Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.64M+ 238.4% |
N/A
|
5.16M
$382M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.89M+ 7.57% |
N/A
|
26.8M
$1.98B
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
478K+ 8.04% |
N/A
|
6.43M
$476M
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
272KNew |
N/A
|
272K
$20.1M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
234K+ 6477.62% |
N/A
|
237K
$17.6M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
230K+ 2787.63% |
N/A
|
238K
$17.6M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153K+ 91.71% |
N/A
|
319K
$23.6M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
138K+ 13.62% |
N/A
|
1.16M
$85.5M
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
133KNew |
N/A
|
133K
$9.85M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
130K+ 34.38% |
N/A
|
508K
$37.6M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99.6K+ 3.13% |
N/A
|
3.28M
$243M
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
88.2KNew |
N/A
|
88.2K
$6.53M
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
72KNew |
N/A
|
72K
$5.33M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
71K+ 119.3% |
N/A
|
130K
$9.66M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
68.2KNew |
N/A
|
68.2K
$5.05M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
67.4K+ 11.25% |
N/A
|
667K
$49.3M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
66.2KNew |
N/A
|
66.2K
$4.9M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
63K+ 7.75% |
N/A
|
876K
$64.8M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
60.9KNew |
N/A
|
60.9K
$4.51M
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
60.9K+ 9.37% |
N/A
|
711K
$52.6M
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
52.3KNew |
N/A
|
52.3K
$3.87M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51.4KNew |
N/A
|
51.4K
$3.8M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.9K+ 194.96% |
N/A
|
73.9K
$5.47M
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
47.4KNew |
N/A
|
47.4K
$3.51M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.3K+ 2.45% |
N/A
|
1.98M
$146M
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
47.3KNew |
N/A
|
47.3K
$3.5M
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
47.3KNew |
N/A
|
47.3K
$3.5M
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
45.8KNew |
N/A
|
45.8K
$3.39M
|
|
Feb 15, 2022
Q4 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.5K+ 5.41% |
N/A
|
867K
$64.1M
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
44.5KNew |
N/A
|
44.5K
$3.29M
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
43.2KNew |
N/A
|
43.2K
$3.2M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.1K+ 8.83% |
N/A
|
469K
$34.7M
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.3K+ 25.54% |
N/A
|
174K
$12.9M
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
33.6K+ 29.06% |
N/A
|
149K
$11M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.4K+ 2.79% |
N/A
|
1.19M
$88.1M
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
32KNew |
N/A
|
32K
$2.37M
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
30.7KNew |
N/A
|
30.7K
$2.27M
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
30.5KNew |
N/A
|
30.5K
$2.26M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 26.8% |
N/A
|
144K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
30.4K+ 28.56% |
N/A
|
137K
$10.1M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 1.44% |
N/A
|
1.88M
$139M
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
25.7K+ 4.98% |
N/A
|
542K
$40.1M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.7K+ 10.67% |
N/A
|
266K
$19.7M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 5.66% |
N/A
|
458K
$33.9M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
23.6K+ 28.17% |
N/A
|
108K
$7.96M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
23.1K+ 1.96% |
N/A
|
1.2M
$89M
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
20.3K+ 8.51% |
N/A
|
259K
$19.2M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 8.45% |
N/A
|
246K
$18.2M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
18.8K+ 51.85% |
N/A
|
54.9K
$4.06M
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
18.6KNew |
N/A
|
18.6K
$1.38M
|