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 14, 2021
Q2 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 6.75% |
$19.7K - $20.9K
|
4.15K
$108K
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-313- 2.67% |
$20.6K - $21.8K
|
11.4K
$298K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-341- 5.71% |
$22.4K - $23.8K
|
5.63K
$147K
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-345- 0.61% |
$22.7K - $24.1K
|
55.8K
$1.46M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-347- 0.7% |
$22.8K - $24.2K
|
49K
$1.28M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-390- 1.49% |
$25.7K - $27.2K
|
25.7K
$671K
|
|
|
Jul 19, 2021
Q2 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-390- 5.82% |
$25.7K - $27.2K
|
6.31K
$165K
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-440- 1.43% |
$29K - $30.7K
|
30.3K
$791K
|
|
|
Jul 06, 2021
Q2 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-474- 5.18% |
$31.2K - $33.1K
|
8.68K
$227K
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-485- 8.03% |
$31.9K - $33.8K
|
5.55K
$145K
|
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-510- 3.94% |
$33.6K - $35.6K
|
12.4K
$324K
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-513- 1.8% |
$33.8K - $35.8K
|
27.9K
$729K
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-520Closed |
$34.2K - $36.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-527Closed |
$34.7K - $36.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-535- 1.1% |
$35.2K - $37.3K
|
48K
$1.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-548- 4.54% |
$36.1K - $38.2K
|
11.5K
$301K
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-572- 0.38% |
$37.6K - $39.9K
|
148K
$3.87M
|
|
|
Jul 29, 2021
Q2 2021
|
Seneca House Advisors
|
SELL
|
- |
-575- 6.88% |
$37.8K - $40.1K
|
7.78K
$203K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-610Closed |
$40.1K - $42.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rovin Capital
|
SELL
|
- |
-696- 1.33% |
$45.8K - $48.5K
|
51.4K
$1.34M
|
|
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-700- 10.03% |
$46.1K - $48.8K
|
6.28K
$164K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-731Closed |
$48.1K - $51K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-795- 0.73% |
$52.3K - $55.5K
|
108K
$2.82M
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-825- 22.03% |
$54.3K - $57.5K
|
2.92K
$76.2K
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-828Closed |
$54.5K - $57.8K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-842- 1.09% |
$55.4K - $58.7K
|
76.3K
$1.99M
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-849- 18.04% |
$55.9K - $59.2K
|
3.86K
$101K
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-877- 14.69% |
$57.7K - $61.2K
|
5.1K
$133K
|
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-889Closed |
$58.5K - $62K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-923- 2.24% |
$60.7K - $64.4K
|
40.2K
$1.05M
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-946- 0.71% |
$62.3K - $66K
|
132K
$3.43M
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-948- 2.84% |
$62.4K - $66.1K
|
32.4K
$846K
|
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.03K- 5.68% |
$67.9K - $72K
|
17.1K
$447K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.05KClosed |
$69.2K - $73.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.06K- 2.87% |
$69.4K - $73.6K
|
35.7K
$931K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.06K- 38.73% |
$69.7K - $73.9K
|
1.68K
$43.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 14.09% |
$70.4K - $74.6K
|
6.52K
$170K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 4.36% |
$70.7K - $74.9K
|
23.6K
$615K
|
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.13K- 4.78% |
$74.5K - $79K
|
22.5K
$588K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.19K- 7.84% |
$78.4K - $83.1K
|
14K
$366K
|
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 9.75% |
$88.9K - $94.2K
|
12.5K
$326K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.36K- 3.61% |
$89.3K - $94.7K
|
36.2K
$945K
|
|
|
Jul 14, 2021
Q2 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 2.11% |
$89.6K - $94.9K
|
63K
$1.64M
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.36K- 84.14% |
$89.7K - $95.1K
|
257
$6.71K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 35.53% |
$93.5K - $99.1K
|
2.58K
$67.3K
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.48K- 94.8% |
$97.1K - $103K
|
81
$2.11K
|
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.5K- 3.18% |
$99K - $105K
|
45.8K
$1.19M
|
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 22.71% |
$103K - $109K
|
5.31K
$138K
|
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.73K- 0.78% |
$114K - $120K
|
220K
$5.73M
|
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.74K- 1.77% |
$115K - $121K
|
96.7K
$2.52M
|