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
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$97.5K
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.32K+ 6.79% |
N/A
|
20.7K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.3K+ 6.65% |
N/A
|
20.8K
$1.54M
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.27K+ 8.69% |
N/A
|
15.9K
$1.18M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.25K+ 1.13% |
N/A
|
112K
$8.27M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.23K+ 162.83% |
N/A
|
1.99K
$147K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.19K+ 18.36% |
N/A
|
7.66K
$567K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.17K+ 3.86% |
N/A
|
31.5K
$2.33M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 8.9% |
N/A
|
14.2K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 0.24% |
N/A
|
434K
$32.1M
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1K+ 1.97% |
N/A
|
51.8K
$3.83M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
949+ 131.44% |
N/A
|
1.67K
$124K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
925+ 13.63% |
N/A
|
7.71K
$570K
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
924+ 2.63% |
N/A
|
36K
$2.66M
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
923New |
N/A
|
923
$68.3K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
908+ 17.66% |
N/A
|
6.05K
$448K
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
888+ 0.4% |
N/A
|
220K
$16.3M
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
867+ 4.21% |
N/A
|
21.5K
$1.59M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
859+ 18.38% |
N/A
|
5.53K
$409K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
N/A
|
858
$63.5K
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
854+ 0.83% |
N/A
|
104K
$7.69M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
819+ 6.59% |
N/A
|
13.3K
$980K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
803+ 4.66% |
N/A
|
18K
$1.33M
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
785+ 1.25% |
N/A
|
63.8K
$4.72M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
775+ 5.21% |
N/A
|
15.7K
$1.16M
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
775+ 2.56% |
N/A
|
31K
$2.3M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
761+ 3.12% |
N/A
|
25.1K
$1.86M
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
751+ 12.29% |
N/A
|
6.86K
$508K
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
706+ 5.23% |
N/A
|
14.2K
$1.05M
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
705+ 0.87% |
N/A
|
82.2K
$6.08M
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
688+ 3.08% |
N/A
|
23.1K
$1.71M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
684+ 1.46% |
N/A
|
47.4K
$3.51M
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
679+ 1.3% |
N/A
|
52.9K
$3.91M
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
675+ 14.21% |
N/A
|
5.43K
$401K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
666+ 1.39% |
N/A
|
48.6K
$3.6M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
637+ 258.94% |
N/A
|
883
$65.3K
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
634+ 1.03% |
N/A
|
62.1K
$4.59M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
565+ 6.64% |
N/A
|
9.08K
$671K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
560New |
N/A
|
560
$41.4K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
557+ 2.47% |
N/A
|
23.1K
$1.71M
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
555+ 14.49% |
N/A
|
4.39K
$324K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
542New |
N/A
|
542
$40.1K
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
540+ 1.14% |
N/A
|
48.1K
$3.56M
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
488+ 15.65% |
N/A
|
3.61K
$267K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
479+ 5.23% |
N/A
|
9.64K
$713K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
463+ 13.51% |
N/A
|
3.89K
$288K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
443New |
N/A
|
443
$32.8K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
423+ 3.32% |
N/A
|
13.1K
$972K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
410+ 83.67% |
N/A
|
900
$66.6K
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
409+ 5.4% |
N/A
|
7.99K
$591K
|