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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.4K- 39.93% |
$813K - $862K
|
18.6K
$486K
|
|
|
Aug 16, 2021
Q2 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-14.5K- 11.86% |
$952K - $1.01M
|
108K
$2.81M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-16.4K- 63.57% |
$1.08M - $1.15M
|
9.41K
$246K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16.6K- 25.83% |
$1.09M - $1.16M
|
47.7K
$1.25M
|
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-17.9K- 5.24% |
$1.18M - $1.25M
|
324K
$8.47M
|
|
|
Jul 29, 2021
Q2 2021
|
Conning Inc.
|
SELL
|
- |
-18.5K- 28.76% |
$1.21M - $1.29M
|
45.7K
$1.19M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.8K- 12.36% |
$1.3M - $1.38M
|
140K
$3.66M
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-20.8K- 82.09% |
$1.37M - $1.45M
|
4.55K
$119K
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-21.6KClosed |
$1.42M - $1.51M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-22.1K- 3.34% |
$1.45M - $1.54M
|
640K
$16.7M
|
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-22.6KClosed |
$1.49M - $1.58M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-24.1K- 50.28% |
$1.59M - $1.68M
|
23.8K
$622K
|
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 24.59% |
$1.92M - $2.03M
|
89.3K
$2.33M
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.1K- 20.16% |
$1.98M - $2.1M
|
119K
$3.11M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.8K- 35.42% |
$2.09M - $2.22M
|
58K
$1.52M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.9KClosed |
$2.43M - $2.57M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-37.4K- 22.25% |
$2.46M - $2.61M
|
131K
$3.41M
|
|
|
Aug 05, 2021
Q2 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40K- 58.82% |
$2.63M - $2.79M
|
28K
$732K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-86.7K- 6.93% |
$5.71M - $6.05M
|
1.17M
$30.5M
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-93.2K- 6.13% |
$6.14M - $6.5M
|
1.43M
$37.3M
|
|
|
Aug 05, 2021
Q2 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-100K- 48.59% |
$6.6M - $7M
|
106K
$2.77M
|
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-122K- 4.83% |
$8.06M - $8.54M
|
2.41M
$63M
|
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-169K- 77.71% |
$11.1M - $11.8M
|
48.4K
$1.26M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-255K- 59.24% |
$16.8M - $17.8M
|
175K
$4.58M
|
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-314K- 73.96% |
$20.7M - $21.9M
|
111K
$2.89M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.26M- 15.7% |
$346M - $367M
|
28.2M
$738M
|