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 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-254- 4.6% |
$17.2K - $18.8K
|
5.27K
$144K
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-297- 0.46% |
$20.1K - $22K
|
64.8K
$1.77M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-310Closed |
$21K - $23K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-311Closed |
$21.1K - $23.1K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-317- 0.67% |
$21.5K - $23.5K
|
47.1K
$1.29M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-331- 7.2% |
$22.4K - $24.6K
|
4.27K
$116K
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-333- 6.8% |
$22.5K - $24.7K
|
4.57K
$125K
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-345- 5.57% |
$23.4K - $25.6K
|
5.85K
$160K
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-348- 97.75% |
$23.6K - $25.8K
|
8
$218
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-354- 1.55% |
$24K - $26.3K
|
22.5K
$613K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-362- 23.48% |
$24.5K - $26.9K
|
1.18K
$32.2K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-378- 18.58% |
$25.6K - $28K
|
1.66K
$45.2K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-426- 0.93% |
$28.8K - $31.6K
|
45.5K
$1.24M
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-428- 1.02% |
$29K - $31.8K
|
41.3K
$1.13M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-429- 3.27% |
$29K - $31.8K
|
12.7K
$346K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-437Closed |
$29.6K - $32.4K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-438- 1.23% |
$29.7K - $32.5K
|
35.1K
$959K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-451- 0.35% |
$30.5K - $33.5K
|
130K
$3.55M
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-466- 6.67% |
$31.6K - $34.6K
|
6.52K
$178K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-472- 12.84% |
$32K - $35K
|
3.21K
$87.5K
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-482- 0.19% |
$32.6K - $35.8K
|
257K
$7.02M
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-482- 3.67% |
$32.6K - $35.8K
|
12.7K
$346K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-509Closed |
$34.5K - $37.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-514- 55.21% |
$34.8K - $38.1K
|
417
$11.4K
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-515Closed |
$34.9K - $38.2K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-560- 15.68% |
$37.9K - $41.5K
|
3.01K
$82.2K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-600- 16.63% |
$40.6K - $44.5K
|
3.01K
$82.1K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-600Closed |
$40.6K - $44.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-634- 71.8% |
$42.9K - $47K
|
249
$6.8K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-678- 7.24% |
$45.9K - $50.3K
|
8.69K
$237K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-693Closed |
$46.9K - $51.4K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
SELL
|
- |
-699- 14.71% |
$47.3K - $51.9K
|
4.05K
$111K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-750- 79.79% |
$50.8K - $55.6K
|
190
$5.19K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-765- 11.38% |
$51.8K - $56.8K
|
5.96K
$163K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-770- 18.13% |
$52.1K - $57.1K
|
3.48K
$94.9K
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-774- 2.12% |
$52.4K - $57.4K
|
35.7K
$973K
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-797- 6.25% |
$54K - $59.1K
|
11.9K
$326K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-817Closed |
$55.3K - $60.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-824- 5.05% |
$55.8K - $61.1K
|
15.5K
$423K
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
SELL
|
- |
-853- 3.12% |
$57.8K - $63.3K
|
26.5K
$724K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-904- 4.7% |
$61.2K - $67.1K
|
18.3K
$500K
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-920- 5.9% |
$62.3K - $68.3K
|
14.7K
$400K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-936- 1.3% |
$63.4K - $69.4K
|
70.8K
$1.93M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-985- 1.51% |
$66.7K - $73.1K
|
64.4K
$1.76M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-994- 5.08% |
$67.3K - $73.7K
|
18.6K
$507K
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.02K- 3.6% |
$68.9K - $75.5K
|
27.2K
$744K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-1.03K- 1.05% |
$69.9K - $76.6K
|
97.7K
$2.67M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.24% |
$70.8K - $77.5K
|
45.5K
$1.24M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.08KClosed |
$73.1K - $80.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 3.52% |
$73.6K - $80.6K
|
29.8K
$812K
|