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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
519+ 7.36% |
$30.5K - $34.1K
|
7.58K
$199K
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
519+ 1.8% |
$30.5K - $34.1K
|
29.4K
$773K
|
|
|
Apr 29, 2021
Q1 2021
|
North Star Asset Management Inc
|
BUY
|
- |
517+ 1.14% |
$30.4K - $33.9K
|
46K
$1.21M
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
509New |
$29.9K - $33.4K
|
509
$13.4K
|
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
500+ 240.38% |
$29.4K - $32.8K
|
708
$18.6K
|
|
|
May 03, 2021
Q1 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
495+ 0.93% |
$29.1K - $32.5K
|
54K
$1.42M
|
|
|
May 11, 2021
Q1 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
458+ 4.09% |
$26.9K - $30.1K
|
11.6K
$306K
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
452+ 5.49% |
$26.5K - $29.7K
|
8.68K
$228K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
450+ 28.04% |
$26.4K - $29.5K
|
2.06K
$54.1K
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
449+ 129.02% |
$26.4K - $29.5K
|
797
$21K
|
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
443+ 10.39% |
$26K - $29.1K
|
4.71K
$124K
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
425+ 2023.81% |
$25K - $27.9K
|
446
$11.7K
|
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
412+ 9.75% |
$24.2K - $27.1K
|
4.64K
$122K
|
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
403+ 0.13% |
$23.7K - $26.5K
|
308K
$8.1M
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
402+ 54.47% |
$23.6K - $26.4K
|
1.14K
$30K
|
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
392+ 3.98% |
$23K - $25.7K
|
10.2K
$269K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
390+ 0.55% |
$22.9K - $25.6K
|
71.3K
$1.88M
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
390New |
$22.9K - $25.6K
|
390
$10.3K
|
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
374+ 22.87% |
$22K - $24.6K
|
2.01K
$52.9K
|
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
369+ 0.46% |
$21.7K - $24.2K
|
80.6K
$2.12M
|
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
363+ 7.38% |
$21.3K - $23.8K
|
5.28K
$139K
|
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
354+ 0.43% |
$20.8K - $23.2K
|
81.9K
$2.16M
|
|
|
May 14, 2021
Q1 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
347+ 11.57% |
$20.4K - $22.8K
|
3.35K
$88K
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
BUY
|
- |
344+ 88.89% |
$20.2K - $22.6K
|
731
$19.2K
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
344+ 603.51% |
$20.2K - $22.6K
|
401
$10.6K
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
300New |
$17.6K - $19.7K
|
300
$7.9K
|
|
|
May 10, 2021
Q1 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
274+ 4.87% |
$16.1K - $18K
|
5.9K
$155K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
272+ 2.26% |
$16K - $17.9K
|
12.3K
$324K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
253New |
$14.9K - $16.6K
|
253
$6.66K
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
246+ 0.95% |
$14.4K - $16.2K
|
26.1K
$687K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
243+ 0.81% |
$14.3K - $16K
|
30.1K
$791K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
241+ 24.1% |
$14.1K - $15.8K
|
1.24K
$32.7K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
240+ 55.43% |
$14.1K - $15.8K
|
673
$17.7K
|
|
|
May 12, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
228+ 6.84% |
$13.4K - $15K
|
3.56K
$93.8K
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
208+ 3.98% |
$12.2K - $13.7K
|
5.44K
$143K
|
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
201+ 5.91% |
$11.8K - $13.2K
|
3.6K
$94.8K
|
|
|
May 17, 2021
Q1 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
200+ 0.57% |
$11.7K - $13.1K
|
35.1K
$923K
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
195+ 1.87% |
$11.4K - $12.8K
|
10.7K
$280K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194+ 0.16% |
$11.4K - $12.7K
|
122K
$3.21M
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
190+ 25.33% |
$11.2K - $12.5K
|
940
$24.7K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
174+ 49.71% |
$10.2K - $11.4K
|
524
$13.8K
|
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
165+ 0.27% |
$9.69K - $10.8K
|
61K
$1.6M
|
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
164+ 25.67% |
$9.63K - $10.8K
|
803
$21.1K
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
155+ 0.77% |
$9.1K - $10.2K
|
20.2K
$532K
|
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
154New |
$9.04K - $10.1K
|
154
$4.05K
|
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
149New |
$8.75K - $9.78K
|
149
$3.92K
|
|
|
Apr 27, 2021
Q1 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
126+ 2.18% |
$7.4K - $8.27K
|
5.9K
$155K
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
119+ 0.87% |
$6.99K - $7.81K
|
13.8K
$364K
|
|
|
May 03, 2021
Q1 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
112+ 0.28% |
$6.58K - $7.35K
|
39.7K
$1.05M
|
|
|
Apr 07, 2021
Q1 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
110+ 1.82% |
$6.46K - $7.22K
|
6.17K
$162K
|