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 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
515New |
$35K - $37.7K
|
515
$14.4K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 1.65% |
$34K - $36.7K
|
30.8K
$864K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
483+ 14.04% |
$32.8K - $35.4K
|
3.92K
$110K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
477+ 6.95% |
$32.4K - $35K
|
7.34K
$206K
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
475+ 1.02% |
$32.3K - $34.8K
|
46.9K
$1.31M
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
469+ 5.87% |
$31.8K - $34.4K
|
8.46K
$237K
|
|
Jan 20, 2022
Q4 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
453+ 14.46% |
$30.8K - $33.2K
|
3.59K
$100K
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
438+ 8.32% |
$29.7K - $32.1K
|
5.7K
$160K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
437New |
$29.7K - $32K
|
437
$12.2K
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
420+ 1.17% |
$28.5K - $30.8K
|
36.4K
$1.02M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
412+ 3.32% |
$28K - $30.2K
|
12.8K
$359K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
408New |
$27.7K - $29.9K
|
408
$11.4K
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
408New |
$27.7K - $29.9K
|
408
$11.4K
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
395+ 2.62% |
$26.8K - $29K
|
15.5K
$434K
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
392+ 8.45% |
$26.6K - $28.7K
|
5.03K
$141K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
370+ 0.27% |
$25.1K - $27.1K
|
138K
$3.86M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
365+ 4.56% |
$24.8K - $26.8K
|
8.37K
$234K
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
358New |
$24.3K - $26.2K
|
358
$10K
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
356New |
$24.2K - $26.1K
|
356
$9.97K
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
347+ 1.68% |
$23.6K - $25.4K
|
21K
$589K
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
338New |
$23K - $24.8K
|
338
$9.47K
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
311New |
$21.1K - $22.8K
|
311
$8.71K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
310New |
$21K - $22.7K
|
310
$8.68K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
297+ 1.39% |
$20.2K - $21.8K
|
21.6K
$606K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
282+ 7.25% |
$19.1K - $20.7K
|
4.17K
$117K
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
281+ 2.84% |
$19.1K - $20.6K
|
10.2K
$285K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
280+ 1473.68% |
$19K - $20.5K
|
299
$8.37K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
259+ 19.65% |
$17.6K - $19K
|
1.58K
$44.2K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
257+ 1.41% |
$17.5K - $18.8K
|
18.5K
$520K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
256+ 4.19% |
$17.4K - $18.8K
|
6.37K
$178K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
246+ 5.86% |
$16.7K - $18K
|
4.45K
$125K
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
236+ 6.08% |
$16K - $17.3K
|
4.12K
$115K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
229+ 44.55% |
$15.5K - $16.8K
|
743
$20.8K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
218+ 2.68% |
$14.8K - $16K
|
8.36K
$234K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
215+ 0.77% |
$14.6K - $15.8K
|
28.3K
$793K
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
213+ 1.18% |
$14.5K - $15.6K
|
18.3K
$513K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
202+ 6.1% |
$13.7K - $14.8K
|
3.52K
$98.5K
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
201+ 6.46% |
$13.6K - $14.7K
|
3.31K
$92.8K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
196New |
$13.3K - $14.4K
|
196
$5.49K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
195+ 0.54% |
$13.2K - $14.3K
|
36.4K
$1.02M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
194+ 0.71% |
$13.2K - $14.2K
|
27.4K
$769K
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
188+ 1253.33% |
$12.8K - $13.8K
|
203
$5.69K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
184+ 5.83% |
$12.5K - $13.5K
|
3.34K
$93.6K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
182+ 242.67% |
$12.4K - $13.3K
|
257
$7.2K
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
176New |
$12K - $12.9K
|
176
$4.93K
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
174+ 0.21% |
$11.8K - $12.8K
|
82.4K
$2.31M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
170New |
$11.5K - $12.5K
|
170
$4.76K
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
145+ 3.92% |
$9.85K - $10.6K
|
3.85K
$108K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139+ 0.55% |
$9.44K - $10.2K
|
25.3K
$708K
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
139+ 2.2% |
$9.44K - $10.2K
|
6.47K
$181K
|