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 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.03K- 9.25% |
N/A
|
19.9K
$1.47M
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.22K- 15.01% |
N/A
|
12.6K
$931K
|
|
Jul 21, 2021
Q2 2021
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-2.39K- 0.46% |
N/A
|
512K
$37.8M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.54KClosed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.57K- 1.57% |
N/A
|
161K
$11.9M
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.63K- 16.14% |
N/A
|
13.7K
$1.01M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.63K- 9.11% |
N/A
|
26.3K
$1.94M
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.67K- 49.52% |
N/A
|
2.72K
$201K
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.86K- 1.98% |
N/A
|
142K
$10.5M
|
|
Aug 12, 2021
Q2 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-3.04K- 23.41% |
N/A
|
9.94K
$735K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
SELL
|
- |
-3.13K- 10.26% |
N/A
|
27.4K
$2.03M
|
|
Jul 16, 2021
Q2 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-3.16KClosed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.16K- 13.17% |
N/A
|
20.9K
$1.54M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.17K- 39.2% |
N/A
|
4.91K
$363K
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 2.02% |
N/A
|
156K
$11.5M
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.36K- 10.08% |
N/A
|
30K
$2.22M
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.43KClosed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.59K- 6.44% |
N/A
|
52.2K
$3.86M
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.63KClosed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.81K- 18.14% |
N/A
|
17.2K
$1.27M
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-3.91KClosed |
N/A
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.95K- 4.04% |
N/A
|
93.7K
$6.93M
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.27KClosed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-4.38KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-4.42KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.49K- 1.46% |
N/A
|
303K
$22.4M
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-4.72K- 10.51% |
N/A
|
40.2K
$2.98M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.9K- 2.7% |
N/A
|
176K
$13M
|
|
Jul 26, 2021
Q2 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-5.05K- 3.6% |
N/A
|
135K
$10M
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.28K- 29.02% |
N/A
|
12.9K
$956K
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
N/A
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Veery Capital, LLC
|
SELL
|
- |
-5.52K- 12.79% |
N/A
|
37.6K
$2.78M
|
|
Jul 27, 2021
Q2 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.33K- 5.51% |
N/A
|
109K
$8.03M
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.86K- 5.14% |
N/A
|
127K
$9.36M
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.73K- 28.55% |
N/A
|
21.9K
$1.62M
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
SELL
|
- |
-8.98K- 9.26% |
N/A
|
88K
$6.51M
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.06K- 91.37% |
N/A
|
856
$63.3K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.54K- 11.43% |
N/A
|
74K
$5.47M
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.91K- 2.32% |
N/A
|
417K
$30.9M
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.5K- 8.15% |
N/A
|
130K
$9.61M
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.5K- 8.15% |
N/A
|
130K
$9.61M
|
|
Jul 29, 2021
Q2 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-11.6K- 7.5% |
N/A
|
143K
$10.6M
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.1K- 10.8% |
N/A
|
99.9K
$7.39M
|
|
Jul 14, 2021
Q2 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-12.2K- 5.0% |
N/A
|
232K
$17.2M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.4K- 39.93% |
N/A
|
18.6K
$1.37M
|
|
Aug 16, 2021
Q2 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-14.5K- 11.86% |
N/A
|
108K
$7.96M
|