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 25, 2021
Q4 2020
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.2K- 18.42% |
$315K - $369K
|
27.4K
$743K
|
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.54K- 18.51% |
$332K - $389K
|
28.8K
$780K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.65K- 48.56% |
$338K - $396K
|
7.05K
$191K
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-8.01K- 99.58% |
$407K - $477K
|
34
$921
|
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.16K- 16.29% |
$415K - $486K
|
41.9K
$1.14M
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.09K- 1.82% |
$462K - $541K
|
490K
$13.3M
|
|
|
Dec 19, 2024
Q4 2020
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.79K- 12.93% |
$497K - $583K
|
65.9K
$1.79M
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10.1KClosed |
$511K - $599K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Total Wealth Planning, LLC
|
SELL
|
- |
-10.1K- 6.96% |
$512K - $600K
|
135K
$3.65M
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.4K- 77.48% |
$529K - $620K
|
3.03K
$82K
|
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$530K - $621K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Madden Securities Corp
|
SELL
|
- |
-12.2K- 69.68% |
$621K - $728K
|
5.32K
$144K
|
|
|
Feb 08, 2021
Q4 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-12.5K- 55.92% |
$634K - $743K
|
9.84K
$266K
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-13.3KClosed |
$676K - $792K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-13.5K- 20.81% |
$685K - $802K
|
51.3K
$1.39M
|
|
|
Feb 16, 2021
Q4 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-15.8K- 21.7% |
$804K - $942K
|
57.1K
$1.55M
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16.9K- 73.96% |
$859K - $1.01M
|
5.95K
$161K
|
|
|
Feb 04, 2021
Q4 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-17K- 50.52% |
$862K - $1.01M
|
16.6K
$450K
|
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 3.79% |
$875K - $1.02M
|
437K
$11.8M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-19.2K- 68.36% |
$974K - $1.14M
|
8.87K
$240K
|
|
|
Jan 22, 2021
Q4 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-24.3K- 50.6% |
$1.24M - $1.45M
|
23.7K
$643K
|
|
|
Jan 27, 2021
Q4 2020
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-24.5K- 14.01% |
$1.24M - $1.46M
|
150K
$4.07M
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-27.6K- 34.77% |
$1.4M - $1.64M
|
51.7K
$1.4M
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-30.6KClosed |
$1.56M - $1.82M
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.3K- 38.23% |
$1.74M - $2.04M
|
55.4K
$1.5M
|
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-35.3K- 59.2% |
$1.79M - $2.1M
|
24.3K
$659K
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-44.2K- 3.24% |
$2.25M - $2.63M
|
1.32M
$35.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.2K- 88.11% |
$2.71M - $3.17M
|
7.18K
$194K
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59K- 7.18% |
$3M - $3.51M
|
763K
$20.7M
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.2K- 42.54% |
$3.06M - $3.58M
|
81.3K
$2.2M
|
|
|
Feb 09, 2021
Q4 2020
|
Gunma Bank,Ltd.
|
SELL
|
- |
-72KClosed |
$3.66M - $4.29M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-114K- 59.6% |
$5.81M - $6.8M
|
77.5K
$2.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-133K- 14.43% |
$6.75M - $7.91M
|
788K
$21.3M
|
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
SELL
|
- |
-148K- 85.94% |
$7.51M - $8.79M
|
24.2K
$655K
|
|
|
Jan 21, 2021
Q4 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-218K- 90.67% |
$11.1M - $13M
|
22.4K
$608K
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-268KClosed |
$13.6M - $16M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-467K- 6.91% |
$23.8M - $27.8M
|
6.3M
$171M
|