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 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
650+ 2.64% |
N/A
|
25.3K
$1.87M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
647New |
N/A
|
647
$47.9K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
645+ 575.89% |
N/A
|
757
$56K
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
635+ 0.54% |
N/A
|
117K
$8.69M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
630+ 3.45% |
N/A
|
18.9K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
607+ 1.49% |
N/A
|
41.4K
$3.06M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
587+ 2.28% |
N/A
|
26.3K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
562+ 1.12% |
N/A
|
50.6K
$3.74M
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
562+ 3.41% |
N/A
|
17K
$1.26M
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
550+ 8.42% |
N/A
|
7.08K
$524K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
497+ 0.85% |
N/A
|
59K
$4.36M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
466+ 4.53% |
N/A
|
10.8K
$796K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
463+ 43.03% |
N/A
|
1.54K
$114K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
454+ 7.22% |
N/A
|
6.74K
$498K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
454New |
N/A
|
454
$33.6K
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
448+ 7.66% |
N/A
|
6.3K
$466K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
447+ 226.9% |
N/A
|
644
$47.6K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
446New |
N/A
|
446
$33K
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
440+ 7.79% |
N/A
|
6.09K
$450K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
428New |
N/A
|
428
$31.7K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
428+ 3.17% |
N/A
|
13.9K
$1.03M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
411New |
N/A
|
411
$30.4K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
407+ 10.57% |
N/A
|
4.26K
$315K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
394+ 6.11% |
N/A
|
6.84K
$506K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
391+ 9.35% |
N/A
|
4.58K
$338K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
379+ 0.35% |
N/A
|
108K
$7.96M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
360+ 1.13% |
N/A
|
32.3K
$2.39M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
353+ 3.0% |
N/A
|
12.1K
$897K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
337+ 0.98% |
N/A
|
34.6K
$2.56M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
316+ 2.11% |
N/A
|
15.3K
$1.13M
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
312+ 10.7% |
N/A
|
3.23K
$239K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
306+ 3.4% |
N/A
|
9.3K
$688K
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
BUY
|
- |
304+ 0.99% |
N/A
|
30.9K
$2.28M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
301+ 3.92% |
N/A
|
7.98K
$590K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
299+ 0.31% |
N/A
|
98K
$7.25M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
296New |
N/A
|
296
$21.9K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
284+ 1.04% |
N/A
|
27.7K
$2.05M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
282+ 3.12% |
N/A
|
9.32K
$690K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
278+ 3.32% |
N/A
|
8.65K
$639K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
277New |
N/A
|
277
$20.5K
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
274+ 0.58% |
N/A
|
47.4K
$3.5M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
273+ 0.6% |
N/A
|
45.8K
$3.38M
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
271+ 2.16% |
N/A
|
12.8K
$948K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
271+ 0.65% |
N/A
|
41.8K
$3.09M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
269+ 0.77% |
N/A
|
35.4K
$2.62M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
256New |
N/A
|
256
$18.9K
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
250+ 4.61% |
N/A
|
5.68K
$420K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
233+ 22.6% |
N/A
|
1.26K
$93.5K
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
229+ 4.61% |
N/A
|
5.2K
$385K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
223+ 0.31% |
N/A
|
71K
$5.25M
|