Purchases and Sales Made in Q3 2020 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 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 13, 2020
Q3 2020
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 3.47% |
$505K - $561K
|
305K
$8.2M
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1KNew |
$497K - $552K
|
10.1K
$270K
|
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.81K+ 29.11% |
$485K - $538K
|
43.5K
$1.17M
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9.51K+ 4.21% |
$470K - $521K
|
235K
$6.32M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
9.42K+ 17.71% |
$466K - $517K
|
62.6K
$1.68M
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.81K+ 5.77% |
$436K - $483K
|
161K
$4.34M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 5.13% |
$434K - $481K
|
180K
$4.83M
|
|
|
Nov 02, 2020
Q3 2020
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8.66K+ 5.82% |
$428K - $475K
|
157K
$4.23M
|
|
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.53KNew |
$422K - $468K
|
8.53K
$229K
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
8.04KNew |
$398K - $441K
|
8.04K
$216K
|
|
|
Oct 26, 2020
Q3 2020
|
Sage Financial Group Inc
|
BUY
|
- |
7.94K+ 4.03% |
$392K - $435K
|
205K
$5.51M
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.85K+ 6.97% |
$388K - $431K
|
120K
$3.24M
|
|
|
Nov 13, 2020
Q3 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.83K+ 6.56% |
$387K - $430K
|
127K
$3.42M
|
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.82K+ 7.89% |
$337K - $374K
|
93.2K
$2.5M
|
|
|
Oct 13, 2020
Q3 2020
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.57K+ 2.22% |
$325K - $360K
|
303K
$8.14M
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Advisors Network, Inc.
|
BUY
|
- |
6.52K+ 7.73% |
$322K - $358K
|
90.8K
$2.44M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.47K+ 89.42% |
$320K - $355K
|
13.7K
$368K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.14KNew |
$304K - $337K
|
6.14K
$165K
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
6.05KNew |
$299K - $332K
|
6.05K
$163K
|
|
|
Nov 03, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.89KNew |
$291K - $323K
|
5.89K
$158K
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.86K+ 1.91% |
$290K - $321K
|
312K
$8.39M
|
|
|
Nov 03, 2020
Q3 2020
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.36KNew |
$265K - $294K
|
5.36K
$144K
|
|
|
Oct 29, 2020
Q3 2020
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.35K+ 36.35% |
$265K - $294K
|
20.1K
$539K
|
|
|
Nov 16, 2020
Q3 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.03K+ 2.39% |
$248K - $276K
|
215K
$5.78M
|
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
4.86KNew |
$240K - $267K
|
4.86K
$131K
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
4.79K+ 138.77% |
$237K - $263K
|
8.25K
$222K
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.76K+ 35.44% |
$235K - $261K
|
18.2K
$489K
|
|
|
Oct 14, 2020
Q3 2020
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.72K+ 49.67% |
$234K - $259K
|
14.2K
$383K
|
|
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.41K+ 0.85% |
$218K - $242K
|
522K
$14M
|
|
|
Nov 03, 2020
Q3 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.41K+ 0.85% |
$218K - $242K
|
522K
$14M
|
|
|
Nov 12, 2020
Q3 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.28K+ 5.77% |
$212K - $235K
|
78.5K
$2.11M
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4KNew |
$198K - $219K
|
4K
$107K
|
|
|
Nov 12, 2020
Q3 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.98K+ 2.9% |
$197K - $218K
|
141K
$3.8M
|
|
|
Nov 12, 2020
Q3 2020
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
3.91KNew |
$194K - $215K
|
3.91K
$105K
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.89K+ 4.94% |
$192K - $214K
|
82.7K
$2.22M
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
3.89K+ 57.43% |
$192K - $213K
|
10.7K
$286K
|
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.73K+ 1.92% |
$185K - $205K
|
198K
$5.32M
|
|
|
Dec 22, 2020
Q3 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.56K+ 2.6% |
$176K - $195K
|
140K
$3.77M
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.51K+ 13.11% |
$173K - $192K
|
30.2K
$813K
|
|
|
Nov 25, 2020
Q3 2020
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.26K+ 4.18% |
$161K - $179K
|
81.2K
$2.18M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.03K+ 4.97% |
$150K - $166K
|
64.1K
$1.72M
|
|
|
Nov 06, 2020
Q3 2020
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 23.07% |
$128K - $142K
|
13.8K
$372K
|
|
|
Oct 06, 2020
Q3 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
2.42K+ 18.63% |
$120K - $133K
|
15.4K
$414K
|
|
|
Nov 16, 2020
Q3 2020
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.3K+ 7.06% |
$114K - $126K
|
34.9K
$938K
|
|
|
Oct 21, 2020
Q3 2020
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.3K+ 0.46% |
$113K - $126K
|
499K
$13.4M
|
|
|
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.22K+ 106.03% |
$110K - $122K
|
4.3K
$116K
|
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2K+ 9.59% |
$98.8K - $110K
|
22.8K
$614K
|
|
|
Nov 06, 2020
Q3 2020
|
Planned Solutions, Inc.
|
BUY
|
- |
1.98KNew |
$98.1K - $109K
|
1.98K
$53.3K
|
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.95K+ 0.59% |
$96.6K - $107K
|
331K
$8.89M
|
|
|
Nov 03, 2020
Q3 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.92K+ 12.82% |
$94.9K - $105K
|
16.9K
$454K
|