Purchases and Sales Made in Q3 2020 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 Q3 2020. 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
Nov 12, 2020 Q3 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.51M
+ 74.1%
$74.7M - $82.9M
3.55M $92.3M
Oct 28, 2020 Q3 2020
Avantax Planning Partners, Inc.

BUY
 -
1.09M
+ 19.14%
$53.7M - $59.6M
6.76M $176M
Nov 13, 2020 Q3 2020
Mather Group, Llc.

Chicago, IL
BUY
 -
535K
+ 17.65%
$26.5M - $29.4M
3.57M $92.7M
Nov 16, 2020 Q3 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
319K
+ 53.17%
$15.8M - $17.5M
920K $23.9M
Oct 29, 2020 Q3 2020
Altfest L J & CO Inc

BUY
 -
216K
+ 892.41%
$10.7M - $11.9M
240K $6.25M
Oct 19, 2020 Q3 2020
Gen Wealth Group, Inc.

BUY
 -
198K
+ 87.52%
$9.79M - $10.9M
424K $11M
Nov 06, 2020 Q3 2020
Leo Brokerage, LLC

BUY
 -
172K
New
$8.5M - $9.43M
172K $4.46M
Oct 27, 2020 Q3 2020
Spinnaker Trust

BUY
 -
148K
New
$7.32M - $8.13M
148K $3.85M
Nov 12, 2020 Q3 2020
Kestra Advisory Services, LLC

BUY
 -
138K
New
$6.83M - $7.58M
138K $3.59M
Oct 09, 2020 Q3 2020
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
120K
+ 18.67%
$5.95M - $6.61M
765K $19.9M
Oct 16, 2020 Q3 2020
Prism Advisors, Inc.

BUY
 -
100K
+ 77.84%
$4.95M - $5.5M
229K $5.95M
Nov 06, 2020 Q3 2020
Sei Investments CO

Oaks, PA
BUY
 -
87.6K
+ 6.51%
$4.33M - $4.81M
1.43M $37.3M
Nov 12, 2020 Q3 2020
Wealth Enhancement Advisory Services, LLC

BUY
 -
77.9K
+ 2.64%
$3.85M - $4.27M
3.03M $78.7M
Nov 19, 2020 Q3 2020
Paces Ferry Wealth Advisors, LLC

BUY
 -
77.9K
New
$3.85M - $4.27M
77.9K $2.02M
Oct 09, 2020 Q3 2020
Envestnet Asset Management Inc

BUY
 -
75.5K
+ 10.49%
$3.73M - $4.14M
796K $20.7M
Oct 19, 2020 Q3 2020
Spectrum Asset Management, Inc.

BUY
 -
72.1K
+ 32.55%
$3.56M - $3.95M
293K $7.62M
Oct 28, 2020 Q3 2020
Gunma Bank,Ltd.

BUY
 -
72K
New
$3.56M - $3.95M
72K $1.87M
Oct 21, 2020 Q3 2020
Conning Inc.

BUY
 -
66.2K
New
$3.27M - $3.63M
66.2K $1.72M
Nov 05, 2020 Q3 2020
Creative Planning

Overland Park, KS
BUY
 -
64.5K
+ 66.01%
$3.19M - $3.54M
162K $4.22M
Nov 09, 2020 Q3 2020
Game Plan Financial Advisors, LLC

BUY
 -
60.3K
New
$2.98M - $3.31M
60.3K $1.57M
Nov 10, 2020 Q3 2020
Betterment LLC

New York, NY
BUY
 -
55.2K
+ 2.2%
$2.73M - $3.03M
2.57M $66.8M
Nov 13, 2020 Q3 2020
Krilogy Financial LLC

BUY
 -
50K
+ 4.39%
$2.47M - $2.74M
1.19M $30.9M
Oct 27, 2020 Q3 2020
Leavell Investment Management, Inc.

