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 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.07K+ 4.1% |
N/A
|
52.6K
$3.89M
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2K+ 71.34% |
N/A
|
4.79K
$355K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.98K+ 45.4% |
N/A
|
6.34K
$469K
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.91K+ 5.41% |
N/A
|
37.2K
$2.75M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.85K+ 3.71% |
N/A
|
51.7K
$3.82M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.73% |
N/A
|
108K
$8.01M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.77K+ 49.63% |
N/A
|
5.33K
$394K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.77K+ 1.65% |
N/A
|
108K
$8.02M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.69K+ 24.64% |
N/A
|
8.55K
$633K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
1.6K+ 45.29% |
N/A
|
5.12K
$379K
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
1.58K+ 5.03% |
N/A
|
32.9K
$2.44M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.5K+ 10.14% |
N/A
|
16.3K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.41KNew |
N/A
|
1.41K
$104K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.39K+ 11.83% |
N/A
|
13.1K
$970K
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.38K+ 19.32% |
N/A
|
8.55K
$632K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.33K+ 31.66% |
N/A
|
5.52K
$408K
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.29K+ 16.45% |
N/A
|
9.12K
$675K
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 1.0% |
N/A
|
124K
$9.15M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.19K+ 11.8% |
N/A
|
11.3K
$836K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.19K+ 42.08% |
N/A
|
4.03K
$298K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.17K+ 2.86% |
N/A
|
42K
$3.11M
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.15K+ 1.47% |
N/A
|
79.1K
$5.85M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 0.97% |
N/A
|
117K
$8.68M
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.12K+ 12.6% |
N/A
|
10K
$740K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.11K+ 3.62% |
N/A
|
31.8K
$2.35M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.11K+ 16.99% |
N/A
|
7.61K
$563K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$79.6K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$79.5K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 1.57% |
N/A
|
66.1K
$4.89M
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.02K+ 10.73% |
N/A
|
10.5K
$779K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 1.57% |
N/A
|
66.1K
$4.89M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.01K+ 15.36% |
N/A
|
7.61K
$563K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 2.52% |
N/A
|
40.9K
$3.02M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
999+ 7.05% |
N/A
|
15.2K
$1.12M
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
922+ 22.95% |
N/A
|
4.94K
$365K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
921+ 12.12% |
N/A
|
8.52K
$630K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
878+ 18.52% |
N/A
|
5.62K
$416K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
859+ 72.8% |
N/A
|
2.04K
$151K
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
828+ 7.97% |
N/A
|
11.2K
$830K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
818New |
N/A
|
818
$60.5K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
814+ 1.06% |
N/A
|
77.3K
$5.72M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
809+ 8.85% |
N/A
|
9.95K
$736K
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
800+ 2.34% |
N/A
|
34.9K
$2.58M
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
735+ 17.41% |
N/A
|
4.96K
$367K
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
724+ 10.76% |
N/A
|
7.45K
$551K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
705+ 8.74% |
N/A
|
8.77K
$649K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
701+ 116.06% |
N/A
|
1.31K
$96.5K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
686+ 11.6% |
N/A
|
6.6K
$488K
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
677+ 14.85% |
N/A
|
5.24K
$387K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
656+ 1.61% |
N/A
|
41.5K
$3.07M
|