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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-8.66K- 15.78% |
$529K - $608K
|
46.2K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-8.68K- 2.38% |
$531K - $610K
|
357K
$9.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.12K- 11.09% |
$558K - $641K
|
73.1K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-9.46K- 21.14% |
$578K - $664K
|
35.3K
$964K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.1K- 11.79% |
$619K - $711K
|
75.7K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 3.65% |
$642K - $738K
|
277K
$7.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 11.69% |
$709K - $814K
|
87.6K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-11.9K- 6.91% |
$725K - $832K
|
160K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.2K- 6.47% |
$806K - $925K
|
190K
$5.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.5K- 8.63% |
$827K - $950K
|
143K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 64.66% |
$829K - $952K
|
7.41K
$203K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-14.9K- 11.76% |
$909K - $1.04M
|
111K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.8K- 18.89% |
$969K - $1.11M
|
68K
$1.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.3K- 66.09% |
$999K - $1.15M
|
8.38K
$229K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-16.8K- 31.87% |
$1.03M - $1.18M
|
36K
$983K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-17K- 29.42% |
$1.04M - $1.19M
|
40.8K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-17.2K- 11.83% |
$1.05M - $1.21M
|
128K
$3.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-22.2K- 31.31% |
$1.36M - $1.56M
|
48.7K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-22.5K- 25.39% |
$1.37M - $1.58M
|
66K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.1K- 14.71% |
$1.47M - $1.69M
|
140K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.5K- 9.38% |
$1.5M - $1.72M
|
236K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.5K- 40.72% |
$1.5M - $1.72M
|
35.6K
$973K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-24.9K- 15.78% |
$1.52M - $1.75M
|
133K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-25.6K- 70.05% |
$1.56M - $1.8M
|
10.9K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-25.6K- 54.88% |
$1.57M - $1.8M
|
21K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26K- 3.93% |
$1.59M - $1.83M
|
636K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.1K- 20.06% |
$1.78M - $2.05M
|
116K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.9K- 2.77% |
$1.83M - $2.1M
|
1.05M
$28.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.4K- 8.59% |
$2.04M - $2.35M
|
356K
$9.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-35.4K- 1.89% |
$2.17M - $2.49M
|
1.84M
$50.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.8K- 58.86% |
$2.31M - $2.65M
|
26.4K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41.2K- 75.92% |
$2.52M - $2.9M
|
13.1K
$357K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-42.4K- 62.31% |
$2.59M - $2.98M
|
25.6K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-44K- 6.19% |
$2.69M - $3.09M
|
667K
$18.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-44.5K- 9.35% |
$2.72M - $3.12M
|
431K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-47.6K- 95.12% |
$2.91M - $3.35M
|
2.45K
$66.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56.7K- 49.99% |
$3.47M - $3.98M
|
56.8K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-58.3K- 36.93% |
$3.57M - $4.1M
|
99.6K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-62.8K- 13.57% |
$3.84M - $4.41M
|
400K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-63.1K- 4.53% |
$3.86M - $4.44M
|
1.33M
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.3K- 23.11% |
$4.42M - $5.08M
|
241K
$6.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-79.2K- 41.68% |
$4.84M - $5.56M
|
111K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-79.3K- 27.38% |
$4.85M - $5.57M
|
210K
$5.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-111K- 2.6% |
$6.81M - $7.82M
|
4.17M
$114M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-135K- 45.4% |
$8.27M - $9.49M
|
163K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-146K- 63.25% |
$8.94M - $10.3M
|
84.9K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-177K- 92.52% |
$10.8M - $12.4M
|
14.3K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-178K- 98.47% |
$10.9M - $12.5M
|
2.75K
$75.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-217K- 85.91% |
$13.3M - $15.3M
|
35.6K
$975K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-261K- 34.76% |
$16M - $18.4M
|
491K
$13.4M
|