BUY
 -
39.5K
+ 172.55%
$1.95M - $2.17M
62.4K $1.62M
Nov 13, 2020 Q3 2020
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
33.7K
+ 25.75%
$1.67M - $1.85M
165K $4.28M
Jul 24, 2024 Q3 2020
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
32K
+ 11.38%
$1.58M - $1.75M
313K $8.13M
Nov 12, 2020 Q3 2020
Ubs Group Ag

BUY
 -
30.3K
+ 9.02%
$1.5M - $1.66M
366K $9.51M
Nov 02, 2020 Q3 2020
White Pine Investment CO

BUY
 -
29.6K
+ 74.34%
$1.46M - $1.62M
69.3K $1.8M
Nov 13, 2020 Q3 2020
Mariner, LLC

Overland Park, KS
BUY
 -
23.7K
+ 1.72%
$1.17M - $1.3M
1.4M $36.4M
Nov 02, 2020 Q3 2020
Relaxing Retirement Coach

BUY
 -
23K
+ 92.19%
$1.14M - $1.26M
48K $1.25M
Nov 16, 2020 Q3 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
21.6K
+ 55.71%
$1.07M - $1.19M
60.4K $1.57M
Oct 26, 2020 Q3 2020
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
20.5K
+ 6.55%
$1.01M - $1.12M
334K $8.67M
Nov 17, 2020 Q3 2020
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
19.7K
New
$974K - $1.08M
19.7K $512K
Nov 17, 2020 Q3 2020
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
18.4K
New
$908K - $1.01M
18.4K $477K
Nov 10, 2020 Q3 2020
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
18.3K
+ 8.08%
$903K - $1M
244K $6.35M
Nov 16, 2020 Q3 2020
Financial Counselors Inc

BUY
 -
16.8K
+ 2.57%
$831K - $922K
672K $17.4M
Nov 12, 2020 Q3 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16.8K
+ 115.03%
$829K - $920K
31.4K $814K
Nov 16, 2020 Q3 2020
Financial Advisory Service, Inc.

BUY
 -
16.6K
+ 1.82%
$820K - $910K
928K $24.1M
Nov 13, 2020 Q3 2020
Xml Financial, LLC

BUY
 -
16.5K
+ 12.69%
$817K - $906K
147K $3.81M
Jan 13, 2021 Q3 2020
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
16.5K
New
$813K - $903K
16.5K $427K
Nov 12, 2020 Q3 2020
Miracle Mile Advisors, LLC

BUY
 -
15.5K
+ 78.2%
$767K - $851K
35.3K $918K
Nov 03, 2020 Q3 2020
Park Avenue Securities LLC

BUY
 -
15.4K
+ 262.21%
$760K - $843K
21.2K $552K
Oct 22, 2020 Q3 2020
Summit Financial, LLC

Parsippany, NJ
BUY
 -
14.8K
+ 70.29%
$732K - $812K
35.8K $931K
Oct 07, 2020 Q3 2020
Nadler Financial Group, Inc.

BUY
 -
14.6K
+ 5.46%
$720K - $799K
281K $7.31M
Oct 16, 2020 Q3 2020
Mokosak Advisory Group, LLC

BUY
 -
14.4K
+ 3.24%
$711K - $789K
458K $11.9M
Nov 12, 2020 Q3 2020
Cypress Capital Management LLC

Greenville, DE
BUY
 -
13.6K
+ 166.85%
$671K - $745K
21.7K $564K
Oct 21, 2020 Q3 2020
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
12.8K
New
$634K - $704K
12.8K $333K
Nov 09, 2020 Q3 2020
Jackson Creek Investment Advisors LLC

BUY
 -
12.6K
New
$620K - $688K
12.6K $326K
May 20, 2022 Q3 2020
True North Advisors, LLC

BUY
 -
12.1K
+ 16.54%
$599K - $665K
85.4K $2.22M
Nov 05, 2020 Q3 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
11.9K
+ 3.21%
$589K - $653K
383K $9.95M

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