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 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139+ 0.55% |
$9.44K - $10.2K
|
25.3K
$656K
|
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
126+ 2.04% |
$8.56K - $9.24K
|
6.32K
$164K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
126+ 1.46% |
$8.56K - $9.24K
|
8.77K
$228K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
119New |
$8.08K - $8.72K
|
119
$3.09K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
118+ 2.36% |
$8.01K - $8.65K
|
5.11K
$133K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
114+ 0.89% |
$7.74K - $8.36K
|
12.9K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 2.23% |
$7.27K - $7.84K
|
4.9K
$127K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
107+ 0.84% |
$7.27K - $7.84K
|
12.9K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
103+ 0.52% |
$6.99K - $7.55K
|
20K
$520K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
101New |
$6.86K - $7.4K
|
101
$2.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100New |
$6.79K - $7.33K
|
100
$2.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.79K - $7.33K
|
100
$2.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
79+ 12.68% |
$5.36K - $5.79K
|
702
$18.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
78+ 1.2% |
$5.3K - $5.72K
|
6.55K
$170K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
76+ 2.17% |
$5.16K - $5.57K
|
3.58K
$92.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
75+ 71.43% |
$5.09K - $5.5K
|
180
$4.68K
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
66+ 0.56% |
$4.48K - $4.84K
|
11.9K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 0.74% |
$4.07K - $4.4K
|
8.21K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
53+ 0.18% |
$3.6K - $3.88K
|
29.8K
$775K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.09% |
$3.6K - $3.88K
|
56.2K
$1.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 2.39% |
$3.53K - $3.81K
|
2.23K
$57.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
47New |
$3.19K - $3.45K
|
47
$1.22K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
47+ 0.3% |
$3.19K - $3.45K
|
15.7K
$408K
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
46+ 0.57% |
$3.12K - $3.37K
|
8.15K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45+ 0.24% |
$3.06K - $3.3K
|
18.8K
$488K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 51.25% |
$2.78K - $3.01K
|
121
$3.14K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.14% |
$2.65K - $2.86K
|
28K
$727K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
38+ 122.58% |
$2.58K - $2.79K
|
69
$1.79K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
37+ 0.55% |
$2.51K - $2.71K
|
6.75K
$175K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
36New |
$2.44K - $2.64K
|
36
$935
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
35+ 12.96% |
$2.38K - $2.57K
|
305
$7.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
35+ 54.69% |
$2.38K - $2.57K
|
99
$2.57K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
33+ 0.99% |
$2.24K - $2.42K
|
3.36K
$87.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
32+ 0.58% |
$2.17K - $2.35K
|
5.6K
$145K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30+ 0.47% |
$2.04K - $2.2K
|
6.41K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30+ 0.24% |
$2.04K - $2.2K
|
12.6K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27+ 0.46% |
$1.83K - $1.98K
|
5.87K
$152K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.57% |
$1.77K - $1.91K
|
4.6K
$119K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
25+ 0.11% |
$1.7K - $1.83K
|
22.3K
$579K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
25+ 0.57% |
$1.7K - $1.83K
|
4.42K
$115K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 1.74% |
$1.43K - $1.54K
|
1.23K
$31.9K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
21+ 0.81% |
$1.43K - $1.54K
|
2.63K
$68.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 0.57% |
$1.02K - $1.1K
|
2.64K
$68.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13+ 0.34% |
$883 - $953
|
3.84K
$99.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.06% |
$815 - $880
|
1.15K
$29.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10+ 0.1% |
$679 - $733
|
9.96K
$259K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10New |
$679 - $733
|
10
$260
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9+ 0.3% |
$611 - $660
|
3K
$78K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8+ 0.39% |
$543 - $586
|
2.03K
$52.8K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
8+ 0.2% |
$543 - $586
|
3.95K
$103K
|