Purchases and Sales Made in Q2 2022 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 2022. 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 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
707K+ 13.19% |
$43.1M - $51.1M
|
6.06M
$169M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
568K+ 11.18% |
$34.6M - $41M
|
5.65M
$157M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
363K+ 16.77% |
$22.1M - $26.2M
|
2.53M
$70.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
282K+ 30.06% |
$17.2M - $20.4M
|
1.22M
$33.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
271K+ 1229.03% |
$16.5M - $19.6M
|
293K
$8.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
248K+ 7.43% |
$15.1M - $17.9M
|
3.58M
$99.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
216K+ 41.44% |
$13.2M - $15.6M
|
738K
$20.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
194K+ 260.97% |
$11.8M - $14.1M
|
269K
$7.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
188K+ 61.22% |
$11.5M - $13.6M
|
495K
$13.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
185KNew |
$11.3M - $13.4M
|
185K
$5.14M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
145K+ 52.49% |
$8.84M - $10.5M
|
421K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
138K+ 83.05% |
$8.43M - $10M
|
305K
$8.48M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123K+ 1.84% |
$7.51M - $8.91M
|
6.81M
$189M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
108K+ 1539.38% |
$6.59M - $7.82M
|
115K
$3.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
86.8KNew |
$5.29M - $6.28M
|
86.8K
$2.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.3K+ 53.25% |
$5.26M - $6.24M
|
248K
$6.9M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
82KNew |
$5M - $5.93M
|
82K
$2.28M
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
78.1K+ 373.23% |
$4.76M - $5.65M
|
99.1K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
75.8K+ 34.47% |
$4.62M - $5.48M
|
296K
$8.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
70.7KNew |
$4.31M - $5.11M
|
70.7K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
70.5K+ 40.58% |
$4.29M - $5.1M
|
244K
$6.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
69.8KNew |
$4.26M - $5.05M
|
69.8K
$1.94M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
66.5K+ 158.91% |
$4.05M - $4.81M
|
108K
$3.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
52.7KNew |
$3.21M - $3.81M
|
52.7K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.7K+ 91.6% |
$3.15M - $3.73M
|
108K
$3M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.1K+ 11.31% |
$2.87M - $3.4M
|
463K
$12.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 49.12% |
$2.87M - $3.4M
|
143K
$3.97M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.3K+ 8.96% |
$2.7M - $3.2M
|
539K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.5K+ 1.95% |
$2.59M - $3.07M
|
2.23M
$61.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.4K+ 10.3% |
$2.58M - $3.07M
|
454K
$12.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.8K+ 42.13% |
$2.55M - $3.02M
|
141K
$3.92M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
41.3K+ 116.72% |
$2.52M - $2.98M
|
76.6K
$2.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
40.2K+ 6.66% |
$2.45M - $2.91M
|
643K
$17.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38.8K+ 9.48% |
$2.36M - $2.8M
|
447K
$12.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
37.5KNew |
$2.28M - $2.71M
|
37.5K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.6K+ 41.37% |
$2.17M - $2.58M
|
122K
$3.39M
|
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
27.8K+ 140.07% |
$1.7M - $2.01M
|
47.7K
$1.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.5K+ 462.7% |
$1.61M - $1.91M
|
32.2K
$894K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
26.3KNew |
$1.6M - $1.9M
|
26.3K
$731K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25K+ 65.75% |
$1.52M - $1.81M
|
63K
$1.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
25K+ 2.59% |
$1.52M - $1.81M
|
989K
$27.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24.2K+ 60.8% |
$1.47M - $1.75M
|
64K
$1.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24.1KNew |
$1.47M - $1.74M
|
24.1K
$669K
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
24KNew |
$1.46M - $1.74M
|
24K
$667K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
23.1K+ 52.55% |
$1.41M - $1.67M
|
67K
$1.86M
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
22.4K+ 40.14% |
$1.37M - $1.62M
|
78.2K
$2.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
21.9KNew |
$1.34M - $1.59M
|
21.9K
$610K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
21.3K+ 8.07% |
$1.3M - $1.54M
|
285K
$7.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 24.31% |
$1.26M - $1.5M
|
106K
$2.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
18.9K+ 233.03% |
$1.15M - $1.37M
|
27K
$752K
|