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 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.33K- 1.45% |
N/A
|
90.4K
$6.68M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.4K- 1.74% |
N/A
|
79.2K
$5.85M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.47K- 1.14% |
N/A
|
127K
$9.41M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 3.63% |
N/A
|
39.4K
$2.91M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.55K- 24.55% |
N/A
|
4.76K
$352K
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.6K- 12.63% |
N/A
|
11K
$816K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.62K- 4.07% |
N/A
|
38K
$2.81M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 4.2% |
N/A
|
36.9K
$2.73M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.62K- 7.51% |
N/A
|
20K
$1.48M
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.65K- 12.13% |
N/A
|
12K
$884K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.75K- 5.48% |
N/A
|
30.2K
$2.24M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.87K- 1.82% |
N/A
|
101K
$7.47M
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.87K- 4.01% |
N/A
|
44.8K
$3.32M
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 2.65% |
N/A
|
69K
$5.1M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.92KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.16K- 39.12% |
N/A
|
3.37K
$249K
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.17K- 2.89% |
N/A
|
72.9K
$5.39M
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.19K- 29.0% |
N/A
|
5.35K
$396K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.25K- 38.53% |
N/A
|
3.59K
$265K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.33K- 2.14% |
N/A
|
107K
$7.89M
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.36K- 0.82% |
N/A
|
285K
$21.1M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.46K- 1.98% |
N/A
|
122K
$9.01M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.55K- 5.91% |
N/A
|
40.6K
$3M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.64KClosed |
N/A
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.69K- 21.91% |
N/A
|
9.6K
$710K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.72K- 5.87% |
N/A
|
43.7K
$3.23M
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2.75KClosed |
N/A
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.76KClosed |
N/A
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.77KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.9K- 38.37% |
N/A
|
4.65K
$344K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2.91K- 73.66% |
N/A
|
1.04K
$76.9K
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.02K- 45.27% |
N/A
|
3.66K
$270K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
N/A
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.09KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.11K- 38.55% |
N/A
|
4.96K
$367K
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.13KClosed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-3.16KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.35K- 44.41% |
N/A
|
4.19K
$310K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-3.36KClosed |
N/A
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.36KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.37K- 3.13% |
N/A
|
105K
$7.73M
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.39KClosed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.45K- 37.5% |
N/A
|
5.75K
$425K
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-3.48KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.74K- 18.71% |
N/A
|
16.3K
$1.2M
|