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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
177New |
$9K - $10.5K
|
177
$4.76K
|
|
|
Jan 15, 2021
Q4 2020
|
Gofen & Glossberg LLC
|
BUY
|
- |
177+ 3.6% |
$9K - $10.5K
|
5.09K
$137K
|
|
|
Feb 02, 2021
Q4 2020
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
169+ 0.17% |
$8.59K - $10.1K
|
97.9K
$2.63M
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
165+ 7.94% |
$8.39K - $9.82K
|
2.24K
$60.3K
|
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
149+ 28.11% |
$7.57K - $8.87K
|
679
$18.3K
|
|
|
Feb 08, 2021
Q4 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
138+ 2.52% |
$7.01K - $8.22K
|
5.62K
$151K
|
|
|
Feb 10, 2021
Q4 2020
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100New |
$5.08K - $5.95K
|
100
$2.69K
|
|
|
Feb 16, 2021
Q4 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
85New |
$4.32K - $5.06K
|
85
$2.28K
|
|
|
Feb 11, 2021
Q4 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
84+ 67.74% |
$4.27K - $5K
|
208
$5.59K
|
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75+ 10.49% |
$3.81K - $4.46K
|
790
$21.2K
|
|
|
Jan 13, 2021
Q4 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
75+ 0.4% |
$3.81K - $4.46K
|
18.8K
$504K
|
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
74+ 0.21% |
$3.76K - $4.41K
|
35.5K
$954K
|
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
69+ 0.99% |
$3.51K - $4.11K
|
7.06K
$190K
|
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
69+ 0.99% |
$3.51K - $4.11K
|
7.06K
$190K
|
|
|
Jan 25, 2021
Q4 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
66+ 0.67% |
$3.35K - $3.93K
|
9.86K
$265K
|
|
|
Feb 11, 2021
Q4 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
64+ 1.22% |
$3.25K - $3.81K
|
5.29K
$142K
|
|
|
Feb 16, 2021
Q4 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
57New |
$2.9K - $3.39K
|
57
$1.53K
|
|
|
Feb 02, 2021
Q4 2020
|
Capital Insight Partners, LLC
|
BUY
|
- |
36+ 0.26% |
$1.83K - $2.14K
|
13.7K
$369K
|
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
28+ 96.55% |
$1.42K - $1.67K
|
57
$1.53K
|
|
|
Mar 04, 2021
Q4 2020
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
27New |
$1.37K - $1.61K
|
27
$726
|
|
|
Feb 11, 2021
Q4 2020
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.18% |
$1.27K - $1.49K
|
13.8K
$372K
|
|
|
Jan 25, 2021
Q4 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
24+ 0.08% |
$1.22K - $1.43K
|
29.9K
$804K
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
BUY
|
- |
21New |
$1.07K - $1.25K
|
21
$564
|
|
|
Feb 03, 2021
Q4 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19+ 0.44% |
$966 - $1.13K
|
4.36K
$117K
|
|
|
Feb 11, 2021
Q4 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
18New |
$915 - $1.07K
|
18
$484
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$508 - $595
|
10
$269
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.66% |
$457 - $536
|
1.37K
$36.9K
|
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
BUY
|
- |
8+ 0.65% |
$407 - $476
|
1.25K
$33.5K
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.07% |
$356 - $417
|
9.46K
$254K
|
|
|
Jan 21, 2021
Q4 2020
|
Domani Wealth, LLC
|
BUY
|
- |
7+ 0.11% |
$356 - $417
|
6.23K
$167K
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.58% |
$305 - $357
|
1.03K
$27.7K
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 0.54% |
$203 - $238
|
738
$19.8K
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.76% |
$102 - $119
|
264
$7.1K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$50.8 - $59.5
|
1
$26.9
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.23% |
$50.8 - $59.5
|
82
$2.2K
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$50.8 - $59.5
|
805
$21.6K
|
|
|
Jan 15, 2021
Q4 2020
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.2% |
$50.8 - $59.5
|
497
$13.4K
|
|
|
Feb 08, 2021
Q4 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.12% |
$50.8 - $59.5
|
814
$21.9K
|
|
|
Feb 11, 2021
Q4 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1Closed |
$50.8 - $59.5
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.72% |
$203 - $238
|
143
$3.84K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.5% |
$254 - $298
|
1K
$26.9K
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 0.12% |
$356 - $417
|
6.03K
$162K
|
|
|
Jan 27, 2021
Q4 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-10- 0.23% |
$508 - $595
|
4.26K
$115K
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 15.6% |
$864 - $1.01K
|
92
$2.47K
|
|
|
Jan 29, 2021
Q4 2020
|
Planned Solutions, Inc.
|
SELL
|
- |
-24- 1.21% |
$1.22K - $1.43K
|
1.96K
$52.7K
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-27Closed |
$1.37K - $1.61K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-32- 0.28% |
$1.63K - $1.9K
|
11.6K
$311K
|
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-39- 1.62% |
$1.98K - $2.32K
|
2.37K
$63.6K
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-43- 32.82% |
$2.19K - $2.56K
|
88
$2.37K
|
|
|
Jan 12, 2021
Q4 2020
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-43- 0.1% |
$2.19K - $2.56K
|
44.5K
$1.2M
|