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 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
18.6KNew |
$1.26M - $1.37M
|
18.6K
$522K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
17.9KNew |
$1.22M - $1.31M
|
17.9K
$502K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
17.7KNew |
$1.2M - $1.3M
|
17.7K
$497K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 5.48% |
$1.13M - $1.23M
|
321K
$9M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
16.5K+ 46.22% |
$1.12M - $1.21M
|
52.1K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
16.1K+ 9.66% |
$1.1M - $1.18M
|
183K
$5.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
15.6K+ 116.6% |
$1.06M - $1.14M
|
29K
$812K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
15.1K+ 5.23% |
$1.03M - $1.11M
|
304K
$8.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 27.04% |
$980K - $1.06M
|
67.8K
$1.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14K+ 8.24% |
$950K - $1.03M
|
184K
$5.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.5K+ 153.41% |
$917K - $990K
|
22.3K
$625K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
13.2KNew |
$893K - $964K
|
13.2K
$368K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12.5KNew |
$850K - $917K
|
12.5K
$351K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$842K - $909K
|
12.4K
$347K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$834K - $901K
|
12.3K
$344K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12.3K+ 4.73% |
$833K - $899K
|
271K
$7.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$829K - $895K
|
12.2K
$342K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
11.8K+ 1.9% |
$801K - $864K
|
631K
$17.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.7KNew |
$797K - $860K
|
11.7K
$329K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.7KNew |
$794K - $858K
|
11.7K
$328K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.4K+ 2.81% |
$777K - $839K
|
419K
$11.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 10.92% |
$771K - $832K
|
115K
$3.23M
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
10.9K+ 5.75% |
$742K - $801K
|
201K
$5.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
10.7K+ 5.93% |
$726K - $784K
|
191K
$5.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
10.4K+ 29.26% |
$706K - $762K
|
45.9K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.74KNew |
$661K - $714K
|
9.74K
$273K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
9.62K+ 127.79% |
$653K - $705K
|
17.2K
$480K
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.6K+ 5.47% |
$652K - $704K
|
185K
$5.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
9.51KNew |
$646K - $697K
|
9.51K
$266K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.37KNew |
$636K - $687K
|
9.37K
$262K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9.33K+ 6.71% |
$634K - $684K
|
148K
$4.15M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.25KNew |
$628K - $678K
|
9.25K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
9.22KNew |
$626K - $676K
|
9.22K
$258K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.81KNew |
$598K - $646K
|
8.81K
$247K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.68K+ 6.75% |
$590K - $636K
|
137K
$3.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.68K+ 6.75% |
$590K - $636K
|
137K
$3.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.63K+ 5.88% |
$586K - $633K
|
155K
$4.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8.6K+ 1.63% |
$584K - $630K
|
538K
$15.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
8.57K+ 80.46% |
$582K - $628K
|
19.2K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.56K+ 24.98% |
$581K - $627K
|
42.8K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.56KNew |
$581K - $627K
|
8.56K
$240K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.32K+ 50.08% |
$565K - $610K
|
24.9K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.03K+ 10.57% |
$545K - $589K
|
84K
$2.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.01KNew |
$544K - $587K
|
8.01K
$224K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
7.68K+ 3.25% |
$522K - $563K
|
244K
$6.84M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
7.57K+ 20.25% |
$514K - $555K
|
44.9K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.56K+ 1.38% |
$513K - $554K
|
557K
$15.6M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.55KNew |
$512K - $553K
|
7.55K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.53KNew |
$512K - $552K
|
7.53K
$211K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
7.44K+ 3.83% |
$505K - $545K
|
202K
$5.64M
|