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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.17% |
N/A
|
7.05K
$521K
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 16.3% |
N/A
|
77
$5.69K
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-16- 0.09% |
N/A
|
17.2K
$1.28M
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 0.99% |
N/A
|
1.99K
$147K
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27- 0.22% |
N/A
|
12.3K
$911K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28- 0.33% |
N/A
|
8.53K
$631K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-28- 10.94% |
N/A
|
228
$16.9K
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
SELL
|
- |
-28- 0.28% |
N/A
|
10.1K
$744K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-28- 0.68% |
N/A
|
4.08K
$302K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.33% |
N/A
|
8.81K
$652K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
SELL
|
- |
-30- 2.3% |
N/A
|
1.28K
$94.3K
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-35- 3.66% |
N/A
|
922
$68.2K
|
|
Jul 29, 2021
Q2 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-37- 0.04% |
N/A
|
103K
$7.63M
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-41- 5.37% |
N/A
|
722
$53.4K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-43- 36.44% |
N/A
|
75
$5.55K
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 2.14% |
N/A
|
2.29K
$169K
|
|
Oct 18, 2023
Q2 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-52- 1.63% |
N/A
|
3.13K
$232K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-56- 0.42% |
N/A
|
13.1K
$971K
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-57- 0.39% |
N/A
|
14.7K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-60- 1.0% |
N/A
|
5.93K
$439K
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-71- 8.91% |
N/A
|
726
$53.7K
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-85- 2.62% |
N/A
|
3.16K
$234K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-87- 1.26% |
N/A
|
6.81K
$503K
|
|
Aug 13, 2021
Q2 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-93- 2.61% |
N/A
|
3.47K
$257K
|
|
Jul 23, 2021
Q2 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-100- 1.46% |
N/A
|
6.76K
$500K
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-109- 0.79% |
N/A
|
13.7K
$1.02M
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-133- 62.44% |
N/A
|
80
$5.92K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-145- 17.58% |
N/A
|
680
$50.3K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-167- 7.8% |
N/A
|
1.98K
$146K
|
|
Aug 13, 2021
Q2 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-170- 5.01% |
N/A
|
3.23K
$239K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-179- 22.43% |
N/A
|
619
$45.8K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-187- 5.27% |
N/A
|
3.36K
$249K
|
|
Jul 22, 2021
Q2 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-189- 1.84% |
N/A
|
10.1K
$744K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-189- 2.96% |
N/A
|
6.2K
$458K
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-193- 0.83% |
N/A
|
23.1K
$1.71M
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
SELL
|
- |
-198- 1.23% |
N/A
|
15.9K
$1.17M
|
|
Jul 14, 2021
Q2 2021
|
Madden Securities Corp
|
SELL
|
- |
-204- 3.93% |
N/A
|
4.99K
$369K
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-215- 4.17% |
N/A
|
4.94K
$366K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-217- 1.41% |
N/A
|
15.2K
$1.13M
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-225- 18.97% |
N/A
|
961
$71.1K
|
|
Jul 12, 2021
Q2 2021
|
Carlson Capital Management
|
SELL
|
- |
-236- 0.97% |
N/A
|
24.1K
$1.78M
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-240- 35.66% |
N/A
|
433
$32K
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
SELL
|
- |
-241- 1.99% |
N/A
|
11.8K
$876K
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-245- 4.38% |
N/A
|
5.35K
$396K
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-257- 0.87% |
N/A
|
29.1K
$2.15M
|
|
Jul 14, 2021
Q2 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 6.75% |
N/A
|
4.15K
$307K
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-313- 2.67% |
N/A
|
11.4K
$845K
|