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 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
835+ 21.72% |
N/A
|
4.68K
$346K
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
769+ 9.82% |
N/A
|
8.6K
$636K
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
765+ 10.4% |
N/A
|
8.12K
$601K
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
719+ 1.28% |
N/A
|
56.9K
$4.21M
|
|
Apr 18, 2022
Q1 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
715+ 11.32% |
N/A
|
7.03K
$520K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
687+ 12.05% |
N/A
|
6.39K
$473K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
676+ 3.38% |
N/A
|
20.7K
$1.53M
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
641+ 4.14% |
N/A
|
16.1K
$1.19M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
640+ 257.03% |
N/A
|
889
$65.8K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
637New |
N/A
|
637
$47.1K
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
632+ 111.46% |
N/A
|
1.2K
$88.7K
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
619New |
N/A
|
619
$45.8K
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
616+ 12.25% |
N/A
|
5.65K
$418K
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
610+ 9.31% |
N/A
|
7.16K
$530K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
595+ 4.55% |
N/A
|
13.7K
$1.01M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
578+ 3.08% |
N/A
|
19.4K
$1.43M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
564+ 9.18% |
N/A
|
6.71K
$496K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
544+ 0.04% |
N/A
|
1.53M
$113M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
524+ 11.75% |
N/A
|
4.98K
$368K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
522+ 6.65% |
N/A
|
8.37K
$619K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
507+ 1.39% |
N/A
|
36.9K
$2.73M
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
503+ 8.59% |
N/A
|
6.36K
$470K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
503+ 2.92% |
N/A
|
17.8K
$1.31M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
495+ 2.05% |
N/A
|
24.6K
$1.82M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
444+ 1.76% |
N/A
|
25.7K
$1.9M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
435+ 5.05% |
N/A
|
9.04K
$669K
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
428+ 11.28% |
N/A
|
4.22K
$312K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
416+ 2.85% |
N/A
|
15K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
413+ 6.78% |
N/A
|
6.51K
$481K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
401+ 6.21% |
N/A
|
6.86K
$508K
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
369+ 4.21% |
N/A
|
9.14K
$676K
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
366+ 9.03% |
N/A
|
4.42K
$327K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
350+ 48.21% |
N/A
|
1.08K
$79.6K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
340+ 128.79% |
N/A
|
604
$44.7K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
333+ 0.67% |
N/A
|
50.3K
$3.72M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
319+ 0.17% |
N/A
|
185K
$13.7M
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
308+ 7.23% |
N/A
|
4.57K
$338K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
283+ 18.12% |
N/A
|
1.85K
$136K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
281+ 0.81% |
N/A
|
35K
$2.59M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
265New |
N/A
|
265
$19.6K
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
251+ 1.12% |
N/A
|
22.6K
$1.67M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
243+ 8.1% |
N/A
|
3.24K
$240K
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
239+ 0.26% |
N/A
|
92.5K
$6.84M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
238+ 2.67% |
N/A
|
9.15K
$676K
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
234+ 3.71% |
N/A
|
6.53K
$483K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
230+ 2.75% |
N/A
|
8.59K
$635K
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
215+ 2.21% |
N/A
|
9.96K
$736K
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
195+ 0.54% |
N/A
|
36.5K
$2.7M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
195+ 5.79% |
N/A
|
3.56K
$263K
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
190+ 2.06% |
N/A
|
9.41K
$696K
|