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 |
---|---|---|---|---|---|---|---|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
408+ 2.17% |
N/A
|
19.2K
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
394+ 9.29% |
N/A
|
4.64K
$343K
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
375+ 8.37% |
N/A
|
4.85K
$359K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
366+ 2.86% |
N/A
|
13.2K
$975K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
364+ 7.37% |
N/A
|
5.3K
$392K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
358+ 2.12% |
N/A
|
17.3K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
354+ 2.97% |
N/A
|
12.3K
$908K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
354+ 6.43% |
N/A
|
5.86K
$433K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
344+ 603.51% |
N/A
|
401
$29.7K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
338+ 19.87% |
N/A
|
2.04K
$151K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
333+ 9.54% |
N/A
|
3.82K
$283K
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
316+ 5.26% |
N/A
|
6.33K
$468K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
306+ 0.81% |
N/A
|
38.2K
$2.83M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
302+ 9.2% |
N/A
|
3.58K
$265K
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
276+ 0.26% |
N/A
|
106K
$7.87M
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
252+ 7.97% |
N/A
|
3.41K
$252K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
224+ 55.17% |
N/A
|
630
$46.6K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
218+ 5.95% |
N/A
|
3.88K
$287K
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
213+ 1.04% |
N/A
|
20.7K
$1.53M
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
210+ 5.41% |
N/A
|
4.09K
$302K
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
206+ 2.57% |
N/A
|
8.22K
$608K
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
191+ 0.96% |
N/A
|
20.2K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
185+ 45.01% |
N/A
|
596
$44.1K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
160+ 0.56% |
N/A
|
28.5K
$2.11M
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
150New |
N/A
|
150
$11.1K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
124+ 4.25% |
N/A
|
3.04K
$225K
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
118+ 0.38% |
N/A
|
31K
$2.29M
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
116+ 0.42% |
N/A
|
27.5K
$2.03M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
115+ 1.9% |
N/A
|
6.18K
$457K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
105New |
N/A
|
105
$7.77K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
86+ 1.43% |
N/A
|
6.11K
$452K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
85+ 0.88% |
N/A
|
9.7K
$717K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
79+ 2.35% |
N/A
|
3.44K
$254K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 6.97% |
N/A
|
1.14K
$83.9K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
71+ 12.86% |
N/A
|
623
$46.1K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 2.88% |
N/A
|
2.18K
$161K
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
53+ 0.16% |
N/A
|
32.5K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
52+ 0.26% |
N/A
|
19.9K
$1.47M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 1.4% |
N/A
|
3.62K
$268K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 28.4% |
N/A
|
208
$15.4K
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
42+ 0.52% |
N/A
|
8.1K
$599K
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.49% |
N/A
|
6.71K
$496K
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
29+ 0.52% |
N/A
|
5.56K
$411K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27+ 0.22% |
N/A
|
12.6K
$928K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27New |
N/A
|
27
$2K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
26+ 0.09% |
N/A
|
30.3K
$2.24M
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
26+ 0.19% |
N/A
|
13.4K
$990K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
24+ 0.53% |
N/A
|
4.57K
$338K
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
23+ 0.23% |
N/A
|
10.1K
$746K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23+ 0.4% |
N/A
|
5.84K
$432K
|