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
Aug 12, 2021 Q2 2021
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-11
- 0.32%
$724 - $767
3.37K $88K
Feb 13, 2024 Q2 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-12
- 0.17%
$790 - $837
7.05K $184K
Jul 19, 2021 Q2 2021
Bartlett & Co. LLC

SELL
 -
-12
- 0.17%
$790 - $837
7.05K $184K
Nov 07, 2023 Q2 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-15
- 16.3%
$987 - $1.05K
77 $2.01K
Jul 19, 2021 Q2 2021
Marquette Asset Management, LLC

SELL
 -
-16
- 0.09%
$1.05K - $1.12K
17.2K $450K
Aug 09, 2021 Q2 2021
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-18
Closed
$1.18K - $1.26K
0 $0
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

SELL
 -
-20
- 0.99%
$1.32K - $1.4K
1.99K $52K
Aug 16, 2021 Q2 2021
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-27
- 0.22%
$1.78K - $1.88K
12.3K $321K
Aug 02, 2021 Q2 2021
Sterling Financial Planning, Inc.

SELL
 -
-28
- 10.94%
$1.84K - $1.95K
228 $5.95K
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

SELL
 -
-28
- 0.33%
$1.84K - $1.95K
8.53K $222K
Jul 19, 2021 Q2 2021
Wt Wealth Management

SELL
 -
-28
- 0.28%
$1.84K - $1.95K
10.1K $263K
Jul 27, 2021 Q2 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-29
- 0.33%
$1.91K - $2.02K
8.81K $230K
Jul 29, 2021 Q2 2021
Investors Research Corp

SELL
 -
-30
- 2.3%
$1.97K - $2.09K
1.28K $33.3K
Aug 04, 2021 Q2 2021
Evensky & Katz LLC

SELL
 -
-35
- 3.66%
$2.3K - $2.44K
922 $24.1K
Jul 29, 2021 Q2 2021
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-37
- 0.04%
$2.43K - $2.58K
103K $2.69M
Jul 22, 2021 Q2 2021
Versant Capital Management, Inc

SELL
 -
-41
- 5.37%
$2.7K - $2.86K
722 $18.8K
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

SELL
 -
-43
- 36.44%
$2.83K - $3K
75 $1.96K
Jan 02, 2024 Q2 2021
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-50
- 2.14%
$3.29K - $3.49K
2.29K $59.7K
Oct 18, 2023 Q2 2021
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-52
- 1.63%
$3.42K - $3.63K
3.13K $81.7K
Aug 03, 2021 Q2 2021
Baldrige Asset Management LLC

SELL
 -
-56
- 0.42%
$3.69K - $3.91K
13.1K $343K
Jul 23, 2021 Q2 2021
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-57
- 0.39%
$3.75K - $3.98K
14.7K $382K
Aug 16, 2021 Q2 2021
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-60
- 1.0%
$3.95K - $4.19K
5.93K $155K
Jul 27, 2021 Q2 2021
Aptus Capital Advisors, LLC

SELL
 -
-71
- 8.91%
$4.67K - $4.95K
726 $18.9K
Aug 13, 2021 Q2 2021
Journey Advisory Group, LLC

SELL
 -
-85
- 2.62%
$5.59K - $5.93K
3.16K $82.5K
Jul 23, 2021 Q2 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-86
Closed
$5.66K - $6K
0 $0
Jul 27, 2021 Q2 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-87
- 1.26%
$5.73K - $6.07K
6.81K $178K
Aug 13, 2021 Q2 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-93
- 2.61%
$6.12K - $6.49K
3.47K $90.5K
Jul 23, 2021 Q2 2021
Aberdeen Wealth Management LLC

Lake Bluff, IL
SELL
 -
-100
Closed
$6.58K - $6.98K
0 $0
Aug 16, 2021 Q2 2021
Zacks Investment Management

Chicago, IL
SELL
 -
-100
- 1.46%
$6.58K - $6.98K
6.76K $176K
Aug 02, 2021 Q2 2021
Capital Insight Partners, LLC

SELL
 -
-109
- 0.79%
$7.17K - $7.6K
13.7K $358K
Jul 19, 2021 Q2 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-133
- 62.44%
$8.75K - $9.28K
80 $2.09K
Aug 02, 2021 Q2 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-145
- 17.58%
$9.54K - $10.1K
680 $17.7K
Aug 06, 2021 Q2 2021
Parkside Financial Bank & Trust

SELL
 -
-167
- 7.8%
$11K - $11.6K
1.98K $51.5K
Aug 13, 2021 Q2 2021
Lowe Brockenbrough & CO Inc

SELL
 -
-170
- 5.01%
$11.2K - $11.9K
3.23K $84.1K
Aug 02, 2021 Q2 2021
Allworth Financial LP

SELL
 -
-179
- 22.43%
$11.8K - $12.5K
619 $16.1K
Jul 22, 2021 Q2 2021
Meridian Wealth Management, LLC

SELL
 -
-187
- 5.27%
$12.3K - $13K
3.36K $87.7K
Jul 22, 2021 Q2 2021
Kiley Juergens Wealth Management, LLC

SELL
 -
-189
- 1.84%
$12.4K - $13.2K
10.1K $262K
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-189
- 2.96%
$12.4K - $13.2K
6.2K $162K
Aug 09, 2021 Q2 2021
Gw Henssler & Associates LTD

SELL
 -
-193
- 0.83%
$12.7K - $13.5K
23.1K $604K
Aug 13, 2021 Q2 2021
Aspiriant, LLC

SELL
 -
-198
- 1.23%
$13K - $13.8K
15.9K $414K
Jul 14, 2021 Q2 2021
Madden Securities Corp

SELL
 -
-204
- 3.93%
$13.4K - $14.2K
4.99K $130K
Aug 09, 2021 Q2 2021
Commerce Bank

Kansas City, MO
SELL
 -
-215
- 4.17%
$14.1K - $15K
4.94K $129K
Aug 03, 2021 Q2 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-217
- 1.41%
$14.3K - $15.1K
15.2K $397K
Jul 21, 2021 Q2 2021
Atticus Wealth Management, LLC

SELL
 -
-225
- 18.97%
$14.8K - $15.7K
961 $25.1K
Jul 12, 2021 Q2 2021
Carlson Capital Management

SELL
 -
-236
- 0.97%
$15.5K - $16.5K
24.1K $628K
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-240
- 35.66%
$15.8K - $16.7K
433 $11.3K
Jul 20, 2021 Q2 2021
Sol Capital Management CO

SELL
 -
-241
- 1.99%
$15.9K - $16.8K
11.8K $309K
Jul 23, 2021 Q2 2021
Uma Financial Services, Inc.

SELL
 -
-245
- 4.38%
$16.1K - $17.1K
5.35K $140K
Jul 27, 2021 Q2 2021
Duncker Streett & CO Inc

SELL
 -
-257
- 0.87%
$16.9K - $17.9K
29.1K $760K

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