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 17, 2021
Q2 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
608+ 3.04% |
$40K - $42.4K
|
20.6K
$537K
|
|
|
Aug 09, 2021
Q2 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
588+ 9.96% |
$38.7K - $41K
|
6.49K
$169K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
563+ 2.99% |
$37.1K - $39.3K
|
19.4K
$505K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
531+ 0.91% |
$34.9K - $37K
|
58.6K
$1.53M
|
|
|
Aug 12, 2021
Q2 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
525+ 7.01% |
$34.6K - $36.6K
|
8.02K
$209K
|
|
|
Aug 13, 2021
Q2 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
500+ 30.86% |
$32.9K - $34.9K
|
2.12K
$55.3K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
482+ 13.38% |
$31.7K - $33.6K
|
4.08K
$107K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
475+ 2.17% |
$31.3K - $33.1K
|
22.3K
$582K
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
467New |
$30.7K - $32.6K
|
467
$12.2K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
467+ 6.33% |
$30.7K - $32.6K
|
7.85K
$205K
|
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
458+ 0.75% |
$30.1K - $31.9K
|
61.4K
$1.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
455+ 0.97% |
$29.9K - $31.7K
|
47.6K
$1.24M
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
425+ 20.68% |
$28K - $29.6K
|
2.48K
$64.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
408+ 0.5% |
$26.9K - $28.5K
|
82.3K
$2.15M
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
406New |
$26.7K - $28.3K
|
406
$10.6K
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
394+ 108.84% |
$25.9K - $27.5K
|
756
$19.7K
|
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
373+ 9.08% |
$24.5K - $26K
|
4.48K
$117K
|
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
363+ 72.6% |
$23.9K - $25.3K
|
863
$22.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Everett Harris & CO
|
BUY
|
- |
350+ 7.95% |
$23K - $24.4K
|
4.75K
$124K
|
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
349+ 6.86% |
$23K - $24.3K
|
5.44K
$142K
|
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
343+ 0.86% |
$22.6K - $23.9K
|
40.1K
$1.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
306+ 6.24% |
$20.1K - $21.3K
|
5.21K
$136K
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
300+ 2.75% |
$19.7K - $20.9K
|
11.2K
$292K
|
|
|
Aug 04, 2021
Q2 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285+ 87.69% |
$18.8K - $19.9K
|
610
$15.9K
|
|
|
Jul 30, 2021
Q2 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
276+ 2.37% |
$18.2K - $19.3K
|
11.9K
$311K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250+ 2083.33% |
$16.5K - $17.4K
|
262
$6.84K
|
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
231+ 7.23% |
$15.2K - $16.1K
|
3.42K
$89.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
228+ 30.04% |
$15K - $15.9K
|
987
$25.8K
|
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
225+ 0.8% |
$14.8K - $15.7K
|
28.4K
$740K
|
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
218+ 4.13% |
$14.3K - $15.2K
|
5.5K
$144K
|
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
202+ 0.54% |
$13.3K - $14.1K
|
37.9K
$989K
|
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200+ 5.44% |
$13.2K - $14K
|
3.88K
$101K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
189+ 5.84% |
$12.4K - $13.2K
|
3.43K
$89.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
188+ 1.53% |
$12.4K - $13.1K
|
12.4K
$324K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
173New |
$11.4K - $12.1K
|
173
$4.51K
|
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
162+ 0.22% |
$10.7K - $11.3K
|
75.5K
$1.97M
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
159+ 0.52% |
$10.5K - $11.1K
|
30.6K
$798K
|
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
BUY
|
- |
146+ 0.48% |
$9.61K - $10.2K
|
30.9K
$805K
|
|
|
Jul 13, 2021
Q2 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
140+ 1.72% |
$9.21K - $9.77K
|
8.27K
$216K
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
133New |
$8.75K - $9.28K
|
133
$3.47K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
118+ 22.48% |
$7.77K - $8.23K
|
643
$16.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
116New |
$7.63K - $8.09K
|
116
$3.03K
|
|
|
Jul 20, 2021
Q2 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
114+ 1.93% |
$7.5K - $7.95K
|
6.01K
$157K
|
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
113+ 0.22% |
$7.44K - $7.88K
|
50.6K
$1.32M
|
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
BUY
|
- |
110+ 0.1% |
$7.24K - $7.67K
|
108K
$2.83M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
107+ 5.33% |
$7.04K - $7.46K
|
2.12K
$55.2K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
106+ 23.77% |
$6.98K - $7.39K
|
552
$14.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 0.34% |
$6.71K - $7.11K
|
30.3K
$790K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100+ 25.64% |
$6.58K - $6.98K
|
490
$12.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 1.61% |
$6.58K - $6.98K
|
6.3K
$164K
|