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 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.66K+ 5.38% |
$113K - $122K
|
32.5K
$903K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.66K+ 17.19% |
$113K - $121K
|
11.3K
$314K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 32.3% |
$112K - $121K
|
6.76K
$188K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.65K+ 3.35% |
$112K - $121K
|
50.9K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.56KNew |
$106K - $114K
|
1.56K
$43.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.56KNew |
$106K - $114K
|
1.56K
$43.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.52K+ 31.79% |
$103K - $112K
|
6.31K
$175K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.52K+ 19.94% |
$103K - $111K
|
9.12K
$253K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.49K+ 3.31% |
$101K - $109K
|
46.5K
$1.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.43K+ 6.81% |
$96.8K - $105K
|
22.4K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 2.06% |
$89.1K - $96.2K
|
65.1K
$1.81M
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
1.29K+ 3.07% |
$87.4K - $94.3K
|
43.3K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.27KNew |
$85.9K - $92.7K
|
1.27K
$35.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$85.7K - $92.5K
|
1.26K
$35.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$85.2K - $92K
|
1.26K
$34.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.25K+ 4.09% |
$84.9K - $91.6K
|
31.8K
$884K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.25K+ 7.8% |
$84.7K - $91.5K
|
17.3K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.24K+ 3.95% |
$84.3K - $91K
|
32.7K
$909K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 3.05% |
$82K - $88.5K
|
40.9K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.17K+ 11.64% |
$79.7K - $86.1K
|
11.3K
$313K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.16K+ 1.62% |
$78.9K - $85.2K
|
72.8K
$2.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.15K+ 0.3% |
$78.4K - $84.6K
|
385K
$10.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.08KNew |
$73.3K - $79.2K
|
1.08K
$30K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.06KNew |
$71.6K - $77.3K
|
1.06K
$29.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
976+ 6.15% |
$66.3K - $71.5K
|
16.8K
$468K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
969+ 7.35% |
$65.8K - $71K
|
14.2K
$393K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
965+ 2.01% |
$65.5K - $70.7K
|
49.1K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
911+ 5.05% |
$61.9K - $66.8K
|
19K
$527K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
895+ 9.13% |
$60.8K - $65.6K
|
10.7K
$297K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$56.2K - $60.7K
|
828
$23K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
823+ 1.47% |
$55.9K - $60.3K
|
56.8K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
817New |
$55.5K - $59.9K
|
817
$22.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
788+ 14.86% |
$53.5K - $57.8K
|
6.09K
$169K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
785+ 9.09% |
$53.3K - $57.5K
|
9.42K
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
760+ 16.16% |
$51.6K - $55.7K
|
5.46K
$152K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
748+ 12.77% |
$50.8K - $54.8K
|
6.6K
$184K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
725+ 4.63% |
$49.2K - $53.1K
|
16.4K
$456K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
660+ 4.65% |
$44.8K - $48.4K
|
14.9K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
650+ 8.82% |
$44.1K - $47.6K
|
8.02K
$223K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
606+ 0.74% |
$41.1K - $44.4K
|
82.5K
$2.29M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
600New |
$40.7K - $44K
|
600
$16.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
593+ 17.0% |
$40.3K - $43.5K
|
4.08K
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
577+ 15.72% |
$39.2K - $42.3K
|
4.25K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
563+ 7.36% |
$38.2K - $41.3K
|
8.21K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
559+ 4.22% |
$38K - $41K
|
13.8K
$384K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
557New |
$37.8K - $40.8K
|
557
$15.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
551+ 8.8% |
$37.4K - $40.4K
|
6.81K
$189K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
550+ 3.98% |
$37.3K - $40.3K
|
14.4K
$400K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
533+ 0.16% |
$36.2K - $39.1K
|
337K
$9.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
519+ 7.03% |
$35.2K - $38K
|
7.9K
$220K
|