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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.94K- 1.14% |
$309K - $342K
|
427K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.01K- 2.57% |
$313K - $347K
|
190K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.52K- 2.27% |
$345K - $383K
|
238K
$6.5M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5.54K- 41.27% |
$347K - $384K
|
7.89K
$216K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-5.54K- 4.72% |
$347K - $384K
|
112K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.61K- 5.76% |
$351K - $388K
|
91.7K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-5.86K- 15.3% |
$366K - $406K
|
32.4K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-6.65K- 2.53% |
$416K - $461K
|
256K
$7M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.84K- 2.85% |
$428K - $474K
|
233K
$6.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.91K- 10.04% |
$433K - $479K
|
62K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.97K- 2.26% |
$436K - $483K
|
301K
$8.23M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-7.83K- 34.68% |
$490K - $543K
|
14.8K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.96K- 21.47% |
$498K - $551K
|
29.1K
$795K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.23K- 51.14% |
$515K - $570K
|
7.87K
$215K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.25K- 7.52% |
$516K - $572K
|
101K
$2.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.26K- 7.89% |
$517K - $572K
|
96.4K
$2.64M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.29K- 3.67% |
$519K - $574K
|
217K
$5.94M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.46K- 37.33% |
$529K - $586K
|
14.2K
$388K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8.85K- 66.66% |
$554K - $613K
|
4.43K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.15K- 73.22% |
$573K - $634K
|
3.35K
$91.5K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-9.33K- 62.66% |
$584K - $646K
|
5.56K
$152K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.83K- 10.45% |
$615K - $681K
|
84.3K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.88K- 11.7% |
$619K - $685K
|
74.6K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-9.94K- 12.65% |
$622K - $689K
|
68.7K
$1.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10K- 5.37% |
$629K - $696K
|
177K
$4.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 13.17% |
$631K - $699K
|
66.5K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10.1K- 37.97% |
$635K - $703K
|
16.6K
$453K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-10.7K- 10.33% |
$667K - $738K
|
92.5K
$2.53M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11.8K- 12.78% |
$739K - $818K
|
80.5K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.2K- 0.87% |
$826K - $914K
|
1.51M
$41.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-14.5K- 1.91% |
$905K - $1M
|
744K
$20.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15K- 28.91% |
$941K - $1.04M
|
37K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15K- 28.91% |
$941K - $1.04M
|
37K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-16.7K- 6.04% |
$1.04M - $1.16M
|
260K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-19.2K- 64.58% |
$1.2M - $1.33M
|
10.5K
$287K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-20.5K- 20.97% |
$1.29M - $1.42M
|
77.4K
$2.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.6K- 5.84% |
$1.29M - $1.43M
|
333K
$9.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-21.7K- 64.01% |
$1.36M - $1.5M
|
12.2K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.9K- 54.86% |
$1.56M - $1.72M
|
20.5K
$560K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.5K- 25.2% |
$1.59M - $1.76M
|
75.6K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.2K- 29.82% |
$1.64M - $1.81M
|
61.6K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 15.77% |
$1.66M - $1.84M
|
142K
$3.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-29.1K- 24.49% |
$1.82M - $2.02M
|
89.7K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-31.2K- 4.77% |
$1.95M - $2.16M
|
624K
$17.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-34.4KClosed |
$2.15M - $2.38M
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-38K- 7.98% |
$2.38M - $2.63M
|
439K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-42.9K- 2.14% |
$2.69M - $2.98M
|
1.97M
$53.8M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.4K- 62.53% |
$2.71M - $3.01M
|
26K
$711K
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-44.4K- 21.35% |
$2.78M - $3.08M
|
163K
$4.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-44.4K- 33.21% |
$2.78M - $3.08M
|
89.4K
$2.44M
|