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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29.6K- 6.72% |
N/A
|
412K
$30.4M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-38.9K- 9.62% |
N/A
|
365K
$27M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.5K- 50.89% |
N/A
|
41K
$3.03M
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-45.8KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-47.7K- 31.98% |
N/A
|
101K
$7.5M
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-52.3KClosed |
N/A
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-53.6K- 57.4% |
N/A
|
39.8K
$2.94M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-54.5KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.3K- 10.89% |
N/A
|
477K
$35.3M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-59.9K- 5.68% |
N/A
|
996K
$73.6M
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-68.6K- 93.51% |
N/A
|
4.76K
$352K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-74.6K- 72.08% |
N/A
|
28.9K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-82.1K- 3.62% |
N/A
|
2.18M
$161M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-94.4K- 55.88% |
N/A
|
74.5K
$5.51M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-99.6K- 19.6% |
N/A
|
409K
$30.2M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-132KClosed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-133KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 42.17% |
N/A
|
185K
$13.7M
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-136K- 48.49% |
N/A
|
144K
$10.7M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-520K- 97.27% |
N/A
|
14.6K
$1.08M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-918K- 3.43% |
N/A
|
25.9M
$1.91B
|