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 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-387- 3.24% |
$23.6K - $28K
|
11.6K
$321K
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-392- 0.79% |
$23.9K - $28.3K
|
49.4K
$1.37M
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
SELL
|
- |
-397- 9.79% |
$24.2K - $28.7K
|
3.66K
$102K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-411- 2.74% |
$25K - $29.7K
|
14.6K
$406K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-413- 4.15% |
$25.2K - $29.9K
|
9.53K
$265K
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-427- 0.62% |
$26K - $30.9K
|
68.5K
$1.91M
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-443- 4.85% |
$27K - $32K
|
8.7K
$242K
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-448- 8.23% |
$27.3K - $32.4K
|
5K
$139K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-452- 0.76% |
$27.5K - $32.7K
|
59K
$1.64M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-459- 22.64% |
$28K - $33.2K
|
1.57K
$43.6K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-467- 0.65% |
$28.5K - $33.8K
|
71.4K
$1.99M
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-507- 4.88% |
$30.9K - $36.7K
|
9.87K
$274K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-508- 6.05% |
$31K - $36.7K
|
7.9K
$219K
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-510- 1.94% |
$31.1K - $36.9K
|
25.8K
$717K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-521- 66.45% |
$31.7K - $37.7K
|
263
$7.31K
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-540- 3.49% |
$32.9K - $39K
|
15K
$416K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-542Closed |
$33K - $39.2K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-592- 27.51% |
$36.1K - $42.8K
|
1.56K
$43.4K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-596- 3.65% |
$36.3K - $43.1K
|
15.8K
$438K
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-600- 45.45% |
$36.6K - $43.4K
|
720
$20K
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-619Closed |
$37.7K - $44.8K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-622- 1.39% |
$37.9K - $45K
|
44.2K
$1.23M
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-664- 3.15% |
$40.5K - $48K
|
20.4K
$568K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-703- 12.77% |
$42.8K - $50.8K
|
4.8K
$133K
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-703- 15.38% |
$42.8K - $50.8K
|
3.87K
$108K
|
|
Jul 25, 2022
Q2 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-706- 10.04% |
$43K - $51K
|
6.32K
$176K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-710- 68.27% |
$43.3K - $51.3K
|
330
$9.17K
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-740- 11.25% |
$45.1K - $53.5K
|
5.84K
$162K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-751- 23.16% |
$45.8K - $54.3K
|
2.49K
$69.2K
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-759- 1.58% |
$46.2K - $54.9K
|
47.3K
$1.31M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-773- 4.75% |
$47.1K - $55.9K
|
15.5K
$430K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-791- 8.24% |
$48.2K - $57.2K
|
8.81K
$245K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-818- 6.43% |
$49.8K - $59.1K
|
11.9K
$331K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-839- 19.02% |
$51.1K - $60.7K
|
3.57K
$99.3K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-866Closed |
$52.8K - $62.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-940- 0.3% |
$57.3K - $68K
|
315K
$8.77M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-960Closed |
$58.5K - $69.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-969- 0.54% |
$59K - $70.1K
|
179K
$4.99M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-990- 4.78% |
$60.3K - $71.6K
|
19.7K
$548K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.04K- 9.41% |
$63.3K - $75.1K
|
10K
$278K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.1K- 12.21% |
$66.7K - $79.2K
|
7.87K
$219K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.14K- 6.22% |
$69.4K - $82.3K
|
17.2K
$477K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.17K- 6.41% |
$71.3K - $84.7K
|
17.1K
$475K
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 1.88% |
$74.3K - $88.2K
|
63.6K
$1.77M
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.27K- 1.2% |
$77.3K - $91.7K
|
104K
$2.9M
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.28K- 1.76% |
$77.8K - $92.3K
|
71.4K
$1.98M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 29.59% |
$82.3K - $97.7K
|
3.21K
$89.3K
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.38K- 6.49% |
$83.8K - $99.5K
|
19.8K
$551K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.41% |
$83.8K - $99.5K
|
17.2K
$478K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.38K- 20.61% |
$84.3K - $100K
|
5.33K
$148K
|