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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.18KNew |
$247K - $289K
|
4.18K
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.07KNew |
$241K - $282K
|
4.07K
$112K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.04KNew |
$239K - $280K
|
4.04K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.95K+ 8.59% |
$234K - $274K
|
50K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.94KNew |
$233K - $273K
|
3.94K
$108K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.94KNew |
$233K - $273K
|
3.94K
$108K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.91K+ 196.24% |
$231K - $271K
|
5.9K
$163K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
3.86K+ 2.66% |
$228K - $267K
|
149K
$4.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.74KNew |
$221K - $259K
|
3.74K
$103K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.7K+ 42.67% |
$219K - $256K
|
12.4K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.64KNew |
$215K - $252K
|
3.64K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.63KNew |
$214K - $251K
|
3.63K
$99.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.62K+ 4.81% |
$214K - $251K
|
78.9K
$2.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.62KNew |
$214K - $251K
|
3.62K
$99.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
3.58KNew |
$212K - $248K
|
3.58K
$98.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.58K+ 31.51% |
$212K - $248K
|
14.9K
$412K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.57K+ 48.77% |
$211K - $247K
|
10.9K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$200K - $235K
|
3.39K
$93.4K
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3.37KNew |
$199K - $233K
|
3.37K
$92.8K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.37K+ 17.19% |
$199K - $233K
|
22.9K
$632K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
3.36KNew |
$199K - $233K
|
3.36K
$92.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.35KNew |
$198K - $232K
|
3.35K
$92.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.29KNew |
$195K - $228K
|
3.29K
$90.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.26KNew |
$193K - $226K
|
3.26K
$89.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.26KNew |
$193K - $225K
|
3.26K
$89.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.24KNew |
$192K - $225K
|
3.24K
$89.3K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.23KNew |
$191K - $224K
|
3.23K
$89K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.18KNew |
$188K - $220K
|
3.18K
$87.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.13KNew |
$185K - $217K
|
3.13K
$86.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
3.13KNew |
$185K - $217K
|
3.13K
$86.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.09KNew |
$182K - $214K
|
3.09K
$85K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.08KNew |
$182K - $213K
|
3.08K
$84.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.04K+ 4.25% |
$180K - $210K
|
74.7K
$2.06M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.03K+ 3.38% |
$179K - $210K
|
92.7K
$2.55M
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.89K+ 2.55% |
$171K - $200K
|
116K
$3.2M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.83K+ 63.25% |
$168K - $196K
|
7.31K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.75KNew |
$162K - $190K
|
2.75K
$75.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.49K+ 45.06% |
$147K - $172K
|
8.01K
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.44K+ 5.09% |
$144K - $169K
|
50.3K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.43K+ 7.22% |
$143K - $168K
|
36K
$992K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.42K+ 6.33% |
$143K - $168K
|
40.7K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.32K+ 25.66% |
$137K - $161K
|
11.4K
$313K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 21.63% |
$132K - $155K
|
12.6K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.18K+ 14.56% |
$129K - $151K
|
17.1K
$472K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.1KNew |
$124K - $145K
|
2.1K
$57.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.06K+ 3.89% |
$122K - $142K
|
55K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.05KNew |
$121K - $142K
|
2.05K
$56.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.05K+ 136.17% |
$121K - $142K
|
3.55K
$97.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.99K+ 12.01% |
$118K - $138K
|
18.6K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.89K+ 19.89% |
$112K - $131K
|
11.4K
$314K
|