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 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
45New |
$2.75K - $3.16K
|
45
$1.23K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
45+ 0.2% |
$2.75K - $3.16K
|
22.4K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
39+ 0.71% |
$2.39K - $2.74K
|
5.52K
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
36+ 0.13% |
$2.2K - $2.53K
|
28.2K
$771K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
35+ 0.62% |
$2.14K - $2.46K
|
5.66K
$155K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
34+ 6.31% |
$2.08K - $2.39K
|
573
$15.7K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.75% |
$2.02K - $2.32K
|
4.46K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32+ 0.7% |
$1.96K - $2.25K
|
4.61K
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29+ 0.86% |
$1.77K - $2.04K
|
3.4K
$92.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
28+ 0.69% |
$1.71K - $1.97K
|
4.09K
$112K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
27+ 0.27% |
$1.65K - $1.9K
|
9.94K
$272K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22+ 0.64% |
$1.35K - $1.55K
|
3.47K
$94.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
19New |
$1.16K - $1.33K
|
19
$519
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.69% |
$1.16K - $1.33K
|
2.79K
$76.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
18+ 0.16% |
$1.1K - $1.26K
|
11.1K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.12% |
$1.1K - $1.26K
|
14.5K
$397K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$979 - $1.12K
|
16
$437
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
15+ 0.4% |
$917 - $1.05K
|
3.79K
$104K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$856 - $983
|
4.04K
$111K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14+ 0.04% |
$856 - $983
|
38.8K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13+ 0.22% |
$795 - $913
|
5.92K
$162K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.04% |
$734 - $843
|
33.4K
$914K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.7% |
$673 - $773
|
1.59K
$43.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 0.71% |
$612 - $702
|
1.43K
$39K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10New |
$612 - $702
|
10
$273
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$612 - $702
|
10
$273
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.27% |
$550 - $632
|
3.39K
$92.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9+ 0.37% |
$550 - $632
|
2.44K
$66.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9+ 0.11% |
$550 - $632
|
8.12K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
7+ 0.58% |
$428 - $492
|
1.21K
$33.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.76% |
$428 - $492
|
923
$25.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.67% |
$367 - $421
|
901
$24.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$245 - $281
|
5.36K
$147K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $211
|
3.69K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$183 - $211
|
1.19K
$32.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$183 - $211
|
3
$82
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.55% |
$61.2 - $70.2
|
183
$5K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$61.2 - $70.2
|
6.64K
$182K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$61.2 - $70.2
|
7K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.57% |
$61.2 - $70.2
|
177
$4.84K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.01% |
$61.2 - $70.2
|
7.44K
$203K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.02% |
$122 - $140
|
194
$5.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.69% |
$122 - $140
|
286
$7.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5- 0.09% |
$306 - $351
|
5.46K
$149K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-5- 55.56% |
$306 - $351
|
4
$109
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-10- 0.19% |
$612 - $702
|
5.32K
$145K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13- 1.18% |
$795 - $913
|
1.09K
$29.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-13- 0.38% |
$795 - $913
|
3.43K
$93.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15- 0.26% |
$917 - $1.05K
|
5.74K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-17- 0.3% |
$1.04K - $1.19K
|
5.57K
$152K
|