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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.19KNew |
$488K - $527K
|
7.19K
$200K
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7.18K+ 4080.11% |
$488K - $526K
|
7.36K
$205K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
BUY
|
- |
7.11K+ 7.01% |
$483K - $521K
|
109K
$3.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.99KNew |
$474K - $512K
|
6.99K
$194K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.96K+ 23.43% |
$473K - $510K
|
36.7K
$1.02M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.89K+ 11.87% |
$468K - $505K
|
65K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.89K+ 11.87% |
$468K - $505K
|
65K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.65K+ 7.08% |
$451K - $487K
|
100K
$2.79M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
6.64K+ 13.48% |
$451K - $487K
|
55.9K
$1.55M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.52KNew |
$443K - $478K
|
6.52K
$181K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
6.46KNew |
$439K - $474K
|
6.46K
$180K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
6.44K+ 23.42% |
$437K - $472K
|
33.9K
$944K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.42K+ 5.13% |
$436K - $471K
|
132K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.35K+ 10.36% |
$431K - $465K
|
67.6K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.93K+ 9.88% |
$402K - $434K
|
65.9K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.72K+ 6.65% |
$388K - $419K
|
91.7K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
5.67K+ 20.96% |
$385K - $416K
|
32.7K
$910K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.48K+ 17.26% |
$372K - $402K
|
37.3K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.43KNew |
$368K - $398K
|
5.43K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.05KNew |
$343K - $370K
|
5.05K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.02K+ 2.79% |
$341K - $368K
|
185K
$5.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.01KNew |
$340K - $367K
|
5.01K
$139K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
4.78K+ 4.33% |
$324K - $350K
|
115K
$3.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
4.64K+ 2.05% |
$315K - $340K
|
231K
$6.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
4.63KNew |
$314K - $339K
|
4.63K
$129K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.59K+ 93.85% |
$312K - $337K
|
9.49K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.58K+ 9.68% |
$311K - $336K
|
51.9K
$1.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
4.57K+ 230.15% |
$311K - $335K
|
6.56K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.45K+ 6.79% |
$302K - $326K
|
70K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.43K+ 42.04% |
$301K - $325K
|
15K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.38K+ 2.02% |
$297K - $321K
|
222K
$6.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.36K+ 1.66% |
$296K - $319K
|
267K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.36K+ 7.91% |
$296K - $319K
|
59.4K
$1.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.35K+ 11.61% |
$295K - $319K
|
41.8K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.34K+ 1.38% |
$295K - $318K
|
320K
$8.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
4.3KNew |
$292K - $315K
|
4.3K
$120K
|
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
4.28K+ 34.88% |
$291K - $314K
|
16.6K
$460K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.26KNew |
$289K - $312K
|
4.26K
$118K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.26K+ 4.37% |
$289K - $312K
|
102K
$2.83M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.2K+ 4.04% |
$285K - $308K
|
108K
$3.01M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.08KNew |
$277K - $299K
|
4.08K
$113K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.05KNew |
$275K - $297K
|
4.05K
$113K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.04K+ 17.48% |
$275K - $296K
|
27.2K
$755K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.86KNew |
$262K - $283K
|
3.86K
$107K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.82K+ 13.7% |
$259K - $280K
|
31.7K
$881K
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
3.79KNew |
$258K - $278K
|
3.79K
$105K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.75KNew |
$254K - $275K
|
3.75K
$104K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.73K+ 3.36% |
$253K - $273K
|
115K
$3.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.63K+ 5.84% |
$246K - $266K
|
65.7K
$1.83M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.48KNew |
$236K - $255K
|
3.48K
$96.7K
|