Purchases and Sales Made in Q1 2021 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 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 17, 2021
Q1 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-22.7K- 13.39% |
$1.33M - $1.49M
|
146K
$3.89M
|
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-23.7K- 41.53% |
$1.39M - $1.56M
|
33.4K
$886K
|
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-24.1K- 15.92% |
$1.41M - $1.58M
|
127K
$3.38M
|
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-24.8KClosed |
$1.46M - $1.63M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.3K- 16.58% |
$1.48M - $1.66M
|
127K
$3.38M
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-30.5K- 49.63% |
$1.79M - $2M
|
30.9K
$821K
|
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-31.9K- 21.2% |
$1.87M - $2.09M
|
118K
$3.14M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.1K- 56.21% |
$2.18M - $2.43M
|
28.9K
$767K
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-43.4K- 90.39% |
$2.55M - $2.85M
|
4.61K
$122K
|
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-50.4K- 1.95% |
$2.96M - $3.31M
|
2.53M
$67.2M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-66.9K- 5.07% |
$3.93M - $4.39M
|
1.25M
$33.2M
|
|
|
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-77.5KClosed |
$4.55M - $5.09M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-80.2KClosed |
$4.71M - $5.26M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-90.4K- 4.59% |
$5.31M - $5.93M
|
1.88M
$49.9M
|
|
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
SELL
|
- |
-95.9KClosed |
$5.63M - $6.3M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-105K- 33.62% |
$6.14M - $6.87M
|
207K
$5.48M
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-111KClosed |
$6.54M - $7.32M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-116K- 84.62% |
$6.79M - $7.59M
|
21K
$557K
|
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-121K- 3.78% |
$7.09M - $7.93M
|
3.07M
$81.5M
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-145KClosed |
$8.5M - $9.51M
|
0
$0
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-345KClosed |
$20.2M - $22.6M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-371K- 70.09% |
$21.8M - $24.4M
|
158K
$4.2M
|
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-461K- 82.41% |
$27.1M - $30.3M
|
98.4K
$2.61M
|
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.02M- 16.2% |
$59.9M - $67M
|
5.28M
$140M
|
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.2M- 3.46% |
$70.5M - $78.8M
|
33.5M
$889M
|