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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2020
Q3 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.51K- 8.61% |
$124K - $138K
|
26.6K
$716K
|
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.79K- 28.84% |
$138K - $153K
|
6.88K
$185K
|
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 2.56% |
$141K - $156K
|
108K
$2.92M
|
|
|
Oct 27, 2020
Q3 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.9K- 14.1% |
$143K - $159K
|
17.7K
$475K
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.92K- 3.26% |
$144K - $160K
|
86.6K
$2.33M
|
|
|
Nov 06, 2020
Q3 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.94K- 6.54% |
$146K - $161K
|
42K
$1.13M
|
|
|
Nov 16, 2020
Q3 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.09K- 11.99% |
$153K - $170K
|
22.7K
$610K
|
|
|
Nov 02, 2020
Q3 2020
|
North Star Asset Management Inc
|
SELL
|
- |
-3.32K- 6.82% |
$164K - $182K
|
45.3K
$1.22M
|
|
|
Nov 09, 2020
Q3 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.53K- 2.39% |
$175K - $194K
|
144K
$3.88M
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-3.89K- 36.48% |
$192K - $213K
|
6.77K
$182K
|
|
|
Feb 02, 2021
Q3 2020
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.94K- 3.88% |
$195K - $216K
|
97.7K
$2.63M
|
|
|
Nov 13, 2020
Q3 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4KClosed |
$198K - $219K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.07K- 3.45% |
$201K - $223K
|
114K
$3.05M
|
|
|
Nov 13, 2020
Q3 2020
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4.09KClosed |
$202K - $224K
|
0
$0
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-4.12K- 54.42% |
$204K - $226K
|
3.45K
$92.8K
|
|
|
May 17, 2021
Q3 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.29KClosed |
$212K - $235K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Private Capital Management LLC
|
SELL
|
- |
-4.32K- 14.3% |
$214K - $237K
|
25.9K
$696K
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.37KClosed |
$216K - $240K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.43K- 4.06% |
$219K - $243K
|
105K
$2.81M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.62K- 4.01% |
$228K - $253K
|
110K
$2.97M
|
|
|
Oct 23, 2020
Q3 2020
|
Bcs Wealth Management
|
SELL
|
- |
-4.76K- 13.05% |
$235K - $261K
|
31.7K
$852K
|
|
|
Oct 06, 2020
Q3 2020
|
Marotta Asset Management
|
SELL
|
- |
-4.76K- 30.8% |
$235K - $261K
|
10.7K
$287K
|
|
|
Nov 13, 2020
Q3 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.85KClosed |
$240K - $266K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.88KClosed |
$241K - $268K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.96K- 7.54% |
$245K - $272K
|
60.8K
$1.63M
|
|
|
Nov 09, 2020
Q3 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5KClosed |
$247K - $274K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Madden Securities Corp
|
SELL
|
- |
-5.13K- 22.63% |
$254K - $281K
|
17.5K
$472K
|
|
|
Oct 28, 2020
Q3 2020
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.22K- 13.43% |
$258K - $286K
|
33.6K
$904K
|
|
|
Oct 23, 2020
Q3 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-5.25KClosed |
$260K - $288K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.47K- 5.35% |
$271K - $300K
|
96.8K
$2.6M
|
|
|
Oct 14, 2020
Q3 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-5.49K- 34.47% |
$271K - $301K
|
10.4K
$280K
|
|
|
Nov 10, 2020
Q3 2020
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.52K- 3.68% |
$273K - $303K
|
145K
$3.89M
|
|
|
Nov 12, 2020
Q3 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.67KClosed |
$280K - $311K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.7K- 8.09% |
$282K - $313K
|
64.8K
$1.74M
|
|
|
Nov 09, 2020
Q3 2020
|
Glassman Wealth Services
|
SELL
|
- |
-5.84K- 5.36% |
$289K - $321K
|
103K
$2.77M
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.95K- 30.67% |
$294K - $326K
|
13.4K
$361K
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.87K- 6.26% |
$340K - $377K
|
103K
$2.76M
|
|
|
Nov 12, 2020
Q3 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-7.29K- 35.4% |
$360K - $400K
|
13.3K
$358K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.47K- 36.74% |
$369K - $410K
|
12.9K
$346K
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.09K- 5.41% |
$400K - $444K
|
141K
$3.8M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.82K- 2.1% |
$436K - $484K
|
411K
$11M
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.3KClosed |
$507K - $563K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$513K - $569K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Gratus Capital LLC
|
SELL
|
- |
-10.5KClosed |
$517K - $574K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 37.47% |
$553K - $613K
|
18.7K
$501K
|
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11.8K- 16.49% |
$582K - $646K
|
59.6K
$1.6M
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-11.9KClosed |
$588K - $653K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12KClosed |
$596K - $661K
|
0
$0
|
|
|
Dec 19, 2024
Q3 2020
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-13.1K- 14.74% |
$647K - $718K
|
75.7K
$2.03M
|
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.9KClosed |
$687K - $763K
|
0
$0
|