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 |
---|---|---|---|---|---|---|---|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-16.4K- 63.57% |
N/A
|
9.41K
$696K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16.6K- 25.83% |
N/A
|
47.7K
$3.53M
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-17.9K- 5.24% |
N/A
|
324K
$24M
|
|
Jul 29, 2021
Q2 2021
|
Conning Inc.
|
SELL
|
- |
-18.5K- 28.76% |
N/A
|
45.7K
$3.38M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.8K- 12.36% |
N/A
|
140K
$10.4M
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-20.8K- 82.09% |
N/A
|
4.55K
$336K
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-21.6KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-22.1K- 3.34% |
N/A
|
640K
$47.3M
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-22.6KClosed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-24.1K- 50.28% |
N/A
|
23.8K
$1.76M
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 24.59% |
N/A
|
89.3K
$6.6M
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.1K- 20.16% |
N/A
|
119K
$8.81M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.8K- 35.42% |
N/A
|
58K
$4.29M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.9KClosed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-37.4K- 22.25% |
N/A
|
131K
$9.66M
|
|
Aug 05, 2021
Q2 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40K- 58.82% |
N/A
|
28K
$2.07M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-86.7K- 6.93% |
N/A
|
1.17M
$86.2M
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-93.2K- 6.13% |
N/A
|
1.43M
$106M
|
|
Aug 05, 2021
Q2 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-100K- 48.59% |
N/A
|
106K
$7.85M
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-122K- 4.83% |
N/A
|
2.41M
$178M
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-169K- 77.71% |
N/A
|
48.4K
$3.58M
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-255K- 59.24% |
N/A
|
175K
$13M
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-314K- 73.96% |
N/A
|
111K
$8.18M
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.26M- 15.7% |
N/A
|
28.2M
$2.09B
|