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 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
93+ 0.46% |
$5.46K - $6.11K
|
20.2K
$539K
|
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
90+ 42.86% |
$5.28K - $5.91K
|
300
$8.01K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80New |
$4.7K - $5.25K
|
80
$2.14K
|
|
|
Apr 12, 2021
Q1 2021
|
Carlson Capital Management
|
BUY
|
- |
71+ 0.29% |
$4.17K - $4.66K
|
24.3K
$649K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61+ 1.74% |
$3.58K - $4.01K
|
3.57K
$95.3K
|
|
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 0.15% |
$2.88K - $3.22K
|
33.4K
$892K
|
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
47+ 0.39% |
$2.76K - $3.09K
|
12.1K
$323K
|
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
BUY
|
- |
47+ 0.29% |
$2.76K - $3.09K
|
16.1K
$429K
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 0.72% |
$2.35K - $2.63K
|
5.6K
$150K
|
|
|
Apr 08, 2021
Q1 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
36+ 0.39% |
$2.11K - $2.36K
|
9.16K
$245K
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
35+ 4.43% |
$2.05K - $2.3K
|
825
$22K
|
|
|
Apr 26, 2021
Q1 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
23+ 0.17% |
$1.35K - $1.51K
|
13.3K
$356K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 0.22% |
$1.12K - $1.25K
|
8.52K
$227K
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.38% |
$881 - $985
|
3.95K
$106K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12New |
$705 - $788
|
12
$321
|
|
|
Apr 20, 2021
Q1 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
11+ 0.18% |
$646 - $722
|
6.1K
$163K
|
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10+ 6.99% |
$587 - $657
|
153
$4.09K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
8New |
$470 - $525
|
8
$214
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.44% |
$352 - $394
|
1.38K
$36.8K
|
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 2.27% |
$352 - $394
|
270
$7.21K
|
|
|
May 14, 2021
Q1 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.04% |
$294 - $328
|
13.9K
$370K
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.32% |
$294 - $328
|
1.58K
$42.1K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.48% |
$294 - $328
|
1.04K
$27.7K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.22% |
$176 - $197
|
249
$6.65K
|
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.03% |
$117 - $131
|
7.06K
$189K
|
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.4% |
$117 - $131
|
499
$13.3K
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2+ 0.03% |
$117 - $131
|
7.06K
$189K
|
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2New |
$117 - $131
|
2
$53.4
|
|
|
May 10, 2021
Q1 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.15% |
$58.7 - $65.7
|
661
$17.7K
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$58.7 - $65.7
|
8.5K
$227K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.47% |
$58.7 - $65.7
|
213
$5.69K
|
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.39% |
$58.7 - $65.7
|
256
$6.84K
|
|
|
Apr 13, 2021
Q1 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
$58.7 - $65.7
|
5.09K
$136K
|
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1- 1.18% |
$58.7 - $65.7
|
84
$2.24K
|
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2- 0.06% |
$117 - $131
|
3.47K
$92.7K
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.17% |
$587 - $657
|
5.99K
$160K
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-13Closed |
$763 - $854
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-14- 0.08% |
$822 - $919
|
17.3K
$461K
|
|
|
Apr 23, 2021
Q1 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-17- 14.17% |
$998 - $1.12K
|
103
$2.75K
|
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.54% |
$1.17K - $1.31K
|
3.68K
$98.3K
|
|
|
May 14, 2021
Q1 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21- 0.25% |
$1.23K - $1.38K
|
8.25K
$220K
|
|
|
May 04, 2021
Q1 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-21- 0.25% |
$1.23K - $1.38K
|
8.25K
$220K
|
|
|
Apr 12, 2021
Q1 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-24- 0.39% |
$1.41K - $1.58K
|
6.2K
$166K
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-32- 0.89% |
$1.88K - $2.1K
|
3.55K
$94.7K
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-38- 0.46% |
$2.23K - $2.5K
|
8.17K
$218K
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 1.44% |
$2.23K - $2.5K
|
2.6K
$69.6K
|
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-39- 0.62% |
$2.29K - $2.56K
|
6.2K
$166K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-40Closed |
$2.35K - $2.63K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-43- 9.47% |
$2.52K - $2.82K
|
411
$11K
|
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-44- 1.85% |
$2.58K - $2.89K
|
2.34K
$62.4K
|