Purchases and Sales Made in Q4 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 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 02, 2023 Q4 2022
Emfo, LLC

BUY
 -
1
+ 0.56%
$59.1 - $69.2
179 $4.93K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 1.64%
$59.1 - $69.2
62 $1.71K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.58%
$59.1 - $69.2
173 $4.76K
Jan 24, 2023 Q4 2022
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-2
- 0.03%
$118 - $138
6.96K $192K
Jan 10, 2023 Q4 2022
Carolina Wealth Advisors, LLC

SELL
 -
-3
- 1.88%
$177 - $208
157 $4.32K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-4
- 0.35%
$237 - $277
1.13K $31K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-7
- 0.12%
$414 - $485
5.89K $162K
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

SELL
 -
-12
- 2.21%
$710 - $831
530 $14.6K
Jan 13, 2023 Q4 2022
Joule Financial, LLC

SELL
 -
-16
- 0.14%
$946 - $1.11K
11.6K $321K
Jan 17, 2023 Q4 2022
Veery Capital, LLC

SELL
 -
-16
- 0.04%
$946 - $1.11K
41K $1.13M
Feb 03, 2023 Q4 2022
Gw Henssler & Associates LTD

SELL
 -
-18
- 0.09%
$1.06K - $1.25K
19.9K $547K
Feb 13, 2023 Q4 2022
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-24
- 0.2%
$1.42K - $1.66K
12.3K $337K
Jan 17, 2023 Q4 2022
Five Oceans Advisors

SELL
 -
-24
- 0.11%
$1.42K - $1.66K
22.6K $622K
Feb 10, 2023 Q4 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-27
- 0.33%
$1.6K - $1.87K
8.2K $226K
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-27
- 0.33%
$1.6K - $1.87K
8.2K $226K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-28
- 0.08%
$1.66K - $1.94K
36.8K $1.01M
Feb 13, 2023 Q4 2022
Bridges Investment Management Inc

SELL
 -
-35
- 0.63%
$2.07K - $2.42K
5.51K $152K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-39
- 0.09%
$2.31K - $2.7K
42.9K $1.18M
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

SELL
 -
-40
- 14.81%
$2.37K - $2.77K
230 $6.33K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

SELL
 -
-43
- 6.75%
$2.54K - $2.98K
594 $16.4K
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
SELL
 -
-44
- 9.87%
$2.6K - $3.05K
402 $11.1K
Jan 10, 2023 Q4 2022
Carret Asset Management, LLC

SELL
 -
-50
- 1.2%
$2.96K - $3.46K
4.12K $113K
Jan 24, 2023 Q4 2022
Sol Capital Management CO

SELL
 -
-50
- 0.34%
$2.96K - $3.46K
14.4K $398K
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

SELL
 -
-56
- 0.97%
$3.31K - $3.88K
5.73K $158K
Jan 26, 2023 Q4 2022
Econ Financial Services Corp

SELL
 -
-56
- 0.06%
$3.31K - $3.88K
86.7K $2.39M
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-56
- 0.2%
$3.31K - $3.88K
27.7K $762K
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

SELL
 -
-65
- 0.06%
$3.84K - $4.5K
110K $3.02M
Jan 12, 2023 Q4 2022
Yhb Investment Advisors, Inc.

SELL
 -
-65
- 1.76%
$3.84K - $4.5K
3.62K $99.6K
Jan 03, 2023 Q4 2022
Marotta Asset Management

SELL
 -
-83
- 0.76%
$4.91K - $5.75K
10.9K $299K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-84
- 0.87%
$4.97K - $5.82K
9.58K $264K
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

SELL
 -
-99
- 11.06%
$5.85K - $6.85K
796 $21.9K
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
SELL
 -
-100
- 0.21%
$5.91K - $6.92K
47.4K $1.31M
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

SELL
 -
-102
- 1.87%
$6.03K - $7.06K
5.34K $147K
Jan 20, 2023 Q4 2022
Janiczek Wealth Management, LLC

SELL
 -
-105
- 2.36%
$6.21K - $7.27K
4.34K $120K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-107
- 7.1%
$6.33K - $7.41K
1.4K $38.5K
Jan 17, 2023 Q4 2022
Wealth Management Resources, Inc.

SELL
 -
-109
- 0.91%
$6.45K - $7.55K
11.9K $327K
Feb 09, 2023 Q4 2022
Game Plan Financial Advisors, LLC

SELL
 -
-114
- 0.18%
$6.74K - $7.89K
64.2K $1.77M
Feb 03, 2023 Q4 2022
Klingman & Associates, LLC

SELL
 -
-120
- 1.77%
$7.1K - $8.31K
6.66K $183K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-127
- 1.63%
$7.51K - $8.79K
7.66K $211K
Jan 27, 2023 Q4 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-127
- 2.35%
$7.51K - $8.79K
5.28K $145K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-128
- 1.72%
$7.57K - $8.86K
7.3K $201K
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-135
- 2.68%
$7.98K - $9.35K
4.89K $135K
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

SELL
 -
-146
- 0.75%
$8.63K - $10.1K
19.3K $531K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

SELL
 -
-178
- 45.18%
$10.5K - $12.3K
216 $5.95K
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-188
- 2.17%
$11.1K - $13K
8.48K $234K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-199
- 0.64%
$11.8K - $13.8K
30.8K $850K
Dec 19, 2024 Q4 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-201
- 6.15%
$11.9K - $13.9K
3.07K $84.4K
Jan 30, 2023 Q4 2022
Essex LLC

SELL
 -
-205
- 3.34%
$12.1K - $14.2K
5.94K $163K
Feb 10, 2023 Q4 2022
Missouri Trust & Investment CO

Springfield, MO
SELL
 -
-206
- 7.43%
$12.2K - $14.3K
2.57K $70.6K

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