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 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.73K+ 17.36% |
$651K - $692K
|
65.8K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.72K+ 107.73% |
$650K - $691K
|
18.7K
$525K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.55KNew |
$639K - $679K
|
9.55K
$267K
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.53K+ 233.55% |
$638K - $677K
|
13.6K
$381K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
9.42K+ 11.16% |
$630K - $669K
|
93.8K
$2.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.09K+ 36.13% |
$608K - $646K
|
34.3K
$960K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8KNew |
$589K - $625K
|
8.8K
$246K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
8.64K+ 27.0% |
$578K - $614K
|
40.6K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.47K+ 3.02% |
$567K - $602K
|
289K
$8.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.39K+ 15.87% |
$561K - $596K
|
61.3K
$1.72M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.33K+ 9.34% |
$557K - $592K
|
97.5K
$2.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.11K+ 2.47% |
$543K - $576K
|
336K
$9.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
8K+ 7.43% |
$535K - $568K
|
116K
$3.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.02K+ 3.19% |
$470K - $499K
|
227K
$6.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.96K+ 4.02% |
$465K - $494K
|
180K
$5.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.65KNew |
$445K - $473K
|
6.65K
$186K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.27KNew |
$419K - $445K
|
6.27K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.82KNew |
$389K - $414K
|
5.82K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.63K+ 8.0% |
$377K - $400K
|
76K
$2.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
5.49K+ 1.93% |
$367K - $390K
|
290K
$8.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.44K+ 3.2% |
$364K - $386K
|
176K
$4.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.33KNew |
$356K - $379K
|
5.33K
$149K
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
5.27KNew |
$352K - $374K
|
5.27K
$147K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.25K+ 1382.37% |
$351K - $373K
|
5.63K
$158K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5.23K+ 17.25% |
$350K - $371K
|
35.5K
$995K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.22K+ 22.84% |
$349K - $371K
|
28.1K
$787K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
5.2K+ 176.67% |
$348K - $369K
|
8.14K
$228K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.99K+ 0.97% |
$334K - $354K
|
520K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.92K+ 152.12% |
$329K - $349K
|
8.15K
$228K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.88K+ 175.91% |
$326K - $347K
|
7.65K
$214K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.85KNew |
$325K - $345K
|
4.85K
$136K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.59K+ 38.19% |
$307K - $326K
|
16.6K
$465K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.56K+ 17.37% |
$305K - $324K
|
30.8K
$863K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.54K+ 2.39% |
$304K - $323K
|
195K
$5.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.53K+ 1.12% |
$303K - $322K
|
408K
$11.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
4.49K+ 18.64% |
$300K - $319K
|
28.5K
$799K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
4.42KNew |
$295K - $314K
|
4.42K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
4.39KNew |
$294K - $312K
|
4.39K
$123K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.21K+ 1.62% |
$282K - $299K
|
265K
$7.42M
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.16K+ 2.23% |
$278K - $295K
|
190K
$5.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.05K+ 8.01% |
$271K - $288K
|
54.7K
$1.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
3.87K+ 14.35% |
$259K - $275K
|
30.8K
$863K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.66K+ 7.06% |
$245K - $260K
|
55.4K
$1.55M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.61KNew |
$241K - $256K
|
3.61K
$101K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.59K+ 76.81% |
$240K - $255K
|
8.26K
$231K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.58K+ 12.97% |
$240K - $255K
|
31.2K
$874K
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 5.63% |
$238K - $253K
|
66.7K
$1.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
3.53K+ 7.73% |
$236K - $251K
|
49.3K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.52K+ 0.65% |
$235K - $250K
|
544K
$15.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5KNew |
$234K - $249K
|
3.5K
$98.1K
|