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 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-370Closed |
$24.8K - $26.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-370- 10.97% |
$24.8K - $26.3K
|
3K
$84.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-385- 7.79% |
$25.8K - $27.4K
|
4.56K
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-401Closed |
$26.8K - $28.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-410- 60.29% |
$27.4K - $29.1K
|
270
$7.56K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-449- 8.35% |
$30K - $31.9K
|
4.93K
$138K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-450- 2.62% |
$30.1K - $32K
|
16.7K
$469K
|
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-465- 0.26% |
$31.1K - $33K
|
180K
$5.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-494- 7.61% |
$33.1K - $35.1K
|
6K
$168K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-510- 4.76% |
$34.1K - $36.2K
|
10.2K
$286K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-581- 1.44% |
$38.9K - $41.3K
|
39.7K
$1.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-610- 7.47% |
$40.8K - $43.3K
|
7.56K
$212K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-638- 17.42% |
$42.7K - $45.3K
|
3.03K
$84.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-643Closed |
$43K - $45.7K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-674- 3.59% |
$45.1K - $47.9K
|
18.1K
$507K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-676- 4.66% |
$45.2K - $48K
|
13.8K
$387K
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-701- 5.61% |
$46.9K - $49.8K
|
11.8K
$331K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-711- 1.21% |
$47.6K - $50.5K
|
58.1K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-738- 0.53% |
$49.4K - $52.4K
|
137K
$3.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-750Closed |
$50.2K - $53.3K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-750- 15.27% |
$50.2K - $53.3K
|
4.16K
$117K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-754- 5.49% |
$50.5K - $53.6K
|
13K
$363K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-760- 4.43% |
$50.9K - $54K
|
16.4K
$459K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-807- 5.91% |
$54K - $57.3K
|
12.8K
$360K
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-866- 3.74% |
$57.9K - $61.5K
|
22.3K
$624K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-879- 16.45% |
$58.8K - $62.5K
|
4.47K
$125K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-950- 2.5% |
$63.6K - $67.5K
|
37K
$1.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-959- 2.09% |
$64.2K - $68.1K
|
44.8K
$1.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-962- 0.67% |
$64.4K - $68.4K
|
142K
$3.98M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1K- 15.93% |
$66.9K - $71.1K
|
5.28K
$148K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.02K- 4.27% |
$68K - $72.3K
|
22.8K
$639K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 1.37% |
$70K - $74.3K
|
75.3K
$2.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 0.52% |
$76.3K - $81.1K
|
217K
$6.09M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 16.32% |
$77K - $81.8K
|
5.9K
$165K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.15K- 16.32% |
$77K - $81.8K
|
5.9K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.16K- 69.31% |
$77.7K - $82.5K
|
514
$14.4K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-1.18K- 5.48% |
$78.6K - $83.5K
|
20.3K
$567K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.18K- 4.05% |
$79K - $83.8K
|
28K
$783K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.22K- 6.29% |
$81.5K - $86.5K
|
18.1K
$508K
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.23K- 2.19% |
$82.3K - $87.4K
|
55.1K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.24K- 1.86% |
$83K - $88.1K
|
65.6K
$1.84M
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.28K- 16.54% |
$85.8K - $91.2K
|
6.48K
$181K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 0.48% |
$86K - $91.4K
|
267K
$7.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.29K- 1.35% |
$86.3K - $91.7K
|
94K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.32K- 1.01% |
$88K - $93.4K
|
129K
$3.6M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.32K- 1.01% |
$88K - $93.4K
|
129K
$3.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.41K- 12.55% |
$94.1K - $99.9K
|
9.8K
$274K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.41K- 14.94% |
$94.1K - $99.9K
|
8.01K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.42K- 1.31% |
$94.7K - $101K
|
107K
$2.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-1.47K- 0.51% |
$98.3K - $104K
|
288K
$8.07M
|