Purchases and Sales Made in Q1 2021 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q1 2021. 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
May 14, 2021 Q1 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
713K
+ 16.89%
$41.9M - $46.8M
4.93M $128M
May 17, 2021 Q1 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
565K
+ 71.78%
$33.2M - $37.1M
1.35M $35.1M
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
472K
+ 12.31%
$27.7M - $31M
4.3M $112M
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
362K
+ 42.41%
$21.2M - $23.7M
1.21M $31.5M
May 21, 2021 Q1 2021
Advisory Services & Investments, LLC

BUY
 -
286K
New
$16.8M - $18.8M
286K $7.44M
May 14, 2021 Q1 2021
Horizon Investments, LLC

Charlotte, NC
BUY
 -
261K
New
$15.3M - $17.2M
261K $6.79M
Apr 26, 2021 Q1 2021
Bank Hapoalim Bm

BUY
 -
217K
New
$12.7M - $14.2M
217K $5.64M
Apr 15, 2021 Q1 2021
Cx Institutional

BUY
 -
205K
+ 1448.1%
$12M - $13.5M
219K $5.7M
May 17, 2021 Q1 2021
Cornerstone Wealth Advisors, Inc.

BUY
 -
163K
New
$9.55M - $10.7M
163K $4.23M
May 13, 2021 Q1 2021
Main Management ETF Advisors, LLC

San Francisco, CA
BUY
 -
147K
+ 24.57%
$8.61M - $9.63M
744K $19.3M
May 18, 2021 Q1 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
107K
+ 54.67%
$6.29M - $7.04M
303K $7.88M
May 17, 2021 Q1 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
98K
+ 363.28%
$5.75M - $6.43M
125K $3.25M
May 11, 2021 Q1 2021
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
88.9K
+ 2041.72%
$5.22M - $5.84M
93.3K $2.42M
May 04, 2021 Q1 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
88.3K
+ 332.0%
$5.18M - $5.8M
115K $2.99M
May 17, 2021 Q1 2021
Financial Advisory Service, Inc.

BUY
 -
86K
+ 8.66%
$5.05M - $5.65M
1.08M $28M
May 04, 2021 Q1 2021
Savant Capital, LLC

BUY
 -
77.9K
+ 18.22%
$4.57M - $5.11M
505K $13.1M
Apr 29, 2021 Q1 2021
Ackerman Capital Advisors, LLC

BUY
 -
75K
+ 65.22%
$4.4M - $4.92M
190K $4.93M
May 12, 2021 Q1 2021
Gunma Bank,Ltd.

BUY
 -
68K
New
$3.99M - $4.46M
68K $1.77M
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
66.4K
+ 8.71%
$3.9M - $4.36M
829K $21.5M
Apr 20, 2021 Q1 2021
Ivc Wealth Advisors LLC

BUY
 -
63.5K
+ 63.64%
$3.73M - $4.17M
163K $4.25M
Apr 08, 2021 Q1 2021
Rovin Capital

BUY
 -
52.1K
New
$3.06M - $3.42M
52.1K $1.35M
May 10, 2021 Q1 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
51.9K
+ 5.78%
$3.05M - $3.41M
950K $24.7M
Aug 11, 2021 Q1 2021
Gsb Wealth Management, LLC

BUY
 -
50.9K
New
$2.99M - $3.34M
50.9K $1.32M
Apr 20, 2021 Q1 2021
Gemmer Asset Management LLC

BUY
 -
49.9K
+ 10.19%
$2.93M - $3.28M
540K $14M
Apr 23, 2021 Q1 2021
Foster Victor Wealth Advisors, LLC

BUY
 -
49.5K
New
$2.91M - $3.25M
49.5K $1.29M
May 17, 2021 Q1 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
45K
+ 626.54%
$2.64M - $2.95M
52.2K $1.36M
Apr 26, 2021 Q1 2021
Gen Wealth Group, Inc.

BUY
 -
43.3K
+ 9.43%
$2.54M - $2.84M
503K $13.1M
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
42.8K
+ 32.54%
$2.52M - $2.81M
174K $4.53M
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
34.9K
+ 8.15%
$2.05M - $2.29M
463K $12M
Apr 21, 2021 Q1 2021
Krilogy Financial LLC

BUY
 -
34.9K
+ 2.91%
$2.05M - $2.29M
1.23M $32.1M
May 12, 2021 Q1 2021
Ubs Group Ag

BUY
 -
32.5K
+ 7.11%
$1.91M - $2.13M
489K $12.7M
Apr 14, 2021 Q1 2021
Mokosak Advisory Group, LLC

BUY
 -
31.6K
+ 6.56%
$1.86M - $2.08M
514K $13.4M
May 04, 2021 Q1 2021
Acas, LLC

BUY
 -
30.7K
New
$1.8M - $2.02M
30.7K $798K
May 10, 2021 Q1 2021
Wintrust Investments LLC

Chicago, IL
BUY
 -
30.4K
New
$1.79M - $2M
30.4K $791K
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
29.3K
+ 22.46%
$1.72M - $1.92M
160K $4.15M
May 07, 2021 Q1 2021
Appleton Group, LLC

BUY
 -
29.1K
+ 11.42%
$1.71M - $1.91M
284K $7.38M
Apr 22, 2021 Q1 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
28.7K
+ 8.04%
$1.69M - $1.89M
386K $10M
May 18, 2021 Q1 2021
Mba Advisors LLC

Hermitage, PA
BUY
 -
27.6K
New
$1.62M - $1.81M
27.6K $718K
Apr 26, 2021 Q1 2021
Ballast Advisors LLC

BUY
 -
27.1K
+ 7.45%
$1.59M - $1.78M
391K $10.1M
May 27, 2021 Q1 2021
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
24K
+ 125.42%
$1.41M - $1.58M
43.2K $1.12M
May 10, 2021 Q1 2021
Apriem Advisors

Irvine, CA
BUY
 -
22.8K
+ 137.29%
$1.34M - $1.5M
39.4K $1.02M
Apr 26, 2021 Q1 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
22.6K
New
$1.33M - $1.48M
22.6K $588K
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
21.6K
+ 8532.81%
$1.27M - $1.42M
21.8K $567K
May 14, 2021 Q1 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
20.4K
+ 14.79%
$1.2M - $1.34M
159K $4.12M
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
20.4K
+ 32.03%
$1.2M - $1.34M
83.9K $2.18M
May 10, 2021 Q1 2021
Summit Wealth & Retirement Planning, Inc.

BUY
 -
20.4K
+ 10.12%
$1.2M - $1.34M
222K $5.76M
May 17, 2021 Q1 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
20K
+ 4.88%
$1.18M - $1.32M
430K $11.2M
May 04, 2021 Q1 2021
Northern Capital Management, Inc.

BUY
 -
19.9K
+ 12.86%
$1.17M - $1.31M
175K $4.54M
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
19.3K
+ 4.93%
$1.13M - $1.26M
410K $10.7M

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