Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 14, 2022 Q2 2022
Arkadios Wealth Advisors

SELL
 -
-3.21K
Closed
$195K - $232K
0 $0
Aug 15, 2022 Q2 2022
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-3.21K
- 12.05%
$195K - $232K
23.4K $639K
Aug 11, 2022 Q2 2022
Choreo, LLC

Minneapolis, MN
SELL
 -
-3.42K
Closed
$208K - $247K
0 $0
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

SELL
 -
-3.48K
Closed
$212K - $251K
0 $0
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-3.56K
- 25.56%
$217K - $257K
10.4K $283K
Jul 26, 2022 Q2 2022
Wt Wealth Management

SELL
 -
-3.58K
- 35.81%
$218K - $259K
6.41K $175K
Aug 04, 2022 Q2 2022
Vanguard Capital Wealth Advisors

SELL
 -
-3.66K
Closed
$223K - $264K
0 $0
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

SELL
 -
-3.67K
Closed
$223K - $265K
0 $0
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

SELL
 -
-3.67K
- 11.71%
$224K - $266K
27.7K $756K
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

SELL
 -
-3.68K
- 2.64%
$224K - $266K
136K $3.71M
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

SELL
 -
-3.87K
- 3.13%
$236K - $280K
120K $3.27M
Aug 01, 2022 Q2 2022
Sage Mountain Advisors LLC

SELL
 -
-3.92K
- 45.13%
$239K - $284K
4.77K $130K
Aug 09, 2022 Q2 2022
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-4.46K
- 1.37%
$272K - $322K
320K $8.74M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-4.46K
- 2.39%
$272K - $322K
182K $4.98M
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-4.51K
- 4.47%
$275K - $326K
96.4K $2.63M
Aug 15, 2022 Q2 2022
Vise Technologies, Inc.

New York, NY
SELL
 -
-4.65K
Closed
$283K - $336K
0 $0
Aug 26, 2022 Q2 2022
Goepper Burkhardt LLC

SELL
 -
-4.75K
- 2.39%
$289K - $343K
194K $5.29M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-4.83K
- 16.72%
$294K - $349K
24.1K $657K
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-4.91K
- 57.19%
$299K - $355K
3.68K $100K
Jul 18, 2022 Q2 2022
Carlson Capital Management

SELL
 -
-4.93K
- 17.4%
$300K - $357K
23.4K $639K
Aug 12, 2022 Q2 2022
Main Management LLC

San Francisco, CA
SELL
 -
-5.14K
- 1.56%
$313K - $372K
324K $8.85M
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-5.22K
Closed
$318K - $377K
0 $0
Jul 28, 2022 Q2 2022
True North Advisors, LLC

SELL
 -
-5.38K
- 4.4%
$328K - $389K
117K $3.19M
Aug 02, 2022 Q2 2022
Jacobsen Capital Management

SELL
 -
-5.63K
Closed
$343K - $407K
0 $0
Aug 08, 2022 Q2 2022
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-5.68K
Closed
$346K - $410K
0 $0
Jul 20, 2022 Q2 2022
Nadler Financial Group, Inc.

SELL
 -
-6.12K
- 1.79%
$373K - $442K
335K $9.15M
Jul 13, 2022 Q2 2022
Scott Capital Advisors, LLC

SELL
 -
-6.2K
Closed
$378K - $448K
0 $0
Aug 09, 2022 Q2 2022
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-6.68K
Closed
$407K - $483K
0 $0
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

SELL
 -
-6.74K
- 14.81%
$410K - $487K
38.8K $1.06M
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-6.8K
- 6.29%
$415K - $492K
101K $2.77M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-6.94K
- 25.22%
$423K - $502K
20.6K $562K
Jul 12, 2022 Q2 2022
Everhart Financial Group, Inc.

SELL
 -
-7.28K
- 17.61%
$444K - $526K
34.1K $930K
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-7.39K
- 5.67%
$450K - $534K
123K $3.35M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-7.39K
- 5.67%
$450K - $534K
123K $3.35M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-7.64K
- 2.83%
$466K - $553K
262K $7.17M
Aug 08, 2022 Q2 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-7.64K
- 41.86%
$466K - $553K
10.6K $290K
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-7.73K
- 37.95%
$471K - $559K
12.6K $345K
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-7.77K
Closed
$473K - $562K
0 $0
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-7.78K
- 2.12%
$474K - $562K
359K $9.81M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-8.14K
- 1.71%
$496K - $589K
469K $12.8M
Aug 12, 2022 Q2 2022
Dimensional Fund Advisors LP

Austin, TX
SELL
 -
-8.56K
Closed
$521K - $619K
0 $0
Jul 20, 2022 Q2 2022
Gsb Wealth Management, LLC

SELL
 -
-9.81K
- 13.62%
$598K - $709K
62.2K $1.7M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-10.5K
- 9.53%
$638K - $757K
99.3K $2.71M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

SELL
 -
-10.7K
- 13.76%
$652K - $773K
67K $1.83M
Aug 10, 2022 Q2 2022
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-11.3K
- 24.76%
$687K - $815K
34.3K $935K
Aug 10, 2022 Q2 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-11.4K
- 32.79%
$693K - $822K
23.3K $636K
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-12.1K
- 20.18%
$736K - $874K
47.8K $1.31M
Aug 10, 2022 Q2 2022
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-12.6K
- 4.58%
$766K - $909K
262K $7.15M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-12.6K
- 9.69%
$768K - $911K
117K $3.21M

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