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 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-46- 0.48% |
N/A
|
9.54K
$705K
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 0.89% |
N/A
|
5.54K
$410K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-51- 2.27% |
N/A
|
2.2K
$163K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-60- 0.35% |
N/A
|
17.2K
$1.27M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-67- 1.19% |
N/A
|
5.57K
$412K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-70- 0.2% |
N/A
|
35.6K
$2.63M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-76- 0.37% |
N/A
|
20.5K
$1.51M
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-80- 2.33% |
N/A
|
3.35K
$248K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-91- 1.4% |
N/A
|
6.43K
$475K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-93- 2.16% |
N/A
|
4.21K
$311K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-102- 0.84% |
N/A
|
12K
$888K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-106Closed |
N/A
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-108- 0.1% |
N/A
|
107K
$7.94M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-110- 1.1% |
N/A
|
9.85K
$728K
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-124- 0.59% |
N/A
|
21.1K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-128- 0.84% |
N/A
|
15.1K
$1.12M
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-131- 1.14% |
N/A
|
11.4K
$843K
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-131Closed |
N/A
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-135- 2.11% |
N/A
|
6.26K
$463K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-136- 2.1% |
N/A
|
6.35K
$469K
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-138- 1.92% |
N/A
|
7.04K
$521K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-141- 8.44% |
N/A
|
1.53K
$113K
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-149Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-153- 2.12% |
N/A
|
7.07K
$523K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-158- 0.95% |
N/A
|
16.5K
$1.22M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-163- 1.28% |
N/A
|
12.5K
$927K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-170- 4.74% |
N/A
|
3.42K
$253K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-171- 22.29% |
N/A
|
596
$44.1K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-182- 10.92% |
N/A
|
1.49K
$110K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-195- 16.88% |
N/A
|
960
$71K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-196- 2.1% |
N/A
|
9.12K
$674K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-207- 5.2% |
N/A
|
3.78K
$279K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-210- 5.94% |
N/A
|
3.33K
$246K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-217- 21.42% |
N/A
|
796
$58.9K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-233- 1.63% |
N/A
|
14.1K
$1.04M
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
SELL
|
- |
-236- 0.89% |
N/A
|
26.3K
$1.94M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-248- 14.39% |
N/A
|
1.48K
$109K
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-261- 0.71% |
N/A
|
36.3K
$2.68M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-265Closed |
N/A
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-291- 16.23% |
N/A
|
1.5K
$111K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-320- 7.82% |
N/A
|
3.77K
$279K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-322- 80.3% |
N/A
|
79
$5.84K
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-337- 3.91% |
N/A
|
8.28K
$612K
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-350- 2.14% |
N/A
|
16K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-373- 6.94% |
N/A
|
5K
$370K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-373- 2.98% |
N/A
|
12.2K
$899K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-373- 4.11% |
N/A
|
8.7K
$643K
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-387- 3.24% |
N/A
|
11.6K
$855K
|