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 22, 2021 Q2 2021
Advisory Services & Investments, LLC

SELL
 -
-1.82K
- 0.64%
$120K - $127K
285K $7.43M
Jul 16, 2021 Q2 2021
Everhart Financial Group, Inc.

SELL
 -
-1.94K
- 4.54%
$128K - $135K
40.8K $1.06M
Aug 09, 2021 Q2 2021
Cornerstone Wealth Management, LLC

SELL
 -
-2.03K
- 9.25%
$133K - $141K
19.9K $519K
Aug 10, 2021 Q2 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-2.22K
- 15.01%
$146K - $155K
12.6K $329K
Jul 21, 2021 Q2 2021
Mokosak Advisory Group, LLC

SELL
 -
-2.39K
- 0.46%
$157K - $167K
512K $13.4M
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-2.54K
Closed
$167K - $177K
0 $0
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.57K
- 1.57%
$169K - $179K
161K $4.2M
Jul 13, 2021 Q2 2021
Teamwork Financial Advisors, LLC

SELL
 -
-2.63K
- 16.14%
$173K - $183K
13.7K $356K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

SELL
 -
-2.63K
- 9.11%
$173K - $184K
26.3K $685K
Aug 16, 2021 Q2 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-2.67K
- 49.52%
$176K - $186K
2.72K $71K
Aug 12, 2021 Q2 2021
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-3.04K
- 23.41%
$200K - $212K
9.94K $260K
Jul 14, 2021 Q2 2021
Cypress Wealth Services, LLC

SELL
 -
-3.1K
Closed
$204K - $216K
0 $0
Jul 21, 2021 Q2 2021
Bcs Wealth Management

SELL
 -
-3.13K
- 10.26%
$206K - $218K
27.4K $715K
Jul 16, 2021 Q2 2021
Schwab Charitable Fund

SELL
 -
-3.16K
Closed
$208K - $220K
0 $0
Aug 04, 2021 Q2 2021
Leo Brokerage, LLC

SELL
 -
-3.16K
- 13.17%
$208K - $221K
20.9K $544K
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

SELL
 -
-3.17K
- 39.2%
$208K - $221K
4.91K $128K
Jul 27, 2021 Q2 2021
Vista Wealth Management Group, LLC

SELL
 -
-3.2K
Closed
$211K - $223K
0 $0
Aug 17, 2021 Q2 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-3.21K
- 2.02%
$211K - $224K
156K $4.06M
Aug 13, 2021 Q2 2021
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-3.36K
- 10.08%
$221K - $235K
30K $784K
Jul 29, 2021 Q2 2021
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-3.43K
Closed
$226K - $239K
0 $0
Aug 09, 2021 Q2 2021
Edge Capital Group, LLC

SELL
 -
-3.59K
- 6.44%
$237K - $251K
52.2K $1.36M
Aug 12, 2021 Q2 2021
Y Intercept (Hong Kong) LTD

SELL
 -
-3.63K
Closed
$239K - $253K
0 $0
Aug 02, 2021 Q2 2021
Bcgm Wealth Management, LLC

SELL
 -
-3.81K
- 18.14%
$251K - $266K
17.2K $449K
Aug 16, 2021 Q2 2021
Security National Bank Of So Dak

Sioux City, IA
SELL
 -
-3.91K
Closed
$258K - $273K
0 $0
Aug 12, 2021 Q2 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-3.95K
- 4.04%
$260K - $275K
93.7K $2.44M
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-4.27K
Closed
$281K - $298K
0 $0
Aug 05, 2021 Q2 2021
Platform Technology Partners

SELL
 -
-4.38K
Closed
$288K - $305K
0 $0
Aug 03, 2021 Q2 2021
Prw Wealth Management LLC

SELL
 -
-4.42K
Closed
$291K - $308K
0 $0
Aug 13, 2021 Q2 2021
Main Management LLC

San Francisco, CA
SELL
 -
-4.49K
- 1.46%
$296K - $313K
303K $7.91M
Jul 21, 2021 Q2 2021
Columbus Macro, LLC

SELL
 -
-4.72K
- 10.51%
$311K - $329K
40.2K $1.05M
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-4.9K
- 2.7%
$322K - $342K
176K $4.6M
Jul 26, 2021 Q2 2021
Harbor Group, Inc.

SELL
 -
-5.05K
- 3.6%
$332K - $352K
135K $3.53M
Jul 28, 2021 Q2 2021
Merriman Wealth Management, LLC

SELL
 -
-5.28K
- 29.02%
$348K - $368K
12.9K $337K
Aug 16, 2021 Q2 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-5.5K
Closed
$362K - $384K
0 $0
Jul 14, 2021 Q2 2021
Veery Capital, LLC

SELL
 -
-5.52K
- 12.79%
$363K - $385K
37.6K $982K
Jul 27, 2021 Q2 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-6.33K
- 5.51%
$417K - $442K
109K $2.83M
Aug 03, 2021 Q2 2021
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-6.86K
- 5.14%
$452K - $479K
127K $3.3M
Jul 29, 2021 Q2 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-8.73K
- 28.55%
$575K - $609K
21.9K $571K
Aug 04, 2021 Q2 2021
Glassman Wealth Services

SELL
 -
-8.98K
- 9.26%
$591K - $626K
88K $2.3M
Aug 16, 2021 Q2 2021
Haverford Trust CO

Radnor, PA
SELL
 -
-9.06K
- 91.37%
$596K - $632K
856 $22.3K
Aug 18, 2021 Q2 2021
Colony Group LLC

Boston, MA
SELL
 -
-9.54K
- 11.43%
$628K - $665K
74K $1.93M
Jul 21, 2021 Q2 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-9.91K
- 2.32%
$652K - $691K
417K $10.9M
Aug 03, 2021 Q2 2021
Amg National Trust Bank

SELL
 -
-10.1K
Closed
$661K - $701K
0 $0
Jan 27, 2023 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-11.5K
- 8.15%
$759K - $805K
130K $3.39M
Aug 13, 2021 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-11.5K
- 8.15%
$759K - $805K
130K $3.39M
Jul 29, 2021 Q2 2021
Wipfli Financial Advisors Llc,

SELL
 -
-11.6K
- 7.5%
$764K - $810K
143K $3.74M
Aug 13, 2021 Q2 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-11.7K
Closed
$770K - $816K
0 $0
Jul 21, 2021 Q2 2021
Ae Wealth Management LLC

SELL
 -
-12.1K
- 10.8%
$796K - $844K
99.9K $2.61M
Jul 14, 2021 Q2 2021
Prism Advisors, Inc.

SELL
 -
-12.2K
- 5.0%
$804K - $852K
232K $6.05M

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