Purchases and Sales Made in Q4 2021 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 2021. 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 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.19KClosed |
$216K - $234K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.22KClosed |
$219K - $236K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.37K- 62.41% |
$228K - $247K
|
2.03K
$52.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.5KClosed |
$237K - $256K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.53K- 4.69% |
$240K - $259K
|
71.7K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-3.59K- 3.51% |
$244K - $263K
|
98.7K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.6K- 11.06% |
$244K - $264K
|
28.9K
$751K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.62K- 2.83% |
$246K - $265K
|
124K
$3.23M
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-3.72K- 2.83% |
$253K - $273K
|
128K
$3.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.17K- 0.8% |
$283K - $306K
|
516K
$13.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.2K- 55.58% |
$285K - $308K
|
3.36K
$87.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.49K- 4.88% |
$305K - $329K
|
87.5K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.85KClosed |
$330K - $356K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.93K- 57.99% |
$335K - $361K
|
3.57K
$92.8K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.97K- 0.9% |
$337K - $364K
|
549K
$14.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.97K- 0.9% |
$337K - $364K
|
549K
$14.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-5.02K- 13.56% |
$341K - $368K
|
32K
$831K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5.33KClosed |
$362K - $391K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.36K- 21.13% |
$364K - $393K
|
20K
$520K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.7K- 1.38% |
$387K - $418K
|
409K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.86K- 37.45% |
$398K - $429K
|
9.78K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.89K- 95.11% |
$400K - $432K
|
303
$7.87K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.09K- 12.84% |
$414K - $447K
|
41.3K
$1.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.54K- 0.12% |
$444K - $480K
|
5.56M
$144M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.71K- 14.83% |
$456K - $492K
|
38.5K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.19KClosed |
$488K - $527K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.54K- 24.83% |
$512K - $552K
|
22.8K
$593K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.82K- 4.67% |
$531K - $573K
|
160K
$4.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.09K- 5.61% |
$549K - $593K
|
136K
$3.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-8.22KClosed |
$558K - $603K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.32K- 1.53% |
$565K - $610K
|
535K
$13.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.41K- 37.67% |
$571K - $616K
|
13.9K
$361K
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-8.58K- 2.98% |
$582K - $629K
|
280K
$7.26M
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-8.83K- 3.31% |
$600K - $647K
|
258K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.77KClosed |
$664K - $716K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.93K- 17.88% |
$674K - $728K
|
45.6K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 8.79% |
$762K - $822K
|
116K
$3.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.8K- 6.5% |
$798K - $861K
|
169K
$4.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 2.91% |
$823K - $888K
|
404K
$10.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-12.4K- 22.39% |
$845K - $912K
|
43.2K
$1.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-12.8K- 15.3% |
$869K - $938K
|
70.8K
$1.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-13.6K- 9.54% |
$921K - $995K
|
129K
$3.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13.7K- 32.22% |
$931K - $1.01M
|
28.9K
$750K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.5K- 3.39% |
$1.05M - $1.13M
|
441K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-19.6K- 14.26% |
$1.33M - $1.44M
|
118K
$3.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-25.8K- 20.04% |
$1.75M - $1.89M
|
103K
$2.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.3K- 36.18% |
$1.79M - $1.93M
|
46.4K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-27.8K- 18.62% |
$1.89M - $2.04M
|
122K
$3.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-28.5KClosed |
$1.94M - $2.09M
|
0
$0
|