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 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.73K+ 17.36% |
N/A
|
65.8K
$4.87M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.72K+ 107.73% |
N/A
|
18.7K
$1.39M
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.55KNew |
N/A
|
9.55K
$706K
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.53K+ 233.55% |
N/A
|
13.6K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
9.42K+ 11.16% |
N/A
|
93.8K
$6.94M
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.09K+ 36.13% |
N/A
|
34.3K
$2.53M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8KNew |
N/A
|
8.8K
$651K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
8.64K+ 27.0% |
N/A
|
40.6K
$3.01M
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.47K+ 3.02% |
N/A
|
289K
$21.4M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.39K+ 15.87% |
N/A
|
61.3K
$4.53M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.33K+ 9.34% |
N/A
|
97.5K
$7.21M
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.11K+ 2.47% |
N/A
|
336K
$24.9M
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
8K+ 7.43% |
N/A
|
116K
$8.55M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.02K+ 3.19% |
N/A
|
227K
$16.8M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.96K+ 4.02% |
N/A
|
180K
$13.3M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.65KNew |
N/A
|
6.65K
$492K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.27KNew |
N/A
|
6.27K
$464K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.82KNew |
N/A
|
5.82K
$431K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.63K+ 8.0% |
N/A
|
76K
$5.62M
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
5.49K+ 1.93% |
N/A
|
290K
$21.5M
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.44K+ 3.2% |
N/A
|
176K
$13M
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.33KNew |
N/A
|
5.33K
$394K
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
5.27KNew |
N/A
|
5.27K
$389K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.25K+ 1382.37% |
N/A
|
5.63K
$417K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5.23K+ 17.25% |
N/A
|
35.5K
$2.63M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.22K+ 22.84% |
N/A
|
28.1K
$2.08M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
5.2K+ 176.67% |
N/A
|
8.14K
$602K
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.99K+ 0.97% |
N/A
|
520K
$38.5M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.92K+ 152.12% |
N/A
|
8.15K
$603K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.88K+ 175.91% |
N/A
|
7.65K
$566K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.85KNew |
N/A
|
4.85K
$359K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.59K+ 38.19% |
N/A
|
16.6K
$1.23M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.56K+ 17.37% |
N/A
|
30.8K
$2.28M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.54K+ 2.39% |
N/A
|
195K
$14.4M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.53K+ 1.12% |
N/A
|
408K
$30.2M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
4.49K+ 18.64% |
N/A
|
28.5K
$2.11M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
4.39KNew |
N/A
|
4.39K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.21K+ 1.62% |
N/A
|
265K
$19.6M
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.16K+ 2.23% |
N/A
|
190K
$14.1M
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.05K+ 8.01% |
N/A
|
54.7K
$4.04M
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
3.87K+ 14.35% |
N/A
|
30.8K
$2.28M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.66K+ 7.06% |
N/A
|
55.4K
$4.1M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$267K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.59K+ 76.81% |
N/A
|
8.26K
$611K
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.58K+ 12.97% |
N/A
|
31.2K
$2.31M
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 5.63% |
N/A
|
66.7K
$4.93M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
3.53K+ 7.73% |
N/A
|
49.3K
$3.64M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.52K+ 0.65% |
N/A
|
544K
$40.2M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$259K
|