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 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
701+ 116.06% |
$42.7K - $50.7K
|
1.31K
$35K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
686+ 11.6% |
$41.8K - $49.6K
|
6.6K
$177K
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
677+ 14.85% |
$41.2K - $48.9K
|
5.24K
$140K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
656+ 1.61% |
$40K - $47.4K
|
41.5K
$1.11M
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
650+ 2.64% |
$39.6K - $47K
|
25.3K
$677K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
647New |
$39.4K - $46.8K
|
647
$17.4K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
645+ 575.89% |
$39.3K - $46.6K
|
757
$20.3K
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
635+ 0.54% |
$38.7K - $45.9K
|
117K
$3.15M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
630+ 3.45% |
$38.4K - $45.5K
|
18.9K
$507K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
607+ 1.49% |
$37K - $43.9K
|
41.4K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
587+ 2.28% |
$35.8K - $42.4K
|
26.3K
$705K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
562+ 1.12% |
$34.2K - $40.6K
|
50.6K
$1.36M
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
562+ 3.41% |
$34.2K - $40.6K
|
17K
$457K
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
550+ 8.42% |
$33.5K - $39.8K
|
7.08K
$190K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
497+ 0.85% |
$30.3K - $35.9K
|
59K
$1.58M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
466+ 4.53% |
$28.4K - $33.7K
|
10.8K
$289K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
463+ 43.03% |
$28.2K - $33.5K
|
1.54K
$41.3K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
454+ 7.22% |
$27.7K - $32.8K
|
6.74K
$181K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
454New |
$27.7K - $32.8K
|
454
$12.2K
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
448+ 7.66% |
$27.3K - $32.4K
|
6.3K
$169K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
447+ 226.9% |
$27.2K - $32.3K
|
644
$17.3K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
446New |
$27.2K - $32.2K
|
446
$12K
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
440+ 7.79% |
$26.8K - $31.8K
|
6.09K
$163K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
428+ 3.17% |
$26.1K - $30.9K
|
13.9K
$374K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
428New |
$26.1K - $30.9K
|
428
$11.5K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
411New |
$25K - $29.7K
|
411
$11K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
407+ 10.57% |
$24.8K - $29.4K
|
4.26K
$114K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
394+ 6.11% |
$24K - $28.5K
|
6.84K
$183K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
391+ 9.35% |
$23.8K - $28.3K
|
4.58K
$123K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
379+ 0.35% |
$23.1K - $27.4K
|
108K
$2.89M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
360+ 1.13% |
$21.9K - $26K
|
32.3K
$866K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
353+ 3.0% |
$21.5K - $25.5K
|
12.1K
$325K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
337+ 0.98% |
$20.5K - $24.4K
|
34.6K
$928K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
316+ 2.11% |
$19.3K - $22.8K
|
15.3K
$411K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
312+ 10.7% |
$19K - $22.6K
|
3.23K
$86.5K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
306+ 3.4% |
$18.6K - $22.1K
|
9.3K
$249K
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
BUY
|
- |
304+ 0.99% |
$18.5K - $22K
|
30.9K
$828K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
301+ 3.92% |
$18.3K - $21.8K
|
7.98K
$214K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
299+ 0.31% |
$18.2K - $21.6K
|
98K
$2.63M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
296New |
$18K - $21.4K
|
296
$7.94K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
284+ 1.04% |
$17.3K - $20.5K
|
27.7K
$743K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
282+ 3.12% |
$17.2K - $20.4K
|
9.32K
$250K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
278+ 3.32% |
$16.9K - $20.1K
|
8.65K
$232K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
277New |
$16.9K - $20K
|
277
$7.43K
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
274+ 0.58% |
$16.7K - $19.8K
|
47.4K
$1.27M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
273+ 0.6% |
$16.6K - $19.7K
|
45.8K
$1.23M
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
271+ 0.65% |
$16.5K - $19.6K
|
41.8K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
271+ 2.16% |
$16.5K - $19.6K
|
12.8K
$344K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
269+ 0.77% |
$16.4K - $19.4K
|
35.4K
$949K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
256New |
$15.6K - $18.5K
|
256
$6.87K
|