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 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.39KNew |
N/A
|
3.39K
$251K
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$247K
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$234K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.16K+ 1517.79% |
N/A
|
3.37K
$249K
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 4.73% |
N/A
|
69.8K
$5.17M
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3.15K+ 10.15% |
N/A
|
34.2K
$2.53M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$233K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.12K+ 5.63% |
N/A
|
58.5K
$4.33M
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
3.11K+ 1.41% |
N/A
|
223K
$16.5M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$229K
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3.08K+ 5.83% |
N/A
|
56K
$4.14M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.07KNew |
N/A
|
3.07K
$227K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$223K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.98K+ 82.27% |
N/A
|
6.6K
$488K
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.97KNew |
N/A
|
2.97K
$220K
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.96KNew |
N/A
|
2.96K
$219K
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.94KNew |
N/A
|
2.94K
$217K
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$216K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$215K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.89KNew |
N/A
|
2.89K
$214K
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$213K
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
2.87KNew |
N/A
|
2.87K
$212K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.86K+ 3.06% |
N/A
|
96.3K
$7.12M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 42.43% |
N/A
|
9.48K
$701K
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
2.82K+ 23.89% |
N/A
|
14.6K
$1.08M
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$207K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$205K
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.77K+ 69.96% |
N/A
|
6.72K
$497K
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$204K
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
2.75K+ 33.25% |
N/A
|
11K
$815K
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$203K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.59K+ 40.13% |
N/A
|
9.04K
$668K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.52K+ 6.2% |
N/A
|
43.2K
$3.19M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.51K+ 10.56% |
N/A
|
26.2K
$1.94M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.41K+ 61.26% |
N/A
|
6.34K
$469K
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.34K+ 14.68% |
N/A
|
18.3K
$1.35M
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.26K+ 6.16% |
N/A
|
39K
$2.88M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.25K+ 42.47% |
N/A
|
7.54K
$558K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.23K+ 0.84% |
N/A
|
267K
$19.8M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$158K
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.08K+ 9.0% |
N/A
|
25.1K
$1.86M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.02K+ 33.32% |
N/A
|
8.07K
$597K
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.92K+ 43.67% |
N/A
|
6.3K
$466K
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.88K+ 1.65% |
N/A
|
116K
$8.58M
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.86K+ 0.77% |
N/A
|
242K
$17.9M
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.83K+ 37.62% |
N/A
|
6.68K
$494K
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.8K+ 20.02% |
N/A
|
10.8K
$796K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.79K+ 1335.82% |
N/A
|
1.92K
$142K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 1.63% |
N/A
|
104K
$7.66M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.66K+ 5.38% |
N/A
|
32.5K
$2.4M
|