Purchases and Sales Made in Q1 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.39KClosed |
$229K - $251K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.45K- 37.5% |
$234K - $256K
|
5.75K
$150K
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-3.48KClosed |
$235K - $258K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.74K- 18.71% |
$253K - $278K
|
16.3K
$424K
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.76KClosed |
$255K - $279K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.86K- 27.26% |
$261K - $286K
|
10.3K
$269K
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.97K- 2.5% |
$269K - $295K
|
155K
$4.04M
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.03K- 18.09% |
$273K - $299K
|
18.3K
$476K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.08KClosed |
$276K - $303K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-4.14K- 7.4% |
$280K - $307K
|
51.8K
$1.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-4.2K- 3.29% |
$285K - $312K
|
124K
$3.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.4K- 34.37% |
$298K - $326K
|
8.4K
$219K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.43KClosed |
$300K - $328K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.63KClosed |
$313K - $343K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.73K- 10.37% |
$320K - $351K
|
40.9K
$1.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.83K- 2.61% |
$327K - $358K
|
180K
$4.7M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.05K- 61.53% |
$342K - $375K
|
3.16K
$82.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.51K- 32.1% |
$373K - $408K
|
11.6K
$304K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.52K- 31.32% |
$374K - $409K
|
12.1K
$316K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5.55K- 29.6% |
$376K - $412K
|
13.2K
$344K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.69K- 3.56% |
$385K - $422K
|
154K
$4.02M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.7K- 5.39% |
$386K - $423K
|
100K
$2.61M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.95K- 4.32% |
$403K - $442K
|
132K
$3.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.09K- 7.37% |
$412K - $452K
|
76.5K
$1.99M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.24K- 65.48% |
$423K - $463K
|
3.29K
$85.9K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6.26K- 31.33% |
$424K - $465K
|
13.7K
$358K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-6.54K- 19.26% |
$443K - $485K
|
27.4K
$715K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.6KClosed |
$447K - $490K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.78K- 3.5% |
$459K - $503K
|
187K
$4.88M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-7.13K- 47.64% |
$483K - $529K
|
7.84K
$204K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.16K- 5.21% |
$485K - $531K
|
130K
$3.4M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.16K- 5.21% |
$485K - $531K
|
130K
$3.4M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7.84K- 17.7% |
$531K - $581K
|
36.4K
$951K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8.01KClosed |
$542K - $594K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.81K- 3.69% |
$596K - $653K
|
230K
$5.99M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.19K- 3.73% |
$622K - $681K
|
237K
$6.19M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-9.78KClosed |
$662K - $726K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-9.8K- 62.39% |
$663K - $727K
|
5.9K
$154K
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-12.2K- 27.07% |
$824K - $902K
|
32.8K
$855K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$832K - $912K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-14.3K- 12.12% |
$968K - $1.06M
|
104K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-14.3K- 5.53% |
$970K - $1.06M
|
245K
$6.38M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15.3K- 23.25% |
$1.04M - $1.14M
|
50.6K
$1.32M
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-16.2K- 3.02% |
$1.1M - $1.21M
|
521K
$13.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-17.9K- 13.11% |
$1.21M - $1.33M
|
119K
$3.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-19K- 3.01% |
$1.28M - $1.41M
|
612K
$16M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.7K- 17.79% |
$1.4M - $1.54M
|
95.8K
$2.5M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21K- 80.1% |
$1.42M - $1.56M
|
5.22K
$136K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.3KClosed |
$1.51M - $1.65M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-24.1K- 7.54% |
$1.63M - $1.79M
|
296K
$7.72M
|