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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35.4K- 20.88% |
N/A
|
134K
$9.92M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.5K- 20.74% |
N/A
|
159K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-43KClosed |
N/A
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-44.8KClosed |
N/A
|
0
$0
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-49.8KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.9K- 4.94% |
N/A
|
1.06M
$78.1M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-70.5KClosed |
N/A
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-74.4K- 3.18% |
N/A
|
2.27M
$168M
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-75K- 89.44% |
N/A
|
8.85K
$655K
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-76.7KClosed |
N/A
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-97.7K- 47.51% |
N/A
|
108K
$7.98M
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-122K- 10.08% |
N/A
|
1.08M
$80.2M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-155K- 79.63% |
N/A
|
39.6K
$2.93M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-182K- 10.62% |
N/A
|
1.53M
$113M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-412K- 72.14% |
N/A
|
159K
$11.8M
|