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 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500- 41.15% |
$24.7K - $27.4K
|
715
$19.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-525- 3.34% |
$26K - $28.8K
|
15.2K
$409K
|
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-531- 6.83% |
$26.3K - $29.1K
|
7.25K
$195K
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-568- 4.66% |
$28.1K - $31.2K
|
11.6K
$312K
|
|
|
Oct 13, 2020
Q3 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-574- 0.22% |
$28.4K - $31.5K
|
257K
$6.9M
|
|
|
Nov 06, 2020
Q3 2020
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-579- 0.23% |
$28.6K - $31.8K
|
250K
$6.72M
|
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-617- 1.98% |
$30.5K - $33.8K
|
30.6K
$823K
|
|
|
Nov 13, 2020
Q3 2020
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-649- 0.37% |
$32.1K - $35.6K
|
175K
$4.7M
|
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-674- 32.81% |
$33.3K - $37K
|
1.38K
$37.1K
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-730- 3.47% |
$36.1K - $40K
|
20.3K
$545K
|
|
|
Oct 29, 2020
Q3 2020
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-868- 5.4% |
$42.9K - $47.6K
|
15.2K
$409K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-875- 13.71% |
$43.3K - $48K
|
5.51K
$148K
|
|
|
Nov 13, 2020
Q3 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-905- 14.37% |
$44.7K - $49.6K
|
5.39K
$145K
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-909- 91.82% |
$44.9K - $49.9K
|
81
$2.18K
|
|
|
Oct 30, 2020
Q3 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-932- 13.24% |
$46.1K - $51.1K
|
6.11K
$164K
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-946- 31.27% |
$46.8K - $51.9K
|
2.08K
$55.9K
|
|
|
Nov 12, 2020
Q3 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-951- 8.13% |
$47K - $52.2K
|
10.8K
$289K
|
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.04K- 40.52% |
$51.2K - $56.8K
|
1.52K
$40.9K
|
|
|
Nov 06, 2020
Q3 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.06K- 17.94% |
$52.6K - $58.3K
|
4.86K
$131K
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.12K- 2.19% |
$55.5K - $61.6K
|
50.1K
$1.35M
|
|
|
Nov 13, 2020
Q3 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.13K- 28.61% |
$55.9K - $62K
|
2.82K
$75.8K
|
|
|
Nov 16, 2020
Q3 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.14K- 6.76% |
$56.2K - $62.4K
|
15.7K
$422K
|
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 22.86% |
$56.3K - $62.5K
|
3.84K
$103K
|
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.14K- 6.38% |
$56.4K - $62.5K
|
16.7K
$450K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24K- 18.47% |
$61.1K - $67.8K
|
5.46K
$147K
|
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.24K- 51.56% |
$61.1K - $67.8K
|
1.16K
$31.2K
|
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.31K- 5.42% |
$64.7K - $71.8K
|
22.8K
$614K
|
|
|
Oct 30, 2020
Q3 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.32K- 0.84% |
$65K - $72.1K
|
154K
$4.15M
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.37K- 3.33% |
$67.9K - $75.3K
|
39.9K
$1.07M
|
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 17.66% |
$69.9K - $77.6K
|
6.6K
$177K
|
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.45K- 11.55% |
$71.5K - $79.4K
|
11.1K
$298K
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.48K- 38.18% |
$73K - $81K
|
2.39K
$64.2K
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 3.61% |
$73.4K - $81.5K
|
39.7K
$1.07M
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.51K- 2.86% |
$74.5K - $82.7K
|
51.1K
$1.37M
|
|
|
Nov 10, 2020
Q3 2020
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.54K- 8.07% |
$76.3K - $84.6K
|
17.6K
$472K
|
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.65K- 7.57% |
$81.5K - $90.4K
|
20.1K
$541K
|
|
|
Nov 05, 2020
Q3 2020
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.78K- 26.59% |
$88.2K - $97.8K
|
4.92K
$132K
|
|
|
Nov 12, 2020
Q3 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.81K- 3.35% |
$89.4K - $99.2K
|
52.2K
$1.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.9K- 3.55% |
$93.8K - $104K
|
51.5K
$1.38M
|
|
|
Oct 23, 2020
Q3 2020
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 1.33% |
$96.9K - $108K
|
145K
$3.9M
|
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.09K- 17.97% |
$103K - $114K
|
9.52K
$256K
|
|
|
Oct 22, 2020
Q3 2020
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.12K- 7.67% |
$105K - $116K
|
25.5K
$686K
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-2.15K- 17.93% |
$106K - $118K
|
9.84K
$264K
|
|
|
Nov 13, 2020
Q3 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.16K- 99.95% |
$107K - $119K
|
1
$26.9
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.18K- 26.5% |
$108K - $119K
|
6.04K
$162K
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.19K- 15.18% |
$108K - $120K
|
12.2K
$329K
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.25KClosed |
$111K - $123K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.37KClosed |
$117K - $130K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.39K- 19.61% |
$118K - $131K
|
9.79K
$263K
|
|
|
Oct 20, 2020
Q3 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-2.4K- 1.48% |
$119K - $132K
|
159K
$4.28M
|