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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33.4KClosed |
$2.27M - $2.45M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-33.4K- 26.33% |
$2.27M - $2.45M
|
93.4K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.1K- 68.8% |
$2.32M - $2.5M
|
15.5K
$434K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-35.1K- 47.49% |
$2.38M - $2.57M
|
38.8K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35.4K- 20.88% |
$2.4M - $2.59M
|
134K
$3.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.5K- 20.74% |
$2.82M - $3.04M
|
159K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-43KClosed |
$2.92M - $3.15M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-44.8KClosed |
$3.04M - $3.29M
|
0
$0
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-49.8KClosed |
$3.38M - $3.65M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.9K- 4.94% |
$3.73M - $4.02M
|
1.06M
$29.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-70.5KClosed |
$4.79M - $5.17M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-74.4K- 3.18% |
$5.05M - $5.45M
|
2.27M
$63.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-75K- 89.44% |
$5.09M - $5.5M
|
8.85K
$248K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-76.7KClosed |
$5.21M - $5.62M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-97.7K- 47.51% |
$6.63M - $7.16M
|
108K
$3.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-122K- 10.08% |
$8.25M - $8.91M
|
1.08M
$30.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-155K- 79.63% |
$10.5M - $11.4M
|
39.6K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-182K- 10.62% |
$12.4M - $13.4M
|
1.53M
$42.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-412K- 72.14% |
$28M - $30.2M
|
159K
$4.45M
|