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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.57K- 13.44% |
N/A
|
10.1K
$745K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.64K- 4.51% |
N/A
|
34.8K
$2.57M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 4.5% |
N/A
|
35.2K
$2.61M
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.7K- 31.78% |
N/A
|
3.65K
$270K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.71K- 12.46% |
N/A
|
12K
$888K
|
|
Aug 11, 2022
Q2 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 0.2% |
N/A
|
885K
$65.5M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.82K- 21.12% |
N/A
|
6.79K
$502K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.85K- 3.86% |
N/A
|
46.1K
$3.41M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.86K- 31.55% |
N/A
|
4.04K
$299K
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.92K- 30.3% |
N/A
|
4.42K
$327K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.98K- 21.78% |
N/A
|
7.11K
$526K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2.04K- 0.19% |
N/A
|
1.06M
$78.2M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.14K- 3.32% |
N/A
|
62.2K
$4.6M
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.15K- 6.13% |
N/A
|
32.9K
$2.43M
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.27K- 4.51% |
N/A
|
48K
$3.55M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.29K- 2.29% |
N/A
|
97.8K
$7.23M
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.33K- 1.91% |
N/A
|
119K
$8.84M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 5.99% |
N/A
|
37K
$2.74M
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.43K- 1.25% |
N/A
|
192K
$14.2M
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2.52K- 3.19% |
N/A
|
76.6K
$5.67M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.53K- 12.63% |
N/A
|
17.5K
$1.29M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.59K- 5.7% |
N/A
|
42.9K
$3.18M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-2.65K- 8.75% |
N/A
|
27.6K
$2.04M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.66K- 33.68% |
N/A
|
5.23K
$387K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.74K- 37.92% |
N/A
|
4.48K
$331K
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-2.85KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.87KClosed |
N/A
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-2.87KClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.94KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.96KClosed |
N/A
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.99K- 1.26% |
N/A
|
235K
$17.4M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.01KClosed |
N/A
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.01KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.01KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.02K- 17.96% |
N/A
|
13.8K
$1.02M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
SELL
|
- |
-3.08K- 2.8% |
N/A
|
107K
$7.9M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.14KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.16K- 2.4% |
N/A
|
129K
$9.52M
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-3.17KClosed |
N/A
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.21KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.21K- 12.05% |
N/A
|
23.4K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.42KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.48KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.56K- 25.56% |
N/A
|
10.4K
$766K
|