Purchases and Sales Made in Q4 2020 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 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 |
---|---|---|---|---|---|---|---|
Jan 07, 2021
Q4 2020
|
Marotta Asset Management
|
BUY
|
- |
1.17K+ 10.89% |
$59.2K - $69.4K
|
11.9K
$319K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.09K+ 2.17% |
$55.4K - $64.9K
|
51.4K
$1.38M
|
|
Feb 12, 2021
Q4 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.09K+ 0.51% |
$55.2K - $64.6K
|
216K
$5.81M
|
|
Feb 16, 2021
Q4 2020
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.08K+ 4.18% |
$54.6K - $64K
|
26.8K
$719K
|
|
Feb 16, 2021
Q4 2020
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.04K+ 24.33% |
$53K - $62.1K
|
5.33K
$143K
|
|
Feb 16, 2021
Q4 2020
|
Jentner Corp
|
BUY
|
- |
1.04K+ 4.06% |
$53K - $62K
|
26.7K
$717K
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1K+ 0.91% |
$50.9K - $59.6K
|
111K
$3M
|
|
Feb 16, 2021
Q4 2020
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
943+ 289.26% |
$47.9K - $56.1K
|
1.27K
$34.1K
|
|
Feb 10, 2021
Q4 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
938+ 5.93% |
$47.7K - $55.8K
|
16.7K
$450K
|
|
Jan 19, 2021
Q4 2020
|
Thompson Investment Management, Inc.
|
BUY
|
- |
897+ 17.39% |
$45.6K - $53.4K
|
6.06K
$163K
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
895+ 4.25% |
$45.5K - $53.3K
|
22K
$590K
|
|
Feb 10, 2021
Q4 2020
|
Brr Op Co, LLC
|
BUY
|
- |
895+ 17.38% |
$45.5K - $53.3K
|
6.05K
$163K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
753New |
$38.3K - $44.8K
|
753
$20.2K
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
753New |
$38.3K - $44.8K
|
753
$20.2K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
750+ 7.18% |
$38.1K - $44.6K
|
11.2K
$301K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
745+ 7.18% |
$37.9K - $44.3K
|
11.1K
$299K
|
|
Jan 19, 2021
Q4 2020
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
738+ 0.46% |
$37.5K - $43.9K
|
160K
$4.3M
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
729+ 2.9% |
$37.1K - $43.4K
|
25.9K
$695K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
715+ 7.2% |
$36.3K - $42.6K
|
10.7K
$286K
|
|
Feb 10, 2021
Q4 2020
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
665+ 1.48% |
$33.8K - $39.6K
|
45.5K
$1.22M
|
|
Feb 12, 2021
Q4 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
654+ 0.45% |
$33.2K - $38.9K
|
146K
$3.92M
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
632+ 10.44% |
$32.1K - $37.6K
|
6.69K
$180K
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
627New |
$31.9K - $37.3K
|
627
$16.9K
|
|
Feb 05, 2021
Q4 2020
|
Chesapeake Wealth Management
|
BUY
|
- |
585+ 2.7% |
$29.7K - $34.8K
|
22.3K
$599K
|
|
Feb 02, 2021
Q4 2020
|
Simplex Trading, LLC
|
BUY
|
- |
526New |
$26.7K - $31.3K
|
526
$14.1K
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500+ 70.92% |
$25.4K - $29.8K
|
1.21K
$32.4K
|
|
Jan 19, 2021
Q4 2020
|
Seneca House Advisors
|
BUY
|
- |
471+ 6.92% |
$23.9K - $28K
|
7.27K
$195K
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
464+ 7.56% |
$23.6K - $27.6K
|
6.6K
$178K
|
|
Jan 29, 2021
Q4 2020
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
445+ 2.5% |
$22.6K - $26.5K
|
18.2K
$490K
|
|
Mar 11, 2021
Q4 2020
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
427+ 1581.48% |
$21.7K - $25.4K
|
454
$12.2K
|
|
Feb 01, 2021
Q4 2020
|
Abacus Planning Group, Inc.
|
BUY
|
- |
408+ 7.61% |
$20.7K - $24.3K
|
5.77K
$155K
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
395New |
$20.1K - $23.5K
|
395
$10.6K
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
392+ 27.64% |
$19.9K - $23.3K
|
1.81K
$48.7K
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
380New |
$19.3K - $22.6K
|
380
$10.2K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
372New |
$18.9K - $22.1K
|
372
$10K
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
BUY
|
- |
365New |
$18.6K - $21.7K
|
365
$9.81K
|
|
Jan 26, 2021
Q4 2020
|
Sym Financial Corp
|
BUY
|
- |
362+ 1810.0% |
$18.4K - $21.5K
|
382
$10.3K
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
355+ 6.03% |
$18K - $21.1K
|
6.24K
$168K
|
|
Feb 16, 2021
Q4 2020
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
343+ 0.42% |
$17.4K - $20.4K
|
81.6K
$2.19M
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
335+ 1.48% |
$17K - $19.9K
|
23K
$619K
|
|
Feb 16, 2021
Q4 2020
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
335+ 3.93% |
$17K - $19.9K
|
8.87K
$238K
|
|
Feb 05, 2021
Q4 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
323+ 0.46% |
$16.4K - $19.2K
|
70.9K
$1.91M
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300+ 2.34% |
$15.2K - $17.9K
|
13.1K
$353K
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
296+ 7.7% |
$15K - $17.6K
|
4.14K
$111K
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
281+ 3.88% |
$14.3K - $16.7K
|
7.53K
$202K
|
|
Feb 10, 2021
Q4 2020
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
255New |
$13K - $15.2K
|
255
$6.85K
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
215+ 9.92% |
$10.9K - $12.8K
|
2.38K
$64K
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
210+ 2.13% |
$10.7K - $12.5K
|
10.1K
$270K
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
192New |
$9.76K - $11.4K
|
192
$5.16K
|
|
Feb 16, 2021
Q4 2020
|
North Star Asset Management Inc
|
BUY
|
- |
191+ 0.42% |
$9.71K - $11.4K
|
45.5K
$1.22M
|