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 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.53% |
N/A
|
1.15K
$84.8K
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.38% |
N/A
|
1.6K
$118K
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.54% |
N/A
|
932
$68.9K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.44% |
N/A
|
1.15K
$85.2K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4+ 0.52% |
N/A
|
774
$57.2K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.58% |
N/A
|
693
$51.3K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.47% |
N/A
|
862
$63.8K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
N/A
|
4
$296
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.63K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.15% |
N/A
|
662
$49K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.44K
$402K
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
1+ 0.57% |
N/A
|
175
$12.9K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.06% |
N/A
|
1.77K
$131K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.47% |
N/A
|
216
$16K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.17% |
N/A
|
585
$43.3K
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 4.65% |
N/A
|
41
$3.03K
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.96% |
N/A
|
150
$11.1K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3- 0.02% |
N/A
|
13.1K
$969K
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7- 31.82% |
N/A
|
15
$1.11K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.13% |
N/A
|
6.29K
$465K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-14- 4.81% |
N/A
|
277
$20.5K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 81.82% |
N/A
|
4
$296
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-29- 4.87% |
N/A
|
567
$41.9K
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-41- 0.92% |
N/A
|
4.43K
$327K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-53- 10.69% |
N/A
|
443
$32.8K
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-53- 0.26% |
N/A
|
20.6K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-55- 2.83% |
N/A
|
1.89K
$139K
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-60- 0.19% |
N/A
|
31.2K
$2.31M
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-69- 9.7% |
N/A
|
642
$47.5K
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-69- 0.42% |
N/A
|
16.3K
$1.21M
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-70- 1.5% |
N/A
|
4.61K
$341K
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-75- 1.32% |
N/A
|
5.63K
$416K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-77Closed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-80Closed |
N/A
|
0
$0
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-83- 0.11% |
N/A
|
73.4K
$5.43M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-83- 0.63% |
N/A
|
13.1K
$966K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-110Closed |
N/A
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-111- 99.11% |
N/A
|
1
$74
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-114- 17.09% |
N/A
|
553
$40.9K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-115- 2.04% |
N/A
|
5.52K
$408K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-121- 0.42% |
N/A
|
28.4K
$2.1M
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-122- 3.72% |
N/A
|
3.16K
$234K
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-123- 0.23% |
N/A
|
54.5K
$4.03M
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-127- 1.45% |
N/A
|
8.61K
$637K
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-139- 2.32% |
N/A
|
5.86K
$433K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-157- 61.09% |
N/A
|
100
$7.4K
|