Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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
Oct 26, 2021 Q3 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.5K
New
$234K - $248K
3.5K $97.2K
Oct 29, 2021 Q3 2021
Paces Ferry Wealth Advisors, LLC

BUY
 -
3.47K
+ 3.46%
$232K - $247K
104K $2.89M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
3.32K
New
$222K - $236K
3.32K $92.4K
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
BUY
 -
3.31K
New
$222K - $235K
3.31K $92.1K
Oct 12, 2021 Q3 2021
Private Capital Management LLC

BUY
 -
3.3K
+ 14.64%
$221K - $234K
25.8K $718K
Oct 20, 2021 Q3 2021
Stone X Group Inc.

BUY
 -
3.2K
+ 25.73%
$214K - $227K
15.6K $435K
Oct 28, 2021 Q3 2021
Facet Wealth, Inc.

BUY
 -
3.19K
New
$213K - $227K
3.19K $88.6K
Nov 15, 2021 Q3 2021
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
3.18K
+ 61.05%
$213K - $226K
8.39K $233K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
3.13K
+ 22.32%
$209K - $222K
17.2K $477K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
3.02K
+ 9.96%
$202K - $215K
33.4K $928K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.99K
+ 11.18%
$200K - $212K
29.7K $826K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.95K
+ 66.54%
$197K - $209K
7.37K $205K
Oct 08, 2021 Q3 2021
Foster Victor Wealth Advisors, LLC

BUY
 -
2.84K
+ 5.34%
$190K - $202K
56.1K $1.56M
Nov 12, 2021 Q3 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
2.67K
+ 98.09%
$179K - $190K
5.39K $150K
Oct 13, 2021 Q3 2021
Northern Capital Management, Inc.

BUY
 -
2.66K
+ 1.32%
$178K - $189K
204K $5.66M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
2.62K
New
$176K - $186K
2.62K $72.9K
Nov 12, 2021 Q3 2021
Apriem Advisors

Irvine, CA
BUY
 -
2.52K
+ 5.74%
$169K - $179K
46.4K $1.29M
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.48K
+ 66.9%
$166K - $176K
6.2K $172K
Nov 12, 2021 Q3 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
2.47K
+ 2.28%
$165K - $176K
111K $3.09M
Oct 08, 2021 Q3 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
2.4K
+ 1.53%
$161K - $171K
160K $4.43M
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2.34K
+ 4.36%
$157K - $166K
56K $1.56M
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
2.26K
New
$151K - $161K
2.26K $62.9K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
2.12K
+ 66.93%
$142K - $151K
5.3K $147K
Oct 19, 2021 Q3 2021
Capital Planning LLC

BUY
 -
2.04K
+ 1.88%
$137K - $145K
110K $3.07M
Oct 29, 2021 Q3 2021
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.02K
+ 1.59%
$135K - $143K
129K $3.57M
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.01K
+ 104.85%
$135K - $143K
3.93K $109K
Oct 07, 2021 Q3 2021
Newman Dignan & Sheerar, Inc.

BUY
 -
1.99K
+ 1.58%
$133K - $141K
128K $3.55M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
1.97K
+ 1.97%
$132K - $140K
102K $2.83M
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.86K
+ 8.5%
$124K - $132K
23.7K $659K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.86K
+ 1.19%
$124K - $132K
158K $4.38M
Nov 08, 2021 Q3 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
1.81K
+ 0.69%
$121K - $128K
263K $7.3M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.75K
+ 38.11%
$117K - $124K
6.35K $176K
Jun 02, 2022 Q3 2021
Sheaff Brock Investment Advisors, LLC

BUY
 -
1.75K
+ 32.97%
$117K - $124K
7.06K $196K
Oct 07, 2021 Q3 2021
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
1.75K
+ 4.04%
$117K - $124K
45K $1.25M
Oct 18, 2021 Q3 2021
Retirement Planning Group

BUY
 -
1.74K
+ 26.89%
$116K - $124K
8.21K $228K
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.71K
+ 36.69%
$114K - $121K
6.36K $177K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
1.66K
+ 18.95%
$111K - $118K
10.4K $289K
Nov 12, 2021 Q3 2021
Main Management LLC

San Francisco, CA
BUY
 -
1.55K
+ 0.51%
$104K - $110K
305K $8.47M
Jun 07, 2022 Q3 2021
True North Advisors, LLC

BUY
 -
1.55K
+ 1.37%
$103K - $110K
114K $3.17M
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.53K
+ 5.97%
$103K - $109K
27.2K $758K
Nov 15, 2021 Q3 2021
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
1.5K
+ 1.82%
$100K - $106K
83.8K $2.33M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
1.48K
+ 6.29%
$99.3K - $105K
25.1K $697K
Nov 01, 2021 Q3 2021
Klingman & Associates, LLC

BUY
 -
1.42K
+ 25.54%
$94.9K - $101K
6.97K $194K
Oct 09, 2024 Q3 2021
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
1.41K
+ 9.64%
$94.2K - $100K
16K $445K
Oct 21, 2021 Q3 2021
Hanson & Doremus Investment Management

BUY
 -
1.39K
New
$93K - $98.8K
1.39K $38.6K
Oct 26, 2021 Q3 2021
Chesapeake Wealth Management

BUY
 -
1.37K
+ 5.79%
$91.3K - $97K
24.9K $693K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.36K
+ 2.32%
$90.9K - $96.5K
60K $1.67M
Oct 26, 2021 Q3 2021
Meritage Portfolio Management

BUY
 -
1.35K
+ 11.83%
$90.5K - $96.1K
12.8K $355K
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
1.33K
+ 5.16%
$88.8K - $94.3K
27.1K $752K

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