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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
195+ 0.54% |
$13.2K - $14.5K
|
36.5K
$953K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
195+ 5.79% |
$13.2K - $14.5K
|
3.56K
$92.9K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
190+ 2.06% |
$12.9K - $14.1K
|
9.41K
$245K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
184+ 0.73% |
$12.5K - $13.7K
|
25.5K
$666K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
181+ 102.26% |
$12.3K - $13.4K
|
358
$9.34K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 4350.0% |
$11.8K - $12.9K
|
178
$4.64K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
164+ 14.3% |
$11.1K - $12.2K
|
1.31K
$34.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
162+ 1.72% |
$11K - $12K
|
9.58K
$250K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
156New |
$10.6K - $11.6K
|
156
$4.07K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
143+ 2.26% |
$9.68K - $10.6K
|
6.48K
$169K
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
136+ 4.27% |
$9.21K - $10.1K
|
3.32K
$86.6K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
134+ 2.91% |
$9.07K - $9.94K
|
4.74K
$124K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132+ 6.51% |
$8.94K - $9.79K
|
2.16K
$56.3K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
130+ 5.24% |
$8.8K - $9.64K
|
2.61K
$68.1K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
118+ 0.37% |
$7.99K - $8.75K
|
31.9K
$833K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
117+ 0.72% |
$7.92K - $8.68K
|
16.3K
$426K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
110+ 1.34% |
$7.45K - $8.16K
|
8.32K
$217K
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 16.39% |
$6.77K - $7.42K
|
710
$18.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
80+ 2.03% |
$5.42K - $5.94K
|
4.02K
$105K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
78+ 1.23% |
$5.28K - $5.79K
|
6.45K
$168K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
74+ 60.16% |
$5.01K - $5.49K
|
197
$5.14K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
73+ 1.49% |
$4.94K - $5.42K
|
4.97K
$130K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 4.23% |
$4.74K - $5.19K
|
1.72K
$45K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 0.1% |
$4.54K - $4.97K
|
65K
$1.7M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
67+ 1.63% |
$4.54K - $4.97K
|
4.18K
$109K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 0.1% |
$4.54K - $4.97K
|
65K
$1.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67+ 0.72% |
$4.54K - $4.97K
|
9.31K
$243K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
66+ 0.24% |
$4.47K - $4.9K
|
27.5K
$718K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
61+ 17.04% |
$4.13K - $4.53K
|
419
$10.9K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
55+ 0.2% |
$3.72K - $4.08K
|
28K
$732K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
51+ 0.43% |
$3.45K - $3.78K
|
11.8K
$308K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
47+ 0.16% |
$3.18K - $3.49K
|
28.9K
$755K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
43+ 5.8% |
$2.91K - $3.19K
|
784
$20.5K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
43+ 1.41% |
$2.91K - $3.19K
|
3.1K
$80.9K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
41+ 1.32% |
$2.78K - $3.04K
|
3.14K
$81.9K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 1.56% |
$2.78K - $3.04K
|
2.67K
$69.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
37+ 0.86% |
$2.51K - $2.75K
|
4.34K
$113K
|
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
BUY
|
- |
37+ 0.66% |
$2.51K - $2.75K
|
5.63K
$147K
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
36+ 0.44% |
$2.44K - $2.67K
|
8.18K
$214K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
35New |
$2.37K - $2.6K
|
35
$913
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34+ 0.38% |
$2.3K - $2.52K
|
9.07K
$237K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
31+ 0.35% |
$2.1K - $2.3K
|
8.88K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
29+ 0.25% |
$1.96K - $2.15K
|
11.5K
$301K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
29New |
$1.96K - $2.15K
|
29
$757
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
26+ 0.21% |
$1.76K - $1.93K
|
12.5K
$327K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
23+ 0.08% |
$1.56K - $1.71K
|
30.6K
$798K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
22+ 0.07% |
$1.49K - $1.63K
|
30.7K
$800K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
22+ 0.4% |
$1.49K - $1.63K
|
5.49K
$143K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 0.94% |
$1.42K - $1.56K
|
2.25K
$58.7K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20+ 0.34% |
$1.35K - $1.48K
|
5.89K
$154K
|