Purchases and Sales Made in Q4 2020 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q4 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
Feb 11, 2021 Q4 2020
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.06M
+ 3.14%
$53.7M - $62.9M
34.7M $933M
Feb 12, 2021 Q4 2020
Mather Group, Llc.

Chicago, IL
BUY
 -
654K
+ 18.34%
$33.2M - $38.9M
4.22M $113M
Feb 16, 2021 Q4 2020
Mariner, LLC

Overland Park, KS
BUY
 -
569K
+ 40.65%
$28.9M - $33.9M
1.97M $52.9M
Jul 08, 2021 Q4 2020
Smith Anglin Financial, LLC

BUY
 -
560K
New
$28.4M - $33.3M
560K $15M
Feb 16, 2021 Q4 2020
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
435K
New
$22.1M - $25.9M
435K $11.7M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
391K
+ 283.11%
$19.9M - $23.3M
529K $14.2M
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
288K
+ 280.12%
$14.6M - $17.2M
391K $10.5M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
282K
+ 7.94%
$14.3M - $16.8M
3.83M $103M
Feb 05, 2021 Q4 2020
Appleton Group, LLC

BUY
 -
239K
+ 1499.57%
$12.1M - $14.2M
255K $6.85M
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
237K
New
$12.1M - $14.1M
237K $6.38M
Feb 10, 2021 Q4 2020
Wealth Enhancement Advisory Services, LLC

BUY
 -
164K
+ 5.41%
$8.32M - $9.75M
3.19M $85.8M
Feb 11, 2021 Q4 2020
Northern Capital Management, Inc.

BUY
 -
155K
New
$7.87M - $9.22M
155K $4.16M
Feb 02, 2021 Q4 2020
Wipfli Financial Advisors Llc,

BUY
 -
154K
New
$7.81M - $9.14M
154K $4.13M
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
151K
+ 807.57%
$7.66M - $8.97M
169K $4.55M
Feb 16, 2021 Q4 2020
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
145K
New
$7.36M - $8.62M
145K $3.89M
Jan 21, 2021 Q4 2020
Harbor Group, Inc.

BUY
 -
143K
New
$7.27M - $8.51M
143K $3.84M
Feb 16, 2021 Q4 2020
Bcgm Wealth Management, LLC

BUY
 -
137K
New
$6.94M - $8.13M
137K $3.67M
Feb 08, 2021 Q4 2020
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
133K
+ 17.4%
$6.77M - $7.93M
898K $24.1M
Feb 16, 2021 Q4 2020
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
113K
+ 37.89%
$5.73M - $6.71M
410K $11M
Feb 16, 2021 Q4 2020
Capital Planning LLC

BUY
 -
106K
New
$5.41M - $6.33M
106K $2.86M
Feb 01, 2021 Q4 2020
Ivc Wealth Advisors LLC

BUY
 -
99.9K
New
$5.08M - $5.94M
99.9K $2.68M
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
99.1K
+ 316.13%
$5.04M - $5.9M
130K $3.51M
Feb 11, 2021 Q4 2020
Ubs Group Ag

BUY
 -
90.5K
+ 24.74%
$4.6M - $5.39M
456K $12.3M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
88.4K
+ 137.8%
$4.49M - $5.26M
152K $4.1M
Feb 08, 2021 Q4 2020
Sei Investments CO

Oaks, PA
BUY
 -
87.5K
+ 6.1%
$4.45M - $5.21M
1.52M $40.9M
Feb 03, 2021 Q4 2020
Savant Capital, LLC

BUY
 -
78.8K
+ 22.62%
$4.01M - $4.69M
427K $11.5M
Feb 12, 2021 Q4 2020
B&D White Capital Company, LLC

BUY
 -
67.7K
New
$3.44M - $4.03M
67.7K $1.82M
Feb 10, 2021 Q4 2020
Financial Advisory Service, Inc.

BUY
 -
64.7K
+ 6.97%
$3.29M - $3.85M
993K $26.7M
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
63.6K
+ 385.09%
$3.23M - $3.79M
80.2K $2.15M
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
63.3K
+ 159.42%
$3.22M - $3.77M
103K $2.77M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
57K
+ 7.16%
$2.89M - $3.39M
853K $22.9M
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

BUY
 -
55.5K
+ 17.79%
$2.82M - $3.31M
368K $9.89M
Feb 16, 2021 Q4 2020
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
52K
+ 36.08%
$2.64M - $3.09M
196K $5.27M
Feb 16, 2021 Q4 2020
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
47.5K
New
$2.41M - $2.83M
47.5K $1.28M
Mar 26, 2021 Q4 2020
Everhart Financial Group, Inc.

BUY
 -
43.6K
New
$2.22M - $2.6M
43.6K $1.17M
Mar 30, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
43K
+ 233.62%
$2.19M - $2.56M
61.4K $1.65M
Feb 08, 2021 Q4 2020
Veery Capital, LLC

BUY
 -
41.2K
New
$2.1M - $2.45M
41.2K $1.11M
Jan 20, 2021 Q4 2020
Spectrum Asset Management, Inc.

BUY
 -
39.7K
+ 13.53%
$2.02M - $2.36M
333K $8.96M
Jan 14, 2021 Q4 2020
Gen Wealth Group, Inc.

BUY
 -
35K
+ 8.25%
$1.78M - $2.08M
459K $12.3M
Feb 11, 2021 Q4 2020
Annapolis Financial Services, LLC

BUY
 -
33.3K
New
$1.69M - $1.98M
33.3K $896K
Feb 05, 2021 Q4 2020
Ballast Advisors LLC

BUY
 -
33K
+ 9.98%
$1.68M - $1.96M
364K $9.77M
Feb 04, 2021 Q4 2020
Valley Forge Investment Consultants Inc Adv

BUY
 -
32.2K
New
$1.63M - $1.91M
32.2K $864K
Jul 24, 2024 Q4 2020
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
32K
+ 10.23%
$1.63M - $1.91M
345K $9.27M
Jan 26, 2021 Q4 2020
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
27.6K
+ 19.53%
$1.4M - $1.64M
169K $4.55M
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
27.1K
+ 25.9%
$1.38M - $1.61M
132K $3.54M
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
25.4K
New
$1.29M - $1.51M
25.4K $682K
Jan 28, 2021 Q4 2020
Mokosak Advisory Group, LLC

BUY
 -
24.8K
+ 5.42%
$1.26M - $1.48M
482K $13M
Jan 19, 2021 Q4 2020
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
23.7K
+ 7.11%
$1.21M - $1.41M
357K $9.6M
Feb 04, 2021 Q4 2020
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
22.1K
+ 9.06%
$1.13M - $1.32M
266K $7.16M

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