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
|
Loveless Wealth Management LLC
|
BUY
|
- |
409+ 5.4% |
$27.4K - $29.1K
|
7.99K
$222K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
408+ 2.17% |
$27.3K - $29K
|
19.2K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
394+ 9.29% |
$26.4K - $28K
|
4.64K
$129K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
375+ 8.37% |
$25.1K - $26.6K
|
4.85K
$135K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
366+ 2.86% |
$24.5K - $26K
|
13.2K
$367K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
364+ 7.37% |
$24.4K - $25.9K
|
5.3K
$147K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
358+ 2.12% |
$24K - $25.4K
|
17.3K
$480K
|
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
354+ 2.97% |
$23.7K - $25.2K
|
12.3K
$341K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
354+ 6.43% |
$23.7K - $25.2K
|
5.86K
$163K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
344+ 603.51% |
$23K - $24.4K
|
401
$11.1K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
338+ 19.87% |
$22.6K - $24K
|
2.04K
$56.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
333+ 9.54% |
$22.3K - $23.7K
|
3.82K
$106K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
316+ 5.26% |
$21.1K - $22.5K
|
6.33K
$176K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
306+ 0.81% |
$20.5K - $21.7K
|
38.2K
$1.06M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
302+ 9.2% |
$20.2K - $21.5K
|
3.58K
$99.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
276+ 0.26% |
$18.5K - $19.6K
|
106K
$2.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
252+ 7.97% |
$16.9K - $17.9K
|
3.41K
$94.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
224+ 55.17% |
$15K - $15.9K
|
630
$17.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
218+ 5.95% |
$14.6K - $15.5K
|
3.88K
$108K
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
213+ 1.04% |
$14.3K - $15.1K
|
20.7K
$575K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
210+ 5.41% |
$14.1K - $14.9K
|
4.09K
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
206+ 2.57% |
$13.8K - $14.6K
|
8.22K
$229K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
191+ 0.96% |
$12.8K - $13.6K
|
20.2K
$561K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
185+ 45.01% |
$12.4K - $13.1K
|
596
$16.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
160+ 0.56% |
$10.7K - $11.4K
|
28.5K
$793K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$10K - $10.7K
|
150
$4.17K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
124+ 4.25% |
$8.3K - $8.81K
|
3.04K
$84.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
118+ 0.38% |
$7.9K - $8.38K
|
31K
$861K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
116+ 0.42% |
$7.76K - $8.24K
|
27.5K
$765K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
115+ 1.9% |
$7.69K - $8.17K
|
6.18K
$172K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
105New |
$7.03K - $7.46K
|
105
$2.92K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
86+ 1.43% |
$5.75K - $6.11K
|
6.11K
$170K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
85+ 0.88% |
$5.69K - $6.04K
|
9.7K
$270K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
79+ 2.35% |
$5.29K - $5.61K
|
3.44K
$95.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 6.97% |
$4.95K - $5.26K
|
1.14K
$31.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
71+ 12.86% |
$4.75K - $5.04K
|
623
$17.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 2.88% |
$4.08K - $4.33K
|
2.18K
$60.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
53+ 0.16% |
$3.55K - $3.77K
|
32.5K
$903K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
52+ 0.26% |
$3.48K - $3.69K
|
19.9K
$554K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 1.4% |
$3.35K - $3.55K
|
3.62K
$101K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 28.4% |
$3.08K - $3.27K
|
208
$5.78K
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
42+ 0.52% |
$2.81K - $2.98K
|
8.1K
$225K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.49% |
$2.21K - $2.34K
|
6.71K
$187K
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
29+ 0.52% |
$1.94K - $2.06K
|
5.56K
$155K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27New |
$1.81K - $1.92K
|
27
$751
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27+ 0.22% |
$1.81K - $1.92K
|
12.6K
$349K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
26+ 0.19% |
$1.74K - $1.85K
|
13.4K
$372K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
26+ 0.09% |
$1.74K - $1.85K
|
30.3K
$844K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
24+ 0.53% |
$1.61K - $1.71K
|
4.57K
$127K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23+ 0.4% |
$1.54K - $1.63K
|
5.84K
$162K
|