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 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-597- 5.35% |
$40.5K - $43.8K
|
10.6K
$294K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-658- 1.78% |
$44.7K - $48.2K
|
36.3K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
SELL
|
- |
-658- 12.61% |
$44.7K - $48.2K
|
4.56K
$127K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-672- 11.39% |
$45.6K - $49.3K
|
5.23K
$145K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-672- 11.39% |
$45.6K - $49.3K
|
5.23K
$145K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-676- 28.57% |
$45.9K - $49.6K
|
1.69K
$47K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-695- 91.93% |
$47.2K - $50.9K
|
61
$1.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-699- 0.44% |
$47.5K - $51.2K
|
159K
$4.41M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-710- 2.0% |
$48.2K - $52K
|
34.8K
$966K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-714- 6.97% |
$48.5K - $52.3K
|
9.53K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-728- 8.45% |
$49.4K - $53.4K
|
7.88K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-815- 3.92% |
$55.3K - $59.7K
|
20K
$556K
|
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-825- 8.6% |
$56K - $60.5K
|
8.77K
$244K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-825- 3.31% |
$56K - $60.5K
|
24.1K
$670K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-896- 99.56% |
$60.8K - $65.7K
|
4
$111
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-949- 0.49% |
$64.4K - $69.6K
|
194K
$5.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
SELL
|
- |
-1K- 3.53% |
$68K - $73.4K
|
27.4K
$761K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 5.04% |
$69.1K - $74.5K
|
19.2K
$533K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.02K- 1.25% |
$69.2K - $74.7K
|
80.6K
$2.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 2.43% |
$74.8K - $80.7K
|
44.3K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.12K- 1.05% |
$76K - $82.1K
|
106K
$2.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.18K- 23.95% |
$80.4K - $86.8K
|
3.76K
$105K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.28K- 8.57% |
$86.6K - $93.5K
|
13.6K
$378K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.33K- 58.86% |
$90.4K - $97.6K
|
931
$25.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.36K- 10.47% |
$92.2K - $99.5K
|
11.6K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.4K- 2.87% |
$94.7K - $102K
|
47.2K
$1.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-1.46K- 10.29% |
$99.3K - $107K
|
12.7K
$354K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.54K- 5.61% |
$104K - $113K
|
25.9K
$719K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.68K- 9.82% |
$114K - $123K
|
15.5K
$430K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.7K- 1.81% |
$115K - $125K
|
92.3K
$2.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.82K- 3.51% |
$124K - $133K
|
50K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.9K- 29.91% |
$129K - $139K
|
4.46K
$124K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.92K- 33.0% |
$130K - $141K
|
3.9K
$108K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 27.63% |
$132K - $143K
|
5.11K
$142K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.14K- 11.76% |
$145K - $156K
|
16K
$445K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.15K- 40.75% |
$146K - $158K
|
3.13K
$86.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.18K- 15.95% |
$148K - $160K
|
11.5K
$320K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-2.2K- 26.17% |
$149K - $161K
|
6.2K
$172K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.33K- 1.67% |
$158K - $171K
|
137K
$3.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.41K- 27.43% |
$163K - $176K
|
6.37K
$177K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.43K- 23.79% |
$165K - $178K
|
7.77K
$216K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.48K- 5.06% |
$169K - $182K
|
46.6K
$1.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.65K- 6.93% |
$180K - $194K
|
35.6K
$989K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.7K- 12.6% |
$184K - $198K
|
18.8K
$521K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.86K- 2.56% |
$194K - $210K
|
109K
$3.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.95K- 9.45% |
$200K - $216K
|
28.3K
$786K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3KClosed |
$204K - $220K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 36.4% |
$207K - $223K
|
5.33K
$148K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-3.06K- 1.05% |
$208K - $224K
|
287K
$7.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.19KClosed |
$216K - $234K
|
0
$0
|