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 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36- 0.11% |
N/A
|
31.7K
$2.34M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-38- 55.07% |
N/A
|
31
$2.29K
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-48- 0.08% |
N/A
|
58.5K
$4.33M
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-48- 0.26% |
N/A
|
18.3K
$1.35M
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-50- 0.15% |
N/A
|
34.1K
$2.52M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54- 0.74% |
N/A
|
7.22K
$534K
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-54- 1.75% |
N/A
|
3.04K
$225K
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-58- 0.49% |
N/A
|
11.8K
$873K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-64- 1.79% |
N/A
|
3.51K
$260K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-66- 0.34% |
N/A
|
19.1K
$1.41M
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-72- 35.47% |
N/A
|
131
$9.69K
|
|
Apr 22, 2022
Q1 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-73- 0.44% |
N/A
|
16.5K
$1.22M
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-84- 0.4% |
N/A
|
20.9K
$1.55M
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-85- 0.3% |
N/A
|
28.3K
$2.1M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-101- 5.36% |
N/A
|
1.79K
$132K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-103- 1.61% |
N/A
|
6.28K
$465K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-105- 5.93% |
N/A
|
1.67K
$123K
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-107- 0.52% |
N/A
|
20.5K
$1.52M
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-114- 1.08% |
N/A
|
10.4K
$773K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-126- 1.72% |
N/A
|
7.21K
$533K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-128- 0.18% |
N/A
|
72.7K
$5.37M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-140- 0.96% |
N/A
|
14.5K
$1.07M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-141- 3.71% |
N/A
|
3.66K
$271K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-150- 21.37% |
N/A
|
552
$40.8K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-151- 1.12% |
N/A
|
13.3K
$987K
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-154- 1.76% |
N/A
|
8.61K
$637K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-163- 1.26% |
N/A
|
12.7K
$941K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-163- 7.04% |
N/A
|
2.15K
$159K
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-174- 0.05% |
N/A
|
385K
$28.4M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-187- 5.86% |
N/A
|
3.01K
$222K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-195- 1.92% |
N/A
|
9.99K
$738K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-202- 2.56% |
N/A
|
7.68K
$568K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-209- 68.98% |
N/A
|
94
$6.95K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-210- 3.11% |
N/A
|
6.54K
$484K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-211- 6.0% |
N/A
|
3.31K
$244K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-220- 3.26% |
N/A
|
6.54K
$484K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-230- 3.3% |
N/A
|
6.74K
$499K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-230- 6.11% |
N/A
|
3.54K
$261K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-234- 1.51% |
N/A
|
15.3K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-239- 5.66% |
N/A
|
3.98K
$295K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-242- 19.28% |
N/A
|
1.01K
$74.9K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-254- 4.6% |
N/A
|
5.27K
$390K
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-297- 0.46% |
N/A
|
64.8K
$4.79M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-311Closed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-317- 0.67% |
N/A
|
47.1K
$3.48M
|