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 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.32K+ 2.77% |
$88.4K - $93.9K
|
49.1K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32KNew |
$88.2K - $93.6K
|
1.32K
$36.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.32K+ 6.79% |
$88.1K - $93.5K
|
20.7K
$575K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.3K+ 6.65% |
$86.8K - $92.2K
|
20.8K
$578K
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.27K+ 8.69% |
$85.2K - $90.4K
|
15.9K
$443K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.25K+ 1.13% |
$83.6K - $88.7K
|
112K
$3.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.23K+ 162.83% |
$82.4K - $87.5K
|
1.99K
$55.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.19K+ 18.36% |
$79.5K - $84.4K
|
7.66K
$213K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.17K+ 3.86% |
$78.4K - $83.2K
|
31.5K
$875K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 8.9% |
$77.6K - $82.4K
|
14.2K
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 0.24% |
$69.1K - $73.3K
|
434K
$12.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1K+ 1.97% |
$67.1K - $71.3K
|
51.8K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
949+ 131.44% |
$63.5K - $67.4K
|
1.67K
$46.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
925+ 13.63% |
$61.9K - $65.7K
|
7.71K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
924+ 2.63% |
$61.8K - $65.7K
|
36K
$1M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
923New |
$61.8K - $65.6K
|
923
$25.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
908+ 17.66% |
$60.8K - $64.5K
|
6.05K
$168K
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
888+ 0.4% |
$59.4K - $63.1K
|
220K
$6.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
867+ 4.21% |
$58K - $61.6K
|
21.5K
$597K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
859+ 18.38% |
$57.5K - $61K
|
5.53K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$57.4K - $61K
|
858
$23.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
854+ 0.83% |
$57.1K - $60.7K
|
104K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
819+ 6.59% |
$54.8K - $58.2K
|
13.3K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
803+ 4.66% |
$53.7K - $57.1K
|
18K
$502K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
785+ 1.25% |
$52.5K - $55.8K
|
63.8K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
775+ 2.56% |
$51.9K - $55.1K
|
31K
$863K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
775+ 5.21% |
$51.9K - $55.1K
|
15.7K
$435K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
761+ 3.12% |
$50.9K - $54.1K
|
25.1K
$698K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
751+ 12.29% |
$50.2K - $53.4K
|
6.86K
$191K
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
706+ 5.23% |
$47.2K - $50.2K
|
14.2K
$395K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
705+ 0.87% |
$47.2K - $50.1K
|
82.2K
$2.28M
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
688+ 3.08% |
$46K - $48.9K
|
23.1K
$641K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
684+ 1.46% |
$45.8K - $48.6K
|
47.4K
$1.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
679+ 1.3% |
$45.4K - $48.2K
|
52.9K
$1.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
675+ 14.21% |
$45.2K - $48K
|
5.43K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
666+ 1.39% |
$44.6K - $47.3K
|
48.6K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
637+ 258.94% |
$42.6K - $45.3K
|
883
$24.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
634+ 1.03% |
$42.4K - $45K
|
62.1K
$1.73M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
565+ 6.64% |
$37.8K - $40.1K
|
9.08K
$252K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
560New |
$37.5K - $39.8K
|
560
$15.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
557+ 2.47% |
$37.3K - $39.6K
|
23.1K
$643K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
555+ 14.49% |
$37.1K - $39.4K
|
4.39K
$122K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
542New |
$36.3K - $38.5K
|
542
$15.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
540+ 1.14% |
$36.1K - $38.4K
|
48.1K
$1.34M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
488+ 15.65% |
$32.7K - $34.7K
|
3.61K
$100K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
479+ 5.23% |
$32K - $34K
|
9.64K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
463+ 13.51% |
$31K - $32.9K
|
3.89K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
443New |
$29.6K - $31.5K
|
443
$12.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
423+ 3.32% |
$28.3K - $30.1K
|
13.1K
$365K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
410+ 83.67% |
$27.4K - $29.1K
|
900
$25K
|