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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15.9K- 7.68% |
$967K - $1.15M
|
191K
$5.31M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 10.0% |
$968K - $1.15M
|
143K
$3.97M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-18.9K- 7.82% |
$1.15M - $1.37M
|
223K
$6.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-19.8K- 7.71% |
$1.21M - $1.43M
|
237K
$6.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-20.6K- 2.99% |
$1.25M - $1.49M
|
666K
$18.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21K- 8.84% |
$1.28M - $1.52M
|
216K
$6.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.5K- 44.69% |
$1.31M - $1.56M
|
26.7K
$741K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-21.7K- 17.89% |
$1.32M - $1.57M
|
99.6K
$2.77M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-24K- 25.11% |
$1.46M - $1.74M
|
71.7K
$1.99M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-24.3K- 19.09% |
$1.48M - $1.76M
|
103K
$2.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-27.4K- 5.26% |
$1.67M - $1.98M
|
493K
$13.7M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-27.4K- 5.26% |
$1.67M - $1.98M
|
493K
$13.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-27.6K- 5.33% |
$1.68M - $1.99M
|
489K
$13.6M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.8K- 2.79% |
$1.69M - $2.01M
|
968K
$26.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-36.9KClosed |
$2.25M - $2.67M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38K- 3.1% |
$2.31M - $2.75M
|
1.19M
$33M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-40.6KClosed |
$2.47M - $2.94M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41KClosed |
$2.5M - $2.97M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-42.4K- 27.57% |
$2.58M - $3.07M
|
111K
$3.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-49.9K- 2.28% |
$3.04M - $3.61M
|
2.13M
$59.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-51.2K- 17.3% |
$3.12M - $3.7M
|
245K
$6.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-56.9KClosed |
$3.47M - $4.12M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-72.9KClosed |
$4.44M - $5.27M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-73.9K- 94.33% |
$4.5M - $5.34M
|
4.44K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-82KClosed |
$5M - $5.93M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-86.4K- 25.72% |
$5.26M - $6.25M
|
250K
$6.94M
|
|
|
Jul 27, 2022
Q2 2022
|
Appleton Group, LLC
|
SELL
|
- |
-128K- 88.75% |
$7.79M - $9.24M
|
16.2K
$450K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-199K- 69.87% |
$12.1M - $14.4M
|
85.8K
$2.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-218K- 94.98% |
$13.3M - $15.8M
|
11.5K
$321K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-270K- 92.16% |
$16.5M - $19.5M
|
23K
$640K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-277KClosed |
$16.9M - $20M
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-366K- 93.2% |
$22.3M - $26.4M
|
26.7K
$741K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-483K- 41.58% |
$29.5M - $34.9M
|
679K
$18.9M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-483K- 41.58% |
$29.5M - $34.9M
|
679K
$18.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-584K- 10.38% |
$35.6M - $42.2M
|
5.04M
$140M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-940K- 61.27% |
$57.3M - $67.9M
|
594K
$16.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.21M- 8.53% |
$135M - $160M
|
23.7M
$658M
|