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 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99+ 0.8% |
$6.52K - $6.91K
|
12.4K
$324K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
93New |
$6.12K - $6.49K
|
93
$2.43K
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83+ 13.79% |
$5.46K - $5.79K
|
685
$17.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
71+ 0.82% |
$4.67K - $4.95K
|
8.75K
$229K
|
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
70New |
$4.61K - $4.88K
|
70
$1.83K
|
|
|
Aug 02, 2021
Q2 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
70+ 23.33% |
$4.61K - $4.88K
|
370
$9.67K
|
|
|
Aug 10, 2021
Q2 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
66+ 264.0% |
$4.34K - $4.6K
|
91
$2.38K
|
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
61+ 1.69% |
$4.01K - $4.25K
|
3.66K
$95.7K
|
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
56+ 0.27% |
$3.69K - $3.91K
|
21K
$548K
|
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 0.27% |
$3.09K - $3.28K
|
17.7K
$462K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
45+ 0.6% |
$2.96K - $3.14K
|
7.5K
$196K
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
41New |
$2.7K - $2.86K
|
41
$1.07K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 39.77% |
$2.3K - $2.44K
|
123
$3.21K
|
|
|
Jul 28, 2021
Q2 2021
|
Jacobsen Capital Management
|
BUY
|
- |
28+ 0.51% |
$1.84K - $1.95K
|
5.53K
$145K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26+ 0.59% |
$1.71K - $1.81K
|
4.43K
$116K
|
|
|
Jul 22, 2021
Q2 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
26+ 0.2% |
$1.71K - $1.81K
|
13.4K
$349K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.91% |
$1.65K - $1.74K
|
2.77K
$72.3K
|
|
|
Jul 19, 2021
Q2 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
25+ 0.44% |
$1.65K - $1.74K
|
5.7K
$149K
|
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 0.13% |
$1.32K - $1.4K
|
15.1K
$394K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18New |
$1.18K - $1.26K
|
18
$470
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17+ 0.11% |
$1.12K - $1.19K
|
14.9K
$390K
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17+ 0.49% |
$1.12K - $1.19K
|
3.49K
$91.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.35% |
$1.05K - $1.12K
|
4.65K
$122K
|
|
|
Jul 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
13+ 0.21% |
$856 - $907
|
6.11K
$160K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11+ 275.0% |
$724 - $767
|
15
$392
|
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
8New |
$526 - $558
|
8
$209
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
8+ 0.35% |
$526 - $558
|
2.32K
$60.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7+ 0.15% |
$461 - $488
|
4.6K
$120K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.51% |
$461 - $488
|
1.38K
$36.2K
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$395 - $419
|
6.34K
$166K
|
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.38% |
$395 - $419
|
1.58K
$41.4K
|
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
BUY
|
- |
5+ 0.08% |
$329 - $349
|
6.21K
$162K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.48% |
$329 - $349
|
1.04K
$27.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5+ 0.1% |
$329 - $349
|
5.12K
$134K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.12% |
$263 - $279
|
3.28K
$85.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 0.35% |
$263 - $279
|
1.14K
$29.9K
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.02% |
$263 - $279
|
18.8K
$490K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.06% |
$132 - $140
|
3.57K
$93.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.47% |
$65.8 - $69.8
|
214
$5.59K
|
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.2% |
$65.8 - $69.8
|
500
$13.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$65.8 - $69.8
|
3.97K
$104K
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.37% |
$65.8 - $69.8
|
271
$7.08K
|
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$65.8 - $69.8
|
8.5K
$222K
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2Closed |
$132 - $140
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.04% |
$197 - $209
|
8.51K
$222K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.2% |
$197 - $209
|
246
$6.43K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5Closed |
$329 - $349
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-8Closed |
$526 - $558
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8- 0.04% |
$526 - $558
|
18.8K
$491K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-10- 4.76% |
$658 - $698
|
200
$5.23K
|