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 |
---|---|---|---|---|---|---|---|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-47- 0.21% |
$2.76K - $3.09K
|
21.9K
$577K
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-51- 6.27% |
$2.99K - $3.35K
|
763
$20.1K
|
|
Oct 18, 2023
Q1 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-53- 1.66% |
$3.11K - $3.48K
|
3.13K
$82.4K
|
|
May 12, 2021
Q1 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-74- 1.22% |
$4.34K - $4.86K
|
5.97K
$157K
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-74- 0.84% |
$4.34K - $4.86K
|
8.74K
$230K
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-77- 1.1% |
$4.52K - $5.06K
|
6.89K
$181K
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-87- 2.07% |
$5.11K - $5.71K
|
4.11K
$108K
|
|
May 10, 2021
Q1 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-95- 0.31% |
$5.58K - $6.24K
|
30.8K
$810K
|
|
May 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-96- 1.38% |
$5.64K - $6.3K
|
6.86K
$181K
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-102- 1.86% |
$5.99K - $6.7K
|
5.38K
$141K
|
|
Apr 30, 2021
Q1 2021
|
Madden Securities Corp
|
SELL
|
- |
-122- 2.29% |
$7.16K - $8.01K
|
5.2K
$137K
|
|
May 11, 2021
Q1 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-146- 4.3% |
$8.57K - $9.59K
|
3.25K
$85.4K
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-148- 0.61% |
$8.69K - $9.72K
|
24K
$632K
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-157- 8.67% |
$9.22K - $10.3K
|
1.65K
$43.5K
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-163- 7.07% |
$9.57K - $10.7K
|
2.14K
$56.4K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-175Closed |
$10.3K - $11.5K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-179- 1.19% |
$10.5K - $11.8K
|
14.9K
$393K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-192Closed |
$11.3K - $12.6K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-195- 1.83% |
$11.4K - $12.8K
|
10.5K
$275K
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-199- 0.84% |
$11.7K - $13.1K
|
23.5K
$619K
|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-200- 10.99% |
$11.7K - $13.1K
|
1.62K
$42.6K
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-207- 4.7% |
$12.2K - $13.6K
|
4.2K
$111K
|
|
May 13, 2021
Q1 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-215- 2.99% |
$12.6K - $14.1K
|
6.98K
$184K
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-219- 0.2% |
$12.9K - $14.4K
|
109K
$2.87M
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-227- 0.6% |
$13.3K - $14.9K
|
37.6K
$989K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-230- 10.25% |
$13.5K - $15.1K
|
2.01K
$53K
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-236- 1.28% |
$13.9K - $15.5K
|
18.2K
$479K
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-246- 5.8% |
$14.4K - $16.2K
|
4K
$105K
|
|
Apr 21, 2021
Q1 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-250- 1.58% |
$14.7K - $16.4K
|
15.6K
$410K
|
|
Jul 14, 2021
Q1 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-250- 5.32% |
$14.7K - $16.4K
|
4.45K
$117K
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-285- 1.75% |
$16.7K - $18.7K
|
16K
$422K
|
|
Apr 09, 2021
Q1 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-291- 23.32% |
$17.1K - $19.1K
|
957
$25.2K
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 10.79% |
$17.6K - $19.7K
|
2.48K
$65.3K
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300- 4.78% |
$17.6K - $19.7K
|
5.97K
$157K
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300- 51.99% |
$17.6K - $19.7K
|
277
$7.29K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-311- 6.35% |
$18.3K - $20.4K
|
4.59K
$121K
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-312- 8.34% |
$18.3K - $20.5K
|
3.43K
$90.2K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-341- 11.06% |
$20K - $22.4K
|
2.74K
$72.1K
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-345- 1.2% |
$20.3K - $22.7K
|
28.4K
$749K
|
|
May 05, 2021
Q1 2021
|
Human Investing LLC
|
SELL
|
- |
-365Closed |
$21.4K - $24K
|
0
$0
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-375Closed |
$22K - $24.6K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-380Closed |
$22.3K - $25K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-382Closed |
$22.4K - $25.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 6.38% |
$22.6K - $25.3K
|
5.65K
$149K
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-394- 9.52% |
$23.1K - $25.9K
|
3.75K
$98.6K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-395Closed |
$23.2K - $25.9K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-407- 0.34% |
$23.9K - $26.7K
|
119K
$3.12M
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-427- 53.04% |
$25.1K - $28K
|
378
$9.95K
|
|
Apr 22, 2021
Q1 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-438- 12.03% |
$25.7K - $28.8K
|
3.2K
$84.3K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-464- 4.99% |
$27.2K - $30.5K
|
8.84K
$233K
|