Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
606K+ 108.76% |
N/A
|
1.16M
$86M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
553K+ 12.23% |
N/A
|
5.08M
$376M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
523K+ 4213.76% |
N/A
|
535K
$39.6M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 71.17% |
N/A
|
1.16M
$86M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
282K+ 14.98% |
N/A
|
2.16M
$160M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
259K+ 4.03% |
N/A
|
6.69M
$495M
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
253K+ 35.58% |
N/A
|
964K
$71.3M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
219K+ 147.63% |
N/A
|
367K
$27.2M
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
212KNew |
N/A
|
212K
$15.7M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
206K+ 10.43% |
N/A
|
2.18M
$162M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
196K+ 3.8% |
N/A
|
5.36M
$396M
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
129K+ 12213.74% |
N/A
|
130K
$9.61M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
113K+ 71.9% |
N/A
|
270K
$20M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
107KNew |
N/A
|
107K
$7.94M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
91.6K+ 37.51% |
N/A
|
336K
$24.9M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90.7K+ 57.15% |
N/A
|
249K
$18.4M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82K+ 7.1% |
N/A
|
1.24M
$91.6M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
66.6K+ 1.2% |
N/A
|
5.63M
$416M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
66.4K+ 120.94% |
N/A
|
121K
$8.98M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
62.8K+ 7.17% |
N/A
|
939K
$69.5M
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
61.2K+ 11.28% |
N/A
|
603K
$44.6M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
60.7K+ 30.14% |
N/A
|
262K
$19.4M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.7K+ 1.63% |
N/A
|
3.34M
$247M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52.9K+ 19.47% |
N/A
|
325K
$24M
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
49.8KNew |
N/A
|
49.8K
$3.68M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.2KNew |
N/A
|
48.2K
$3.57M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48.2K+ 142.27% |
N/A
|
82K
$6.07M
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
48KNew |
N/A
|
48K
$3.55M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
43.9K+ 106.22% |
N/A
|
85.2K
$6.31M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
41K+ 78.72% |
N/A
|
93.1K
$6.89M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
40.8K+ 15.32% |
N/A
|
307K
$22.7M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.8KNew |
N/A
|
40.8K
$3.02M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
39.9KNew |
N/A
|
39.9K
$2.95M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39.3K+ 3.26% |
N/A
|
1.24M
$91.9M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
38.8K+ 63.74% |
N/A
|
99.7K
$7.38M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
37.3K+ 30.67% |
N/A
|
159K
$11.8M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.9K+ 3.02% |
N/A
|
1.23M
$90.7M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
35.4KNew |
N/A
|
35.4K
$2.62M
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
34.7KNew |
N/A
|
34.7K
$2.57M
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
33.5KNew |
N/A
|
33.5K
$2.48M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
33.2K+ 308.0% |
N/A
|
43.9K
$3.25M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
33.1K+ 85.42% |
N/A
|
71.9K
$5.32M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.9K+ 89.64% |
N/A
|
69.5K
$5.14M
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
28KNew |
N/A
|
28K
$2.07M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 6.05% |
N/A
|
486K
$36M
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
26.9K+ 11.35% |
N/A
|
264K
$19.5M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.8K+ 5.29% |
N/A
|
494K
$36.6M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.6K+ 145.32% |
N/A
|
36.5K
$2.7M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 30.32% |
N/A
|
91.2K
$6.75M
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
20.6K+ 9.23% |
N/A
|
244K
$18.1M
|