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 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 8.39% |
$964K - $1.02M
|
189K
$4.93M
|
|
|
Jul 16, 2021
Q2 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
14.3K+ 4.57% |
$943K - $1M
|
328K
$8.57M
|
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13.9KNew |
$915K - $970K
|
13.9K
$363K
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
13.5K+ 3.44% |
$886K - $939K
|
404K
$10.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2KNew |
$866K - $917K
|
13.2K
$343K
|
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
BUY
|
- |
13.1K+ 6.33% |
$859K - $911K
|
219K
$5.72M
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.9K+ 5.21% |
$849K - $900K
|
261K
$6.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.7KNew |
$837K - $887K
|
12.7K
$332K
|
|
|
Jul 26, 2021
Q2 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12.3K+ 2.44% |
$807K - $855K
|
515K
$13.4M
|
|
|
Jul 14, 2021
Q2 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11.8K+ 4.11% |
$777K - $823K
|
299K
$7.81M
|
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 4.5% |
$773K - $819K
|
273K
$7.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.7K+ 1363.08% |
$768K - $814K
|
12.5K
$327K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$693K - $734K
|
10.5K
$275K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 19.67% |
$675K - $716K
|
62.4K
$1.63M
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 23.71% |
$674K - $714K
|
53.4K
$1.39M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.86K+ 12.52% |
$649K - $687K
|
88.6K
$2.31M
|
|
|
Dec 19, 2024
Q2 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.49K+ 14.59% |
$625K - $662K
|
74.6K
$1.95M
|
|
|
Jul 26, 2021
Q2 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9.4K+ 17.5% |
$619K - $656K
|
63.1K
$1.65M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.21K+ 15.06% |
$606K - $643K
|
70.4K
$1.84M
|
|
|
Aug 13, 2021
Q2 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
9.17K+ 12.19% |
$604K - $640K
|
84.4K
$2.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8.94KNew |
$588K - $624K
|
8.94K
$233K
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
8.93K+ 5.48% |
$588K - $623K
|
172K
$4.49M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.75K+ 29.11% |
$576K - $610K
|
38.8K
$1.01M
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.63KNew |
$568K - $602K
|
8.63K
$225K
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
8.61K+ 0.7% |
$566K - $600K
|
1.24M
$32.4M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.26K+ 21.48% |
$544K - $576K
|
46.7K
$1.22M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.13K+ 5.14% |
$535K - $567K
|
167K
$4.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.59K+ 8.66% |
$499K - $529K
|
95.2K
$2.49M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.53KNew |
$495K - $525K
|
7.53K
$196K
|
|
|
Jul 16, 2021
Q2 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
7.36K+ 4.52% |
$484K - $513K
|
170K
$4.44M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.34K+ 136.82% |
$483K - $512K
|
12.7K
$331K
|
|
|
Aug 10, 2021
Q2 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.23K+ 20.44% |
$475K - $504K
|
42.6K
$1.11M
|
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.68KNew |
$440K - $466K
|
6.68K
$174K
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.53K+ 40.7% |
$430K - $455K
|
22.6K
$589K
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6.52K+ 17.75% |
$429K - $455K
|
43.2K
$1.13M
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.47KNew |
$426K - $451K
|
6.47K
$169K
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
6.47KNew |
$426K - $451K
|
6.47K
$169K
|
|
|
Aug 06, 2021
Q2 2021
|
White Pine Investment CO
|
BUY
|
- |
6.26K+ 6.55% |
$412K - $437K
|
102K
$2.65M
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.11K+ 1.15% |
$402K - $426K
|
537K
$14M
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.11K+ 1.15% |
$402K - $426K
|
537K
$14M
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.03KNew |
$397K - $420K
|
6.03K
$157K
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.98K+ 2.35% |
$394K - $417K
|
261K
$6.8M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.83K+ 15.13% |
$383K - $406K
|
44.3K
$1.16M
|
|
|
Aug 10, 2021
Q2 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.8KNew |
$381K - $404K
|
5.8K
$151K
|
|
|
Jul 28, 2021
Q2 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.78K+ 3.3% |
$380K - $403K
|
181K
$4.72M
|
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
BUY
|
- |
5.67K+ 2.0% |
$373K - $396K
|
290K
$7.55M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.56K+ 11.76% |
$366K - $388K
|
52.9K
$1.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
5.51K+ 27.24% |
$363K - $384K
|
25.7K
$671K
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.43K+ 10.67% |
$357K - $378K
|
56.3K
$1.47M
|
|
|
Aug 02, 2021
Q2 2021
|
Tenret CO LLC
|
BUY
|
- |
5.26KNew |
$346K - $367K
|
5.26K
$137K
|