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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
18+ 0.54% |
$1.1K - $1.3K
|
3.34K
$89.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
17+ 0.34% |
$1.04K - $1.23K
|
4.97K
$133K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.17% |
$853 - $1.01K
|
8.34K
$223K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.22% |
$853 - $1.01K
|
6.39K
$171K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10+ 6.67% |
$609 - $723
|
160
$4.27K
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10+ 0.1% |
$609 - $723
|
10.5K
$279K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$609 - $723
|
10
$267
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
10+ 0.31% |
$609 - $723
|
3.25K
$86.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
10+ 0.11% |
$609 - $723
|
9.14K
$244K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9+ 0.26% |
$548 - $651
|
3.52K
$94.1K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.2% |
$487 - $578
|
4.09K
$109K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.15% |
$487 - $578
|
5.37K
$143K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.61% |
$427 - $506
|
1.16K
$31K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.66% |
$427 - $506
|
1.07K
$28.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.64% |
$366 - $434
|
942
$25.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.16% |
$366 - $434
|
3.76K
$100K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$366 - $434
|
6
$160
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.1% |
$305 - $362
|
5.24K
$140K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5+ 0.1% |
$305 - $362
|
5.24K
$140K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.62% |
$244 - $289
|
652
$17.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
4New |
$244 - $289
|
4
$107
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4+ 0.07% |
$244 - $289
|
5.71K
$152K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.45% |
$122 - $145
|
446
$11.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.92% |
$122 - $145
|
219
$5.85K
|
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2+ 0.28% |
$122 - $145
|
712
$19K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$60.9 - $72.3
|
4.45K
$119K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.56% |
$60.9 - $72.3
|
179
$4.78K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.78% |
$60.9 - $72.3
|
37
$988
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.16% |
$60.9 - $72.3
|
644
$17.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.51% |
$60.9 - $72.3
|
198
$5.29K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$60.9 - $72.3
|
171
$4.57K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 0.57% |
$60.9 - $72.3
|
176
$4.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
$60.9 - $72.3
|
5.44K
$145K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$60.9 - $72.3
|
1.26K
$33.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.84% |
$60.9 - $72.3
|
120
$3.21K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2- 0.22% |
$122 - $145
|
921
$24.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4- 0.06% |
$244 - $289
|
6.36K
$170K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 10.29% |
$427 - $506
|
61
$1.63K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-9- 0.12% |
$548 - $651
|
7.2K
$192K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-12- 0.04% |
$731 - $868
|
31.2K
$833K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.53% |
$914 - $1.08K
|
2.83K
$75.5K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19- 0.3% |
$1.16K - $1.37K
|
6.37K
$170K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-23- 0.13% |
$1.4K - $1.66K
|
17.7K
$474K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-25- 4.89% |
$1.52K - $1.81K
|
486
$13K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-27- 0.12% |
$1.65K - $1.95K
|
22.4K
$599K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.01% |
$1.71K - $2.02K
|
486K
$13M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-29- 0.35% |
$1.77K - $2.1K
|
8.22K
$220K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-29- 0.32% |
$1.77K - $2.1K
|
9.05K
$242K
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-29- 0.35% |
$1.77K - $2.1K
|
8.22K
$220K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-31Closed |
$1.89K - $2.24K
|
0
$0
|