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 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-34- 5.4% |
$2.07K - $2.46K
|
596
$16.3K
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-36- 10.88% |
$2.19K - $2.6K
|
295
$8.05K
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 0.24% |
$2.38K - $2.82K
|
16.1K
$439K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-41Closed |
$2.5K - $2.96K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-46- 0.48% |
$2.8K - $3.33K
|
9.54K
$260K
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 0.89% |
$3.05K - $3.62K
|
5.54K
$151K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-51- 2.27% |
$3.11K - $3.69K
|
2.2K
$60K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-60- 0.35% |
$3.66K - $4.34K
|
17.2K
$469K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-67- 1.19% |
$4.08K - $4.84K
|
5.57K
$152K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-70- 0.2% |
$4.27K - $5.06K
|
35.6K
$971K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-76- 0.37% |
$4.63K - $5.49K
|
20.5K
$558K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-80- 2.33% |
$4.87K - $5.78K
|
3.35K
$91.5K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-91- 1.4% |
$5.54K - $6.58K
|
6.43K
$176K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-93- 2.16% |
$5.67K - $6.72K
|
4.21K
$115K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-102- 0.84% |
$6.21K - $7.37K
|
12K
$328K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-106Closed |
$6.46K - $7.66K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-108- 0.1% |
$6.58K - $7.81K
|
107K
$2.93M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-110- 1.1% |
$6.7K - $7.95K
|
9.85K
$269K
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-124- 0.59% |
$7.56K - $8.97K
|
21.1K
$575K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-128- 0.84% |
$7.8K - $9.25K
|
15.1K
$413K
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-131Closed |
$7.98K - $9.47K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-131- 1.14% |
$7.98K - $9.47K
|
11.4K
$311K
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-135- 2.11% |
$8.23K - $9.76K
|
6.26K
$171K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-136- 2.1% |
$8.29K - $9.83K
|
6.35K
$173K
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-138- 1.92% |
$8.41K - $9.98K
|
7.04K
$192K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-141- 8.44% |
$8.59K - $10.2K
|
1.53K
$41.8K
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-149Closed |
$9.08K - $10.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-153- 2.12% |
$9.32K - $11.1K
|
7.07K
$193K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-156Closed |
$9.51K - $11.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-158- 0.95% |
$9.63K - $11.4K
|
16.5K
$451K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-163- 1.28% |
$9.93K - $11.8K
|
12.5K
$342K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-170- 4.74% |
$10.4K - $12.3K
|
3.42K
$93.2K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-171- 22.29% |
$10.4K - $12.4K
|
596
$16.3K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-182- 10.92% |
$11.1K - $13.2K
|
1.49K
$40.5K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-190Closed |
$11.6K - $13.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-195- 16.88% |
$11.9K - $14.1K
|
960
$26.2K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-196- 2.1% |
$11.9K - $14.2K
|
9.12K
$249K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-207- 5.2% |
$12.6K - $15K
|
3.78K
$103K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-210- 5.94% |
$12.8K - $15.2K
|
3.33K
$90.8K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-217- 21.42% |
$13.2K - $15.7K
|
796
$21.7K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-233- 1.63% |
$14.2K - $16.8K
|
14.1K
$384K
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
SELL
|
- |
-236- 0.89% |
$14.4K - $17.1K
|
26.3K
$717K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-248- 14.39% |
$15.1K - $17.9K
|
1.48K
$40.3K
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-261- 0.71% |
$15.9K - $18.9K
|
36.3K
$990K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-265Closed |
$16.1K - $19.2K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-291- 16.23% |
$17.7K - $21K
|
1.5K
$41K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-320- 7.82% |
$19.5K - $23.1K
|
3.77K
$103K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-322- 80.3% |
$19.6K - $23.3K
|
79
$2.16K
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-337- 3.91% |
$20.5K - $24.4K
|
8.28K
$226K
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-350- 2.14% |
$21.3K - $25.3K
|
16K
$438K
|