Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
837K+ 68.92% |
$55.1M - $58.4M
|
2.05M
$53.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
518K+ 10.49% |
$34.1M - $36.1M
|
5.45M
$142M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
453KNew |
$29.8M - $31.6M
|
453K
$11.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
332K+ 24.52% |
$21.8M - $23.1M
|
1.68M
$43.9M
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
293KNew |
$19.3M - $20.4M
|
293K
$7.64M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
266K+ 151.57% |
$17.5M - $18.5M
|
441K
$11.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
206K+ 3.91% |
$13.6M - $14.4M
|
5.48M
$143M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
179K+ 4.15% |
$11.8M - $12.5M
|
4.48M
$117M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172KNew |
$11.3M - $12M
|
172K
$4.5M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
145K+ 15.24% |
$9.53M - $10.1M
|
1.1M
$28.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 15.3% |
$8.34M - $8.84M
|
956K
$24.9M
|
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
117K+ 125.67% |
$7.71M - $8.18M
|
210K
$5.49M
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
116K+ 415.0% |
$7.66M - $8.12M
|
144K
$3.77M
|
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
BUY
|
- |
113KNew |
$7.41M - $7.85M
|
113K
$2.94M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
102K+ 2771.83% |
$6.68M - $7.08M
|
105K
$2.75M
|
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
93.5KNew |
$6.16M - $6.52M
|
93.5K
$2.44M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
80.4K+ 7.45% |
$5.29M - $5.61M
|
1.16M
$30.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
78K+ 41.07% |
$5.13M - $5.44M
|
268K
$6.99M
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
69.9K+ 13.83% |
$4.6M - $4.87M
|
575K
$15M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.8KNew |
$4.4M - $4.66M
|
66.8K
$1.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
64.7K+ 13.23% |
$4.26M - $4.51M
|
554K
$14.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63.6K+ 2.07% |
$4.19M - $4.44M
|
3.13M
$81.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
57.3K+ 18.88% |
$3.77M - $3.99M
|
361K
$9.41M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
56K+ 41.74% |
$3.68M - $3.9M
|
190K
$4.96M
|
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
49.2K+ 33.58% |
$3.24M - $3.43M
|
196K
$5.1M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
48.1K+ 38.47% |
$3.16M - $3.35M
|
173K
$4.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.3K+ 28.54% |
$2.98M - $3.16M
|
204K
$5.32M
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
44.5K+ 8.24% |
$2.93M - $3.1M
|
584K
$15.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.9K+ 5.5% |
$2.69M - $2.86M
|
785K
$20.5M
|
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
36.9K+ 24.77% |
$2.43M - $2.57M
|
186K
$4.85M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.6K+ 9.98% |
$2.41M - $2.55M
|
403K
$10.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.9K+ 6.48% |
$2.16M - $2.29M
|
540K
$14.1M
|
|
|
Jul 16, 2021
Q2 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
26.1K+ 14.95% |
$1.72M - $1.82M
|
201K
$5.24M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.4KNew |
$1.6M - $1.7M
|
24.4K
$636K
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
23.3K+ 20.02% |
$1.54M - $1.63M
|
140K
$3.65M
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23K+ 19.43% |
$1.52M - $1.61M
|
142K
$3.7M
|
|
|
Jul 13, 2021
Q2 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
22.6K+ 13.8% |
$1.48M - $1.57M
|
186K
$4.85M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 5.48% |
$1.48M - $1.57M
|
433K
$11.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
22.5K+ 51.18% |
$1.48M - $1.57M
|
66.4K
$1.73M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 1.13% |
$1.39M - $1.48M
|
1.9M
$49.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 16.88% |
$1.36M - $1.44M
|
143K
$3.72M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 9.7% |
$1.28M - $1.36M
|
220K
$5.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 15.14% |
$1.27M - $1.34M
|
146K
$3.82M
|
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
18.9K+ 13.46% |
$1.24M - $1.32M
|
159K
$4.15M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.7K+ 159.94% |
$1.23M - $1.3M
|
30.3K
$792K
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.6K+ 4.0% |
$1.22M - $1.29M
|
482K
$12.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 194.6% |
$1.16M - $1.23M
|
26.7K
$697K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
17.5K+ 167.49% |
$1.15M - $1.22M
|
27.9K
$728K
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17.4K+ 4.51% |
$1.15M - $1.21M
|
403K
$10.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.2KNew |
$997K - $1.06M
|
15.2K
$395K
|