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 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-210- 1.2% |
$12.4K - $14.5K
|
17.3K
$475K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-211- 3.65% |
$12.5K - $14.6K
|
5.57K
$153K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-213- 2.0% |
$12.6K - $14.7K
|
10.4K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-219- 19.45% |
$12.9K - $15.2K
|
907
$25K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-230- 1.54% |
$13.6K - $15.9K
|
14.7K
$405K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-230- 3.51% |
$13.6K - $15.9K
|
6.32K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-232- 5.75% |
$13.7K - $16.1K
|
3.8K
$105K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-235- 6.18% |
$13.9K - $16.3K
|
3.57K
$98.3K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-254- 62.25% |
$15K - $17.6K
|
154
$4.24K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-271- 0.75% |
$16K - $18.8K
|
36K
$992K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 84.62% |
$16.3K - $19K
|
50
$1.38K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-276- 6.73% |
$16.3K - $19.1K
|
3.82K
$105K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-278- 1.02% |
$16.4K - $19.2K
|
27K
$744K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-280- 43.28% |
$16.6K - $19.4K
|
367
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-280- 3.18% |
$16.6K - $19.4K
|
8.52K
$235K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-281- 3.18% |
$16.6K - $19.5K
|
8.54K
$235K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-291- 2.85% |
$17.2K - $20.1K
|
9.91K
$273K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-296- 4.58% |
$17.5K - $20.5K
|
6.17K
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 66.67% |
$17.7K - $20.8K
|
150
$4.13K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-303- 4.12% |
$17.9K - $21K
|
7.05K
$194K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-310- 41.72% |
$18.3K - $21.5K
|
433
$11.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-339- 0.08% |
$20K - $23.5K
|
415K
$11.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-354- 5.29% |
$20.9K - $24.5K
|
6.34K
$175K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-355- 0.01% |
$21K - $24.6K
|
5.77M
$159M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-366- 3.26% |
$21.6K - $25.3K
|
10.9K
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-387- 0.4% |
$22.9K - $26.8K
|
95.4K
$2.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-399- 4.57% |
$23.6K - $27.6K
|
8.32K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-405- 1.24% |
$23.9K - $28K
|
32.4K
$892K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-419- 9.11% |
$24.8K - $29K
|
4.18K
$115K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-438- 8.22% |
$25.9K - $30.3K
|
4.89K
$135K
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-443- 2.51% |
$26.2K - $30.7K
|
17.2K
$473K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-451- 3.51% |
$26.7K - $31.2K
|
12.4K
$341K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-452- 2.0% |
$26.7K - $31.3K
|
22.2K
$610K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-454- 2.22% |
$26.8K - $31.4K
|
20K
$550K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-456- 5.08% |
$27K - $31.6K
|
8.52K
$235K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-462- 10.9% |
$27.3K - $32K
|
3.78K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-463- 30.08% |
$27.4K - $32.1K
|
1.08K
$29.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-466- 5.99% |
$27.6K - $32.3K
|
7.32K
$202K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-513- 4.54% |
$30.3K - $35.5K
|
10.8K
$297K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-526- 1.91% |
$31.1K - $36.4K
|
27.1K
$746K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-541- 1.75% |
$32K - $37.5K
|
30.3K
$835K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-550- 5.87% |
$32.5K - $38.1K
|
8.82K
$243K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-562- 1.32% |
$33.2K - $38.9K
|
41.9K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-594- 5.48% |
$35.1K - $41.1K
|
10.2K
$282K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-602- 0.61% |
$35.6K - $41.7K
|
98.7K
$2.72M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-629- 6.27% |
$37.2K - $43.6K
|
9.41K
$259K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-665- 0.61% |
$39.3K - $46K
|
108K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-665- 0.61% |
$39.3K - $46K
|
108K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-666- 41.91% |
$39.4K - $46.1K
|
923
$25.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-675- 25.85% |
$39.9K - $46.7K
|
1.94K
$53.3K
|