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 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
118+ 2.36% |
N/A
|
5.11K
$378K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
114+ 0.89% |
N/A
|
12.9K
$956K
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 2.23% |
N/A
|
4.9K
$362K
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
107+ 0.84% |
N/A
|
12.9K
$953K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
103+ 0.52% |
N/A
|
20K
$1.48M
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
101New |
N/A
|
101
$7.47K
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100New |
N/A
|
100
$7.4K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100New |
N/A
|
100
$7.4K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
79+ 12.68% |
N/A
|
702
$51.9K
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
78+ 1.2% |
N/A
|
6.55K
$485K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
76+ 2.17% |
N/A
|
3.58K
$265K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
75+ 71.43% |
N/A
|
180
$13.3K
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
66+ 0.56% |
N/A
|
11.9K
$878K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 0.74% |
N/A
|
8.21K
$607K
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.09% |
N/A
|
56.2K
$4.16M
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
53+ 0.18% |
N/A
|
29.8K
$2.21M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 2.39% |
N/A
|
2.23K
$165K
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
47New |
N/A
|
47
$3.48K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
47+ 0.3% |
N/A
|
15.7K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
46+ 0.57% |
N/A
|
8.15K
$603K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45+ 0.24% |
N/A
|
18.8K
$1.39M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 51.25% |
N/A
|
121
$8.95K
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.14% |
N/A
|
28K
$2.07M
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
38+ 122.58% |
N/A
|
69
$5.1K
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
37+ 0.55% |
N/A
|
6.75K
$499K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
36New |
N/A
|
36
$2.66K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
35+ 12.96% |
N/A
|
305
$22.6K
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
35+ 54.69% |
N/A
|
99
$7.32K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
33+ 0.99% |
N/A
|
3.36K
$248K
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
32+ 0.58% |
N/A
|
5.6K
$414K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30+ 0.24% |
N/A
|
12.6K
$930K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30+ 0.47% |
N/A
|
6.41K
$474K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27+ 0.46% |
N/A
|
5.87K
$434K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.57% |
N/A
|
4.6K
$340K
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
25+ 0.11% |
N/A
|
22.3K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
25+ 0.57% |
N/A
|
4.42K
$327K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 1.74% |
N/A
|
1.23K
$90.7K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
21+ 0.81% |
N/A
|
2.63K
$194K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 0.57% |
N/A
|
2.64K
$195K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13+ 0.34% |
N/A
|
3.84K
$284K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.06% |
N/A
|
1.15K
$84.8K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10New |
N/A
|
10
$740
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10+ 0.1% |
N/A
|
9.96K
$737K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9+ 0.3% |
N/A
|
3K
$222K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
8+ 0.2% |
N/A
|
3.95K
$292K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8+ 0.39% |
N/A
|
2.03K
$150K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 350.0% |
N/A
|
9
$666
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.67% |
N/A
|
1.05K
$78K
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7+ 0.04% |
N/A
|
15.6K
$1.15M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.16% |
N/A
|
4.36K
$322K
|