Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
549KNew |
N/A
|
549K
$40.7M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
501K+ 9.19% |
N/A
|
5.95M
$440M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
404K+ 242.84% |
N/A
|
571K
$42.2M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
340K+ 448.51% |
N/A
|
416K
$30.8M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259K+ 55393.58% |
N/A
|
259K
$19.2M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
238K+ 41.39% |
N/A
|
813K
$60.2M
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
217K+ 72.5% |
N/A
|
516K
$38.2M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
96.9K+ 6.78% |
N/A
|
1.53M
$113M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
84.7K+ 1.55% |
N/A
|
5.57M
$412M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.5KNew |
N/A
|
70.5K
$5.22M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.4K+ 534.96% |
N/A
|
83.5K
$6.18M
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
65.4K+ 11.19% |
N/A
|
650K
$48.1M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
62.7K+ 5.73% |
N/A
|
1.16M
$85.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1K+ 6.39% |
N/A
|
1.02M
$75.2M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
58.1KNew |
N/A
|
58.1K
$4.3M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.4K+ 1.54% |
N/A
|
3.18M
$236M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.3KNew |
N/A
|
47.3K
$3.5M
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
46.1KNew |
N/A
|
46.1K
$3.41M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
45.6K+ 8.23% |
N/A
|
599K
$44.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.7K+ 0.95% |
N/A
|
4.53M
$335M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.4K+ 24.53% |
N/A
|
200K
$14.8M
|
|
Nov 12, 2021
Q3 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
37.4K+ 4.76% |
N/A
|
822K
$60.9M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
36.7K+ 17.99% |
N/A
|
241K
$17.8M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
33.9K+ 87.38% |
N/A
|
72.7K
$5.38M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.2K+ 804.23% |
N/A
|
36.2K
$2.68M
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
31.2KNew |
N/A
|
31.2K
$2.31M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.8K+ 1.83% |
N/A
|
1.72M
$127M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.4K+ 1.6% |
N/A
|
1.93M
$143M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.1K+ 6.98% |
N/A
|
431K
$31.9M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
27K+ 19.31% |
N/A
|
167K
$12.3M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
22.1K+ 12.83% |
N/A
|
194K
$14.4M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.2K+ 43.34% |
N/A
|
70.2K
$5.2M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20.3K+ 1.75% |
N/A
|
1.18M
$87.3M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
N/A
|
20K
$1.48M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
18.8K+ 8.54% |
N/A
|
239K
$17.7M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.4K+ 10.42% |
N/A
|
195K
$14.4M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.7K+ 4.91% |
N/A
|
378K
$28M
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
17.5K+ 3.41% |
N/A
|
529K
$39.2M
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17.5K+ 26.27% |
N/A
|
83.9K
$6.21M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.1K+ 3.19% |
N/A
|
554K
$41M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.1K+ 3.19% |
N/A
|
554K
$41M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5K+ 3.5% |
N/A
|
457K
$33.8M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
15.4K+ 6.95% |
N/A
|
237K
$17.5M
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
15K+ 53.57% |
N/A
|
43K
$3.18M
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14K+ 49.01% |
N/A
|
42.6K
$3.15M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.2K+ 70.94% |
N/A
|
31.8K
$2.35M
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 68.36% |
N/A
|
29.8K
$2.2M
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.6K+ 6.64% |
N/A
|
170K
$12.6M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.84K+ 27.8% |
N/A
|
45.2K
$3.35M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.77KNew |
N/A
|
9.77K
$723K
|