Purchases and Sales Made in Q1 2022 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 2022. 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 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
606K
+ 108.76%
$41M - $44.9M
1.16M $30.3M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
553K
+ 12.23%
$37.5M - $41.1M
5.08M $133M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
523K
+ 4213.76%
$35.4M - $38.8M
535K $14M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
483K
+ 71.17%
$32.7M - $35.9M
1.16M $30.3M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
413K
New
$27.9M - $30.6M
413K $10.8M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
282K
+ 14.98%
$19.1M - $20.9M
2.16M $56.4M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
259K
+ 4.03%
$17.5M - $19.2M
6.69M $175M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
253K
+ 35.58%
$17.1M - $18.8M
964K $25.1M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
219K
+ 147.63%
$14.8M - $16.2M
367K $9.58M
Apr 28, 2022 Q1 2022
Bank Hapoalim Bm

BUY
 -
212K
New
$14.4M - $15.7M
212K $5.53M
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
BUY
 -
196K
+ 3.8%
$13.3M - $14.5M
5.36M $140M
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
129K
+ 12213.74%
$8.72M - $9.56M
130K $3.39M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
113K
+ 71.9%
$7.65M - $8.38M
270K $7.05M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
107K
New
$7.26M - $7.96M
107K $2.8M
May 09, 2022 Q1 2022
Cx Institutional

BUY
 -
91.6K
+ 37.51%
$6.2M - $6.8M
336K $8.76M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
90.7K
+ 57.15%
$6.14M - $6.73M
249K $6.5M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
82K
+ 7.1%
$5.55M - $6.08M
1.24M $32.3M
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

BUY
 -
66.6K
+ 1.2%
$4.51M - $4.94M
5.63M $147M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
66.4K
+ 120.94%
$4.5M - $4.93M
121K $3.17M
May 05, 2022 Q1 2022
Savant Capital, LLC

BUY
 -
62.8K
+ 7.17%
$4.25M - $4.66M
939K $24.5M
May 02, 2022 Q1 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
61.2K
+ 11.28%
$4.14M - $4.54M
603K $15.7M
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
60.7K
+ 30.14%
$4.11M - $4.51M
262K $6.84M
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
53.7K
+ 1.63%
$3.63M - $3.98M
3.34M $87M
Aug 09, 2022 Q1 2022
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
52.9K
+ 19.47%
$3.58M - $3.93M
325K $8.47M
Apr 19, 2022 Q1 2022
Safeguard Financial, LLC

BUY
 -
49.8K
New
$3.37M - $3.69M
49.8K $1.3M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.2K
New
$3.26M - $3.58M
48.2K $1.26M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
48.2K
+ 142.27%
$3.26M - $3.57M
82K $2.14M
Apr 25, 2022 Q1 2022
Grant

BUY
 -
48K
New
$3.25M - $3.56M
48K $1.25M
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
43.9K
+ 106.22%
$2.97M - $3.26M
85.2K $2.22M
May 09, 2022 Q1 2022
Black Diamond Financial, LLC

BUY
 -
41K
+ 78.72%
$2.78M - $3.04M
93.1K $2.43M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
40.8K
+ 15.32%
$2.76M - $3.03M
307K $8.01M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
40.8K
New
$2.76M - $3.03M
40.8K $1.06M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
39.9K
New
$2.7M - $2.96M
39.9K $1.04M
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

BUY
 -
39.3K
+ 3.26%
$2.66M - $2.91M
1.24M $32.4M
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
38.8K
+ 63.74%
$2.63M - $2.88M
99.7K $2.6M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

BUY
 -
37.3K
+ 30.67%
$2.52M - $2.77M
159K $4.14M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
35.9K
+ 3.02%
$2.43M - $2.67M
1.23M $32M
May 13, 2022 Q1 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
35.4K
New
$2.39M - $2.62M
35.4K $923K
May 12, 2022 Q1 2022
Theory Financial LLC

Fort Collins, CO
BUY
 -
34.7K
New
$2.35M - $2.57M
34.7K $905K
Aug 15, 2022 Q1 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
33.5K
New
$2.27M - $2.48M
33.5K $874K
May 09, 2022 Q1 2022
Capital Advisors Wealth Management, LLC

BUY
 -
33.2K
+ 308.0%
$2.25M - $2.46M
43.9K $1.15M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
33.1K
+ 85.42%
$2.24M - $2.46M
71.9K $1.88M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
32.9K
+ 89.64%
$2.23M - $2.44M
69.5K $1.81M
May 10, 2022 Q1 2022
Ledge Wealth Management, Inc.

BUY
 -
28K
New
$1.9M - $2.08M
28K $731K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
27.7K
+ 6.05%
$1.88M - $2.06M
486K $12.7M
Apr 08, 2022 Q1 2022
Northwest Quadrant Wealth Management, LLC

BUY
 -
26.9K
+ 11.35%
$1.82M - $2M
264K $6.89M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
24.8K
+ 5.29%
$1.68M - $1.84M
494K $12.9M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
21.6K
+ 145.32%
$1.46M - $1.6M
36.5K $951K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
21.2K
+ 30.32%
$1.44M - $1.57M
91.2K $2.38M

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