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 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.77K+ 100.11% |
N/A
|
9.53K
$704K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.56K+ 135.51% |
N/A
|
7.93K
$587K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
4.46K+ 3.28% |
N/A
|
141K
$10.4M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.44KNew |
N/A
|
4.44K
$328K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$327K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$327K
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.37K+ 5.5% |
N/A
|
83.9K
$6.2M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.36K+ 15.75% |
N/A
|
32K
$2.37M
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 36.44% |
N/A
|
16.1K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
N/A
|
4.16K
$308K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.9K+ 2.66% |
N/A
|
151K
$11.1M
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.82K+ 87.92% |
N/A
|
8.15K
$603K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.63KNew |
N/A
|
3.63K
$269K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.61K+ 24.64% |
N/A
|
18.2K
$1.35M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.56K+ 5.11% |
N/A
|
73.3K
$5.42M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.55KNew |
N/A
|
3.55K
$263K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.54K+ 11.89% |
N/A
|
33.3K
$2.46M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$259K
|
|
Jul 27, 2022
Q2 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$253K
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.41K+ 2.2% |
N/A
|
158K
$11.7M
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.39KNew |
N/A
|
3.39K
$251K
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.37K+ 3.25% |
N/A
|
107K
$7.92M
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
3.36KNew |
N/A
|
3.36K
$248K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$248K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.32K+ 7.05% |
N/A
|
50.4K
$3.73M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$245K
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.3K+ 3.56% |
N/A
|
95.8K
$7.08M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.29K+ 4.47% |
N/A
|
76.9K
$5.69M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$237K
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
3.14K+ 5.12% |
N/A
|
64.5K
$4.77M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.02K+ 6.0% |
N/A
|
53.3K
$3.94M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.01K+ 3198.94% |
N/A
|
3.1K
$229K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.79K+ 5.63% |
N/A
|
52.4K
$3.88M
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.75K+ 5.36% |
N/A
|
54.1K
$4M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.68K+ 1.08% |
N/A
|
252K
$18.6M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.64K+ 1.43% |
N/A
|
188K
$13.9M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.62K+ 19.19% |
N/A
|
16.3K
$1.2M
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.59K+ 5.38% |
N/A
|
50.8K
$3.75M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.58K+ 138.01% |
N/A
|
4.45K
$329K
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.53K+ 5.47% |
N/A
|
48.8K
$3.61M
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.53K+ 7.55% |
N/A
|
36K
$2.66M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.46K+ 0.94% |
N/A
|
265K
$19.6M
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
2.43K+ 5.29% |
N/A
|
48.3K
$3.57M
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.42K+ 4.86% |
N/A
|
52.2K
$3.86M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.36K+ 71.62% |
N/A
|
5.65K
$418K
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.28K+ 3.37% |
N/A
|
69.8K
$5.17M
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
2.14K+ 28.36% |
N/A
|
9.7K
$717K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$158K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 8.4% |
N/A
|
27.4K
$2.03M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12K+ 57.9% |
N/A
|
5.78K
$427K
|