Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
837K+ 68.92% |
N/A
|
2.05M
$152M
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
518K+ 10.49% |
N/A
|
5.45M
$403M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
453KNew |
N/A
|
453K
$33.5M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
332K+ 24.52% |
N/A
|
1.68M
$125M
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
293KNew |
N/A
|
293K
$21.7M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
266K+ 151.57% |
N/A
|
441K
$32.7M
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
206K+ 3.91% |
N/A
|
5.48M
$406M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
179K+ 4.15% |
N/A
|
4.48M
$332M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172KNew |
N/A
|
172K
$12.8M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
145K+ 15.24% |
N/A
|
1.1M
$81M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 15.3% |
N/A
|
956K
$70.7M
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
117K+ 125.67% |
N/A
|
210K
$15.6M
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
116K+ 415.0% |
N/A
|
144K
$10.7M
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
BUY
|
- |
113KNew |
N/A
|
113K
$8.33M
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
102K+ 2771.83% |
N/A
|
105K
$7.79M
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
93.5KNew |
N/A
|
93.5K
$6.92M
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
80.4K+ 7.45% |
N/A
|
1.16M
$85.8M
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
78K+ 41.07% |
N/A
|
268K
$19.8M
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
69.9K+ 13.83% |
N/A
|
575K
$42.6M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.8KNew |
N/A
|
66.8K
$4.94M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
64.7K+ 13.23% |
N/A
|
554K
$41M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63.6K+ 2.07% |
N/A
|
3.13M
$232M
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
57.3K+ 18.88% |
N/A
|
361K
$26.7M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
56K+ 41.74% |
N/A
|
190K
$14.1M
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
49.2K+ 33.58% |
N/A
|
196K
$14.5M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
48.1K+ 38.47% |
N/A
|
173K
$12.8M
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.3K+ 28.54% |
N/A
|
204K
$15.1M
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
44.5K+ 8.24% |
N/A
|
584K
$43.2M
|
|
Aug 12, 2021
Q2 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.9K+ 5.5% |
N/A
|
785K
$58.1M
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
36.9K+ 24.77% |
N/A
|
186K
$13.7M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.6K+ 9.98% |
N/A
|
403K
$29.8M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.9K+ 6.48% |
N/A
|
540K
$40M
|
|
Jul 16, 2021
Q2 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
26.1K+ 14.95% |
N/A
|
201K
$14.9M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.4KNew |
N/A
|
24.4K
$1.8M
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
23.3K+ 20.02% |
N/A
|
140K
$10.4M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23K+ 19.43% |
N/A
|
142K
$10.5M
|
|
Jul 13, 2021
Q2 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
22.6K+ 13.8% |
N/A
|
186K
$13.8M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 5.48% |
N/A
|
433K
$32M
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
22.5K+ 51.18% |
N/A
|
66.4K
$4.92M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 1.13% |
N/A
|
1.9M
$141M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 16.88% |
N/A
|
143K
$10.6M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 9.7% |
N/A
|
220K
$16.3M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 15.14% |
N/A
|
146K
$10.8M
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
18.9K+ 13.46% |
N/A
|
159K
$11.8M
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.7K+ 159.94% |
N/A
|
30.3K
$2.25M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.6K+ 4.0% |
N/A
|
482K
$35.7M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 194.6% |
N/A
|
26.7K
$1.98M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
17.5K+ 167.49% |
N/A
|
27.9K
$2.06M
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17.4K+ 4.51% |
N/A
|
403K
$29.9M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$1.12M
|