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 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-3.59K- 3.51% |
N/A
|
98.7K
$7.3M
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.6K- 11.06% |
N/A
|
28.9K
$2.14M
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.62K- 2.83% |
N/A
|
124K
$9.19M
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-3.72K- 2.83% |
N/A
|
128K
$9.45M
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.17K- 0.8% |
N/A
|
516K
$38.1M
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.2K- 55.58% |
N/A
|
3.36K
$248K
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.49K- 4.88% |
N/A
|
87.5K
$6.47M
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.85KClosed |
N/A
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.93K- 57.99% |
N/A
|
3.57K
$264K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.97K- 0.9% |
N/A
|
549K
$40.6M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.97K- 0.9% |
N/A
|
549K
$40.6M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-5.02K- 13.56% |
N/A
|
32K
$2.37M
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5.33KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.36K- 21.13% |
N/A
|
20K
$1.48M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.7K- 1.38% |
N/A
|
409K
$30.2M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.86K- 37.45% |
N/A
|
9.78K
$723K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.89K- 95.11% |
N/A
|
303
$22.4K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.09K- 12.84% |
N/A
|
41.3K
$3.06M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.54K- 0.12% |
N/A
|
5.56M
$411M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.71K- 14.83% |
N/A
|
38.5K
$2.85M
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.19KClosed |
N/A
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.54K- 24.83% |
N/A
|
22.8K
$1.69M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.82K- 4.67% |
N/A
|
160K
$11.8M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.09K- 5.61% |
N/A
|
136K
$10.1M
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-8.22KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.32K- 1.53% |
N/A
|
535K
$39.6M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.41K- 37.67% |
N/A
|
13.9K
$1.03M
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-8.58K- 2.98% |
N/A
|
280K
$20.7M
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-8.83K- 3.31% |
N/A
|
258K
$19.1M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.77KClosed |
N/A
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.93K- 17.88% |
N/A
|
45.6K
$3.37M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 8.79% |
N/A
|
116K
$8.61M
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.8K- 6.5% |
N/A
|
169K
$12.5M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 2.91% |
N/A
|
404K
$29.9M
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-12.4K- 22.39% |
N/A
|
43.2K
$3.19M
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-12.8K- 15.3% |
N/A
|
70.8K
$5.24M
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-13.6K- 9.54% |
N/A
|
129K
$9.52M
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13.7K- 32.22% |
N/A
|
28.9K
$2.13M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.5K- 3.39% |
N/A
|
441K
$32.6M
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-19.6K- 14.26% |
N/A
|
118K
$8.72M
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-25.8K- 20.04% |
N/A
|
103K
$7.6M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.3K- 36.18% |
N/A
|
46.4K
$3.43M
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-27.8K- 18.62% |
N/A
|
122K
$8.99M
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-28.5KClosed |
N/A
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-31KClosed |
N/A
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33.4KClosed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-33.4K- 26.33% |
N/A
|
93.4K
$6.91M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.1K- 68.8% |
N/A
|
15.5K
$1.15M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-35.1K- 47.49% |
N/A
|
38.8K
$2.87M
|