Purchases and Sales Made in Q2 2021 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 21, 2021 Q2 2021
Paces Ferry Wealth Advisors, LLC

BUY
 -
2.26K
+ 2.3%
$149K - $158K
100K $2.62M
Jul 21, 2021 Q2 2021
Csenge Advisory Group

BUY
 -
2.23K
+ 54.63%
$147K - $155K
6.31K $165K
Aug 06, 2021 Q2 2021
Summit Financial, LLC

Parsippany, NJ
BUY
 -
2.11K
+ 3.92%
$139K - $147K
56.1K $1.46M
Jul 14, 2021 Q2 2021
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
2.11K
+ 8.27%
$139K - $147K
27.6K $721K
Jul 13, 2021 Q2 2021
Centennial Wealth Advisory LLC

BUY
 -
2.08K
+ 66.91%
$137K - $145K
5.2K $136K
Aug 10, 2021 Q2 2021
Centaurus Financial, Inc.

BUY
 -
2.03K
New
$133K - $141K
2.03K $52.9K
Aug 12, 2021 Q2 2021
Blair William & CO

Chicago, IL
BUY
 -
1.99K
+ 160.52%
$131K - $139K
3.23K $84.4K
Aug 04, 2021 Q2 2021
Cx Institutional

BUY
 -
1.97K
+ 0.9%
$130K - $138K
221K $5.77M
Aug 11, 2021 Q2 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.95K
+ 17.57%
$128K - $136K
13K $340K
Jul 20, 2021 Q2 2021
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.93K
+ 5.53%
$127K - $135K
36.9K $964K
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
1.81K
New
$119K - $126K
1.81K $47.2K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.75K
+ 19.57%
$115K - $122K
10.7K $279K
Aug 12, 2021 Q2 2021
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
1.75K
+ 6.14%
$115K - $122K
30.3K $790K
Jun 02, 2022 Q2 2021
Sheaff Brock Investment Advisors, LLC

BUY
 -
1.7K
+ 32.03%
$112K - $119K
7.01K $183K
Aug 05, 2021 Q2 2021
Blue Bell Private Wealth Management, LLC

BUY
 -
1.67K
+ 3.4%
$110K - $116K
50.8K $1.33M
Jul 26, 2021 Q2 2021
Total Clarity Wealth Management, Inc.

BUY
 -
1.61K
+ 78.77%
$106K - $113K
3.66K $95.6K
Aug 10, 2021 Q2 2021
Thompson Investment Management, Inc.

BUY
 -
1.59K
+ 25.84%
$105K - $111K
7.76K $203K
Aug 13, 2021 Q2 2021
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.56K
+ 0.72%
$103K - $109K
218K $5.7M
Aug 12, 2021 Q2 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
1.47K
+ 0.95%
$96.9K - $103K
157K $4.1M
Aug 17, 2021 Q2 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.45K
+ 19.1%
$95.2K - $101K
9.02K $235K
Aug 19, 2021 Q2 2021
Garde Capital, Inc.

Seattle, WA
BUY
 -
1.29K
+ 0.54%
$85.2K - $90.3K
242K $6.32M
Aug 16, 2021 Q2 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.21K
+ 26.25%
$79.6K - $84.4K
5.82K $152K
Aug 03, 2021 Q2 2021
Strateg Iq Financial Group, LLC

BUY
 -
1.21K
+ 2.39%
$79.4K - $84.1K
51.8K $1.35M
Jul 06, 2021 Q2 2021
Advisor Net Financial, Inc

BUY
 -
1.19K
+ 10.95%
$78.1K - $82.8K
12K $314K
Jul 30, 2021 Q2 2021
North Star Asset Management Inc

BUY
 -
1.18K
+ 2.56%
$77.7K - $82.3K
47.2K $1.23M
Jul 13, 2021 Q2 2021
Aurora Private Wealth, Inc.

BUY
 -
1.06K
+ 5.6%
$70K - $74.2K
20.1K $524K
Aug 12, 2021 Q2 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.03K
+ 21.63%
$67.7K - $71.8K
5.79K $151K
Jul 27, 2021 Q2 2021
Joseph P. Lucia & Associates, LLC

BUY
 -
925
+ 9.93%
$60.9K - $64.5K
10.2K $267K
Jul 29, 2021 Q2 2021
Kovack Advisors, Inc.

BUY
 -
905
+ 13.51%
$59.6K - $63.1K
7.6K $198K
Aug 16, 2021 Q2 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
900
+ 10.9%
$59.2K - $62.8K
9.16K $239K
Aug 13, 2021 Q2 2021
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
898
+ 26.85%
$59.1K - $62.6K
4.24K $111K
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

BUY
 -
861
+ 1.07%
$56.7K - $60.1K
81.5K $2.13M
Oct 09, 2024 Q2 2021
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
849
+ 6.17%
$55.9K - $59.2K
14.6K $381K
Aug 04, 2021 Q2 2021
Motco

BUY
 -
760
New
$50K - $53K
760 $19.8K
Aug 04, 2021 Q2 2021
Firestone Capital Management

BUY
 -
753
+ 19.06%
$49.6K - $52.5K
4.7K $123K
Jul 26, 2021 Q2 2021
Ford Financial Group, LLC

BUY
 -
750
New
$49.4K - $52.3K
750 $19.6K
Aug 13, 2021 Q2 2021
Covington Capital Management

BUY
 -
722
New
$47.5K - $50.4K
722 $18.8K
Jul 21, 2021 Q2 2021
Santori & Peters, Inc.

BUY
 -
708
+ 3.59%
$46.6K - $49.4K
20.5K $534K
Jul 09, 2021 Q2 2021
Marotta Asset Management

BUY
 -
695
+ 5.43%
$45.7K - $48.5K
13.5K $352K
Aug 02, 2021 Q2 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
695
+ 1139.34%
$45.7K - $48.5K
756 $19.7K
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
683
+ 11.19%
$44.9K - $47.6K
6.79K $177K
Jul 26, 2021 Q2 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
683
+ 180.69%
$44.9K - $47.6K
1.06K $27.7K
Aug 05, 2021 Q2 2021
Ifrah Financial Services, Inc.

BUY
 -
668
+ 0.94%
$44K - $46.6K
71.9K $1.88M
Aug 09, 2021 Q2 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
663
+ 3.52%
$43.6K - $46.2K
19.5K $509K
Jul 22, 2021 Q2 2021
Ewg Elevate Inc.

BUY
 -
644
+ 2.45%
$42.4K - $44.9K
26.9K $703K
Aug 09, 2021 Q2 2021
First Horizon Advisors, Inc.

BUY
 -
635
+ 59.57%
$41.8K - $44.3K
1.7K $44.4K
Jul 20, 2021 Q2 2021
Ritholtz Wealth Management

BUY
 -
626
+ 11.51%
$41.2K - $43.7K
6.06K $158K
Aug 16, 2021 Q2 2021
Jentner Corp

BUY
 -
624
+ 2.25%
$41.1K - $43.5K
28.4K $742K
Aug 09, 2021 Q2 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
613
+ 398.05%
$40.3K - $42.8K
767 $20K

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