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 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.43KNew |
$233K - $252K
|
3.43K
$95.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.39KNew |
$230K - $248K
|
3.39K
$94.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.35KNew |
$227K - $245K
|
3.35K
$93K
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.17KNew |
$215K - $232K
|
3.17K
$88K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.16K+ 1517.79% |
$214K - $231K
|
3.37K
$93.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 4.73% |
$214K - $231K
|
69.8K
$1.94M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3.15K+ 10.15% |
$214K - $231K
|
34.2K
$950K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.15KNew |
$214K - $231K
|
3.15K
$87.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.12K+ 5.63% |
$212K - $229K
|
58.5K
$1.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
3.11K+ 1.41% |
$211K - $228K
|
223K
$6.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.09KNew |
$210K - $227K
|
3.09K
$85.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3.08K+ 5.83% |
$209K - $226K
|
56K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.07KNew |
$208K - $225K
|
3.07K
$85.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.02KNew |
$205K - $221K
|
3.02K
$83.8K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.98K+ 82.27% |
$202K - $218K
|
6.6K
$183K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.97KNew |
$202K - $218K
|
2.97K
$82.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.96KNew |
$201K - $217K
|
2.96K
$82.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.94KNew |
$199K - $215K
|
2.94K
$81.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.92KNew |
$198K - $214K
|
2.92K
$81K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.9KNew |
$197K - $213K
|
2.9K
$80.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.89KNew |
$196K - $212K
|
2.89K
$80.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
2.88KNew |
$195K - $211K
|
2.88K
$80K
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
2.87KNew |
$195K - $210K
|
2.87K
$79.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.86K+ 3.06% |
$194K - $209K
|
96.3K
$2.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 42.43% |
$192K - $207K
|
9.48K
$263K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
2.82K+ 23.89% |
$191K - $206K
|
14.6K
$406K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.8KNew |
$190K - $205K
|
2.8K
$77.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.77KNew |
$188K - $203K
|
2.77K
$77K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.77K+ 69.96% |
$188K - $203K
|
6.72K
$187K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
2.76KNew |
$187K - $202K
|
2.76K
$76.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
2.75K+ 33.25% |
$187K - $202K
|
11K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.75KNew |
$186K - $201K
|
2.75K
$76.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.59K+ 40.13% |
$176K - $190K
|
9.04K
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.52K+ 6.2% |
$171K - $185K
|
43.2K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.51K+ 10.56% |
$170K - $184K
|
26.2K
$729K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.41K+ 61.26% |
$164K - $177K
|
6.34K
$176K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.34K+ 14.68% |
$159K - $171K
|
18.3K
$508K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.26K+ 6.16% |
$154K - $166K
|
39K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.25K+ 42.47% |
$153K - $165K
|
7.54K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.23K+ 0.84% |
$151K - $163K
|
267K
$7.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.13KNew |
$145K - $156K
|
2.13K
$59.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.08K+ 9.0% |
$141K - $152K
|
25.1K
$699K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.02K+ 33.32% |
$137K - $148K
|
8.07K
$224K
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.92K+ 43.67% |
$130K - $140K
|
6.3K
$175K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.88K+ 1.65% |
$128K - $138K
|
116K
$3.22M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.86K+ 0.77% |
$126K - $136K
|
242K
$6.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.83K+ 37.62% |
$124K - $134K
|
6.68K
$186K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.8K+ 20.02% |
$122K - $132K
|
10.8K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.79K+ 1335.82% |
$122K - $131K
|
1.92K
$53.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 1.63% |
$113K - $122K
|
104K
$2.88M
|