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
|
Kovack Advisors, Inc.
|
BUY
|
- |
10+ 0.11% |
N/A
|
9.14K
$676K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10+ 6.67% |
N/A
|
160
$11.8K
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10+ 0.1% |
N/A
|
10.5K
$774K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
10+ 0.31% |
N/A
|
3.25K
$241K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
N/A
|
10
$740
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9+ 0.26% |
N/A
|
3.52K
$260K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.2% |
N/A
|
4.09K
$302K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.15% |
N/A
|
5.37K
$397K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.66% |
N/A
|
1.07K
$78.8K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.61% |
N/A
|
1.16K
$85.7K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.16% |
N/A
|
3.76K
$278K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
N/A
|
6
$444
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.64% |
N/A
|
942
$69.7K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.1% |
N/A
|
5.24K
$387K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5+ 0.1% |
N/A
|
5.24K
$387K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.62% |
N/A
|
652
$48.2K
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
4New |
N/A
|
4
$296
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4+ 0.07% |
N/A
|
5.71K
$422K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.45% |
N/A
|
446
$33K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.92% |
N/A
|
219
$16.2K
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2+ 0.28% |
N/A
|
712
$52.7K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.51% |
N/A
|
198
$14.6K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.84% |
N/A
|
120
$8.88K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.56% |
N/A
|
179
$13.2K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.45K
$329K
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 0.57% |
N/A
|
176
$13K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.44K
$403K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.16% |
N/A
|
644
$47.6K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
N/A
|
171
$12.6K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
N/A
|
1.26K
$93.4K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.78% |
N/A
|
37
$2.74K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2- 0.22% |
N/A
|
921
$68.1K
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4- 0.06% |
N/A
|
6.36K
$470K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 10.29% |
N/A
|
61
$4.51K
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-9- 0.12% |
N/A
|
7.2K
$533K
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-12- 0.04% |
N/A
|
31.2K
$2.31M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.53% |
N/A
|
2.83K
$209K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19- 0.3% |
N/A
|
6.37K
$471K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-23- 0.13% |
N/A
|
17.7K
$1.31M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-25- 4.89% |
N/A
|
486
$35.9K
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-27- 0.12% |
N/A
|
22.4K
$1.66M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.01% |
N/A
|
486K
$35.9M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-29- 0.32% |
N/A
|
9.05K
$669K
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-29- 0.35% |
N/A
|
8.22K
$608K
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-29- 0.35% |
N/A
|
8.22K
$608K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-34- 5.4% |
N/A
|
596
$44.1K
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-36- 10.88% |
N/A
|
295
$21.8K
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 0.24% |
N/A
|
16.1K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-41Closed |
N/A
|
0
$0
|