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 04, 2020 Q3 2020
Uma Financial Services, Inc.

BUY
 -
248
+ 4.54%
$12.3K - $13.6K
5.71K $154K
Oct 18, 2024 Q3 2020
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
234
+ 1.89%
$11.6K - $12.8K
12.6K $339K
Nov 03, 2020 Q3 2020
Abacus Planning Group, Inc.

BUY
 -
226
+ 4.4%
$11.2K - $12.4K
5.36K $144K
Nov 06, 2020 Q3 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
210
+ 7.41%
$10.4K - $11.5K
3.04K $81.8K
Nov 10, 2020 Q3 2020
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
210
New
$10.4K - $11.5K
210 $5.64K
Oct 23, 2020 Q3 2020
Patriot Investment Management Inc.

BUY
 -
200
+ 4.88%
$9.89K - $11K
4.3K $116K
Nov 20, 2020 Q3 2020
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
175
New
$8.65K - $9.6K
175 $4.7K
Nov 13, 2020 Q3 2020
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
169
+ 0.38%
$8.36K - $9.27K
44.9K $1.21M
Nov 04, 2020 Q3 2020
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
161
+ 0.64%
$7.96K - $8.83K
25.1K $675K
Oct 23, 2020 Q3 2020
Sol Capital Management CO

BUY
 -
155
+ 1.58%
$7.66K - $8.5K
9.98K $268K
Nov 13, 2020 Q3 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
140
+ 0.85%
$6.92K - $7.68K
16.6K $445K
Nov 10, 2020 Q3 2020
Vista Capital Partners, Inc.

BUY
 -
136
+ 2.09%
$6.72K - $7.46K
6.65K $179K
Oct 21, 2020 Q3 2020
Gradient Capital Advisors, LLC

BUY
 -
129
+ 1.19%
$6.38K - $7.08K
11K $295K
Nov 13, 2020 Q3 2020
Financial Advisors, LLC

Andover, MA
BUY
 -
125
+ 1.14%
$6.18K - $6.86K
11.1K $299K
Nov 13, 2020 Q3 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
112
+ 0.22%
$5.54K - $6.14K
50.3K $1.35M
Oct 28, 2020 Q3 2020
Duncker Streett & CO Inc

BUY
 -
84
+ 0.32%
$4.15K - $4.61K
25.9K $697K
Nov 12, 2020 Q3 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
63
+ 1.28%
$3.11K - $3.46K
4.99K $134K
Nov 30, 2020 Q3 2020
Platform Technology Partners

BUY
 -
56
+ 1.3%
$2.77K - $3.07K
4.38K $118K
Nov 12, 2020 Q3 2020
Tfc Financial Management

BUY
 -
55
New
$2.72K - $3.02K
55 $1.48K
Oct 20, 2020 Q3 2020
Bartlett & Co. LLC

BUY
 -
48
+ 0.69%
$2.37K - $2.63K
6.99K $188K
Feb 13, 2024 Q3 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
48
+ 0.69%
$2.37K - $2.63K
6.99K $188K
Nov 12, 2020 Q3 2020
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
46
+ 0.38%
$2.27K - $2.52K
12.2K $328K
Oct 13, 2020 Q3 2020
Thompson Investment Management, Inc.

BUY
 -
45
+ 0.88%
$2.22K - $2.47K
5.16K $139K
Oct 23, 2020 Q3 2020
Harbor Investment Advisory, LLC

BUY
 -
43
+ 57.33%
$2.13K - $2.36K
118 $3.17K
Nov 06, 2020 Q3 2020
Parkside Financial Bank & Trust

BUY
 -
38
+ 1.63%
$1.88K - $2.08K
2.37K $63.8K
Nov 02, 2020 Q3 2020
Meeder Asset Management Inc

BUY
 -
29
New
$1.43K - $1.59K
29 $780
Oct 27, 2020 Q3 2020
Cva Family Office, LLC

BUY
 -
27
+ 5.76%
$1.33K - $1.48K
496 $13.3K
Oct 14, 2020 Q3 2020
Alpha Cubed Investments, LLC

BUY
 -
24
+ 0.14%
$1.19K - $1.32K
17.8K $478K
Oct 13, 2020 Q3 2020
Sym Financial Corp

BUY
 -
20
New
$989 - $1.1K
20 $538
Oct 23, 2020 Q3 2020
Hudock, Inc.

BUY
 -
17
+ 1.26%
$840 - $933
1.36K $36.6K
Nov 10, 2020 Q3 2020
Arkadios Wealth Advisors

BUY
 -
15
+ 0.14%
$742 - $823
10.4K $281K
Oct 13, 2020 Q3 2020
Carnegie Capital Asset Management, LLC

BUY
 -
15
+ 0.27%
$742 - $823
5.48K $147K
Oct 21, 2020 Q3 2020
Evensky & Katz LLC

BUY
 -
14
+ 1.14%
$692 - $768
1.24K $33.3K
Oct 20, 2020 Q3 2020
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11
+ 0.11%
$544 - $603
10.1K $270K
Nov 05, 2020 Q3 2020
Cullen/Frost Bankers, Inc.

BUY
 -
9
+ 1.24%
$445 - $494
734 $19.7K
Nov 05, 2020 Q3 2020
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
5
+ 0.59%
$247 - $274
850 $22.8K
Oct 27, 2020 Q3 2020
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
5
New
$247 - $274
5 $134
Oct 20, 2020 Q3 2020
Bedel Financial Consulting, Inc.

BUY
 -
3
+ 1.16%
$148 - $165
262 $7.04K
Nov 05, 2020 Q3 2020
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1
+ 1.33%
$49.4 - $54.9
76 $2.04K
Oct 27, 2020 Q3 2020
Courage Miller Partners, LLC

BUY
 -
1
+ 0.0%
$49.4 - $54.9
62.2K $1.67M
Oct 28, 2020 Q3 2020
Delta Asset Management LLC

Memphis, TN
SELL
 -
-1
Closed
$49.4 - $54.9
0 $0
Dec 04, 2020 Q3 2020
Sei Investments CO

Oaks, PA
SELL
 -
-12
- -0.0%
$593 - $658
1.43M $38.5M
Oct 14, 2020 Q3 2020
Loveless Wealth Management LLC

SELL
 -
-25
- 0.58%
$1.24K - $1.37K
4.27K $115K
Nov 13, 2020 Q3 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-27
- 0.64%
$1.33K - $1.48K
4.21K $113K
Oct 15, 2020 Q3 2020
Manchester Financial Inc

SELL
 -
-39
- 8.23%
$1.93K - $2.14K
435 $11.7K
Nov 07, 2023 Q3 2020
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-55
- 33.54%
$2.72K - $3.02K
109 $2.93K
Nov 02, 2020 Q3 2020
Versant Capital Management, Inc

SELL
 -
-56
- 6.43%
$2.77K - $3.07K
815 $21.9K
Nov 12, 2020 Q3 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-79
- 1.06%
$3.91K - $4.33K
7.36K $198K
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-81
Closed
$4K - $4.44K
0 $0

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