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 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.14KNew |
$338K - $359K
|
5.14K
$134K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.94K+ 5.88% |
$325K - $344K
|
88.9K
$2.32M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.81K+ 15.72% |
$316K - $335K
|
35.4K
$924K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.79K+ 9.79% |
$315K - $334K
|
53.7K
$1.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.67KNew |
$307K - $326K
|
4.67K
$122K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.61K+ 22.41% |
$303K - $321K
|
25.2K
$657K
|
|
|
Jul 29, 2021
Q2 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.57K+ 1.66% |
$301K - $319K
|
280K
$7.31M
|
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
BUY
|
- |
4.53K+ 11.28% |
$298K - $316K
|
44.6K
$1.16M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.51KNew |
$297K - $315K
|
4.51K
$118K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.47K+ 2201.97% |
$294K - $312K
|
4.67K
$122K
|
|
|
Aug 10, 2021
Q2 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.47K+ 11.34% |
$294K - $312K
|
43.9K
$1.15M
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.35K+ 27.77% |
$286K - $303K
|
20K
$522K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.31K+ 3.22% |
$284K - $301K
|
138K
$3.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.14KNew |
$273K - $289K
|
4.14K
$108K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.13K+ 15.76% |
$272K - $288K
|
30.3K
$792K
|
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.1K+ 79.47% |
$270K - $286K
|
9.26K
$242K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4KNew |
$263K - $279K
|
4K
$104K
|
|
|
Aug 06, 2021
Q2 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.83KNew |
$252K - $267K
|
3.83K
$100K
|
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.79K+ 3.1% |
$249K - $264K
|
126K
$3.29M
|
|
|
Jul 29, 2021
Q2 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 7.65% |
$249K - $264K
|
53.3K
$1.39M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.73K+ 27.59% |
$245K - $260K
|
17.2K
$450K
|
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3.7KNew |
$243K - $258K
|
3.7K
$96.6K
|
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.61KNew |
$237K - $252K
|
3.61K
$94.2K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.54K+ 252.86% |
$233K - $247K
|
4.94K
$129K
|
|
|
Aug 11, 2021
Q2 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.49KNew |
$230K - $243K
|
3.49K
$91.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.38K+ 998.52% |
$222K - $235K
|
3.71K
$96.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$212K - $225K
|
3.22K
$84.1K
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
BUY
|
- |
3.22KNew |
$212K - $224K
|
3.22K
$83.9K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
3.2K+ 28.27% |
$210K - $223K
|
14.5K
$378K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
3.19K+ 1061.67% |
$210K - $222K
|
3.49K
$91K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.17KNew |
$209K - $221K
|
3.17K
$82.8K
|
|
|
Jul 20, 2021
Q2 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$205K - $217K
|
3.12K
$81.4K
|
|
|
Jul 16, 2021
Q2 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.12KNew |
$205K - $217K
|
3.12K
$81.4K
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.1KNew |
$204K - $216K
|
3.1K
$80.8K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.08K+ 31.64% |
$203K - $215K
|
12.8K
$335K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.06KNew |
$201K - $214K
|
3.06K
$79.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.03K+ 15.67% |
$199K - $211K
|
22.4K
$584K
|
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.96KNew |
$195K - $207K
|
2.96K
$77.3K
|
|
|
Aug 09, 2021
Q2 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.95KNew |
$194K - $205K
|
2.95K
$76.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
2.94KNew |
$194K - $205K
|
2.94K
$76.8K
|
|
|
Jul 26, 2021
Q2 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.94KNew |
$193K - $205K
|
2.94K
$76.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.93KNew |
$193K - $205K
|
2.93K
$76.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.91K+ 14.42% |
$192K - $203K
|
23.1K
$603K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.74K+ 9.36% |
$180K - $191K
|
32K
$835K
|
|
|
Jul 28, 2021
Q2 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.7K+ 55.23% |
$177K - $188K
|
7.58K
$198K
|
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.67K+ 9.67% |
$176K - $186K
|
30.3K
$791K
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.66K+ 13.16% |
$175K - $186K
|
22.9K
$597K
|
|
|
Aug 06, 2021
Q2 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
2.45K+ 6.89% |
$161K - $171K
|
37.9K
$990K
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.44K+ 1.91% |
$160K - $170K
|
130K
$3.39M
|
|
|
Jul 29, 2021
Q2 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
2.42K+ 11.44% |
$159K - $169K
|
23.6K
$615K
|