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 03, 2021
Q1 2021
|
White Pine Investment CO
|
BUY
|
- |
5.39K+ 5.98% |
$316K - $354K
|
95.5K
$2.51M
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$315K - $352K
|
5.36K
$141K
|
|
|
Apr 15, 2021
Q1 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.35K+ 5.47% |
$314K - $351K
|
103K
$2.72M
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.16KNew |
$303K - $339K
|
5.16K
$136K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5.09K+ 20.29% |
$299K - $334K
|
30.2K
$795K
|
|
|
May 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
5.03K+ 4.51% |
$296K - $331K
|
117K
$3.07M
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.76KNew |
$279K - $312K
|
4.76K
$125K
|
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
4.51K+ 8.8% |
$265K - $296K
|
55.8K
$1.47M
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4.42K+ 17.79% |
$259K - $290K
|
29.3K
$770K
|
|
|
May 13, 2021
Q1 2021
|
Everett Harris & CO
|
BUY
|
- |
4.4KNew |
$258K - $289K
|
4.4K
$116K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.38K+ 65.35% |
$257K - $288K
|
11.1K
$292K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.3K+ 12.57% |
$253K - $282K
|
38.5K
$1.01M
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.27KNew |
$251K - $280K
|
4.27K
$112K
|
|
|
May 13, 2021
Q1 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.09K+ 5.74% |
$240K - $268K
|
75.2K
$1.98M
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.72K+ 8.31% |
$219K - $244K
|
48.5K
$1.28M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.7K+ 46.25% |
$217K - $243K
|
11.7K
$308K
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
3.66KNew |
$215K - $241K
|
3.66K
$96.4K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.66K+ 16.23% |
$215K - $240K
|
26.2K
$690K
|
|
|
May 12, 2021
Q1 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.63KNew |
$213K - $238K
|
3.63K
$95.6K
|
|
|
May 07, 2021
Q1 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.57K+ 1.42% |
$210K - $235K
|
255K
$6.7M
|
|
|
May 14, 2021
Q1 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.4KNew |
$199K - $223K
|
3.4K
$89.4K
|
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.38K+ 44.83% |
$198K - $222K
|
10.9K
$287K
|
|
|
Apr 28, 2021
Q1 2021
|
Wedgewood Investors Inc
|
BUY
|
- |
3.34KNew |
$196K - $219K
|
3.34K
$88K
|
|
|
Apr 28, 2021
Q1 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.33K+ 181.86% |
$195K - $219K
|
5.16K
$136K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.24KNew |
$190K - $213K
|
3.24K
$85.4K
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.24KNew |
$190K - $213K
|
3.24K
$85.2K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.21K+ 7.04% |
$189K - $211K
|
48.9K
$1.29M
|
|
|
Apr 26, 2021
Q1 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.2KNew |
$188K - $210K
|
3.2K
$84.2K
|
|
|
May 04, 2021
Q1 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.2K+ 9.94% |
$188K - $210K
|
35.4K
$930K
|
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.19KNew |
$187K - $210K
|
3.19K
$84K
|
|
|
Apr 20, 2021
Q1 2021
|
Schwab Charitable Fund
|
BUY
|
- |
3.16KNew |
$186K - $207K
|
3.16K
$83.2K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.15K+ 2.41% |
$185K - $207K
|
134K
$3.53M
|
|
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.13K+ 31.87% |
$184K - $205K
|
12.9K
$341K
|
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.11KNew |
$183K - $204K
|
3.11K
$81.9K
|
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 2.12% |
$182K - $203K
|
149K
$3.92M
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.1KNew |
$182K - $203K
|
3.1K
$81.5K
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.05K+ 45.65% |
$179K - $200K
|
9.74K
$256K
|
|
|
Apr 29, 2021
Q1 2021
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
2.82K+ 72.38% |
$165K - $185K
|
6.7K
$176K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
2.7K+ 7941.18% |
$159K - $177K
|
2.73K
$72K
|
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.63K+ 15.13% |
$154K - $172K
|
20K
$526K
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.62K+ 14.3% |
$154K - $172K
|
20.9K
$550K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.54KNew |
$149K - $167K
|
2.54K
$66.9K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 18.34% |
$142K - $159K
|
15.6K
$412K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.42K+ 14.78% |
$142K - $159K
|
18.8K
$495K
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.09K+ 4.31% |
$123K - $137K
|
50.5K
$1.33M
|
|
|
May 24, 2021
Q1 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.06K+ 0.86% |
$121K - $135K
|
241K
$6.34M
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.05KNew |
$120K - $135K
|
2.05K
$53.9K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.02K+ 29.13% |
$119K - $133K
|
8.95K
$236K
|
|
|
May 03, 2021
Q1 2021
|
Ddd Partners, LLC
|
BUY
|
- |
1.97K+ 5.15% |
$115K - $129K
|
40.1K
$1.06M
|
|
|
Apr 28, 2021
Q1 2021
|
Veery Capital, LLC
|
BUY
|
- |
1.91K+ 4.63% |
$112K - $125K
|
43.1K
$1.14M
|