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
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
 -
647
New
$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 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
 -
454
New
$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
 -
446
New
$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
 -
428
New
$26.1K - $30.9K
428 $11.5K
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
411
New
$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
 -
296
New
$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
 -
277
New
$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
 -
256
New
$15.6K - $18.5K
256 $6.87K

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