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 10, 2021 Q4 2020
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-861
- 56.61%
$43.8K - $51.3K
660 $17.7K
Feb 05, 2021 Q4 2020
Tortoise Investment Management, LLC

SELL
 -
-905
- 4.32%
$46K - $53.9K
20.1K $539K
Jan 20, 2021 Q4 2020
Ellis Investment Partners, LLC

SELL
 -
-949
- 81.74%
$48.2K - $56.5K
212 $5.7K
Feb 12, 2021 Q4 2020
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-1K
Closed
$50.8K - $59.5K
0 $0
Feb 12, 2021 Q4 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-1K
- 35.46%
$50.8K - $59.5K
1.82K $48.9K
Feb 17, 2021 Q4 2020
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-1K
- 5.46%
$51K - $59.7K
17.4K $467K
Mar 04, 2021 Q4 2020
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-1.02K
- 12.13%
$51.8K - $60.7K
7.38K $198K
Feb 10, 2021 Q4 2020
Vista Capital Partners, Inc.

SELL
 -
-1.02K
- 15.38%
$52K - $60.9K
5.63K $151K
Jan 15, 2021 Q4 2020
Private Capital Management LLC

SELL
 -
-1.05K
- 4.07%
$53.6K - $62.7K
24.8K $667K
Feb 08, 2021 Q4 2020
Sja Financial Advisory, LLC

SELL
 -
-1.07K
- 2.55%
$54.5K - $63.9K
41K $1.1M
Jan 26, 2021 Q4 2020
Csenge Advisory Group

SELL
 -
-1.26K
- 19.17%
$64.2K - $75.2K
5.33K $143K
Jan 29, 2021 Q4 2020
Newman Dignan & Sheerar, Inc.

SELL
 -
-1.34K
- 1.1%
$68K - $79.6K
121K $3.24M
Jan 28, 2021 Q4 2020
Courage Miller Partners, LLC

SELL
 -
-1.36K
- 2.19%
$69.2K - $81.1K
60.8K $1.63M
Feb 04, 2021 Q4 2020
Advisor Net Financial, Inc

SELL
 -
-1.41K
- 10.98%
$71.8K - $84.1K
11.4K $308K
Jan 21, 2021 Q4 2020
Blue Bell Private Wealth Management, LLC

SELL
 -
-1.48K
- 2.89%
$75.1K - $87.9K
49.6K $1.33M
Feb 16, 2021 Q4 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-1.52K
- 8.32%
$77K - $90.2K
16.7K $449K
Feb 12, 2021 Q4 2020
Main Management ETF Advisors, LLC

San Francisco, CA
SELL
 -
-1.61K
- 0.27%
$81.8K - $95.8K
597K $16.1M
Feb 01, 2021 Q4 2020
Brand Asset Management Group, Inc.

SELL
 -
-1.66K
- 2.03%
$84.6K - $99.1K
80.3K $2.16M
Feb 12, 2021 Q4 2020
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-1.75K
- 16.31%
$89.1K - $104K
9K $242K
Feb 03, 2021 Q4 2020
Mufg Americas Holdings Corp

SELL
 -
-1.77K
- 0.34%
$90.1K - $106K
520K $14M
Dec 01, 2022 Q4 2020
Mufg Americas Holdings Corp

SELL
 -
-1.77K
- 0.34%
$90.1K - $106K
520K $14M
Feb 09, 2021 Q4 2020
Princeton Global Asset Management LLC

SELL
 -
-1.86K
- 22.9%
$94.7K - $111K
6.27K $169K
Feb 08, 2021 Q4 2020
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-1.92K
- 18.89%
$97.3K - $114K
8.22K $221K
Feb 17, 2021 Q4 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.09K
- 5.23%
$106K - $124K
37.8K $1.02M
Feb 08, 2021 Q4 2020
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-2.13K
- 4.07%
$108K - $127K
50K $1.35M
Feb 16, 2021 Q4 2020
Fifth Third Bancorp

SELL
 -
-2.23K
- 93.22%
$113K - $133K
162 $4.35K
Jan 25, 2021 Q4 2020
Vanguard Capital Wealth Advisors

SELL
 -
-2.38K
- 33.53%
$121K - $142K
4.71K $127K
Feb 04, 2021 Q4 2020
Bergan Kdv Wealth Management, LLC

SELL
 -
-2.4K
- 3.33%
$122K - $143K
69.7K $1.87M
Feb 12, 2021 Q4 2020
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-2.64K
- 1.84%
$134K - $157K
141K $3.78M
Feb 08, 2021 Q4 2020
Teamwork Financial Advisors, LLC

SELL
 -
-2.66K
- 11.65%
$135K - $158K
20.2K $543K
Jan 14, 2021 Q4 2020
Larson Financial Group LLC

SELL
 -
-2.77K
- 62.87%
$141K - $165K
1.64K $43.9K
Feb 10, 2021 Q4 2020
Merriman Wealth Management, LLC

SELL
 -
-3.03K
- 14.12%
$154K - $181K
18.4K $496K
Feb 02, 2021 Q4 2020
Well Done, LLC

SELL
 -
-3.05K
- 25.81%
$155K - $181K
8.76K $235K
Feb 03, 2021 Q4 2020
Mengis Capital Management, Inc.

SELL
 -
-3.18K
- 20.93%
$162K - $190K
12K $323K
Feb 01, 2021 Q4 2020
Wt Wealth Management

SELL
 -
-3.32K
- 23.13%
$169K - $197K
11K $296K
Jan 26, 2021 Q4 2020
Prairie View Partners, LLC

SELL
 -
-3.42K
- 2.21%
$174K - $204K
151K $4.06M
Feb 11, 2021 Q4 2020
Rkl Wealth Management LLC

SELL
 -
-3.49K
- 3.61%
$177K - $208K
93.3K $2.51M
Mar 03, 2021 Q4 2020
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-3.55K
- 6.89%
$180K - $211K
48K $1.29M
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-3.74K
- 58.51%
$190K - $222K
2.65K $71.2K
Feb 12, 2021 Q4 2020
Bokf, Na

Tulsa, OK
SELL
 -
-4K
Closed
$203K - $238K
0 $0
Feb 16, 2021 Q4 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-4.04K
- 19.82%
$205K - $240K
16.3K $439K
Feb 12, 2021 Q4 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.12K
- 2.55%
$210K - $245K
157K $4.23M
Feb 09, 2021 Q4 2020
Patriot Investment Management Inc.

SELL
 -
-4.3K
Closed
$218K - $256K
0 $0
Feb 16, 2021 Q4 2020
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-4.32K
- 3.8%
$220K - $257K
109K $2.94M
Feb 17, 2021 Q4 2020
Jane Street Group, LLC

New York, NY
SELL
 -
-4.73K
Closed
$241K - $282K
0 $0
Jan 11, 2021 Q4 2020
Rvw Wealth, LLC

SELL
 -
-4.86K
Closed
$247K - $289K
0 $0
Feb 04, 2021 Q4 2020
Glassman Wealth Services

SELL
 -
-5.18K
- 5.02%
$263K - $308K
97.9K $2.63M
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-5.36K
Closed
$273K - $319K
0 $0
Feb 02, 2021 Q4 2020
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-6.12K
- 3.89%
$311K - $364K
151K $4.07M

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