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 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.52K- 24.12% |
$102K - $108K
|
4.79K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.52K- 84.29% |
$102K - $108K
|
284
$7.9K
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-1.66K- 3.23% |
$111K - $118K
|
49.8K
$1.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 24.26% |
$114K - $121K
|
5.31K
$148K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.79K- 8.9% |
$120K - $127K
|
18.3K
$508K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.99K- 31.43% |
$133K - $142K
|
4.35K
$121K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.05K- 51.61% |
$137K - $145K
|
1.92K
$53.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.11K- 8.95% |
$141K - $150K
|
21.4K
$596K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.12KClosed |
$142K - $151K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.2K- 0.91% |
$147K - $156K
|
240K
$6.67M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.21K- 1.51% |
$148K - $157K
|
144K
$4.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.52K- 4.33% |
$168K - $179K
|
55.5K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 45.42% |
$176K - $187K
|
3.16K
$87.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-2.66K- 5.96% |
$178K - $189K
|
42K
$1.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.71K- 1.91% |
$181K - $193K
|
139K
$3.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.8K- 41.49% |
$188K - $199K
|
3.96K
$110K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.83K- 37.65% |
$189K - $201K
|
4.68K
$130K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.89K- 3.25% |
$193K - $205K
|
86K
$2.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.89K- 5.99% |
$193K - $205K
|
45.4K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-2.93K- 2.79% |
$196K - $208K
|
102K
$2.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.93KClosed |
$196K - $208K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.94K- 2.26% |
$196K - $209K
|
127K
$3.52M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-2.94KClosed |
$196K - $209K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$197K - $209K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2.96KClosed |
$198K - $210K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.06KClosed |
$205K - $217K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.18K- 13.75% |
$213K - $226K
|
19.9K
$554K
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-3.22KClosed |
$215K - $228K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.23KClosed |
$216K - $229K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.23K- 8.03% |
$216K - $230K
|
37K
$1.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.24K- 15.52% |
$217K - $230K
|
17.6K
$490K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.25K- 93.2% |
$217K - $231K
|
237
$6.59K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.3KClosed |
$221K - $235K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.31K- 2.33% |
$221K - $235K
|
138K
$3.85M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.37K- 8.26% |
$225K - $239K
|
37.4K
$1.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.61KClosed |
$241K - $256K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-3.68K- 2.72% |
$246K - $261K
|
131K
$3.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.73K- 29.35% |
$249K - $265K
|
8.97K
$249K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.82K- 30.31% |
$255K - $271K
|
8.77K
$244K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-3.94K- 44.12% |
$264K - $280K
|
5K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.14KClosed |
$277K - $294K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-4.36K- 47.12% |
$292K - $310K
|
4.9K
$136K
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-4.44K- 11.08% |
$297K - $316K
|
35.6K
$991K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-4.5K- 57.8% |
$301K - $319K
|
3.28K
$91.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.51KClosed |
$302K - $321K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.65K- 4.81% |
$311K - $330K
|
92K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.67K- 15.54% |
$312K - $332K
|
25.4K
$705K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.03K- 2.92% |
$337K - $358K
|
167K
$4.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.25K- 93.25% |
$351K - $373K
|
380
$10.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.41K- 3.74% |
$362K - $384K
|
139K
$3.86M
|