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 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.58K- 35.81% |
N/A
|
6.41K
$474K
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.66KClosed |
N/A
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.67KClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.67K- 11.71% |
N/A
|
27.7K
$2.05M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.68K- 2.64% |
N/A
|
136K
$10M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.68K- 8.42% |
N/A
|
40K
$2.96M
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-3.87K- 3.13% |
N/A
|
120K
$8.85M
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.92K- 45.13% |
N/A
|
4.77K
$353K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.46K- 2.39% |
N/A
|
182K
$13.5M
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.46K- 1.37% |
N/A
|
320K
$23.7M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.51K- 4.47% |
N/A
|
96.4K
$7.13M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.65KClosed |
N/A
|
0
$0
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.75K- 2.39% |
N/A
|
194K
$14.3M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.83K- 16.72% |
N/A
|
24.1K
$1.78M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.91K- 57.19% |
N/A
|
3.68K
$272K
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-4.93K- 17.4% |
N/A
|
23.4K
$1.73M
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.14K- 1.56% |
N/A
|
324K
$24M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.22KClosed |
N/A
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.38K- 4.4% |
N/A
|
117K
$8.65M
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.63KClosed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.68KClosed |
N/A
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-6.12K- 1.79% |
N/A
|
335K
$24.8M
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-6.68KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.74K- 14.81% |
N/A
|
38.8K
$2.87M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.8K- 6.29% |
N/A
|
101K
$7.5M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.94K- 25.22% |
N/A
|
20.6K
$1.52M
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.28K- 17.61% |
N/A
|
34.1K
$2.52M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.39K- 5.67% |
N/A
|
123K
$9.08M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.39K- 5.67% |
N/A
|
123K
$9.08M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.64K- 2.83% |
N/A
|
262K
$19.4M
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7.64K- 41.86% |
N/A
|
10.6K
$785K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.73K- 37.95% |
N/A
|
12.6K
$935K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.77KClosed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-7.78K- 2.12% |
N/A
|
359K
$26.6M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.14K- 1.71% |
N/A
|
469K
$34.7M
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.56KClosed |
N/A
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-9.81K- 13.62% |
N/A
|
62.2K
$4.6M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.5K- 9.53% |
N/A
|
99.3K
$7.35M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7K- 13.76% |
N/A
|
67K
$4.96M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11.3K- 24.76% |
N/A
|
34.3K
$2.53M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.4K- 32.79% |
N/A
|
23.3K
$1.72M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.1K- 20.18% |
N/A
|
47.8K
$3.54M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-12.6K- 4.58% |
N/A
|
262K
$19.4M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.6K- 9.69% |
N/A
|
117K
$8.69M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-12.6K- 95.7% |
N/A
|
566
$41.9K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.9K- 1.05% |
N/A
|
1.22M
$90.6M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.1K- 8.16% |
N/A
|
170K
$12.5M
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15.9K- 7.68% |
N/A
|
191K
$14.1M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 10.0% |
N/A
|
143K
$10.6M
|