Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 2.82% |
$143K - $165K
|
80.6K
$2.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.39K- 15.48% |
$146K - $168K
|
13.1K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.62K- 41.03% |
$160K - $184K
|
3.76K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.66K- 33.69% |
$163K - $187K
|
5.24K
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.66K- 32.85% |
$163K - $187K
|
5.45K
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.75K- 95.09% |
$168K - $193K
|
142
$3.91K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.75K- 3.11% |
$168K - $193K
|
85.7K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.77K- 85.06% |
$170K - $195K
|
487
$13.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 3.17% |
$181K - $208K
|
90.5K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.12K- 19.96% |
$191K - $219K
|
12.5K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.14K- 21.39% |
$192K - $220K
|
11.5K
$317K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.21K- 20.57% |
$196K - $225K
|
12.4K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.25K- 43.73% |
$199K - $228K
|
4.18K
$115K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.25K- 4.83% |
$199K - $228K
|
64.2K
$1.77M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3.47K- 2.96% |
$212K - $244K
|
114K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.59K- 29.03% |
$219K - $252K
|
8.77K
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.66K- 13.72% |
$224K - $257K
|
23K
$633K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.7K- 53.92% |
$226K - $260K
|
3.16K
$87K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.7K- 0.33% |
$226K - $260K
|
1.1M
$30.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.77K- 15.17% |
$230K - $265K
|
21.1K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.77K- 33.81% |
$230K - $265K
|
7.37K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.82K- 0.6% |
$233K - $268K
|
627K
$17.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 49.37% |
$244K - $280K
|
4.08K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 8.57% |
$256K - $294K
|
44.6K
$1.23M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.31K- 32.43% |
$264K - $303K
|
8.98K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.41K- 5.79% |
$269K - $309K
|
71.7K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.55K- 16.15% |
$279K - $320K
|
23.6K
$651K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.84K- 4.54% |
$296K - $340K
|
102K
$2.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.87K- 11.74% |
$298K - $342K
|
36.6K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.92K- 17.02% |
$301K - $345K
|
24K
$660K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.26K- 4.03% |
$321K - $369K
|
125K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.3K- 30.73% |
$324K - $372K
|
12K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.52K- 30.78% |
$338K - $388K
|
12.4K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.55K- 15.4% |
$339K - $390K
|
30.5K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.9K- 7.16% |
$361K - $414K
|
76.5K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.49K- 5.78% |
$397K - $456K
|
106K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.77K- 86.42% |
$414K - $475K
|
1.06K
$29.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6.85K- 30.76% |
$419K - $481K
|
15.4K
$424K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.41K- 60.25% |
$453K - $521K
|
4.89K
$135K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.55K- 6.5% |
$462K - $530K
|
109K
$2.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.72K- 11.58% |
$472K - $542K
|
58.9K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.79K- 13.09% |
$476K - $547K
|
51.7K
$1.42M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.07K- 3.31% |
$493K - $567K
|
235K
$6.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-8.08K- 17.41% |
$494K - $567K
|
38.3K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-8.32K- 8.39% |
$509K - $584K
|
90.9K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.34K- 46.2% |
$510K - $586K
|
9.71K
$267K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.55K- 13.0% |
$523K - $601K
|
57.2K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.59K- 36.29% |
$525K - $604K
|
15.1K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.63K- 14.72% |
$528K - $606K
|
50K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.65K- 97.08% |
$529K - $608K
|
260
$7.16K
|