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 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6K+ 8.87% |
N/A
|
73.6K
$5.44M
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
5.94K+ 8.25% |
N/A
|
78K
$5.77M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
N/A
|
5.92K
$437K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.9K+ 8.66% |
N/A
|
74.1K
$5.48M
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.76K+ 2.86% |
N/A
|
207K
$15.3M
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.68KNew |
N/A
|
5.68K
$420K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.64KNew |
N/A
|
5.64K
$417K
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
5.58K+ 6.77% |
N/A
|
87.9K
$6.5M
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.48K+ 62.19% |
N/A
|
14.3K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.42K+ 9.69% |
N/A
|
61.4K
$4.54M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.41K+ 16.87% |
N/A
|
37.5K
$2.77M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.37KNew |
N/A
|
5.37K
$397K
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5.22K+ 5.19% |
N/A
|
106K
$7.82M
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
5K+ 45.37% |
N/A
|
16K
$1.18M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
4.91K+ 31.72% |
N/A
|
20.4K
$1.51M
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.85K+ 1.79% |
N/A
|
276K
$20.4M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.72K+ 4.64% |
N/A
|
106K
$7.88M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 8.73% |
N/A
|
56.4K
$4.17M
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.46K+ 8.68% |
N/A
|
55.8K
$4.13M
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.42K+ 1.31% |
N/A
|
341K
$25.3M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.41KNew |
N/A
|
4.41K
$326K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.15K+ 41.46% |
N/A
|
14.2K
$1.05M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.08KNew |
N/A
|
4.08K
$302K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.02KNew |
N/A
|
4.02K
$297K
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
3.93KNew |
N/A
|
3.93K
$291K
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
3.91KNew |
N/A
|
3.91K
$289K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.82K+ 5.17% |
N/A
|
77.7K
$5.75M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.67KNew |
N/A
|
3.67K
$271K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.66KNew |
N/A
|
3.66K
$271K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.53K+ 19.02% |
N/A
|
22.1K
$1.63M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
3.52KNew |
N/A
|
3.52K
$261K
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.5K+ 11.36% |
N/A
|
34.3K
$2.54M
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.42K+ 7.29% |
N/A
|
50.3K
$3.72M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$253K
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
3.26K+ 38.59% |
N/A
|
11.7K
$867K
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.26K+ 7.02% |
N/A
|
49.7K
$3.68M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.24KNew |
N/A
|
3.24K
$240K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.11K+ 79.17% |
N/A
|
7.03K
$520K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.06K+ 16.09% |
N/A
|
22.1K
$1.63M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.06K+ 10.81% |
N/A
|
31.4K
$2.32M
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.05K+ 7.06% |
N/A
|
46.3K
$3.42M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.02K+ 1.9% |
N/A
|
162K
$12M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.99K+ 21.63% |
N/A
|
16.8K
$1.24M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.91K+ 3.02% |
N/A
|
99.2K
$7.33M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.87KNew |
N/A
|
2.87K
$212K
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.84K+ 15.56% |
N/A
|
21.1K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.84KNew |
N/A
|
2.84K
$210K
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$207K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 2.04% |
N/A
|
139K
$10.3M
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.74K+ 5.8% |
N/A
|
50K
$3.7M
|