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 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-46- 0.16% |
N/A
|
27.9K
$2.06M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-50- 0.16% |
N/A
|
30.5K
$2.26M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-53- 2.6% |
N/A
|
1.99K
$147K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 7.62% |
N/A
|
667
$49.3K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-60- 0.51% |
N/A
|
11.8K
$871K
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-60- 58.25% |
N/A
|
43
$3.18K
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-81Closed |
N/A
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-107- 0.23% |
N/A
|
47.1K
$3.48M
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-108- 1.74% |
N/A
|
6.1K
$451K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-113- 1.77% |
N/A
|
6.27K
$464K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-114- 0.88% |
N/A
|
12.8K
$947K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-118- 0.16% |
N/A
|
73.8K
$5.46M
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-122- 15.19% |
N/A
|
681
$50.4K
|
|
Oct 18, 2021
Q3 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-125- 1.98% |
N/A
|
6.19K
$458K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-143- 3.5% |
N/A
|
3.94K
$291K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-160- 2.18% |
N/A
|
7.18K
$531K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-165- 1.64% |
N/A
|
9.9K
$732K
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-167- 4.88% |
N/A
|
3.26K
$241K
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-174- 33.21% |
N/A
|
350
$25.9K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-187- 4.85% |
N/A
|
3.67K
$271K
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-195- 0.53% |
N/A
|
36.7K
$2.72M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-202- 2.29% |
N/A
|
8.61K
$637K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 0.38% |
N/A
|
55.6K
$4.11M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-214- 0.28% |
N/A
|
75.3K
$5.57M
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-218- 1.57% |
N/A
|
13.7K
$1.01M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-223- 11.18% |
N/A
|
1.77K
$131K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 3.45% |
N/A
|
6.29K
$466K
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-228- 0.64% |
N/A
|
35.5K
$2.62M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-231- 1.52% |
N/A
|
14.9K
$1.1M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-240- 88.56% |
N/A
|
31
$2.29K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-244- 17.63% |
N/A
|
1.14K
$84.3K
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-250- 26.01% |
N/A
|
711
$52.6K
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
SELL
|
- |
-253- 0.67% |
N/A
|
37.4K
$2.76M
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-253- 4.87% |
N/A
|
4.94K
$366K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-269- 0.29% |
N/A
|
93.4K
$6.91M
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-275- 2.69% |
N/A
|
9.95K
$736K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-285- 11.06% |
N/A
|
2.29K
$170K
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
SELL
|
- |
-297- 0.29% |
N/A
|
101K
$7.5M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-300- 11.52% |
N/A
|
2.3K
$170K
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-307- 0.43% |
N/A
|
71.6K
$5.3M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-314- 11.35% |
N/A
|
2.45K
$181K
|
|
Nov 04, 2021
Q3 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-346- 3.48% |
N/A
|
9.6K
$710K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-350- 14.58% |
N/A
|
2.05K
$152K
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-351- 2.31% |
N/A
|
14.9K
$1.1M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-353- 0.27% |
N/A
|
130K
$9.63M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-357- 5.25% |
N/A
|
6.45K
$477K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-359- 7.01% |
N/A
|
4.76K
$352K
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-370Closed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-370- 10.97% |
N/A
|
3K
$222K
|