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 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-331- 7.2% |
N/A
|
4.27K
$315K
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-333- 6.8% |
N/A
|
4.57K
$338K
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-345- 5.57% |
N/A
|
5.85K
$433K
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-348- 97.75% |
N/A
|
8
$592
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-354- 1.55% |
N/A
|
22.5K
$1.66M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-362- 23.48% |
N/A
|
1.18K
$87.3K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-378- 18.58% |
N/A
|
1.66K
$122K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-426- 0.93% |
N/A
|
45.5K
$3.36M
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-428- 1.02% |
N/A
|
41.3K
$3.06M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-429- 3.27% |
N/A
|
12.7K
$938K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-437Closed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-438- 1.23% |
N/A
|
35.1K
$2.6M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-451- 0.35% |
N/A
|
130K
$9.62M
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-466- 6.67% |
N/A
|
6.52K
$482K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-472- 12.84% |
N/A
|
3.21K
$237K
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-482- 3.67% |
N/A
|
12.7K
$937K
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-482- 0.19% |
N/A
|
257K
$19M
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-509Closed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-514- 55.21% |
N/A
|
417
$30.8K
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-515Closed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-560- 15.68% |
N/A
|
3.01K
$223K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-600- 16.63% |
N/A
|
3.01K
$222K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-634- 71.8% |
N/A
|
249
$18.4K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-678- 7.24% |
N/A
|
8.69K
$643K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-693Closed |
N/A
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
SELL
|
- |
-699- 14.71% |
N/A
|
4.05K
$300K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-750- 79.79% |
N/A
|
190
$14.1K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-765- 11.38% |
N/A
|
5.96K
$441K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-770- 18.13% |
N/A
|
3.48K
$257K
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-774- 2.12% |
N/A
|
35.7K
$2.64M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-797- 6.25% |
N/A
|
11.9K
$884K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-817Closed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-824- 5.05% |
N/A
|
15.5K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
SELL
|
- |
-853- 3.12% |
N/A
|
26.5K
$1.96M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-904- 4.7% |
N/A
|
18.3K
$1.35M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-920- 5.9% |
N/A
|
14.7K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-936- 1.3% |
N/A
|
70.8K
$5.24M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-985- 1.51% |
N/A
|
64.4K
$4.76M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-994- 5.08% |
N/A
|
18.6K
$1.37M
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.02K- 3.6% |
N/A
|
27.2K
$2.01M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-1.03K- 1.05% |
N/A
|
97.7K
$7.22M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.24% |
N/A
|
45.5K
$3.37M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 3.52% |
N/A
|
29.8K
$2.2M
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.1K- 4.92% |
N/A
|
21.2K
$1.57M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.1K- 70.97% |
N/A
|
450
$33.3K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.22K- 7.62% |
N/A
|
14.8K
$1.09M
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.24K- 10.63% |
N/A
|
10.4K
$768K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.27KClosed |
N/A
|
0
$0
|