Purchases and Sales Made in Q2 2022 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 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
Dec 19, 2024 Q2 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
5.37K
+ 6.73%
$327K - $388K
85K $2.24M
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

BUY
 -
5.25K
+ 5.17%
$320K - $379K
107K $2.81M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4.98K
+ 157.69%
$304K - $360K
8.14K $214K
Jul 18, 2022 Q2 2022
Veery Capital, LLC

BUY
 -
4.97K
+ 15.16%
$303K - $359K
37.7K $993K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
4.77K
+ 100.11%
$290K - $345K
9.53K $251K
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
4.56K
+ 135.51%
$278K - $330K
7.93K $209K
Jul 25, 2022 Q2 2022
Spinnaker Trust

BUY
 -
4.46K
+ 3.28%
$272K - $323K
141K $3.7M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.44K
New
$270K - $321K
4.44K $117K
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
4.43K
New
$270K - $320K
4.43K $116K
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
4.42K
New
$269K - $319K
4.42K $116K
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.36K
+ 15.75%
$266K - $315K
32K $843K
Aug 11, 2022 Q2 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
4.3K
+ 36.44%
$262K - $311K
16.1K $424K
Aug 11, 2022 Q2 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
4.16K
New
$254K - $301K
4.16K $110K
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
3.9K
+ 2.66%
$238K - $282K
151K $3.96M
Jul 19, 2022 Q2 2022
Stone Point Wealth LLC

BUY
 -
3.82K
+ 87.92%
$232K - $276K
8.15K $215K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.63K
New
$221K - $263K
3.63K $95.6K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

BUY
 -
3.61K
+ 24.64%
$220K - $261K
18.2K $480K
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.56K
+ 5.11%
$217K - $258K
73.3K $1.93M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.55K
New
$216K - $257K
3.55K $93.5K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
3.54K
+ 11.89%
$216K - $256K
33.3K $876K
Aug 05, 2022 Q2 2022
Gilbert & Cook, Inc.

BUY
 -
3.51K
New
$214K - $253K
3.51K $92.3K
Jul 27, 2022 Q2 2022
Compass Capital Management, Inc

BUY
 -
3.42K
New
$208K - $247K
3.42K $90K
Jul 13, 2022 Q2 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
3.41K
+ 2.2%
$208K - $246K
158K $4.17M
Jul 28, 2022 Q2 2022
Bordeaux Wealth Advisors LLC

BUY
 -
3.39K
New
$207K - $245K
3.39K $89.2K
Aug 12, 2022 Q2 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
3.37K
+ 3.25%
$205K - $243K
107K $2.82M
Jul 18, 2022 Q2 2022
Keudell

BUY
 -
3.36K
New
$205K - $243K
3.36K $88.4K
Jul 22, 2022 Q2 2022
Hengehold Capital Management LLC

BUY
 -
3.35K
New
$204K - $242K
3.35K $88.3K
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
3.32K
+ 7.05%
$202K - $240K
50.4K $1.33M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
3.31K
New
$201K - $239K
3.31K $87K
Aug 01, 2022 Q2 2022
Rkl Wealth Management LLC

BUY
 -
3.3K
+ 3.56%
$201K - $238K
95.8K $2.52M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.29K
+ 4.47%
$200K - $238K
76.9K $2.02M
Aug 15, 2022 Q2 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
3.21K
New
$196K - $232K
3.21K $84.5K
Aug 08, 2022 Q2 2022
Edge Capital Group, LLC

BUY
 -
3.14K
+ 5.12%
$191K - $227K
64.5K $1.7M
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
3.02K
+ 6.0%
$184K - $218K
53.3K $1.4M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.01K
+ 3198.94%
$183K - $217K
3.1K $81.6K
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.79K
+ 5.63%
$170K - $202K
52.4K $1.38M
Aug 09, 2022 Q2 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
2.75K
+ 5.36%
$168K - $199K
54.1K $1.42M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
2.68K
+ 1.08%
$163K - $194K
252K $6.63M
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2.64K
+ 1.43%
$161K - $191K
188K $4.95M
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.62K
+ 19.19%
$160K - $189K
16.3K $428K
Jul 18, 2022 Q2 2022
Von Berge Wealth Management Group, LLC

BUY
 -
2.59K
+ 5.38%
$158K - $187K
50.8K $1.34M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
2.58K
+ 138.01%
$157K - $186K
4.45K $117K
Aug 02, 2022 Q2 2022
Barden Capital Management, Inc.

BUY
 -
2.53K
+ 5.47%
$154K - $183K
48.8K $1.28M
Aug 15, 2022 Q2 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
2.53K
+ 7.55%
$154K - $183K
36K $948K
Aug 01, 2022 Q2 2022
Xml Financial, LLC

BUY
 -
2.46K
+ 0.94%
$150K - $178K
265K $6.97M
Aug 03, 2022 Q2 2022
Ddd Partners, LLC

BUY
 -
2.43K
+ 5.29%
$148K - $175K
48.3K $1.27M
Aug 03, 2022 Q2 2022
Safeguard Financial, LLC

BUY
 -
2.42K
+ 4.86%
$147K - $175K
52.2K $1.37M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
2.36K
+ 71.62%
$144K - $170K
5.65K $149K
Jul 18, 2022 Q2 2022
Courage Miller Partners, LLC

BUY
 -
2.28K
+ 3.37%
$139K - $165K
69.8K $1.84M

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