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 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12K+ 57.9% |
$129K - $153K
|
5.78K
$162K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.07K+ 4.1% |
$126K - $150K
|
52.6K
$1.47M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2K+ 71.34% |
$122K - $144K
|
4.79K
$134K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.98K+ 45.4% |
$121K - $143K
|
6.34K
$178K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.91K+ 5.41% |
$116K - $138K
|
37.2K
$1.04M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.85K+ 3.71% |
$113K - $134K
|
51.7K
$1.45M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.73% |
$112K - $133K
|
108K
$3.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.77K+ 49.63% |
$108K - $128K
|
5.33K
$149K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.77K+ 1.65% |
$108K - $128K
|
108K
$3.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.69K+ 24.64% |
$103K - $122K
|
8.55K
$240K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
1.6K+ 45.29% |
$97.2K - $115K
|
5.12K
$143K
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
1.58K+ 5.03% |
$96K - $114K
|
32.9K
$922K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.5K+ 10.14% |
$91.4K - $108K
|
16.3K
$456K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.41KNew |
$85.6K - $102K
|
1.41K
$39.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.39K+ 11.83% |
$84.5K - $100K
|
13.1K
$367K
|
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.38K+ 19.32% |
$84.3K - $100K
|
8.55K
$239K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.33K+ 31.66% |
$80.9K - $96K
|
5.52K
$155K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.29K+ 16.45% |
$78.5K - $93.2K
|
9.12K
$256K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 1.0% |
$74.5K - $88.4K
|
124K
$3.46M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.19K+ 11.8% |
$72.7K - $86.3K
|
11.3K
$317K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.19K+ 42.08% |
$72.7K - $86.3K
|
4.03K
$113K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.17K+ 2.86% |
$71K - $84.3K
|
42K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.15K+ 1.47% |
$69.8K - $82.9K
|
79.1K
$2.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 0.97% |
$69K - $81.9K
|
117K
$3.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.12K+ 12.6% |
$68.2K - $80.9K
|
10K
$280K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.11K+ 3.62% |
$67.6K - $80.3K
|
31.8K
$890K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.11K+ 16.99% |
$67.3K - $79.9K
|
7.61K
$213K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.08KNew |
$65.6K - $77.8K
|
1.08K
$30.1K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.08KNew |
$65.5K - $77.7K
|
1.08K
$30.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.02K+ 10.73% |
$62.1K - $73.7K
|
10.5K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 1.57% |
$62.1K - $73.7K
|
66.1K
$1.85M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 1.57% |
$62.1K - $73.7K
|
66.1K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.01K+ 15.36% |
$61.7K - $73.2K
|
7.61K
$213K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 2.52% |
$61.4K - $72.8K
|
40.9K
$1.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
999+ 7.05% |
$60.9K - $72.2K
|
15.2K
$425K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
922+ 22.95% |
$56.2K - $66.7K
|
4.94K
$138K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
921+ 12.12% |
$56.1K - $66.6K
|
8.52K
$239K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
878+ 18.52% |
$53.5K - $63.5K
|
5.62K
$157K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
859+ 72.8% |
$52.3K - $62.1K
|
2.04K
$57.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
828+ 7.97% |
$50.5K - $59.9K
|
11.2K
$314K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
818New |
$49.8K - $59.1K
|
818
$22.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
814+ 1.06% |
$49.6K - $58.9K
|
77.3K
$2.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
809+ 8.85% |
$49.3K - $58.5K
|
9.95K
$279K
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
800+ 2.34% |
$48.7K - $57.8K
|
34.9K
$979K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
735+ 17.41% |
$44.8K - $53.1K
|
4.96K
$139K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
724+ 10.76% |
$44.1K - $52.3K
|
7.45K
$209K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
705+ 8.74% |
$43K - $51K
|
8.77K
$246K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
701+ 116.06% |
$42.7K - $50.7K
|
1.31K
$36.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
686+ 11.6% |
$41.8K - $49.6K
|
6.6K
$185K
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
677+ 14.85% |
$41.2K - $48.9K
|
5.24K
$147K
|