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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5.51K- 72.4% |
$369K - $391K
|
2.1K
$58.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.56K- 4.67% |
$372K - $395K
|
114K
$3.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.66K- 6.34% |
$379K - $402K
|
83.6K
$2.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.71K- 2.46% |
$382K - $405K
|
226K
$6.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-6.48K- 7.35% |
$433K - $460K
|
81.6K
$2.27M
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-6.52KClosed |
$436K - $463K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 7.48% |
$444K - $471K
|
81.9K
$2.28M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.53K- 61.11% |
$504K - $535K
|
4.79K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-8.39K- 2.59% |
$561K - $596K
|
316K
$8.78M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.53KClosed |
$571K - $606K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.53K- 70.02% |
$638K - $677K
|
4.08K
$113K
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-10.6K- 7.16% |
$710K - $754K
|
138K
$3.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.8K- 20.49% |
$856K - $909K
|
49.6K
$1.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-14K- 32.89% |
$937K - $995K
|
28.6K
$794K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.8K- 10.56% |
$989K - $1.05M
|
125K
$3.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 10.5% |
$1M - $1.06M
|
128K
$3.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 63.26% |
$1.18M - $1.25M
|
10.2K
$285K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-20.1K- 21.45% |
$1.34M - $1.43M
|
73.5K
$2.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-20.4K- 3.18% |
$1.36M - $1.45M
|
620K
$17.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-20.6K- 5.09% |
$1.38M - $1.46M
|
384K
$10.7M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21K- 29.88% |
$1.4M - $1.49M
|
49.3K
$1.37M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.6K- 11.93% |
$1.51M - $1.6M
|
167K
$4.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-29.8K- 14.17% |
$2M - $2.12M
|
181K
$5.02M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-36.4K- 19.58% |
$2.43M - $2.58M
|
149K
$4.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-37.4K- 3.01% |
$2.51M - $2.66M
|
1.21M
$33.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.3K- 8.47% |
$2.56M - $2.72M
|
414K
$11.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.3KClosed |
$2.97M - $3.15M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-48.4KClosed |
$3.24M - $3.44M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-48.8K- 24.94% |
$3.26M - $3.47M
|
147K
$4.08M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-55K- 4.72% |
$3.68M - $3.91M
|
1.11M
$30.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-67.5K- 24.72% |
$4.52M - $4.79M
|
206K
$5.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-71.5K- 2.96% |
$4.78M - $5.08M
|
2.34M
$65M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-72.1K- 54.8% |
$4.83M - $5.12M
|
59.5K
$1.65M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-196K- 9.55% |
$13.1M - $13.9M
|
1.86M
$51.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-293KClosed |
$19.6M - $20.8M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-312K- 64.83% |
$20.9M - $22.2M
|
169K
$4.71M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-341K- 81.8% |
$22.8M - $24.2M
|
75.9K
$2.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.33M- 11.8% |
$223M - $237M
|
24.9M
$692M
|