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
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-341- 5.71% |
N/A
|
5.63K
$417K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-345- 0.61% |
N/A
|
55.8K
$4.13M
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-347- 0.7% |
N/A
|
49K
$3.62M
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-390- 1.49% |
N/A
|
25.7K
$1.9M
|
|
Jul 19, 2021
Q2 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-390- 5.82% |
N/A
|
6.31K
$467K
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-440- 1.43% |
N/A
|
30.3K
$2.24M
|
|
Jul 06, 2021
Q2 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-474- 5.18% |
N/A
|
8.68K
$642K
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-485- 8.03% |
N/A
|
5.55K
$411K
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-510- 3.94% |
N/A
|
12.4K
$920K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-513- 1.8% |
N/A
|
27.9K
$2.07M
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-520Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-527Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-535- 1.1% |
N/A
|
48K
$3.55M
|
|
Aug 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-548- 4.54% |
N/A
|
11.5K
$853K
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-572- 0.38% |
N/A
|
148K
$11M
|
|
Jul 29, 2021
Q2 2021
|
Seneca House Advisors
|
SELL
|
- |
-575- 6.88% |
N/A
|
7.78K
$575K
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-610Closed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Rovin Capital
|
SELL
|
- |
-696- 1.33% |
N/A
|
51.4K
$3.81M
|
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-700- 10.03% |
N/A
|
6.28K
$464K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-731Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-795- 0.73% |
N/A
|
108K
$8.01M
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-825- 22.03% |
N/A
|
2.92K
$216K
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-828Closed |
N/A
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-842- 1.09% |
N/A
|
76.3K
$5.64M
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-849- 18.04% |
N/A
|
3.86K
$285K
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-877- 14.69% |
N/A
|
5.1K
$377K
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-889Closed |
N/A
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-923- 2.24% |
N/A
|
40.2K
$2.98M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-946- 0.71% |
N/A
|
132K
$9.74M
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-948- 2.84% |
N/A
|
32.4K
$2.4M
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.03K- 5.68% |
N/A
|
17.1K
$1.27M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.05KClosed |
N/A
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.06K- 2.87% |
N/A
|
35.7K
$2.64M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.06K- 38.73% |
N/A
|
1.68K
$124K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 14.09% |
N/A
|
6.52K
$482K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 4.36% |
N/A
|
23.6K
$1.74M
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.13K- 4.78% |
N/A
|
22.5K
$1.67M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.19K- 7.84% |
N/A
|
14K
$1.04M
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 9.75% |
N/A
|
12.5K
$925K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.36K- 3.61% |
N/A
|
36.2K
$2.68M
|
|
Jul 14, 2021
Q2 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 2.11% |
N/A
|
63K
$4.66M
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.36K- 84.14% |
N/A
|
257
$19K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 35.53% |
N/A
|
2.58K
$191K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.48K- 94.8% |
N/A
|
81
$5.99K
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.5K- 3.18% |
N/A
|
45.8K
$3.39M
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 22.71% |
N/A
|
5.31K
$393K
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.73K- 0.78% |
N/A
|
220K
$16.3M
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.74K- 1.77% |
N/A
|
96.7K
$7.15M
|
|
Jul 22, 2021
Q2 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.82K- 0.64% |
N/A
|
285K
$21.1M
|
|
Jul 16, 2021
Q2 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.94K- 4.54% |
N/A
|
40.8K
$3.02M
|