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 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.6K- 60.28% |
$4.02M - $4.27M
|
41.9K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-65K- 18.5% |
$4.11M - $4.37M
|
286K
$7.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-70.3K- 85.28% |
$4.45M - $4.72M
|
12.1K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-75.3K- 99.71% |
$4.77M - $5.06M
|
216
$5.95K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-89.2K- 11.19% |
$5.65M - $6M
|
708K
$19.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-100K- 22.87% |
$6.35M - $6.74M
|
338K
$9.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 24.5% |
$6.52M - $6.92M
|
317K
$8.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-106K- 50.0% |
$6.71M - $7.12M
|
106K
$2.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-121K- 50.69% |
$7.63M - $8.1M
|
117K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-122K- 8.06% |
$7.69M - $8.17M
|
1.39M
$38.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-136K- 23.0% |
$8.63M - $9.16M
|
456K
$12.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-171K- 36.88% |
$10.8M - $11.5M
|
293K
$8.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-171K- 82.01% |
$10.9M - $11.5M
|
37.6K
$1.04M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-430K- 98.53% |
$27.2M - $28.9M
|
6.4K
$176K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-475K- 99.63% |
$30.1M - $31.9M
|
1.77K
$48.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.74M- 23.29% |
$110M - $117M
|
5.74M
$158M
|