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 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
483+ 14.04% |
N/A
|
3.92K
$290K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
477+ 6.95% |
N/A
|
7.34K
$543K
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
475+ 1.02% |
N/A
|
46.9K
$3.47M
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
469+ 5.87% |
N/A
|
8.46K
$626K
|
|
Jan 20, 2022
Q4 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
453+ 14.46% |
N/A
|
3.59K
$265K
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
438+ 8.32% |
N/A
|
5.7K
$422K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
437New |
N/A
|
437
$32.3K
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
420+ 1.17% |
N/A
|
36.4K
$2.69M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
412+ 3.32% |
N/A
|
12.8K
$947K
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
408New |
N/A
|
408
$30.2K
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
395+ 2.62% |
N/A
|
15.5K
$1.15M
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
392+ 8.45% |
N/A
|
5.03K
$372K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
370+ 0.27% |
N/A
|
138K
$10.2M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
365+ 4.56% |
N/A
|
8.37K
$619K
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
358New |
N/A
|
358
$26.5K
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
356New |
N/A
|
356
$26.3K
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
347+ 1.68% |
N/A
|
21K
$1.55M
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
338New |
N/A
|
338
$25K
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
311New |
N/A
|
311
$23K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
310New |
N/A
|
310
$22.9K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
297+ 1.39% |
N/A
|
21.6K
$1.6M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
282+ 7.25% |
N/A
|
4.17K
$308K
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
281+ 2.84% |
N/A
|
10.2K
$753K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
280+ 1473.68% |
N/A
|
299
$22.1K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
259+ 19.65% |
N/A
|
1.58K
$117K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
257+ 1.41% |
N/A
|
18.5K
$1.37M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
256+ 4.19% |
N/A
|
6.37K
$471K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
246+ 5.86% |
N/A
|
4.45K
$329K
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
236+ 6.08% |
N/A
|
4.12K
$304K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
229+ 44.55% |
N/A
|
743
$55K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
218+ 2.68% |
N/A
|
8.36K
$618K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
215+ 0.77% |
N/A
|
28.3K
$2.09M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
213+ 1.18% |
N/A
|
18.3K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
202+ 6.1% |
N/A
|
3.52K
$260K
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
201+ 6.46% |
N/A
|
3.31K
$245K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
196New |
N/A
|
196
$14.5K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
195+ 0.54% |
N/A
|
36.4K
$2.69M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
194+ 0.71% |
N/A
|
27.4K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
188+ 1253.33% |
N/A
|
203
$15K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
184+ 5.83% |
N/A
|
3.34K
$247K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
182+ 242.67% |
N/A
|
257
$19K
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
176New |
N/A
|
176
$13K
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
174+ 0.21% |
N/A
|
82.4K
$6.09M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
170New |
N/A
|
170
$12.6K
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
145+ 3.92% |
N/A
|
3.85K
$284K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139+ 0.55% |
N/A
|
25.3K
$1.87M
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
139+ 2.2% |
N/A
|
6.47K
$478K
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
126+ 2.04% |
N/A
|
6.32K
$467K
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
126+ 1.46% |
N/A
|
8.77K
$648K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
119New |
N/A
|
119
$8.8K
|