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 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-470Closed |
$27.6K - $30.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-478- 3.08% |
$28.1K - $31.4K
|
15.1K
$402K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-481- 7.3% |
$28.2K - $31.6K
|
6.1K
$163K
|
|
|
Apr 23, 2021
Q1 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-506- 1.02% |
$29.7K - $33.2K
|
49.1K
$1.31M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-604- 9.46% |
$35.5K - $39.7K
|
5.78K
$154K
|
|
|
Apr 12, 2021
Q1 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-606- 12.86% |
$35.6K - $39.8K
|
4.11K
$110K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-610- 5.33% |
$35.8K - $40.1K
|
10.8K
$289K
|
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-610- 6.88% |
$35.8K - $40.1K
|
8.26K
$221K
|
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-644- 0.83% |
$37.8K - $42.3K
|
77.2K
$2.06M
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-679Closed |
$39.9K - $44.6K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-689- 16.06% |
$40.5K - $45.2K
|
3.6K
$96.2K
|
|
|
May 11, 2021
Q1 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-731- 8.89% |
$42.9K - $48K
|
7.49K
$200K
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-753Closed |
$44.2K - $49.4K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-753Closed |
$44.2K - $49.4K
|
0
$0
|
|
|
Jun 02, 2021
Q1 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-802- 19.54% |
$47.1K - $52.7K
|
3.3K
$88.2K
|
|
|
Dec 19, 2024
Q1 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-827- 1.25% |
$48.6K - $54.3K
|
65.1K
$1.74M
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-834- 6.63% |
$49K - $54.8K
|
11.7K
$314K
|
|
|
May 17, 2021
Q1 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-835- 5.31% |
$49K - $54.8K
|
14.9K
$397K
|
|
|
Apr 13, 2021
Q1 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-861- 1.98% |
$50.5K - $56.5K
|
42.7K
$1.14M
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-862- 27.2% |
$50.6K - $56.6K
|
2.31K
$61.6K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-882- 0.9% |
$51.8K - $57.9K
|
97K
$2.59M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-911- 4.31% |
$53.5K - $59.8K
|
20.2K
$540K
|
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-924- 8.39% |
$54.2K - $60.7K
|
10.1K
$270K
|
|
|
May 06, 2021
Q1 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.02K- 16.06% |
$60.1K - $67.2K
|
5.35K
$143K
|
|
|
Apr 28, 2021
Q1 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.09K- 4.46% |
$63.9K - $71.4K
|
23.3K
$623K
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.12K- 31.72% |
$65.5K - $73.2K
|
2.4K
$64.1K
|
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-1.12K- 3.53% |
$65.5K - $73.3K
|
30.5K
$815K
|
|
|
Apr 19, 2021
Q1 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 14.33% |
$65.6K - $73.3K
|
6.68K
$178K
|
|
|
Apr 26, 2021
Q1 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.13K- 5.05% |
$66K - $73.9K
|
21.1K
$565K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14K- 0.31% |
$66.8K - $74.7K
|
367K
$9.79M
|
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.15K- 1.95% |
$67.8K - $75.8K
|
58.1K
$1.55M
|
|
|
Apr 14, 2021
Q1 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.16K- 4.68% |
$68.2K - $76.2K
|
23.7K
$632K
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.25K- 23.47% |
$73.4K - $82.1K
|
4.08K
$109K
|
|
|
May 06, 2021
Q1 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.26K- 3.43% |
$74K - $82.7K
|
35.5K
$948K
|
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.26KClosed |
$74K - $82.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.27KClosed |
$74.5K - $83.3K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.49K- 9.22% |
$87.7K - $98.1K
|
14.7K
$393K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.57KClosed |
$92.1K - $103K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 5.2% |
$98.6K - $110K
|
30.6K
$817K
|
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.76K- 5.88% |
$103K - $115K
|
28.1K
$752K
|
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.9K- 36.0% |
$112K - $125K
|
3.39K
$90.4K
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.96KClosed |
$115K - $129K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2K- 37.43% |
$117K - $131K
|
3.34K
$89.1K
|
|
|
Apr 23, 2021
Q1 2021
|
Conning Inc.
|
SELL
|
- |
-2.05K- 3.1% |
$120K - $135K
|
64.2K
$1.71M
|
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 28.7% |
$123K - $138K
|
5.22K
$139K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.11K- 2.3% |
$124K - $139K
|
89.8K
$2.4M
|
|
|
May 07, 2021
Q1 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.15K- 4.29% |
$126K - $141K
|
47.9K
$1.28M
|
|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-2.23K- 28.84% |
$131K - $147K
|
5.51K
$147K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 3.12% |
$149K - $167K
|
78.7K
$2.1M
|
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.61K- 2.6% |
$153K - $171K
|
97.6K
$2.61M
|