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 23, 2021 Q1 2021
Harbor Group, Inc.

SELL
 -
-2.8K
- 1.96%
$164K - $184K
140K $3.77M
May 13, 2021 Q1 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-3.03K
Closed
$178K - $199K
0 $0
May 17, 2021 Q1 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.08K
- 93.81%
$181K - $202K
203 $5.46K
Apr 26, 2021 Q1 2021
Arkadios Wealth Advisors

SELL
 -
-3.12K
- 27.82%
$183K - $205K
8.08K $217K
May 14, 2021 Q1 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-3.18K
- 19.03%
$186K - $209K
13.5K $363K
Apr 09, 2021 Q1 2021
Pure Financial Advisors, LLC

SELL
 -
-3.38K
- 7.58%
$198K - $222K
41.2K $1.11M
May 03, 2021 Q1 2021
Calton & Associates, Inc.

SELL
 -
-3.51K
Closed
$206K - $230K
0 $0
May 06, 2021 Q1 2021
M&T Bank Corp

SELL
 -
-3.54K
Closed
$208K - $233K
0 $0
May 18, 2021 Q1 2021
Steel Peak Wealth Management LLC

SELL
 -
-3.58K
Closed
$210K - $235K
0 $0
May 07, 2021 Q1 2021
Altfest L J & CO Inc

SELL
 -
-3.67K
- 16.35%
$215K - $241K
18.8K $504K
May 13, 2021 Q1 2021
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-3.72K
Closed
$219K - $244K
0 $0
May 14, 2021 Q1 2021
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-3.88K
- 43.11%
$228K - $255K
5.12K $138K
Apr 12, 2021 Q1 2021
Teamwork Financial Advisors, LLC

SELL
 -
-3.9K
- 19.34%
$229K - $256K
16.3K $438K
Apr 29, 2021 Q1 2021
Sage Financial Group Inc

SELL
 -
-3.94K
- 1.88%
$231K - $259K
206K $5.55M
Apr 19, 2021 Q1 2021
Aurora Private Wealth, Inc.

SELL
 -
-4K
- 17.38%
$235K - $263K
19K $511K
May 17, 2021 Q1 2021
Money Concepts Capital Corp

SELL
 -
-4.04K
- 15.93%
$237K - $265K
21.3K $573K
May 11, 2021 Q1 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-4.22K
- 10.06%
$248K - $277K
37.7K $1.01M
May 14, 2021 Q1 2021
Sja Financial Advisory, LLC

SELL
 -
-4.23K
- 10.33%
$248K - $278K
36.7K $988K
Apr 15, 2021 Q1 2021
Traverso Chambers Private Wealth Management, LLC

SELL
 -
-4.24K
- 2.65%
$249K - $279K
156K $4.18M
Apr 30, 2021 Q1 2021
Creative Planning

Overland Park, KS
SELL
 -
-4.28K
- 2.55%
$251K - $281K
163K $4.39M
Apr 14, 2021 Q1 2021
Rba Wealth Management, LLC

SELL
 -
-4.45K
Closed
$261K - $292K
0 $0
May 21, 2021 Q1 2021
Colony Group LLC

Boston, MA
SELL
 -
-4.76K
- 5.39%
$280K - $313K
83.5K $2.24M
May 12, 2021 Q1 2021
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-4.79K
Closed
$281K - $314K
0 $0
Apr 20, 2021 Q1 2021
V Wealth Advisors LLC

SELL
 -
-4.86K
- 59.73%
$285K - $319K
3.28K $88.1K
May 17, 2021 Q1 2021
Capital Directions Investment Advisors, LLC

SELL
 -
-4.97K
Closed
$292K - $326K
0 $0
May 11, 2021 Q1 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-5.38K
- 7.72%
$316K - $354K
64.4K $1.73M
Apr 14, 2021 Q1 2021
Vista Private Wealth Partners. LLC

SELL
 -
-5.46K
- 3.75%
$321K - $359K
140K $3.77M
May 10, 2021 Q1 2021
Rkl Wealth Management LLC

SELL
 -
-5.63K
- 6.04%
$331K - $370K
87.7K $2.36M
Apr 27, 2021 Q1 2021
Concorde Asset Management, LLC

SELL
 -
-5.95K
Closed
$349K - $390K
0 $0
May 12, 2021 Q1 2021
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-6K
- 27.7%
$352K - $394K
15.7K $421K
May 17, 2021 Q1 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-6K
- 10.84%
$352K - $394K
49.4K $1.33M
May 10, 2021 Q1 2021
Condor Capital Management

Martinsville, NJ
SELL
 -
-6.14K
- 25.24%
$360K - $403K
18.2K $489K
Apr 21, 2021 Q1 2021
Prairie View Partners, LLC

SELL
 -
-6.14K
- 4.06%
$360K - $403K
145K $3.89M
Apr 15, 2021 Q1 2021
Juncture Wealth Strategies, LLC

SELL
 -
-6.6K
Closed
$388K - $434K
0 $0
Apr 23, 2021 Q1 2021
Columbus Macro, LLC

SELL
 -
-6.74K
- 13.04%
$396K - $443K
45K $1.21M
May 14, 2021 Q1 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-6.79K
- 4.82%
$398K - $446K
134K $3.6M
May 17, 2021 Q1 2021
Keel Point, LLC

Huntsville, AL
SELL
 -
-8.53K
Closed
$501K - $560K
0 $0
May 24, 2021 Q1 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-9.52K
- 2.18%
$559K - $625K
427K $11.5M
Apr 12, 2021 Q1 2021
Acorn Financial Advisory Services Inc

SELL
 -
-9.86K
Closed
$579K - $647K
0 $0
May 03, 2021 Q1 2021
Focused Wealth Management, Inc

SELL
 -
-10.1K
- 28.49%
$594K - $664K
25.4K $682K
May 14, 2021 Q1 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-10.7K
- 2.46%
$629K - $704K
425K $11.4M
May 10, 2021 Q1 2021
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-10.9K
- 7.53%
$638K - $713K
133K $3.59M
May 12, 2021 Q1 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-10.9K
Closed
$640K - $716K
0 $0
May 17, 2021 Q1 2021
Total Wealth Planning, LLC

SELL
 -
-12.5K
- 9.32%
$736K - $823K
122K $3.28M
May 14, 2021 Q1 2021
Sequoia Financial Advisors, LLC

SELL
 -
-13.1K
- 8.99%
$769K - $860K
133K $3.56M
May 17, 2021 Q1 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-14.9K
- 97.78%
$875K - $979K
338 $9.09K
May 17, 2021 Q1 2021
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-18.5K
- 11.08%
$1.09M - $1.22M
149K $4M
Apr 29, 2021 Q1 2021
Financial Counselors Inc

SELL
 -
-22.5K
- 3.28%
$1.32M - $1.48M
662K $17.8M
May 17, 2021 Q1 2021
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-22.7K
- 13.39%
$1.33M - $1.49M
146K $3.94M

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