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 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.8K+ 19.7% |
N/A
|
108K
$8M
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
16K+ 216.65% |
N/A
|
23.4K
$1.73M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 4.06% |
N/A
|
380K
$28.1M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
14.5K+ 11.88% |
N/A
|
136K
$10.1M
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.1KNew |
N/A
|
14.1K
$1.04M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
14K+ 88.67% |
N/A
|
29.9K
$2.21M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$1.02M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
13.7K+ 36.45% |
N/A
|
51.1K
$3.78M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
13.6K+ 231.47% |
N/A
|
19.5K
$1.44M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 36.76% |
N/A
|
49.8K
$3.69M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
13.4K+ 5.47% |
N/A
|
257K
$19M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 17.9% |
N/A
|
82K
$6.06M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.4K+ 47.75% |
N/A
|
38.3K
$2.83M
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
12.3K+ 9.5% |
N/A
|
142K
$10.5M
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$876K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11.7K+ 6.32% |
N/A
|
196K
$14.5M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6K+ 468.22% |
N/A
|
14.1K
$1.04M
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 196.28% |
N/A
|
15.2K
$1.12M
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
10KNew |
N/A
|
10K
$742K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
10K+ 10.02% |
N/A
|
110K
$8.11M
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9.97KNew |
N/A
|
9.97K
$738K
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9.68K+ 28.2% |
N/A
|
44K
$3.25M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.63K+ 4.2% |
N/A
|
239K
$17.7M
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.51K+ 63.29% |
N/A
|
24.5K
$1.81M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.5K+ 190.75% |
N/A
|
14.5K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.03K+ 27.19% |
N/A
|
42.3K
$3.13M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
8.67K+ 1.42% |
N/A
|
621K
$45.9M
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.43K+ 7.09% |
N/A
|
127K
$9.42M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$606K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.65K+ 5.5% |
N/A
|
147K
$10.8M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.63K+ 8.36% |
N/A
|
98.9K
$7.31M
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.5K+ 26.77% |
N/A
|
35.5K
$2.63M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
7.24K+ 465.13% |
N/A
|
8.8K
$651K
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.05K+ 53.42% |
N/A
|
20.3K
$1.5M
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.04K+ 22.64% |
N/A
|
38.2K
$2.82M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
6.49KNew |
N/A
|
6.49K
$480K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.4KNew |
N/A
|
6.4K
$473K
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.35K+ 7.22% |
N/A
|
94.3K
$6.97M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.31KNew |
N/A
|
6.31K
$467K
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.31KNew |
N/A
|
6.31K
$466K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.25K+ 28.29% |
N/A
|
28.3K
$2.1M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
6.14KNew |
N/A
|
6.14K
$454K
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.1K+ 5.83% |
N/A
|
111K
$8.18M
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.89K+ 2.41% |
N/A
|
250K
$18.5M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.79K+ 43.05% |
N/A
|
19.2K
$1.42M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.73K+ 0.46% |
N/A
|
1.25M
$92.3M
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.49K+ 5.9% |
N/A
|
98.6K
$7.29M
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.25K+ 5.17% |
N/A
|
107K
$7.89M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.98K+ 157.69% |
N/A
|
8.14K
$602K
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
4.97K+ 15.16% |
N/A
|
37.7K
$2.79M
|