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 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20+ 0.34% |
$1.35K - $1.48K
|
5.89K
$161K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
19+ 0.43% |
$1.29K - $1.41K
|
4.44K
$121K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
17New |
$1.15K - $1.26K
|
17
$464
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
17+ 0.31% |
$1.15K - $1.26K
|
5.44K
$149K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$1.08K - $1.19K
|
16
$437
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16+ 0.42% |
$1.08K - $1.19K
|
3.85K
$105K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12+ 0.29% |
$813 - $890
|
4.09K
$112K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.19% |
$813 - $890
|
6.38K
$174K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.9% |
$745 - $816
|
1.24K
$33.8K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 52.63% |
$677 - $742
|
29
$792
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8+ 1.17% |
$542 - $594
|
689
$18.8K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 11.48% |
$474 - $519
|
68
$1.86K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.08% |
$474 - $519
|
9.13K
$249K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$406 - $445
|
4.36K
$119K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$406 - $445
|
6
$164
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.52% |
$406 - $445
|
1.15K
$31.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
5+ 4.95% |
$339 - $371
|
106
$2.89K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5+ 0.13% |
$339 - $371
|
3.75K
$102K
|
|
|
Apr 11, 2022
Q1 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$339 - $371
|
3.59K
$98K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.31% |
$339 - $371
|
1.6K
$43.7K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.38% |
$271 - $297
|
1.06K
$28.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
4+ 0.07% |
$271 - $297
|
5.78K
$158K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.46% |
$271 - $297
|
866
$23.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.43% |
$271 - $297
|
936
$25.6K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
$203 - $223
|
5.23K
$143K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.06% |
$203 - $223
|
5.23K
$143K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.26% |
$203 - $223
|
1.16K
$31.5K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$203 - $223
|
1.79K
$48.9K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1+ 0.01% |
$67.7 - $74.2
|
12.6K
$343K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
$67.7 - $74.2
|
5.44K
$149K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.23% |
$67.7 - $74.2
|
444
$12.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.51% |
$67.7 - $74.2
|
197
$5.38K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.46% |
$67.7 - $74.2
|
217
$5.92K
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1- 0.01% |
$67.7 - $74.2
|
8.56K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.09% |
$203 - $223
|
3.43K
$93.7K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$271 - $297
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7- 0.9% |
$474 - $519
|
767
$20.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-7- 0.11% |
$474 - $519
|
6.46K
$176K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-7- 2.07% |
$474 - $519
|
331
$9.04K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 7.44% |
$609 - $668
|
112
$3.06K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10Closed |
$677 - $742
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.39% |
$745 - $816
|
2.84K
$77.6K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-14- 0.08% |
$948 - $1.04K
|
18.6K
$508K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$1.02K - $1.11K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-15- 0.3% |
$1.02K - $1.11K
|
5K
$136K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-19- 2.87% |
$1.29K - $1.41K
|
643
$17.6K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-20- 0.2% |
$1.35K - $1.48K
|
9.94K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-26- 0.51% |
$1.76K - $1.93K
|
5.09K
$139K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 9.7% |
$1.96K - $2.15K
|
270
$7.37K
|