Purchases and Sales Made in Q2 2022 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 2022. 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 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.48KClosed |
$212K - $251K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.56K- 25.56% |
$217K - $257K
|
10.4K
$280K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.58K- 35.81% |
$218K - $259K
|
6.41K
$173K
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.66KClosed |
$223K - $264K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.67KClosed |
$223K - $265K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.67K- 11.71% |
$224K - $266K
|
27.7K
$748K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.68K- 2.64% |
$224K - $266K
|
136K
$3.66M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.68K- 8.42% |
$224K - $266K
|
40K
$1.08M
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-3.87K- 3.13% |
$236K - $280K
|
120K
$3.23M
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.92K- 45.13% |
$239K - $284K
|
4.77K
$129K
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.46K- 1.37% |
$272K - $322K
|
320K
$8.65M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.46K- 2.39% |
$272K - $322K
|
182K
$4.93M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.51K- 4.47% |
$275K - $326K
|
96.4K
$2.6M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.65KClosed |
$283K - $336K
|
0
$0
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.75K- 2.39% |
$289K - $343K
|
194K
$5.23M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.83K- 16.72% |
$294K - $349K
|
24.1K
$650K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.91K- 57.19% |
$299K - $355K
|
3.68K
$99.2K
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-4.93K- 17.4% |
$300K - $357K
|
23.4K
$632K
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.14K- 1.56% |
$313K - $372K
|
324K
$8.75M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.22KClosed |
$318K - $377K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.38K- 4.4% |
$328K - $389K
|
117K
$3.16M
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.63KClosed |
$343K - $407K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.68KClosed |
$346K - $410K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-6.12K- 1.79% |
$373K - $442K
|
335K
$9.05M
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
$378K - $448K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-6.68KClosed |
$407K - $483K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.74K- 14.81% |
$410K - $487K
|
38.8K
$1.05M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.8K- 6.29% |
$415K - $492K
|
101K
$2.74M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.94K- 25.22% |
$423K - $502K
|
20.6K
$555K
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.28K- 17.61% |
$444K - $526K
|
34.1K
$920K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.39K- 5.67% |
$450K - $534K
|
123K
$3.32M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.39K- 5.67% |
$450K - $534K
|
123K
$3.32M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.64K- 2.83% |
$466K - $553K
|
262K
$7.09M
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7.64K- 41.86% |
$466K - $553K
|
10.6K
$287K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.73K- 37.95% |
$471K - $559K
|
12.6K
$341K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.77KClosed |
$473K - $562K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-7.78K- 2.12% |
$474K - $562K
|
359K
$9.71M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.14K- 1.71% |
$496K - $589K
|
469K
$12.7M
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.56KClosed |
$521K - $619K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-9.81K- 13.62% |
$598K - $709K
|
62.2K
$1.68M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.5K- 9.53% |
$638K - $757K
|
99.3K
$2.68M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7K- 13.76% |
$652K - $773K
|
67K
$1.81M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11.3K- 24.76% |
$687K - $815K
|
34.3K
$925K
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.4K- 32.79% |
$693K - $822K
|
23.3K
$629K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.1K- 20.18% |
$736K - $874K
|
47.8K
$1.29M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-12.6K- 4.58% |
$766K - $909K
|
262K
$7.07M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.6K- 9.69% |
$768K - $911K
|
117K
$3.17M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-12.6K- 95.7% |
$768K - $911K
|
566
$15.3K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.9K- 1.05% |
$788K - $935K
|
1.22M
$33.1M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.1K- 8.16% |
$918K - $1.09M
|
170K
$4.58M
|