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
Apr 22, 2021 Q1 2021
Capital Planning LLC

BUY
 -
1.89K
+ 1.78%
$111K - $124K
108K $2.85M
May 17, 2021 Q1 2021
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
1.75K
+ 6.54%
$103K - $115K
28.5K $750K
May 14, 2021 Q1 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.71K
+ 23.15%
$100K - $112K
9.07K $239K
May 18, 2021 Q1 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.65K
+ 1.05%
$96.9K - $108K
159K $4.18M
Jun 02, 2022 Q1 2021
Sheaff Brock Investment Advisors, LLC

BUY
 -
1.65K
+ 31.62%
$96.9K - $108K
6.87K $181K
May 14, 2021 Q1 2021
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
1.58K
+ 3.47%
$92.8K - $104K
47.1K $1.24M
Apr 29, 2021 Q1 2021
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
1.56K
New
$91.4K - $102K
1.56K $41K
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

BUY
 -
1.51K
+ 11.2%
$88.6K - $99.1K
15K $394K
Apr 27, 2021 Q1 2021
Westbourne Investment Advisors, Inc.

BUY
 -
1.48K
+ 8.28%
$86.8K - $97.1K
19.3K $509K
May 27, 2021 Q1 2021
Jackson Creek Investment Advisors LLC

BUY
 -
1.42K
+ 10.13%
$83.4K - $93.2K
15.4K $406K
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.32K
+ 1607.32%
$77.4K - $86.5K
1.4K $36.8K
May 06, 2021 Q1 2021
Wipfli Financial Advisors Llc,

BUY
 -
1.19K
+ 0.78%
$70.1K - $78.4K
155K $4.07M
Apr 14, 2021 Q1 2021
Baldrige Asset Management LLC

BUY
 -
1.13K
+ 9.34%
$66.2K - $74K
13.2K $347K
Apr 28, 2021 Q1 2021
Game Plan Financial Advisors, LLC

BUY
 -
1.11K
+ 1.75%
$64.9K - $72.6K
64.4K $1.69M
May 13, 2021 Q1 2021
Jentner Corp

BUY
 -
1.11K
+ 4.15%
$64.9K - $72.6K
27.8K $731K
Apr 26, 2021 Q1 2021
Simplex Trading, LLC

BUY
 -
1.09K
+ 207.98%
$64.2K - $71.8K
1.62K $42.6K
Apr 27, 2021 Q1 2021
Seneca House Advisors

BUY
 -
1.08K
+ 14.84%
$63.3K - $70.8K
8.35K $220K
May 11, 2021 Q1 2021
Jacobi Capital Management LLC

BUY
 -
1.05K
New
$61.8K - $69.1K
1.05K $27.7K
Apr 28, 2021 Q1 2021
Santori & Peters, Inc.

BUY
 -
992
+ 5.29%
$58.2K - $65.1K
19.7K $520K
Apr 28, 2021 Q1 2021
Us Bancorp \De\

BUY
 -
972
+ 10.28%
$57.1K - $63.8K
10.4K $274K
Apr 09, 2021 Q1 2021
Marotta Asset Management

BUY
 -
945
+ 7.97%
$55.5K - $62K
12.8K $337K
May 17, 2021 Q1 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
932
+ 1.88%
$54.7K - $61.2K
50.5K $1.33M
May 12, 2021 Q1 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
904
+ 5.4%
$53.1K - $59.4K
17.7K $465K
May 13, 2021 Q1 2021
Capital Advisors, Ltd. LLC

BUY
 -
889
New
$52.2K - $58.4K
889 $23.4K
May 14, 2021 Q1 2021
Steward Partners Investment Advisory, LLC

BUY
 -
842
+ 12.48%
$49.4K - $55.3K
7.59K $200K
Apr 20, 2021 Q1 2021
Northwest Investment Counselors, LLC

BUY
 -
828
New
$48.6K - $54.4K
828 $21.8K
May 11, 2021 Q1 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
805
+ 4.46%
$47.3K - $52.9K
18.8K $496K
May 14, 2021 Q1 2021
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
777
+ 0.36%
$45.6K - $51K
217K $5.71M
May 14, 2021 Q1 2021
Belpointe Asset Management LLC

BUY
 -
775
+ 11.74%
$45.5K - $50.9K
7.38K $194K
May 04, 2021 Q1 2021
Retirement Group, LLC

BUY
 -
771
+ 7.32%
$45.3K - $50.6K
11.3K $297K
May 13, 2021 Q1 2021
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
759
New
$44.6K - $49.8K
759 $20K
May 17, 2021 Q1 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
752
+ 1.58%
$44.1K - $49.4K
48.3K $1.27M
Apr 23, 2021 Q1 2021
Joseph P. Lucia & Associates, LLC

BUY
 -
732
+ 8.53%
$43K - $48.1K
9.31K $245K
Apr 12, 2021 Q1 2021
Carnegie Capital Asset Management, LLC

BUY
 -
719
+ 12.8%
$42.2K - $47.2K
6.34K $167K
Apr 29, 2021 Q1 2021
Allworth Financial LP

BUY
 -
682
+ 587.93%
$40K - $44.8K
798 $21K
Jun 23, 2021 Q1 2021
Stone X Group Inc.

BUY
 -
663
+ 5.72%
$38.9K - $43.5K
12.2K $322K
May 13, 2021 Q1 2021
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
654
+ 15.38%
$38.4K - $42.9K
4.91K $129K
May 03, 2021 Q1 2021
Loveless Wealth Management LLC

BUY
 -
620
+ 14.54%
$36.4K - $40.7K
4.88K $129K
May 13, 2021 Q1 2021
Evoke Wealth, LLC

BUY
 -
610
New
$35.8K - $40.1K
610 $16.1K
May 10, 2021 Q1 2021
Td Capital Management LLC

Memphis, TN
BUY
 -
602
New
$35.3K - $39.5K
602 $15.8K
Apr 22, 2021 Q1 2021
Sol Capital Management CO

BUY
 -
592
+ 5.15%
$34.8K - $38.9K
12.1K $318K
May 13, 2021 Q1 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
591
+ 17.52%
$34.7K - $38.8K
3.97K $104K
Apr 29, 2021 Q1 2021
Klingman & Associates, LLC

BUY
 -
589
+ 10.81%
$34.6K - $38.7K
6.04K $159K
Apr 23, 2021 Q1 2021
Alpha Cubed Investments, LLC

BUY
 -
579
+ 3.18%
$34K - $38K
18.8K $495K
Oct 09, 2024 Q1 2021
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
565
+ 4.28%
$33.2K - $37.1K
13.8K $362K
Apr 14, 2021 Q1 2021
Global Retirement Partners, LLC

BUY
 -
552
+ 4.96%
$32.4K - $36.2K
11.7K $307K
Apr 28, 2021 Q1 2021
J.W. Cole Advisors, Inc.

BUY
 -
537
+ 6.7%
$31.5K - $35.3K
8.56K $225K
Apr 30, 2021 Q1 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
527
New
$30.9K - $34.6K
527 $13.9K
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
525
New
$30.8K - $34.5K
525 $13.8K

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