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 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.16% |
$475 - $513
|
4.36K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.67% |
$475 - $513
|
1.05K
$29.3K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 350.0% |
$475 - $513
|
9
$250
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.38% |
$407 - $440
|
1.6K
$44.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.53% |
$407 - $440
|
1.15K
$31.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.54% |
$340 - $367
|
932
$25.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.44% |
$340 - $367
|
1.15K
$32K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.58% |
$272 - $293
|
693
$19.3K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4+ 0.52% |
$272 - $293
|
774
$21.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.47% |
$272 - $293
|
862
$24K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$272 - $293
|
4
$111
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$67.9 - $73.3
|
5.63K
$157K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
1+ 0.57% |
$67.9 - $73.3
|
175
$4.87K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.47% |
$67.9 - $73.3
|
216
$6K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.06% |
$67.9 - $73.3
|
1.77K
$49.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.15% |
$67.9 - $73.3
|
662
$18.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.17% |
$67.9 - $73.3
|
585
$16.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.02% |
$67.9 - $73.3
|
5.44K
$151K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 4.65% |
$136 - $147
|
41
$1.14K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3- 0.02% |
$204 - $220
|
13.1K
$364K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.96% |
$204 - $220
|
150
$4.17K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7- 31.82% |
$475 - $513
|
15
$417
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.13% |
$543 - $586
|
6.29K
$175K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9Closed |
$611 - $660
|
0
$0
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 34.48% |
$679 - $733
|
19
$528
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-14- 4.81% |
$951 - $1.03K
|
277
$7.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15Closed |
$1.02K - $1.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 81.82% |
$1.22K - $1.32K
|
4
$111
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-27Closed |
$1.83K - $1.98K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-29- 4.87% |
$1.97K - $2.13K
|
567
$15.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-41- 0.92% |
$2.78K - $3.01K
|
4.43K
$123K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-53- 10.69% |
$3.6K - $3.88K
|
443
$12.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-53- 0.26% |
$3.6K - $3.88K
|
20.6K
$574K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-55- 2.83% |
$3.73K - $4.03K
|
1.89K
$52.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-60- 0.19% |
$4.07K - $4.4K
|
31.2K
$867K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-69- 9.7% |
$4.69K - $5.06K
|
642
$17.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-69- 0.42% |
$4.69K - $5.06K
|
16.3K
$454K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-70- 1.5% |
$4.75K - $5.13K
|
4.61K
$128K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-75- 1.32% |
$5.09K - $5.5K
|
5.63K
$156K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-77Closed |
$5.23K - $5.64K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-80Closed |
$5.43K - $5.86K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-83- 0.63% |
$5.64K - $6.08K
|
13.1K
$363K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-83- 0.11% |
$5.64K - $6.08K
|
73.4K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-110Closed |
$7.47K - $8.06K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-111- 99.11% |
$7.54K - $8.14K
|
1
$27.8
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-114- 17.09% |
$7.74K - $8.36K
|
553
$15.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-115- 2.04% |
$7.81K - $8.43K
|
5.52K
$153K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-121- 0.42% |
$8.22K - $8.87K
|
28.4K
$790K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-122- 3.72% |
$8.28K - $8.94K
|
3.16K
$87.8K
|