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 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
N/A
|
16
$1.18K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16+ 0.42% |
N/A
|
3.85K
$285K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.19% |
N/A
|
6.38K
$472K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12+ 0.29% |
N/A
|
4.09K
$303K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.9% |
N/A
|
1.24K
$91.5K
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8+ 1.17% |
N/A
|
689
$51K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 11.48% |
N/A
|
68
$5.03K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.08% |
N/A
|
9.13K
$675K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.52% |
N/A
|
1.15K
$85.2K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
N/A
|
4.36K
$323K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
N/A
|
6
$444
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.31% |
N/A
|
1.6K
$118K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5+ 0.13% |
N/A
|
3.75K
$277K
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
5+ 4.95% |
N/A
|
106
$7.84K
|
|
Apr 11, 2022
Q1 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
N/A
|
3.59K
$266K
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.43% |
N/A
|
936
$69.2K
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
4+ 0.07% |
N/A
|
5.78K
$428K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.38% |
N/A
|
1.06K
$78.2K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.46% |
N/A
|
866
$64K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.06% |
N/A
|
5.23K
$387K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
N/A
|
1.79K
$133K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
N/A
|
5.23K
$387K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.26% |
N/A
|
1.16K
$85.4K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.44K
$402K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.46% |
N/A
|
217
$16K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.51% |
N/A
|
197
$14.6K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.23% |
N/A
|
444
$32.8K
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1+ 0.01% |
N/A
|
12.6K
$931K
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1- 0.01% |
N/A
|
8.56K
$633K
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.09% |
N/A
|
3.43K
$254K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-7- 2.07% |
N/A
|
331
$24.5K
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-7- 0.11% |
N/A
|
6.46K
$478K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7- 0.9% |
N/A
|
767
$56.7K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 7.44% |
N/A
|
112
$8.28K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.39% |
N/A
|
2.84K
$210K
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-14- 0.08% |
N/A
|
18.6K
$1.38M
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-15- 0.3% |
N/A
|
5K
$370K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-19- 2.87% |
N/A
|
643
$47.6K
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-20- 0.2% |
N/A
|
9.94K
$735K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-26- 0.51% |
N/A
|
5.09K
$376K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 9.7% |
N/A
|
270
$20K
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-31- 0.01% |
N/A
|
242K
$17.9M
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-33- 5.97% |
N/A
|
520
$38.5K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-35- 35.35% |
N/A
|
64
$4.73K
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-35- 0.62% |
N/A
|
5.59K
$413K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-36Closed |
N/A
|
0
$0
|