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% |
$247M - $267M
|
5.16M
$145M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.89M+ 7.57% |
$128M - $138M
|
26.8M
$750M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
478K+ 8.04% |
$32.5M - $35.1M
|
6.43M
$180M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
272KNew |
$18.5M - $19.9M
|
272K
$7.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
234K+ 6477.62% |
$15.9M - $17.1M
|
237K
$6.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
230K+ 2787.63% |
$15.6M - $16.9M
|
238K
$6.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153K+ 91.71% |
$10.4M - $11.2M
|
319K
$8.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
138K+ 13.62% |
$9.4M - $10.1M
|
1.16M
$32.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
133KNew |
$9.04M - $9.75M
|
133K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
130K+ 34.38% |
$8.83M - $9.53M
|
508K
$14.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99.6K+ 3.13% |
$6.76M - $7.3M
|
3.28M
$91.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
88.2KNew |
$5.99M - $6.47M
|
88.2K
$2.47M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
78.8KNew |
$5.35M - $5.78M
|
78.8K
$2.21M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
72KNew |
$4.89M - $5.28M
|
72K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
71K+ 119.3% |
$4.82M - $5.2M
|
130K
$3.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
68.2KNew |
$4.63M - $5M
|
68.2K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
67.4K+ 11.25% |
$4.58M - $4.94M
|
667K
$18.7M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
66.2KNew |
$4.5M - $4.86M
|
66.2K
$1.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
63K+ 7.75% |
$4.28M - $4.62M
|
876K
$24.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
60.9KNew |
$4.14M - $4.46M
|
60.9K
$1.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
60.9K+ 9.37% |
$4.13M - $4.46M
|
711K
$19.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
52.3KNew |
$3.55M - $3.83M
|
52.3K
$1.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
51.4KNew |
$3.49M - $3.77M
|
51.4K
$1.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.9K+ 194.96% |
$3.32M - $3.58M
|
73.9K
$2.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
47.4KNew |
$3.22M - $3.48M
|
47.4K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.3K+ 2.45% |
$3.21M - $3.47M
|
1.98M
$55.4M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
47.3KNew |
$3.21M - $3.47M
|
47.3K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
47.3KNew |
$3.21M - $3.46M
|
47.3K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
45.8KNew |
$3.11M - $3.36M
|
45.8K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.5K+ 5.41% |
$3.02M - $3.26M
|
867K
$24.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
44.5KNew |
$3.02M - $3.26M
|
44.5K
$1.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
43.2KNew |
$2.93M - $3.17M
|
43.2K
$1.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.1K+ 8.83% |
$2.59M - $2.79M
|
469K
$13.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.3K+ 25.54% |
$2.4M - $2.59M
|
174K
$4.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
33.6K+ 29.06% |
$2.28M - $2.46M
|
149K
$4.18M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.4K+ 2.79% |
$2.2M - $2.37M
|
1.19M
$33.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
32KNew |
$2.18M - $2.35M
|
32K
$898K
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
30.7KNew |
$2.08M - $2.25M
|
30.7K
$859K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
30.5KNew |
$2.07M - $2.24M
|
30.5K
$856K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 26.8% |
$2.07M - $2.23M
|
144K
$4.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
30.4K+ 28.56% |
$2.06M - $2.23M
|
137K
$3.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 1.44% |
$1.82M - $1.96M
|
1.88M
$52.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
25.7K+ 4.98% |
$1.75M - $1.89M
|
542K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.7K+ 10.67% |
$1.74M - $1.88M
|
266K
$7.46M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 5.66% |
$1.67M - $1.8M
|
458K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
23.6K+ 28.17% |
$1.6M - $1.73M
|
108K
$3.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
23.1K+ 1.96% |
$1.57M - $1.69M
|
1.2M
$33.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
20.3K+ 8.51% |
$1.38M - $1.49M
|
259K
$7.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 8.45% |
$1.3M - $1.41M
|
246K
$6.9M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
18.8K+ 51.85% |
$1.27M - $1.37M
|
54.9K
$1.54M
|