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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
184+ 0.73% |
N/A
|
25.5K
$1.89M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
181+ 102.26% |
N/A
|
358
$26.5K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 4350.0% |
N/A
|
178
$13.2K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
164+ 14.3% |
N/A
|
1.31K
$97K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
162+ 1.72% |
N/A
|
9.58K
$709K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
156New |
N/A
|
156
$11.5K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
143+ 2.26% |
N/A
|
6.48K
$479K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
136+ 4.27% |
N/A
|
3.32K
$246K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
134+ 2.91% |
N/A
|
4.74K
$351K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132+ 6.51% |
N/A
|
2.16K
$160K
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
130+ 5.24% |
N/A
|
2.61K
$193K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
118+ 0.37% |
N/A
|
31.9K
$2.36M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
117+ 0.72% |
N/A
|
16.3K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
110+ 1.34% |
N/A
|
8.32K
$615K
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 16.39% |
N/A
|
710
$52.5K
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
80+ 2.03% |
N/A
|
4.02K
$297K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
78+ 1.23% |
N/A
|
6.45K
$477K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
74+ 60.16% |
N/A
|
197
$14.6K
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
73+ 1.49% |
N/A
|
4.97K
$368K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 4.23% |
N/A
|
1.72K
$127K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67+ 0.72% |
N/A
|
9.31K
$689K
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
67+ 1.63% |
N/A
|
4.18K
$309K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 0.1% |
N/A
|
65K
$4.81M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 0.1% |
N/A
|
65K
$4.81M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
66+ 0.24% |
N/A
|
27.5K
$2.03M
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
61+ 17.04% |
N/A
|
419
$31K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
55+ 0.2% |
N/A
|
28K
$2.07M
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
51+ 0.43% |
N/A
|
11.8K
$872K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
47+ 0.16% |
N/A
|
28.9K
$2.14M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
43+ 1.41% |
N/A
|
3.1K
$229K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
43+ 5.8% |
N/A
|
784
$58K
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
41+ 1.32% |
N/A
|
3.14K
$232K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 1.56% |
N/A
|
2.67K
$197K
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
BUY
|
- |
37+ 0.66% |
N/A
|
5.63K
$417K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
37+ 0.86% |
N/A
|
4.34K
$321K
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
36+ 0.44% |
N/A
|
8.18K
$605K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
35New |
N/A
|
35
$2.59K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34+ 0.38% |
N/A
|
9.07K
$671K
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
31+ 0.35% |
N/A
|
8.88K
$657K
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
29+ 0.25% |
N/A
|
11.5K
$853K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
29New |
N/A
|
29
$2.14K
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
26+ 0.21% |
N/A
|
12.5K
$927K
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
23+ 0.08% |
N/A
|
30.6K
$2.26M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
22+ 0.07% |
N/A
|
30.7K
$2.27M
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
22+ 0.4% |
N/A
|
5.49K
$406K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 0.94% |
N/A
|
2.25K
$166K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20+ 0.34% |
N/A
|
5.89K
$436K
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
19+ 0.43% |
N/A
|
4.44K
$328K
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
17+ 0.31% |
N/A
|
5.44K
$403K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
17New |
N/A
|
17
$1.26K
|