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 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
6.05K
+ 22.28%
$410K - $449K
33.2K $867K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6K
+ 8.87%
$406K - $445K
73.6K $1.92M
May 13, 2022 Q1 2022
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
5.94K
+ 8.25%
$402K - $441K
78K $2.03M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
5.92K
New
$401K - $439K
5.92K $154K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
5.9K
+ 8.66%
$400K - $438K
74.1K $1.93M
Apr 27, 2022 Q1 2022
Ivc Wealth Advisors LLC

BUY
 -
5.76K
+ 2.86%
$390K - $427K
207K $5.4M
Apr 26, 2022 Q1 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
5.68K
New
$384K - $421K
5.68K $148K
May 03, 2022 Q1 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
5.64K
New
$382K - $418K
5.64K $147K
Apr 28, 2022 Q1 2022
Brand Asset Management Group, Inc.

BUY
 -
5.58K
+ 6.77%
$378K - $414K
87.9K $2.29M
May 16, 2022 Q1 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
5.48K
+ 62.19%
$371K - $407K
14.3K $373K
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

BUY
 -
5.41K
+ 16.87%
$366K - $401K
37.5K $977K
May 06, 2022 Q1 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
5.37K
New
$364K - $399K
5.37K $140K
May 13, 2022 Q1 2022
Lcnb Corp

Lebanon, OH
BUY
 -
5.22K
+ 5.19%
$353K - $387K
106K $2.76M
Apr 19, 2022 Q1 2022
Avity Investment Management Inc.

BUY
 -
5K
+ 45.37%
$339K - $371K
16K $418K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
4.91K
+ 31.72%
$332K - $364K
20.4K $532K
Apr 27, 2022 Q1 2022
Financial Management Professionals, Inc.

BUY
 -
4.85K
+ 1.79%
$328K - $360K
276K $7.21M
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
4.72K
+ 4.64%
$320K - $350K
106K $2.78M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.53K
+ 8.73%
$306K - $336K
56.4K $1.47M
May 12, 2022 Q1 2022
Leeward Financial Partners, LLC

BUY
 -
4.46K
+ 8.68%
$302K - $331K
55.8K $1.46M
May 05, 2022 Q1 2022
Nadler Financial Group, Inc.

BUY
 -
4.42K
+ 1.31%
$299K - $328K
341K $8.91M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
4.41K
New
$299K - $327K
4.41K $115K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
4.15K
+ 41.46%
$281K - $308K
14.2K $370K
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
4.08K
New
$276K - $303K
4.08K $106K
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

BUY
 -
4.02K
New
$272K - $298K
4.02K $105K
May 09, 2022 Q1 2022
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
3.93K
New
$266K - $292K
3.93K $103K
Apr 18, 2022 Q1 2022
Geometric Wealth Advisors

BUY
 -
3.91K
New
$265K - $290K
3.91K $102K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
3.82K
+ 5.17%
$259K - $283K
77.7K $2.03M
May 16, 2022 Q1 2022
Wescott Financial Advisory Group, LLC

BUY
 -
3.67K
New
$248K - $272K
3.67K $95.7K
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
3.66K
New
$248K - $272K
3.66K $95.5K
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
3.53K
+ 19.02%
$239K - $262K
22.1K $576K
Apr 12, 2022 Q1 2022
Rda Financial Network

BUY
 -
3.52K
New
$239K - $261K
3.52K $91.9K
Apr 12, 2022 Q1 2022
Ewg Elevate Inc.

BUY
 -
3.5K
+ 11.36%
$237K - $260K
34.3K $895K
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
3.42K
New
$232K - $254K
3.42K $89.2K
May 10, 2022 Q1 2022
Apriem Advisors

Irvine, CA
BUY
 -
3.42K
+ 7.29%
$232K - $254K
50.3K $1.31M
May 11, 2022 Q1 2022
Loveless Wealth Management LLC

BUY
 -
3.26K
+ 38.59%
$221K - $242K
11.7K $306K
Apr 14, 2022 Q1 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
3.26K
+ 7.02%
$221K - $242K
49.7K $1.3M
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
3.24K
New
$220K - $241K
3.24K $84.6K
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
3.11K
+ 79.17%
$210K - $230K
7.03K $183K
Apr 22, 2022 Q1 2022
Alpha Cubed Investments, LLC

BUY
 -
3.06K
+ 16.09%
$207K - $227K
22.1K $576K
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
3.06K
+ 10.81%
$207K - $227K
31.4K $818K
May 06, 2022 Q1 2022
Barden Capital Management, Inc.

BUY
 -
3.05K
+ 7.06%
$207K - $226K
46.3K $1.21M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
3.02K
+ 1.9%
$204K - $224K
162K $4.23M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.99K
+ 21.63%
$202K - $222K
16.8K $438K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.91K
+ 3.02%
$197K - $216K
99.2K $2.59M
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
2.87K
New
$194K - $213K
2.87K $74.7K
May 24, 2022 Q1 2022
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
2.84K
+ 15.56%
$192K - $211K
21.1K $551K
May 16, 2022 Q1 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
2.84K
New
$192K - $210K
2.84K $74K
May 13, 2022 Q1 2022
Waterfront Wealth Inc.

BUY
 -
2.8K
New
$189K - $208K
2.8K $73K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.77K
+ 2.04%
$188K - $206K
139K $3.62M

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