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 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
304New |
$18.6K - $21.4K
|
304
$8.31K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
303+ 0.27% |
$18.5K - $21.3K
|
111K
$3.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
300+ 5.53% |
$18.3K - $21.1K
|
5.73K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 476.19% |
$18.3K - $21.1K
|
363
$9.92K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
292New |
$17.9K - $20.5K
|
292
$7.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
290+ 0.93% |
$17.7K - $20.4K
|
31.4K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
287+ 1.74% |
$17.6K - $20.2K
|
16.8K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
282+ 0.03% |
$17.2K - $19.8K
|
877K
$24M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
276+ 2.03% |
$16.9K - $19.4K
|
13.8K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
274+ 0.24% |
$16.8K - $19.2K
|
114K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
268+ 0.45% |
$16.4K - $18.8K
|
60K
$1.64M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
256New |
$15.7K - $18K
|
256
$7K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
255+ 5.7% |
$15.6K - $17.9K
|
4.73K
$129K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
250+ 3.56% |
$15.3K - $17.6K
|
7.28K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
233+ 0.39% |
$14.3K - $16.4K
|
60.1K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
232+ 0.46% |
$14.2K - $16.3K
|
50.7K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
218New |
$13.3K - $15.3K
|
218
$5.96K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
210+ 27.81% |
$12.8K - $14.8K
|
965
$26.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
203+ 10.45% |
$12.4K - $14.3K
|
2.15K
$58.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
203+ 1.37% |
$12.4K - $14.3K
|
15K
$411K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
194+ 1.04% |
$11.9K - $13.6K
|
18.9K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
191+ 1.86% |
$11.7K - $13.4K
|
10.5K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
191+ 2.93% |
$11.7K - $13.4K
|
6.71K
$184K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
185+ 5.07% |
$11.3K - $13K
|
3.83K
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
175+ 3.02% |
$10.7K - $12.3K
|
5.97K
$163K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
168+ 1.49% |
$10.3K - $11.8K
|
11.4K
$312K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
164+ 911.11% |
$10K - $11.5K
|
182
$4.98K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
140+ 3.34% |
$8.56K - $9.83K
|
4.33K
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
125+ 0.32% |
$7.65K - $8.78K
|
39.8K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
118+ 1.04% |
$7.22K - $8.29K
|
11.5K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
116+ 0.31% |
$7.09K - $8.15K
|
37.8K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
114+ 2.86% |
$6.97K - $8.01K
|
4.1K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114New |
$6.97K - $8.01K
|
114
$3.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
111+ 96.52% |
$6.79K - $7.8K
|
226
$6.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
111+ 0.71% |
$6.79K - $7.8K
|
15.6K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
105New |
$6.42K - $7.38K
|
105
$2.87K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
92+ 0.85% |
$5.63K - $6.46K
|
10.9K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
91+ 0.5% |
$5.57K - $6.39K
|
18.5K
$505K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
91+ 1.36% |
$5.57K - $6.39K
|
6.77K
$185K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
83New |
$5.08K - $5.83K
|
83
$2.27K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
78+ 0.26% |
$4.77K - $5.48K
|
29.6K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
76+ 0.24% |
$4.65K - $5.34K
|
32K
$874K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
70+ 0.94% |
$4.28K - $4.92K
|
7.49K
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
69+ 0.53% |
$4.22K - $4.85K
|
13.2K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
67New |
$4.1K - $4.71K
|
67
$1.83K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
63New |
$3.85K - $4.43K
|
63
$1.72K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
63+ 0.71% |
$3.85K - $4.43K
|
8.92K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
58+ 0.04% |
$3.55K - $4.07K
|
142K
$3.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
56+ 0.71% |
$3.42K - $3.93K
|
7.96K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
47+ 0.08% |
$2.87K - $3.3K
|
58.8K
$1.61M
|