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
Jan 26, 2021 Q4 2020
Manchester Financial Inc

SELL
 -
-48
- 11.03%
$2.44K - $2.86K
387 $10.4K
Feb 08, 2021 Q4 2020
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-50
- 0.23%
$2.54K - $2.98K
21.7K $582K
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-55
Closed
$2.8K - $3.27K
0 $0
Feb 17, 2021 Q4 2020
Jacobsen Capital Management

SELL
 -
-55
- 0.71%
$2.8K - $3.27K
7.74K $208K
Feb 16, 2021 Q4 2020
Zacks Investment Management

Chicago, IL
SELL
 -
-59
- 0.84%
$3K - $3.51K
6.96K $187K
Feb 09, 2021 Q4 2020
Parkside Financial Bank & Trust

SELL
 -
-68
- 2.87%
$3.46K - $4.05K
2.31K $62K
Jan 21, 2021 Q4 2020
Bcs Wealth Management

SELL
 -
-75
- 0.24%
$3.81K - $4.46K
31.6K $850K
Feb 09, 2021 Q4 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-76
Closed
$3.86K - $4.52K
0 $0
Feb 02, 2021 Q4 2020
Rba Wealth Management, LLC

SELL
 -
-84
- 1.85%
$4.27K - $5K
4.45K $120K
Jan 25, 2021 Q4 2020
Life Steps Financial, Inc.

SELL
 -
-88
- 1.43%
$4.47K - $5.24K
6.09K $164K
Feb 12, 2021 Q4 2020
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-130
- 0.29%
$6.61K - $7.74K
44.8K $1.2M
Feb 16, 2021 Q4 2020
Pacific Capital Wealth Advisors, Inc

SELL
 -
-150
- 0.96%
$7.62K - $8.93K
15.5K $418K
Feb 16, 2021 Q4 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-151
- 3.43%
$7.68K - $8.99K
4.25K $114K
Feb 19, 2021 Q4 2020
Uma Financial Services, Inc.

SELL
 -
-153
- 2.68%
$7.78K - $9.11K
5.56K $149K
Feb 11, 2021 Q4 2020
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-168
- 1.38%
$8.54K - $10K
12K $323K
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-187
- 0.92%
$9.51K - $11.1K
20.1K $540K
Feb 01, 2021 Q4 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-200
- 5.38%
$10.2K - $11.9K
3.52K $94.5K
Jan 29, 2021 Q4 2020
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-209
- 0.14%
$10.6K - $12.4K
144K $3.88M
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

SELL
 -
-236
- 1.72%
$12K - $14K
13.5K $362K
Jan 25, 2021 Q4 2020
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-251
- 1.53%
$12.8K - $14.9K
16.2K $435K
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-271
- 8.9%
$13.8K - $16.1K
2.77K $74.5K
Feb 03, 2021 Q4 2020
Meritage Portfolio Management

SELL
 -
-272
- 2.12%
$13.8K - $16.2K
12.6K $338K
Feb 16, 2021 Q4 2020
Advisory Alpha, LLC

SELL
 -
-273
Closed
$13.9K - $16.3K
0 $0
Jan 11, 2021 Q4 2020
Carlson Capital Management

SELL
 -
-303
- 1.24%
$15.4K - $18K
24.2K $651K
Jan 22, 2021 Q4 2020
Nwam LLC

Mercer Island, WA
SELL
 -
-350
- 2.09%
$17.8K - $20.8K
16.4K $440K
Jan 25, 2021 Q4 2020
Slate Stone Wealth, LLC

SELL
 -
-380
- 4.28%
$19.3K - $22.6K
8.5K $228K
Jan 15, 2021 Q4 2020
Marquette Asset Management, LLC

SELL
 -
-383
- 2.17%
$19.5K - $22.8K
17.3K $464K
Jan 28, 2021 Q4 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-385
- 5.23%
$19.6K - $22.9K
6.97K $187K
Jan 13, 2021 Q4 2020
Ewg Elevate Inc.

SELL
 -
-454
- 2.53%
$23.1K - $27K
17.5K $470K
Feb 02, 2021 Q4 2020
Acg Wealth

SELL
 -
-493
- 8.26%
$25.1K - $29.3K
5.48K $147K
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

SELL
 -
-536
- 14.81%
$27.2K - $31.9K
3.08K $82.8K
Feb 09, 2021 Q4 2020
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-547
- 2.78%
$27.8K - $32.6K
19.1K $515K
Jan 28, 2021 Q4 2020
Asset Dedication, LLC

SELL
 -
-563
- 0.95%
$28.6K - $33.5K
58.8K $1.58M
Jan 29, 2021 Q4 2020
Central Trust CO

Jefferson City, MO
SELL
 -
-575
- 86.99%
$29.2K - $34.2K
86 $2.31K
Feb 01, 2021 Q4 2020
Bernardo Wealth Planning LLC

SELL
 -
-600
- 5.42%
$30.5K - $35.7K
10.5K $282K
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-620
Closed
$31.5K - $36.9K
0 $0
Jan 25, 2021 Q4 2020
Juncture Wealth Strategies, LLC

SELL
 -
-626
- 8.66%
$31.8K - $37.3K
6.6K $178K
Feb 01, 2021 Q4 2020
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-665
- 13.68%
$33.8K - $39.6K
4.2K $113K
Feb 25, 2021 Q4 2020
Patton Albertson Miller Group, LLC

SELL
 -
-700
- 4.24%
$35.6K - $41.7K
15.8K $425K
Feb 09, 2021 Q4 2020
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-705
- 0.9%
$35.8K - $42K
77.8K $2.09M
Jan 27, 2021 Q4 2020
Cwm, LLC

SELL
 -
-715
- 6.71%
$36.3K - $42.6K
9.94K $267K
Feb 09, 2021 Q4 2020
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-751
- 7.47%
$38.2K - $44.7K
9.31K $250K
Feb 17, 2021 Q4 2020
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-754
Closed
$38.3K - $44.9K
0 $0
Feb 01, 2021 Q4 2020
Ackerman Capital Advisors, LLC

SELL
 -
-769
- 0.66%
$39.1K - $45.8K
115K $3.09M
Feb 16, 2021 Q4 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-803
- 2.43%
$40.8K - $47.8K
32.3K $867K
Feb 10, 2021 Q4 2020
Intrust Bank Na

Wichita, KS
SELL
 -
-818
- 16.62%
$41.6K - $48.7K
4.1K $110K
Jan 26, 2021 Q4 2020
Northwest Investment Counselors, LLC

SELL
 -
-828
Closed
$42.1K - $49.3K
0 $0
Feb 12, 2021 Q4 2020
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-850
Closed
$43.2K - $50.6K
0 $0
Feb 11, 2021 Q4 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-853
- 5.15%
$43.4K - $50.8K
15.7K $422K

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