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 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.2K+ 216.03% |
$1.13M - $1.26M
|
28K
$738K
|
|
|
May 10, 2021
Q1 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
19K+ 54.55% |
$1.11M - $1.25M
|
53.7K
$1.41M
|
|
|
Apr 20, 2021
Q1 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
18.5K+ 261.98% |
$1.08M - $1.21M
|
25.5K
$672K
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.1K+ 14.7% |
$1.06M - $1.19M
|
142K
$3.72M
|
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.1K+ 14.7% |
$1.06M - $1.19M
|
142K
$3.72M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 249.91% |
$1.03M - $1.16M
|
24.7K
$649K
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.4K+ 88.86% |
$1.02M - $1.14M
|
36.9K
$971K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.2K+ 9.34% |
$1.01M - $1.13M
|
201K
$5.28M
|
|
|
Apr 16, 2021
Q1 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17.1K+ 63.98% |
$1.01M - $1.13M
|
43.9K
$1.16M
|
|
|
Apr 14, 2021
Q1 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
16.7K+ 5.62% |
$981K - $1.1M
|
314K
$8.27M
|
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16.3K+ 12.31% |
$958K - $1.07M
|
149K
$3.92M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
15.2KNew |
$893K - $999K
|
15.2K
$400K
|
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14.9K+ 5.46% |
$874K - $978K
|
287K
$7.57M
|
|
|
May 17, 2021
Q1 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.8KNew |
$870K - $973K
|
14.8K
$390K
|
|
|
May 19, 2021
Q1 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 16.98% |
$837K - $936K
|
98.2K
$2.58M
|
|
|
Apr 26, 2021
Q1 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13.7K+ 64.26% |
$804K - $899K
|
35K
$921K
|
|
|
May 14, 2021
Q1 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
13.4KNew |
$789K - $883K
|
13.4K
$354K
|
|
|
Feb 13, 2025
Q1 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
13.3K+ 41.08% |
$780K - $873K
|
45.7K
$1.2M
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
13K+ 172.71% |
$765K - $855K
|
20.6K
$541K
|
|
|
May 17, 2021
Q1 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
13KNew |
$762K - $853K
|
13K
$342K
|
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.7K+ 96.76% |
$746K - $834K
|
25.8K
$680K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.9K+ 7.02% |
$697K - $780K
|
181K
$4.77M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.4K+ 31.68% |
$668K - $747K
|
47.3K
$1.25M
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
10.7K+ 6.81% |
$629K - $703K
|
168K
$4.42M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.7K+ 4.5% |
$627K - $701K
|
248K
$6.52M
|
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10.6K+ 2.05% |
$625K - $699K
|
531K
$14M
|
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10.6K+ 2.05% |
$625K - $699K
|
531K
$14M
|
|
|
Apr 29, 2021
Q1 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$602K - $673K
|
10.3K
$270K
|
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.92KNew |
$582K - $651K
|
9.92K
$261K
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.73K+ 18.91% |
$571K - $639K
|
61.2K
$1.61M
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
9.62KNew |
$565K - $631K
|
9.62K
$253K
|
|
|
May 11, 2021
Q1 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
9.62K+ 5.81% |
$565K - $631K
|
175K
$4.61M
|
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.56K+ 79.47% |
$561K - $627K
|
21.6K
$568K
|
|
|
Apr 15, 2021
Q1 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
9.4K+ 4.0% |
$552K - $617K
|
244K
$6.43M
|
|
|
May 10, 2021
Q1 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9.28K+ 3.48% |
$545K - $609K
|
276K
$7.26M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.02K+ 8.76% |
$530K - $592K
|
112K
$2.95M
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.96K+ 30.33% |
$526K - $588K
|
38.5K
$1.01M
|
|
|
May 11, 2021
Q1 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8.89K+ 2.67% |
$522K - $584K
|
342K
$9M
|
|
|
Apr 09, 2021
Q1 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
8.83K+ 50.53% |
$518K - $580K
|
26.3K
$692K
|
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
8.73K+ 22.63% |
$512K - $573K
|
47.3K
$1.24M
|
|
|
May 14, 2021
Q1 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
8.06KNew |
$473K - $529K
|
8.06K
$212K
|
|
|
Apr 08, 2021
Q1 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7.94K+ 27.57% |
$466K - $521K
|
36.7K
$967K
|
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.65K+ 9.38% |
$449K - $502K
|
89.2K
$2.35M
|
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
7.61K+ 11.24% |
$447K - $500K
|
75.3K
$1.98M
|
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.54K+ 156.65% |
$442K - $495K
|
12.3K
$325K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.46KNew |
$438K - $490K
|
7.46K
$196K
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.7KNew |
$393K - $440K
|
6.7K
$176K
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
6.4K+ 4.09% |
$376K - $420K
|
163K
$4.29M
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.68K+ 22.82% |
$334K - $373K
|
30.6K
$805K
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$323K - $361K
|
5.5K
$145K
|