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
Apr 22, 2022 Q1 2022
Von Berge Wealth Management Group, LLC

BUY
 -
896
+ 1.9%
$60.7K - $66.5K
48.2K $1.26M
May 04, 2022 Q1 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
878
+ 15.53%
$59.4K - $65.1K
6.53K $170K
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 -
851
+ 472.78%
$57.6K - $63.1K
1.03K $26.9K
May 09, 2022 Q1 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
835
+ 21.72%
$56.5K - $61.9K
4.68K $122K
Apr 19, 2022 Q1 2022
Retirement Planning Group

BUY
 -
769
+ 9.82%
$52.1K - $57.1K
8.6K $224K
May 11, 2022 Q1 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
765
+ 10.4%
$51.8K - $56.8K
8.12K $212K
Apr 14, 2022 Q1 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
719
+ 1.28%
$48.7K - $53.3K
56.9K $1.49M
Apr 18, 2022 Q1 2022
Diversified Investment Strategies, LLC

BUY
 -
715
+ 11.32%
$48.4K - $53K
7.03K $183K
Apr 20, 2022 Q1 2022
Essex LLC

BUY
 -
687
+ 12.05%
$46.5K - $51K
6.39K $167K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
676
+ 3.38%
$45.8K - $50.2K
20.7K $540K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
640
+ 257.03%
$43.3K - $47.5K
889 $23.2K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
637
New
$43.1K - $47.3K
637 $16.6K
May 16, 2022 Q1 2022
Robbins Farley LLC

Manchester, NH
BUY
 -
632
+ 111.46%
$42.8K - $46.9K
1.2K $31.3K
May 04, 2022 Q1 2022
Evolution Advisers, Inc.

BUY
 -
619
New
$41.9K - $45.9K
619 $16.1K
May 11, 2022 Q1 2022
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
616
+ 12.25%
$41.7K - $45.7K
5.65K $147K
Apr 20, 2022 Q1 2022
Thompson Investment Management, Inc.

BUY
 -
610
+ 9.31%
$41.3K - $45.3K
7.16K $187K
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
595
+ 4.55%
$40.3K - $44.1K
13.7K $356K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
578
+ 3.08%
$39.1K - $42.9K
19.4K $505K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
564
+ 9.18%
$38.2K - $41.8K
6.71K $175K
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
544
+ 0.04%
$36.8K - $40.4K
1.53M $40M
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
524
+ 11.75%
$35.5K - $38.9K
4.98K $130K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
522
+ 6.65%
$35.3K - $38.7K
8.37K $218K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
507
+ 1.39%
$34.3K - $37.6K
36.9K $963K
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

BUY
 -
503
+ 2.92%
$34.1K - $37.3K
17.8K $463K
May 09, 2022 Q1 2022
Vista Capital Partners, Inc.

BUY
 -
503
+ 8.59%
$34.1K - $37.3K
6.36K $166K
Apr 19, 2022 Q1 2022
Chesapeake Wealth Management

BUY
 -
495
+ 2.05%
$33.5K - $36.7K
24.6K $642K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
444
+ 1.76%
$30.1K - $32.9K
25.7K $671K
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
435
+ 5.05%
$29.5K - $32.3K
9.04K $236K
May 04, 2022 Q1 2022
ETF Store, Inc.

BUY
 -
428
+ 11.28%
$29K - $31.8K
4.22K $110K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
416
+ 2.85%
$28.2K - $30.9K
15K $392K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
413
+ 6.78%
$28K - $30.6K
6.51K $170K
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
401
+ 6.21%
$27.2K - $29.8K
6.86K $179K
May 16, 2022 Q1 2022
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
369
+ 4.21%
$25K - $27.4K
9.14K $239K
Apr 26, 2022 Q1 2022
Granite Bay Wealth Management, LLC

BUY
 -
366
+ 9.03%
$24.8K - $27.2K
4.42K $115K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
350
+ 48.21%
$23.7K - $26K
1.08K $28.1K
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

BUY
 -
340
+ 128.79%
$23K - $25.2K
604 $15.8K
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
333
+ 0.67%
$22.5K - $24.7K
50.3K $1.31M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
319
+ 0.17%
$21.6K - $23.7K
185K $4.83M
May 05, 2022 Q1 2022
Schrum Private Wealth Management LLC

BUY
 -
308
+ 7.23%
$20.9K - $22.9K
4.57K $119K
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
283
+ 18.12%
$19.2K - $21K
1.85K $48.1K
Apr 21, 2022 Q1 2022
Sja Financial Advisory, LLC

BUY
 -
281
+ 0.81%
$19K - $20.8K
35K $914K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
265
New
$17.9K - $19.7K
265 $6.91K
May 02, 2022 Q1 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
251
+ 1.12%
$17K - $18.6K
22.6K $590K
Apr 14, 2022 Q1 2022
Boenning & Scattergood, Inc.

BUY
 -
243
+ 8.1%
$16.5K - $18K
3.24K $84.6K
May 10, 2022 Q1 2022
Rkl Wealth Management LLC

BUY
 -
239
+ 0.26%
$16.2K - $17.7K
92.5K $2.41M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
238
+ 2.67%
$16.1K - $17.7K
9.15K $239K
May 10, 2022 Q1 2022
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
234
+ 3.71%
$15.8K - $17.4K
6.53K $170K
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
230
+ 2.75%
$15.6K - $17.1K
8.59K $224K
Apr 19, 2022 Q1 2022
Revolve Wealth Partners, LLC

BUY
 -
215
+ 2.21%
$14.6K - $16K
9.96K $260K

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