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 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
7.06K
New
$359K - $420K
7.06K $189K
Feb 16, 2021 Q4 2020
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
7.05K
New
$358K - $420K
7.05K $189K
Feb 04, 2021 Q4 2020
Bond & Devick Financial Network, Inc.

BUY
 -
6.73K
New
$342K - $401K
6.73K $180K
Feb 11, 2021 Q4 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.71K
New
$341K - $399K
6.71K $180K
Jan 19, 2021 Q4 2020
Colton Groome Financial Advisors, LLC

BUY
 -
6.7K
+ 5.33%
$341K - $399K
133K $3.55M
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

BUY
 -
6.51K
+ 27.94%
$331K - $388K
29.8K $799K
Mar 05, 2021 Q4 2020
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
6.43K
+ 16.38%
$327K - $383K
45.7K $1.22M
Feb 12, 2021 Q4 2020
Fountainhead Am, LLC

Warren, NJ
BUY
 -
6.37K
New
$324K - $379K
6.37K $171K
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

BUY
 -
6.05K
+ 7.76%
$307K - $360K
84K $2.25M
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
5.92K
+ 38.94%
$301K - $353K
21.1K $566K
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
BUY
 -
5.69K
+ 18.8%
$289K - $338K
35.9K $963K
Feb 13, 2025 Q4 2020
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
5.52K
+ 20.55%
$280K - $328K
32.4K $867K
Jan 20, 2021 Q4 2020
Vista Private Wealth Partners. LLC

BUY
 -
5.46K
+ 3.89%
$278K - $325K
146K $3.91M
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
BUY
 -
5.27K
+ 3.25%
$268K - $314K
168K $4.49M
Jan 28, 2021 Q4 2020
Sage Financial Group Inc

BUY
 -
5.27K
+ 2.57%
$268K - $314K
210K $5.63M
Jan 19, 2021 Q4 2020
Ritholtz Wealth Management

BUY
 -
5.23K
New
$266K - $311K
5.23K $140K
Jan 27, 2023 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.12K
+ 4.33%
$260K - $305K
123K $3.31M
Feb 16, 2021 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.12K
+ 4.33%
$260K - $305K
123K $3.31M
Jan 29, 2021 Q4 2020
Strateg Iq Financial Group, LLC

BUY
 -
4.94K
+ 11.34%
$251K - $294K
48.5K $1.3M
Feb 16, 2021 Q4 2020
Dhjj Financial Advisors, Ltd.

BUY
 -
4.92K
New
$250K - $293K
4.92K $132K
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.9K
New
$249K - $292K
4.9K $131K
Feb 16, 2021 Q4 2020
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
4.81K
New
$244K - $286K
4.81K $129K
Feb 03, 2021 Q4 2020
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
4.79K
New
$243K - $285K
4.79K $128K
Feb 11, 2021 Q4 2020
Argent Advisors, Inc.

Monroe, LA
BUY
 -
4.76K
+ 23.7%
$242K - $283K
24.8K $665K
Feb 16, 2021 Q4 2020
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
4.71K
+ 10.51%
$240K - $281K
49.6K $1.33M
Feb 10, 2021 Q4 2020
Prw Wealth Management LLC

BUY
 -
4.42K
New
$224K - $263K
4.42K $118K
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
4.39K
+ 186.7%
$223K - $262K
6.75K $181K
Feb 10, 2021 Q4 2020
Arbor Trust Wealth Advisors, LLC

BUY
 -
4.37K
+ 14.36%
$222K - $260K
34.8K $932K
Jan 21, 2021 Q4 2020
Optimum Investment Advisors

BUY
 -
4.29K
New
$218K - $255K
4.29K $115K
Feb 12, 2021 Q4 2020
Personal Capital Advisors Corp

BUY
 -
4.26K
New
$217K - $254K
4.26K $114K
Feb 16, 2021 Q4 2020
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
4.25K
New
$216K - $253K
4.25K $114K
Feb 16, 2021 Q4 2020
Wealthspire Advisors, LLC

New York, NY
BUY
 -
4.23K
New
$215K - $252K
4.23K $113K
Feb 08, 2021 Q4 2020
Aimz Investment Advisors, LLC

BUY
 -
4.03K
New
$205K - $240K
4.03K $108K
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
3.98K
+ 49.48%
$203K - $237K
12K $323K
Feb 02, 2021 Q4 2020
Tria Gen Wealth Management LLC

BUY
 -
3.94K
New
$200K - $235K
3.94K $106K
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.93K
+ 2.18%
$200K - $234K
184K $4.92M
Jan 12, 2021 Q4 2020
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
3.9K
+ 15.68%
$198K - $232K
28.8K $772K
Jan 25, 2021 Q4 2020
Diversified Investment Strategies, LLC

BUY
 -
3.89K
New
$198K - $232K
3.89K $104K
Feb 02, 2021 Q4 2020
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
3.74K
New
$190K - $223K
3.74K $100K
Feb 19, 2021 Q4 2020
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
3.72K
New
$189K - $222K
3.72K $99.7K
Jan 21, 2021 Q4 2020
Yhb Investment Advisors, Inc.

BUY
 -
3.7K
New
$188K - $220K
3.7K $99.1K
Jan 28, 2021 Q4 2020
Annex Advisory Services, LLC

BUY
 -
3.64K
New
$185K - $217K
3.64K $97.6K
Feb 16, 2021 Q4 2020
Landaas & CO

Milwaukee, WI
BUY
 -
3.62K
New
$184K - $215K
3.62K $97K
Jan 19, 2021 Q4 2020
Meridian Wealth Management, LLC

BUY
 -
3.58K
New
$182K - $213K
3.58K $95.9K
Feb 04, 2021 Q4 2020
Steel Peak Wealth Management LLC

BUY
 -
3.58K
New
$182K - $213K
3.58K $95.9K
Feb 08, 2021 Q4 2020
Fagan Associates, Inc.

BUY
 -
3.56K
+ 10.73%
$181K - $212K
36.8K $985K
Feb 26, 2021 Q4 2020
Garde Capital, Inc.

Seattle, WA
BUY
 -
3.55K
+ 1.51%
$181K - $212K
239K $6.4M
Feb 12, 2021 Q4 2020
M&T Bank Corp

BUY
 -
3.54K
New
$180K - $211K
3.54K $94.9K
Jan 27, 2021 Q4 2020
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.51K
New
$178K - $209K
3.51K $94K

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