Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.99K- 2.26% |
$125K - $138K
|
86.1K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.03K- 5.58% |
$127K - $140K
|
34.3K
$937K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.09K- 7.59% |
$131K - $145K
|
25.5K
$696K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.28K- 20.17% |
$143K - $158K
|
9.04K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 10.4% |
$144K - $160K
|
19.9K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.31K- 71.3% |
$145K - $160K
|
931
$25.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.33K- 3.26% |
$146K - $162K
|
69.2K
$1.89M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.44K- 5.07% |
$152K - $169K
|
45.6K
$1.25M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.51K- 3.56% |
$157K - $174K
|
67.8K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.53K- 39.88% |
$158K - $175K
|
3.81K
$104K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.55K- 5.02% |
$159K - $176K
|
48.2K
$1.32M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 11.55% |
$160K - $177K
|
19.6K
$536K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.59K- 8.98% |
$162K - $179K
|
26.2K
$717K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.63K- 2.84% |
$165K - $182K
|
90K
$2.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.7K- 44.59% |
$169K - $187K
|
3.36K
$91.8K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 0.81% |
$173K - $191K
|
339K
$9.27M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.77K- 2.56% |
$173K - $192K
|
105K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.8K- 2.33% |
$175K - $194K
|
117K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.83K- 38.74% |
$177K - $196K
|
4.48K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.85K- 14.0% |
$179K - $198K
|
17.5K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.94K- 4.63% |
$184K - $204K
|
60.5K
$1.65M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.94K- 4.63% |
$184K - $204K
|
60.5K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.97K- 2.63% |
$186K - $206K
|
110K
$3.01M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.02K- 5.88% |
$189K - $209K
|
48.4K
$1.32M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.04K- 15.06% |
$190K - $211K
|
17.1K
$468K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.11K- 2.59% |
$194K - $215K
|
117K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.14K- 9.92% |
$196K - $217K
|
28.5K
$778K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.18K- 19.82% |
$199K - $220K
|
12.8K
$351K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.19K- 5.02% |
$200K - $221K
|
60.3K
$1.65M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.26K- 50.75% |
$204K - $226K
|
3.16K
$86.4K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.32K- 14.37% |
$208K - $230K
|
19.8K
$541K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.39K- 15.25% |
$212K - $235K
|
18.8K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.39K- 5.31% |
$212K - $235K
|
60.4K
$1.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3.4K- 14.96% |
$213K - $236K
|
19.3K
$528K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.42K- 1.35% |
$214K - $237K
|
249K
$6.81M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.67K- 19.73% |
$230K - $254K
|
14.9K
$409K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 16.22% |
$238K - $263K
|
19.6K
$536K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.81K- 40.5% |
$238K - $264K
|
5.59K
$153K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.88K- 2.11% |
$243K - $269K
|
180K
$4.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.02K- 32.54% |
$252K - $279K
|
8.34K
$228K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-4.09K- 0.99% |
$256K - $283K
|
410K
$11.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.18K- 30.99% |
$262K - $290K
|
9.32K
$255K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.45K- 19.69% |
$278K - $308K
|
18.1K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.48K- 89.84% |
$280K - $310K
|
506
$13.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.56K- 3.23% |
$286K - $316K
|
137K
$3.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.69K- 33.8% |
$293K - $325K
|
9.18K
$251K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-4.73K- 27.7% |
$296K - $327K
|
12.3K
$337K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.74K- 6.0% |
$297K - $328K
|
74.2K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.81K- 7.85% |
$301K - $333K
|
56.4K
$1.54M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.85K- 17.51% |
$303K - $336K
|
22.8K
$624K
|