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
Ifrah Financial Services, Inc.

BUY
 -
1.86K
+ 2.7%
$91.8K - $102K
70.6K $1.9M
Nov 12, 2020 Q3 2020
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.72K
+ 3.99%
$85.2K - $94.5K
44.9K $1.21M
Nov 03, 2020 Q3 2020
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.66K
+ 5.64%
$82.2K - $91.2K
31.1K $837K
Nov 03, 2020 Q3 2020
Westbourne Investment Advisors, Inc.

BUY
 -
1.65K
+ 11.03%
$81.4K - $90.3K
16.6K $445K
Nov 02, 2020 Q3 2020
Fagan Associates, Inc.

BUY
 -
1.56K
+ 4.94%
$77.3K - $85.7K
33.2K $892K
Oct 16, 2020 Q3 2020
Santori & Peters, Inc.

BUY
 -
1.5K
+ 8.71%
$74K - $82.1K
18.7K $502K
Nov 03, 2020 Q3 2020
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.47K
+ 10.55%
$72.7K - $80.7K
15.4K $414K
Nov 09, 2020 Q3 2020
Arbor Trust Wealth Advisors, LLC

BUY
 -
1.38K
+ 4.77%
$68.4K - $75.9K
30.4K $817K
Nov 02, 2020 Q3 2020
Private Advisor Group, LLC

BUY
 -
1.32K
+ 6.02%
$65.4K - $72.6K
23.3K $626K
Oct 09, 2020 Q3 2020
Global Retirement Partners, LLC

BUY
 -
1.29K
+ 14.17%
$63.7K - $70.7K
10.4K $279K
Oct 27, 2020 Q3 2020
Parallel Advisors, LLC

BUY
 -
1.18K
+ 19.49%
$58.3K - $64.7K
7.23K $194K
Nov 12, 2020 Q3 2020
Chesapeake Wealth Management

BUY
 -
1.17K
+ 5.68%
$57.6K - $63.9K
21.7K $583K
Oct 30, 2020 Q3 2020
Brand Asset Management Group, Inc.

BUY
 -
1.12K
+ 1.39%
$55.6K - $61.7K
81.9K $2.2M
Oct 28, 2020 Q3 2020
Ddd Partners, LLC

BUY
 -
1.11K
+ 3.14%
$55.1K - $61.1K
36.6K $984K
Nov 06, 2020 Q3 2020
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.03K
New
$50.7K - $56.3K
1.03K $27.6K
Oct 13, 2020 Q3 2020
Cornerstone Wealth Management, LLC

BUY
 -
847
+ 4.19%
$41.9K - $46.5K
21.1K $566K
Oct 21, 2020 Q3 2020
Northwest Investment Counselors, LLC

BUY
 -
828
New
$40.9K - $45.4K
828 $22.3K
Nov 06, 2020 Q3 2020
Blair William & CO

Chicago, IL
BUY
 -
825
+ 458.33%
$40.8K - $45.3K
1.01K $27K
Nov 05, 2020 Q3 2020
Ewg Elevate Inc.

BUY
 -
768
+ 4.48%
$38K - $42.1K
17.9K $482K
Nov 09, 2020 Q3 2020
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
741
+ 6.55%
$36.6K - $40.7K
12.1K $324K
Nov 13, 2020 Q3 2020
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
705
New
$34.9K - $38.7K
705 $19K
Oct 13, 2020 Q3 2020
Jentner Corp

BUY
 -
700
+ 2.81%
$34.6K - $38.4K
25.6K $689K
Oct 20, 2020 Q3 2020
Asset Dedication, LLC

BUY
 -
654
+ 1.11%
$32.3K - $35.9K
59.4K $1.6M
Nov 16, 2020 Q3 2020
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
644
New
$31.8K - $35.3K
644 $17.3K
Nov 16, 2020 Q3 2020
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
620
New
$30.7K - $34K
620 $16.7K
Oct 30, 2020 Q3 2020
Wt Wealth Management

BUY
 -
619
+ 4.51%
$30.6K - $34K
14.3K $385K
Nov 04, 2020 Q3 2020
Bishop & CO Investment Management, LLC

BUY
 -
592
+ 5.59%
$29.3K - $32.5K
11.2K $301K
Nov 16, 2020 Q3 2020
Ima Wealth, Inc.

Wichita, KS
BUY
 -
548
+ 2.52%
$27.1K - $30.1K
22.3K $600K
Nov 06, 2020 Q3 2020
Janney Montgomery Scott LLC

BUY
 -
504
+ 2.45%
$24.9K - $27.6K
21K $565K
Nov 12, 2020 Q3 2020
Lcnb Corp

Lebanon, OH
BUY
 -
490
+ 0.82%
$24.2K - $26.9K
60.2K $1.62M
Nov 10, 2020 Q3 2020
Seneca House Advisors

BUY
 -
484
+ 7.66%
$23.9K - $26.6K
6.8K $183K
Oct 09, 2020 Q3 2020
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
471
+ 1.6%
$23.3K - $25.8K
29.9K $803K
Nov 10, 2020 Q3 2020
Apriem Advisors

Irvine, CA
BUY
 -
465
+ 1.4%
$23K - $25.5K
33.6K $903K
Nov 18, 2020 Q3 2020
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
460
+ 1.19%
$22.7K - $25.2K
39.3K $1.06M
Jan 27, 2023 Q3 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
424
+ 0.36%
$21K - $23.3K
118K $3.18M
Oct 13, 2020 Q3 2020
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
414
+ 0.09%
$20.5K - $22.7K
454K $12.2M
Oct 19, 2020 Q3 2020
Capital Investment Advisory Services, LLC

BUY
 -
408
+ 12.71%
$20.2K - $22.4K
3.62K $97.3K
Nov 17, 2020 Q3 2020
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
408
+ 0.96%
$20.2K - $22.4K
43K $1.16M
Nov 16, 2020 Q3 2020
Zacks Investment Management

Chicago, IL
BUY
 -
369
+ 5.55%
$18.2K - $20.2K
7.01K $189K
Oct 06, 2020 Q3 2020
First Premier Bank

BUY
 -
345
New
$17.1K - $18.9K
345 $9.27K
Nov 04, 2020 Q3 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
344
+ 6.19%
$17K - $18.9K
5.9K $159K
Nov 12, 2020 Q3 2020
Rba Wealth Management, LLC

BUY
 -
343
+ 8.19%
$17K - $18.8K
4.53K $122K
Oct 13, 2020 Q3 2020
Pinnacle Bancorp, Inc.

BUY
 -
327
+ 29.97%
$16.2K - $17.9K
1.42K $38.1K
Nov 06, 2020 Q3 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
300
+ 8.78%
$14.8K - $16.5K
3.72K $99.9K
Nov 04, 2020 Q3 2020
Capital Insight Partners, LLC

BUY
 -
288
+ 2.15%
$14.2K - $15.8K
13.7K $368K
Nov 16, 2020 Q3 2020
Advisory Alpha, LLC

BUY
 -
273
New
$13.5K - $15K
273 $7.34K
Nov 13, 2020 Q3 2020
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
257
+ 51.71%
$12.7K - $14.1K
754 $20.3K
Nov 12, 2020 Q3 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
256
+ 1.27%
$12.7K - $14K
20.4K $547K
Oct 13, 2020 Q3 2020
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
250
+ 1.01%
$12.4K - $13.7K
24.9K $669K

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