Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.15K- 13.1% |
$389K - $413K
|
40.8K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.19K- 30.25% |
$392K - $416K
|
14.3K
$393K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-6.35K- 13.34% |
$402K - $427K
|
41.3K
$1.14M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.44K- 55.27% |
$408K - $433K
|
5.21K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.11K- 90.43% |
$450K - $478K
|
753
$20.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.21K- 7.86% |
$456K - $484K
|
84.5K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-7.34K- 1.68% |
$465K - $493K
|
429K
$11.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.46K- 6.38% |
$472K - $501K
|
109K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.67K- 0.33% |
$486K - $516K
|
2.34M
$64.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.7K- 53.23% |
$488K - $517K
|
6.76K
$186K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-8.05K- 69.36% |
$510K - $541K
|
3.56K
$98K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8.85K- 66.66% |
$561K - $595K
|
4.43K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.67K- 10.79% |
$612K - $650K
|
79.9K
$2.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.88K- 93.9% |
$625K - $664K
|
642
$17.7K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.96K- 1.16% |
$631K - $670K
|
846K
$23.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-10.8K- 55.61% |
$681K - $723K
|
8.58K
$236K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.8K- 27.59% |
$681K - $723K
|
28.2K
$778K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-11K- 68.29% |
$694K - $737K
|
5.09K
$140K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-11.7K- 17.29% |
$740K - $785K
|
55.9K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 55.55% |
$772K - $820K
|
9.76K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-13.5K- 8.26% |
$856K - $908K
|
150K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-13.7K- 27.36% |
$867K - $920K
|
36.3K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.1K- 53.74% |
$890K - $945K
|
12.1K
$333K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-14.4K- 71.08% |
$912K - $968K
|
5.86K
$161K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.2K- 5.09% |
$962K - $1.02M
|
283K
$7.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16K- 81.42% |
$1.01M - $1.08M
|
3.66K
$101K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-16.3K- 16.89% |
$1.03M - $1.09M
|
80.1K
$2.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16.8K- 36.79% |
$1.06M - $1.13M
|
28.8K
$794K
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-17.1K- 8.41% |
$1.08M - $1.15M
|
186K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.8K- 12.59% |
$1.13M - $1.2M
|
124K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.9K- 3.39% |
$1.13M - $1.2M
|
508K
$14M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.8K- 56.12% |
$1.31M - $1.4M
|
16.2K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.8K- 56.12% |
$1.31M - $1.4M
|
16.2K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.8K- 2.94% |
$1.38M - $1.46M
|
719K
$19.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-24.7K- 55.43% |
$1.56M - $1.66M
|
19.8K
$546K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-25.2K- 23.48% |
$1.59M - $1.69M
|
82K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25.5K- 19.38% |
$1.61M - $1.71M
|
106K
$2.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-26.2K- 6.38% |
$1.66M - $1.76M
|
384K
$10.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-29.7K- 26.99% |
$1.88M - $2M
|
80.4K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.1K- 26.02% |
$1.97M - $2.09M
|
88.5K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-34.7K- 43.7% |
$2.2M - $2.33M
|
44.8K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.2K- 94.05% |
$2.29M - $2.43M
|
2.29K
$63K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-36.9K- 6.98% |
$2.34M - $2.48M
|
492K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-37.2K- 13.2% |
$2.35M - $2.5M
|
244K
$6.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-38K- 0.89% |
$2.41M - $2.56M
|
4.25M
$117M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-43.9K- 2.23% |
$2.78M - $2.95M
|
1.92M
$53M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-50K- 82.38% |
$3.17M - $3.36M
|
10.7K
$294K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-50.6K- 3.4% |
$3.2M - $3.4M
|
1.44M
$39.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.2K- 94.52% |
$3.68M - $3.91M
|
3.37K
$92.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-60.5K- 75.12% |
$3.83M - $4.07M
|
20K
$552K
|