7K
$514K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-913- 0.47% |
$54K - $63.2K
|
195K
$5.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-982- 0.36% |
$58.1K - $68K
|
275K
$7.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-988- 9.86% |
$58.4K - $68.4K
|
9.03K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1K- 1.02% |
$59.2K - $69.4K
|
97.3K
$2.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-1K- 0.84% |
$59.4K - $69.5K
|
119K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.01K- 2.51% |
$59.5K - $69.7K
|
39K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.02K- 4.39% |
$60.4K - $70.7K
|
22.2K
$612K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.48% |
$62.9K - $73.7K
|
70.7K
$1.95M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.08K- 1.16% |
$63.8K - $74.7K
|
91.6K
$2.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.08K- 2.81% |
$64K - $75K
|
37.4K
$1.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.1K- 1.54% |
$65K - $76.2K
|
70.2K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.1K- 12.0% |
$65.2K - $76.4K
|
8.09K
$223K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 6.0% |
$65.3K - $76.5K
|
17.3K
$477K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 2.98% |
$65.9K - $77.2K
|
36.3K
$999K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.12K- 4.16% |
$66.5K - $77.8K
|
25.9K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.14K- 1.13% |
$67.6K - $79.2K
|
99.8K
$2.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 65.31% |
$69.5K - $81.4K
|
624
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.2K- 12.04% |
$71K - $83.1K
|
8.77K
$241K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.22K- 2.02% |
$72K - $84.3K
|
59.1K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.24K- 42.13% |
$73.1K - $85.6K
|
1.7K
$46.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.24K- 1.98% |
$73.2K - $85.7K
|
61.3K
$1.69M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-1.32K- 1.26% |
$77.9K - $91.3K
|
104K
$2.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.36K- 2.4% |
$80.6K - $94.4K
|
55.4K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.4K- 13.82% |
$82.5K - $96.6K
|
8.7K
$240K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.43K- 1.34% |
$84.3K - $98.7K
|
105K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.44K- 17.42% |
$84.9K - $99.4K
|
6.81K
$187K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.5K- 1.31% |
$88.4K - $104K
|
113K
$3.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.51K- 22.45% |
$89K - $104K
|
5.2K
$143K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.51K- 21.1% |
$89.2K - $104K
|
5.64K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.52K- 27.19% |
$89.6K - $105K
|
4.06K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.52K- 9.23% |
$89.6K - $105K
|
14.9K
$411K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.53K- 8.15% |
$90.4K - $106K
|
17.2K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.53K- 4.31% |
$90.5K - $106K
|
34K
$937K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-1.54K- 5.9% |
$91.1K - $107K
|
24.6K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.54K- 10.68% |
$91.2K - $107K
|
12.9K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.55K- 4.84% |
$91.8K - $108K
|
30.6K
$842K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.58K- 5.45% |
$93.3K - $109K
|
27.4K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.58K- 3.01% |
$93.4K - $109K
|
50.9K
$1.4M
|