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 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23+ 0.4% |
$1.54K - $1.63K
|
5.84K
$156K
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
23+ 0.23% |
$1.54K - $1.63K
|
10.1K
$269K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.07% |
$1.41K - $1.49K
|
30.3K
$811K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
21+ 0.41% |
$1.41K - $1.49K
|
5.12K
$137K
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 0.13% |
$1.34K - $1.42K
|
15.1K
$403K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.12% |
$1.2K - $1.28K
|
15K
$400K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
15New |
$1K - $1.07K
|
15
$401
|
|
|
Oct 13, 2021
Q3 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
15+ 0.48% |
$1K - $1.07K
|
3.13K
$83.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
14+ 5.05% |
$937 - $995
|
291
$7.77K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$669 - $711
|
10.5K
$281K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.19% |
$669 - $711
|
5.36K
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.12% |
$669 - $711
|
8.64K
$231K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9New |
$602 - $639
|
9
$240
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$602 - $639
|
9
$240
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7+ 0.04% |
$468 - $497
|
15.6K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.38% |
$401 - $426
|
1.59K
$42.5K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.54% |
$335 - $355
|
927
$24.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.48% |
$335 - $355
|
1.05K
$28K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.02% |
$268 - $284
|
22.3K
$596K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.58% |
$268 - $284
|
689
$18.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.26% |
$201 - $213
|
1.15K
$30.6K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.39% |
$201 - $213
|
770
$20.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.2% |
$134 - $142
|
989
$26.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
BUY
|
- |
2+ 0.04% |
$134 - $142
|
4.99K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.76% |
$134 - $142
|
264
$7.05K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$134 - $142
|
8.5K
$227K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$134 - $142
|
2
$53.4
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $71.1
|
5.44K
$145K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.47% |
$66.9 - $71.1
|
215
$5.74K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.75% |
$66.9 - $71.1
|
134
$3.58K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.44% |
$66.9 - $71.1
|
229
$6.12K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$66.9 - $71.1
|
2.03K
$54.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
1+ 0.58% |
$66.9 - $71.1
|
174
$4.65K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.8% |
$268 - $284
|
496
$13.2K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6- 0.23% |
$401 - $426
|
2.6K
$69.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8- 4.0% |
$535 - $568
|
192
$5.13K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8Closed |
$535 - $568
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.16% |
$602 - $639
|
5.64K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-9- 0.1% |
$602 - $639
|
8.73K
$233K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.13% |
$1.07K - $1.14K
|
12.4K
$331K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-19- 0.19% |
$1.27K - $1.35K
|
10.2K
$273K
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-21- 0.67% |
$1.41K - $1.49K
|
3.11K
$83.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-24- 0.07% |
$1.61K - $1.71K
|
36.2K
$967K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-24- 0.18% |
$1.61K - $1.71K
|
13.1K
$350K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-27- 29.67% |
$1.81K - $1.92K
|
64
$1.71K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-34- 0.12% |
$2.27K - $2.42K
|
27.4K
$732K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34- 1.72% |
$2.27K - $2.42K
|
1.94K
$51.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-35- 5.65% |
$2.34K - $2.49K
|
584
$15.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-39- 0.14% |
$2.61K - $2.77K
|
28.4K
$758K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43- 0.68% |
$2.88K - $3.06K
|
6.26K
$167K
|