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
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.73K+ 2.52% |
N/A
|
111K
$8.21M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 1.89% |
N/A
|
147K
$10.8M
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.72K+ 6.34% |
N/A
|
45.5K
$3.37M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.65K+ 50.65% |
N/A
|
7.89K
$584K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.61K+ 4.58% |
N/A
|
59.5K
$4.4M
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
2.6K+ 6.02% |
N/A
|
45.9K
$3.39M
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.58K+ 7.89% |
N/A
|
35.3K
$2.61M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.52K+ 0.6% |
N/A
|
422K
$31.2M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5K+ 78.08% |
N/A
|
5.7K
$422K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.41K+ 1.76% |
N/A
|
139K
$10.3M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.4K+ 5.08% |
N/A
|
49.6K
$3.67M
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
2.36K+ 8.13% |
N/A
|
31.3K
$2.32M
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.24K+ 4.57% |
N/A
|
51.3K
$3.8M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.13K+ 2.53% |
N/A
|
86.1K
$6.37M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.88K+ 2.77% |
N/A
|
69.7K
$5.16M
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.87K+ 2.85% |
N/A
|
67.6K
$5M
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.84K+ 4.71% |
N/A
|
40.8K
$3.02M
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.77K+ 15.74% |
N/A
|
13K
$964K
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
1.61K+ 1.4% |
N/A
|
117K
$8.64M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.6K+ 41.1% |
N/A
|
5.5K
$407K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 37.09% |
N/A
|
5.72K
$423K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.53K+ 52.96% |
N/A
|
4.42K
$327K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 23.4% |
N/A
|
8.07K
$597K
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51K+ 1.31% |
N/A
|
116K
$8.6M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.45K+ 10.08% |
N/A
|
15.8K
$1.17M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 4.28% |
N/A
|
33.9K
$2.5M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.36K+ 35.08% |
N/A
|
5.22K
$386K
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.33K+ 21.22% |
N/A
|
7.6K
$562K
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
1.33K+ 1.22% |
N/A
|
110K
$8.13M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.28K+ 219.32% |
N/A
|
1.87K
$138K
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.26K+ 4.22% |
N/A
|
31.1K
$2.3M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.24K+ 10.96% |
N/A
|
12.5K
$927K
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.23K+ 0.24% |
N/A
|
517K
$38.2M
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.18K+ 4.7% |
N/A
|
26.3K
$1.95M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.15K+ 21.01% |
N/A
|
6.59K
$488K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 10.09% |
N/A
|
11.8K
$871K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.07K+ 13.29% |
N/A
|
9.09K
$672K
|
|
May 12, 2022
Q1 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 25.7% |
N/A
|
5.13K
$379K
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03K+ 2.32% |
N/A
|
45.5K
$3.36M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.02K+ 0.56% |
N/A
|
185K
$13.7M
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1K+ 15.17% |
N/A
|
7.61K
$563K
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
997+ 15.2% |
N/A
|
7.56K
$559K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
993+ 8.49% |
N/A
|
12.7K
$939K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
942+ 5233.33% |
N/A
|
960
$71K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
906+ 57.45% |
N/A
|
2.48K
$184K
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
905+ 9.54% |
N/A
|
10.4K
$769K
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
900New |
N/A
|
900
$66.6K
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
896+ 1.9% |
N/A
|
48.2K
$3.56M
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
878+ 15.53% |
N/A
|
6.53K
$483K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
851+ 472.78% |
N/A
|
1.03K
$76.3K
|