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 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
21+ 0.41% |
N/A
|
5.12K
$378K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.07% |
N/A
|
30.3K
$2.24M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 0.13% |
N/A
|
15.1K
$1.12M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.12% |
N/A
|
15K
$1.11M
|
|
Oct 13, 2021
Q3 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
15+ 0.48% |
N/A
|
3.13K
$232K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
15New |
N/A
|
15
$1.11K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
14+ 5.05% |
N/A
|
291
$21.5K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.12% |
N/A
|
8.64K
$639K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
N/A
|
10.5K
$779K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.19% |
N/A
|
5.36K
$397K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9New |
N/A
|
9
$666
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
N/A
|
9
$666
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7+ 0.04% |
N/A
|
15.6K
$1.15M
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.38% |
N/A
|
1.59K
$118K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.48% |
N/A
|
1.05K
$77.4K
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.54% |
N/A
|
927
$68.6K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.58% |
N/A
|
689
$51K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.02% |
N/A
|
22.3K
$1.65M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.26% |
N/A
|
1.15K
$84.8K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.39% |
N/A
|
770
$56.9K
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
BUY
|
- |
2+ 0.04% |
N/A
|
4.99K
$369K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2New |
N/A
|
2
$148
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
N/A
|
8.5K
$629K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.76% |
N/A
|
264
$19.5K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.2% |
N/A
|
989
$73.1K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.75% |
N/A
|
134
$9.91K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.47% |
N/A
|
215
$15.9K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.44% |
N/A
|
229
$16.9K
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
1+ 0.58% |
N/A
|
174
$12.9K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
N/A
|
2.03K
$150K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.44K
$402K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.8% |
N/A
|
496
$36.7K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6- 0.23% |
N/A
|
2.6K
$193K
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8- 4.0% |
N/A
|
192
$14.2K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.16% |
N/A
|
5.64K
$417K
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-9- 0.1% |
N/A
|
8.73K
$646K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.13% |
N/A
|
12.4K
$916K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-19- 0.19% |
N/A
|
10.2K
$756K
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-21- 0.67% |
N/A
|
3.11K
$230K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-24- 0.07% |
N/A
|
36.2K
$2.68M
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-24- 0.18% |
N/A
|
13.1K
$970K
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-27- 29.67% |
N/A
|
64
$4.73K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34- 1.72% |
N/A
|
1.94K
$144K
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-34- 0.12% |
N/A
|
27.4K
$2.03M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-35- 5.65% |
N/A
|
584
$43.2K
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-39- 0.14% |
N/A
|
28.4K
$2.1M
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-43- 0.5% |
N/A
|
8.64K
$639K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43- 0.68% |
N/A
|
6.26K
$463K
|
|
Nov 01, 2021
Q3 2021
|
Tenret CO LLC
|
SELL
|
- |
-45- 0.86% |
N/A
|
5.22K
$386K
|