Purchases and Sales Made in Q3 2021 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 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
549KNew |
$36.8M - $39M
|
549K
$15.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
501K+ 9.19% |
$33.5M - $35.6M
|
5.95M
$165M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
404K+ 242.84% |
$27.1M - $28.7M
|
571K
$15.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
340K+ 448.51% |
$22.8M - $24.2M
|
416K
$11.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259K+ 55393.58% |
$17.3M - $18.4M
|
259K
$7.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
238K+ 41.39% |
$15.9M - $16.9M
|
813K
$22.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
217K+ 72.5% |
$14.5M - $15.4M
|
516K
$14.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
96.9K+ 6.78% |
$6.48M - $6.88M
|
1.53M
$42.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
84.7K+ 1.55% |
$5.67M - $6.02M
|
5.57M
$155M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.5KNew |
$4.72M - $5.01M
|
70.5K
$1.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.4K+ 534.96% |
$4.71M - $5M
|
83.5K
$2.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
65.4K+ 11.19% |
$4.37M - $4.64M
|
650K
$18.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
62.7K+ 5.73% |
$4.2M - $4.46M
|
1.16M
$32.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1K+ 6.39% |
$4.09M - $4.34M
|
1.02M
$28.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
58.1KNew |
$3.89M - $4.13M
|
58.1K
$1.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.4K+ 1.54% |
$3.24M - $3.44M
|
3.18M
$88.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.3KNew |
$3.16M - $3.36M
|
47.3K
$1.31M
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
46.1KNew |
$3.09M - $3.28M
|
46.1K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
45.6K+ 8.23% |
$3.05M - $3.24M
|
599K
$16.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.7K+ 0.95% |
$2.86M - $3.04M
|
4.53M
$126M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.4K+ 24.53% |
$2.64M - $2.8M
|
200K
$5.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
37.4K+ 4.76% |
$2.5M - $2.66M
|
822K
$22.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
36.7K+ 17.99% |
$2.45M - $2.61M
|
241K
$6.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
33.9K+ 87.38% |
$2.27M - $2.41M
|
72.7K
$2.02M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.2K+ 804.23% |
$2.15M - $2.29M
|
36.2K
$1.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
31.2KNew |
$2.09M - $2.22M
|
31.2K
$869K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.8K+ 1.83% |
$2.06M - $2.19M
|
1.72M
$47.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.4K+ 1.6% |
$2.03M - $2.16M
|
1.93M
$53.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.1K+ 6.98% |
$1.88M - $2M
|
431K
$12M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
27K+ 19.31% |
$1.81M - $1.92M
|
167K
$4.64M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
22.1K+ 12.83% |
$1.48M - $1.57M
|
194K
$5.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.2K+ 43.34% |
$1.42M - $1.51M
|
70.2K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20.3K+ 1.75% |
$1.36M - $1.45M
|
1.18M
$32.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.34M - $1.42M
|
20K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
18.8K+ 8.54% |
$1.26M - $1.33M
|
239K
$6.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.4K+ 10.42% |
$1.23M - $1.31M
|
195K
$5.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.7K+ 4.91% |
$1.18M - $1.26M
|
378K
$10.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
17.5K+ 3.41% |
$1.17M - $1.24M
|
529K
$14.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17.5K+ 26.27% |
$1.17M - $1.24M
|
83.9K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.1K+ 3.19% |
$1.15M - $1.22M
|
554K
$15.4M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.1K+ 3.19% |
$1.15M - $1.22M
|
554K
$15.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5K+ 3.5% |
$1.03M - $1.1M
|
457K
$12.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
15.4K+ 6.95% |
$1.03M - $1.09M
|
237K
$6.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
15K+ 53.57% |
$1M - $1.07M
|
43K
$1.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14K+ 49.01% |
$937K - $995K
|
42.6K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.2K+ 70.94% |
$882K - $937K
|
31.8K
$883K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 68.36% |
$809K - $859K
|
29.8K
$828K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.6K+ 6.64% |
$707K - $751K
|
170K
$4.72M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.84K+ 27.8% |
$658K - $699K
|
45.2K
$1.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.77KNew |
$654K - $694K
|
9.77K
$272K
|