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
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
563+ 2.99% |
N/A
|
19.4K
$1.43M
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
531+ 0.91% |
N/A
|
58.6K
$4.33M
|
|
Aug 12, 2021
Q2 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
525+ 7.01% |
N/A
|
8.02K
$593K
|
|
Aug 13, 2021
Q2 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
500+ 30.86% |
N/A
|
2.12K
$157K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
482+ 13.38% |
N/A
|
4.08K
$302K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
475+ 2.17% |
N/A
|
22.3K
$1.65M
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
467New |
N/A
|
467
$34.5K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
467+ 6.33% |
N/A
|
7.85K
$580K
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
458+ 0.75% |
N/A
|
61.4K
$4.54M
|
|
Aug 13, 2021
Q2 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
455+ 0.97% |
N/A
|
47.6K
$3.52M
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
425+ 20.68% |
N/A
|
2.48K
$183K
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
408+ 0.5% |
N/A
|
82.3K
$6.09M
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
406New |
N/A
|
406
$30K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
394+ 108.84% |
N/A
|
756
$55.9K
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
373+ 9.08% |
N/A
|
4.48K
$331K
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
363+ 72.6% |
N/A
|
863
$63.8K
|
|
Jul 29, 2021
Q2 2021
|
Everett Harris & CO
|
BUY
|
- |
350+ 7.95% |
N/A
|
4.75K
$351K
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
349+ 6.86% |
N/A
|
5.44K
$402K
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
343+ 0.86% |
N/A
|
40.1K
$2.96M
|
|
Aug 13, 2021
Q2 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
306+ 6.24% |
N/A
|
5.21K
$385K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
300+ 2.75% |
N/A
|
11.2K
$829K
|
|
Aug 04, 2021
Q2 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285+ 87.69% |
N/A
|
610
$45.1K
|
|
Jul 30, 2021
Q2 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
276+ 2.37% |
N/A
|
11.9K
$882K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250+ 2083.33% |
N/A
|
262
$19.4K
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
231+ 7.23% |
N/A
|
3.42K
$253K
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
228+ 30.04% |
N/A
|
987
$73K
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
225+ 0.8% |
N/A
|
28.4K
$2.1M
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
218+ 4.13% |
N/A
|
5.5K
$407K
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
202+ 0.54% |
N/A
|
37.9K
$2.8M
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200+ 5.44% |
N/A
|
3.88K
$287K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
189+ 5.84% |
N/A
|
3.43K
$253K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
188+ 1.53% |
N/A
|
12.4K
$920K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
173New |
N/A
|
173
$12.8K
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
162+ 0.22% |
N/A
|
75.5K
$5.58M
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
159+ 0.52% |
N/A
|
30.6K
$2.26M
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
BUY
|
- |
146+ 0.48% |
N/A
|
30.9K
$2.28M
|
|
Jul 13, 2021
Q2 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
140+ 1.72% |
N/A
|
8.27K
$612K
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
133New |
N/A
|
133
$9.84K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
118+ 22.48% |
N/A
|
643
$47.6K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
116New |
N/A
|
116
$8.58K
|
|
Jul 20, 2021
Q2 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
114+ 1.93% |
N/A
|
6.01K
$444K
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
113+ 0.22% |
N/A
|
50.6K
$3.74M
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
BUY
|
- |
110+ 0.1% |
N/A
|
108K
$8.02M
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
107+ 5.33% |
N/A
|
2.12K
$156K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
106+ 23.77% |
N/A
|
552
$40.8K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 0.34% |
N/A
|
30.3K
$2.24M
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 1.61% |
N/A
|
6.3K
$466K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100+ 25.64% |
N/A
|
490
$36.2K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99+ 0.8% |
N/A
|
12.4K
$918K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
93New |
N/A
|
93
$6.88K
|