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 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.23K+ 54.63% |
N/A
|
6.31K
$467K
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.11K+ 3.92% |
N/A
|
56.1K
$4.15M
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.11K+ 8.27% |
N/A
|
27.6K
$2.04M
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.08K+ 66.91% |
N/A
|
5.2K
$384K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$150K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.99K+ 160.52% |
N/A
|
3.23K
$239K
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
1.97K+ 0.9% |
N/A
|
221K
$16.4M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 17.57% |
N/A
|
13K
$964K
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.93K+ 5.53% |
N/A
|
36.9K
$2.73M
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 12.77% |
N/A
|
16.9K
$1.25M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.81KNew |
N/A
|
1.81K
$134K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.75K+ 19.57% |
N/A
|
10.7K
$792K
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.75K+ 6.14% |
N/A
|
30.3K
$2.24M
|
|
Jun 02, 2022
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 32.03% |
N/A
|
7.01K
$518K
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.67K+ 3.4% |
N/A
|
50.8K
$3.76M
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.61K+ 78.77% |
N/A
|
3.66K
$271K
|
|
Aug 10, 2021
Q2 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.59K+ 25.84% |
N/A
|
7.76K
$574K
|
|
Aug 13, 2021
Q2 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.56K+ 0.72% |
N/A
|
218K
$16.2M
|
|
Aug 12, 2021
Q2 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.47K+ 0.95% |
N/A
|
157K
$11.6M
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 19.1% |
N/A
|
9.02K
$667K
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.29K+ 0.54% |
N/A
|
242K
$17.9M
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.21K+ 26.25% |
N/A
|
5.82K
$430K
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.21K+ 2.39% |
N/A
|
51.8K
$3.83M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 10.95% |
N/A
|
12K
$889K
|
|
Jul 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
BUY
|
- |
1.18K+ 2.56% |
N/A
|
47.2K
$3.49M
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.06K+ 5.6% |
N/A
|
20.1K
$1.48M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 21.63% |
N/A
|
5.79K
$428K
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
925+ 9.93% |
N/A
|
10.2K
$757K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
905+ 13.51% |
N/A
|
7.6K
$562K
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
900+ 10.9% |
N/A
|
9.16K
$677K
|
|
Aug 13, 2021
Q2 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
898+ 26.85% |
N/A
|
4.24K
$314K
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
861+ 1.07% |
N/A
|
81.5K
$6.03M
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
760New |
N/A
|
760
$56.2K
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
753+ 19.06% |
N/A
|
4.7K
$348K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
750New |
N/A
|
750
$55.5K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
722New |
N/A
|
722
$53.4K
|
|
Jul 21, 2021
Q2 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
708+ 3.59% |
N/A
|
20.5K
$1.51M
|
|
Jul 09, 2021
Q2 2021
|
Marotta Asset Management
|
BUY
|
- |
695+ 5.43% |
N/A
|
13.5K
$998K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
695+ 1139.34% |
N/A
|
756
$55.9K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
683+ 180.69% |
N/A
|
1.06K
$78.5K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
683+ 11.19% |
N/A
|
6.79K
$502K
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
668+ 0.94% |
N/A
|
71.9K
$5.32M
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
663+ 3.52% |
N/A
|
19.5K
$1.44M
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
644+ 2.45% |
N/A
|
26.9K
$1.99M
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
635+ 59.57% |
N/A
|
1.7K
$126K
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
626+ 11.51% |
N/A
|
6.06K
$448K
|
|
Aug 16, 2021
Q2 2021
|
Jentner Corp
|
BUY
|
- |
624+ 2.25% |
N/A
|
28.4K
$2.1M
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
613+ 398.05% |
N/A
|
767
$56.7K
|
|
Aug 17, 2021
Q2 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
608+ 3.04% |
N/A
|
20.6K
$1.52M
|
|
Aug 09, 2021
Q2 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
588+ 9.96% |
N/A
|
6.49K
$480K
|