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% |
N/A
|
6.06M
$449M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
568K+ 11.18% |
N/A
|
5.65M
$418M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
363K+ 16.77% |
N/A
|
2.53M
$187M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
282K+ 30.06% |
N/A
|
1.22M
$90.4M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
271K+ 1229.03% |
N/A
|
293K
$21.7M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
248K+ 7.43% |
N/A
|
3.58M
$265M
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
216K+ 41.44% |
N/A
|
738K
$54.6M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
194K+ 260.97% |
N/A
|
269K
$19.9M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
188K+ 61.22% |
N/A
|
495K
$36.6M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
185KNew |
N/A
|
185K
$13.7M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
145K+ 52.49% |
N/A
|
421K
$31.2M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
138K+ 83.05% |
N/A
|
305K
$22.6M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123K+ 1.84% |
N/A
|
6.81M
$504M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
108K+ 1539.38% |
N/A
|
115K
$8.52M
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
86.8KNew |
N/A
|
86.8K
$6.42M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.3K+ 53.25% |
N/A
|
248K
$18.4M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
82KNew |
N/A
|
82K
$6.07M
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
78.1K+ 373.23% |
N/A
|
99.1K
$7.33M
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
75.8K+ 34.47% |
N/A
|
296K
$21.9M
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
70.7KNew |
N/A
|
70.7K
$5.23M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
70.5K+ 40.58% |
N/A
|
244K
$18.1M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
69.8KNew |
N/A
|
69.8K
$5.17M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
66.5K+ 158.91% |
N/A
|
108K
$8.02M
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
52.7KNew |
N/A
|
52.7K
$3.9M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.7K+ 91.6% |
N/A
|
108K
$8M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.1K+ 11.31% |
N/A
|
463K
$34.3M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 49.12% |
N/A
|
143K
$10.6M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.3K+ 8.96% |
N/A
|
539K
$39.9M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.5K+ 1.95% |
N/A
|
2.23M
$165M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.4K+ 10.3% |
N/A
|
454K
$33.6M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.8K+ 42.13% |
N/A
|
141K
$10.4M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
41.3K+ 116.72% |
N/A
|
76.6K
$5.67M
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
40.2K+ 6.66% |
N/A
|
643K
$47.6M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38.8K+ 9.48% |
N/A
|
447K
$33.1M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
37.5KNew |
N/A
|
37.5K
$2.77M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.6K+ 41.37% |
N/A
|
122K
$9.01M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.5K+ 462.7% |
N/A
|
32.2K
$2.38M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
26.3KNew |
N/A
|
26.3K
$1.94M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25K+ 65.75% |
N/A
|
63K
$4.66M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
25K+ 2.59% |
N/A
|
989K
$73.2M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24.2K+ 60.8% |
N/A
|
64K
$4.73M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$1.78M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
24KNew |
N/A
|
24K
$1.78M
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
23.1K+ 52.55% |
N/A
|
67K
$4.96M
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
22.4K+ 40.14% |
N/A
|
78.2K
$5.79M
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$1.62M
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
21.3K+ 8.07% |
N/A
|
285K
$21.1M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 24.31% |
N/A
|
106K
$7.84M
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
18.9K+ 233.03% |
N/A
|
27K
$2M
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
18.2K+ 4.74% |
N/A
|
403K
$29.8M
|