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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.9KClosed |
$687K - $763K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.2K- 18.16% |
$800K - $888K
|
72.9K
$1.92M
|
|
|
Nov 12, 2020
Q3 2020
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.6K- 3.02% |
$922K - $1.02M
|
599K
$15.8M
|
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-23.3K- 22.69% |
$1.15M - $1.28M
|
79.3K
$2.09M
|
|
|
Oct 19, 2020
Q3 2020
|
Well Done, LLC
|
SELL
|
- |
-23.7K- 66.72% |
$1.17M - $1.3M
|
11.8K
$311K
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.4K- 3.0% |
$1.25M - $1.39M
|
822K
$21.6M
|
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.5K- 84.33% |
$1.26M - $1.4M
|
4.73K
$125K
|
|
|
Oct 15, 2020
Q3 2020
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-26.3KClosed |
$1.3M - $1.45M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-30.1K- 29.42% |
$1.49M - $1.65M
|
72.1K
$1.9M
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-35.1K- 81.16% |
$1.73M - $1.92M
|
8.14K
$214K
|
|
|
Nov 02, 2020
Q3 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-35.4K- 23.44% |
$1.75M - $1.94M
|
116K
$3.05M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-37.8K- 89.59% |
$1.87M - $2.08M
|
4.4K
$116K
|
|
|
Nov 13, 2020
Q3 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39.3K- 21.53% |
$1.94M - $2.16M
|
143K
$3.77M
|
|
|
Nov 16, 2020
Q3 2020
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-42.9K- 48.9% |
$2.12M - $2.35M
|
44.9K
$1.18M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.9KClosed |
$2.22M - $2.46M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-45.4K- 99.98% |
$2.24M - $2.49M
|
10
$263
|
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-46.2K- 34.01% |
$2.28M - $2.53M
|
89.6K
$2.36M
|
|
|
Nov 13, 2020
Q3 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.5K- 24.47% |
$2.3M - $2.55M
|
144K
$3.78M
|
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-46.9KClosed |
$2.32M - $2.57M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-58.2K- 32.98% |
$2.88M - $3.19M
|
118K
$3.11M
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65.2K- 37.01% |
$3.23M - $3.58M
|
111K
$2.92M
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-71.5KClosed |
$3.53M - $3.92M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-72.6KClosed |
$3.59M - $3.98M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-76.4K- 34.64% |
$3.77M - $4.19M
|
144K
$3.79M
|
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-76.6K- 20.46% |
$3.79M - $4.2M
|
298K
$7.83M
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-77.3KClosed |
$3.82M - $4.24M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-80.6K- 5.58% |
$3.98M - $4.42M
|
1.36M
$35.9M
|
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-99.4KClosed |
$4.91M - $5.45M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-151K- 54.51% |
$7.45M - $8.27M
|
126K
$3.31M
|
|
|
Nov 02, 2020
Q3 2020
|
Appleton Group, LLC
|
SELL
|
- |
-202K- 92.71% |
$10M - $11.1M
|
15.9K
$419K
|
|
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-328K- 63.1% |
$16.2M - $18M
|
192K
$5.05M
|
|
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-439K- 1.29% |
$21.7M - $24.1M
|
33.6M
$885M
|
|
|
Nov 16, 2020
Q3 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-760K- 73.91% |
$37.6M - $41.7M
|
268K
$7.06M
|