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 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
250+ 4.61% |
$15.2K - $18.1K
|
5.68K
$149K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
233+ 22.6% |
$14.2K - $16.8K
|
1.26K
$33.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
229+ 4.61% |
$14K - $16.6K
|
5.2K
$137K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
223+ 0.31% |
$13.6K - $16.1K
|
71K
$1.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
212+ 4.65% |
$12.9K - $15.3K
|
4.77K
$126K
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
212+ 1.63% |
$12.9K - $15.3K
|
13.2K
$349K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
207+ 39.81% |
$12.6K - $15K
|
727
$19.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
204New |
$12.4K - $14.7K
|
204
$5.37K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
200+ 1.07% |
$12.2K - $14.5K
|
18.8K
$495K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
172+ 0.9% |
$10.5K - $12.4K
|
19.3K
$507K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
161+ 1.09% |
$9.81K - $11.6K
|
14.9K
$392K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
160+ 45.71% |
$9.75K - $11.6K
|
510
$13.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
150+ 2.3% |
$9.14K - $10.8K
|
6.68K
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
149+ 12.43% |
$9.08K - $10.8K
|
1.35K
$35.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
147+ 1.5% |
$8.96K - $10.6K
|
9.95K
$262K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
140+ 1.1% |
$8.53K - $10.1K
|
12.8K
$337K
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
135+ 1.07% |
$8.23K - $9.76K
|
12.8K
$337K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
125+ 3.02% |
$7.62K - $9.04K
|
4.27K
$112K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
121+ 1.87% |
$7.37K - $8.75K
|
6.58K
$173K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
118New |
$7.19K - $8.53K
|
118
$3.11K
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
85+ 0.9% |
$5.18K - $6.15K
|
9.49K
$250K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
84+ 933.33% |
$5.12K - $6.07K
|
93
$2.45K
|
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
83+ 2.31% |
$5.06K - $6K
|
3.67K
$96.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
80New |
$4.87K - $5.78K
|
80
$2.11K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
78+ 1.42% |
$4.75K - $5.64K
|
5.56K
$146K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$4.27K - $5.06K
|
70
$1.84K
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
68+ 0.58% |
$4.14K - $4.92K
|
11.9K
$312K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
67+ 0.88% |
$4.08K - $4.84K
|
7.67K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
66+ 7.42% |
$4.02K - $4.77K
|
955
$25.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
63+ 0.33% |
$3.84K - $4.55K
|
19.4K
$511K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
63+ 0.22% |
$3.84K - $4.55K
|
29K
$763K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60+ 1.15% |
$3.66K - $4.34K
|
5.28K
$139K
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
59+ 0.22% |
$3.59K - $4.27K
|
27.3K
$719K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
54+ 1.47% |
$3.29K - $3.9K
|
3.72K
$97.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
52+ 0.19% |
$3.17K - $3.76K
|
28.1K
$740K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
50+ 9.06% |
$3.05K - $3.62K
|
602
$15.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
49+ 0.6% |
$2.99K - $3.54K
|
8.23K
$217K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46+ 1.73% |
$2.8K - $3.33K
|
2.71K
$71.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 2.3% |
$2.5K - $2.96K
|
1.83K
$48.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
31+ 0.04% |
$1.89K - $2.24K
|
74.1K
$1.95M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30+ 0.09% |
$1.83K - $2.17K
|
31.7K
$834K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28+ 0.24% |
$1.71K - $2.02K
|
11.6K
$306K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27+ 0.45% |
$1.65K - $1.95K
|
5.98K
$157K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.61% |
$1.58K - $1.88K
|
4.29K
$113K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
22+ 0.56% |
$1.34K - $1.59K
|
3.93K
$104K
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22+ 0.5% |
$1.34K - $1.59K
|
4.44K
$117K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
22+ 5.25% |
$1.34K - $1.59K
|
441
$11.6K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20New |
$1.22K - $1.45K
|
20
$526
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 6.56% |
$1.22K - $1.45K
|
325
$8.55K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
19+ 2.76% |
$1.16K - $1.37K
|
708
$18.6K
|