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 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-123- 0.23% |
$8.35K - $9.02K
|
54.5K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-127- 1.45% |
$8.62K - $9.31K
|
8.61K
$239K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-139- 2.32% |
$9.44K - $10.2K
|
5.86K
$163K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-157- 61.09% |
$10.7K - $11.5K
|
100
$2.78K
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-162- 0.22% |
$11K - $11.9K
|
75.1K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-170- 1.87% |
$11.5K - $12.5K
|
8.91K
$248K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-188- 0.98% |
$12.8K - $13.8K
|
19K
$529K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-190- 6.24% |
$12.9K - $13.9K
|
2.85K
$79.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-199- 6.11% |
$13.5K - $14.6K
|
3.06K
$85K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-200- 3.15% |
$13.6K - $14.7K
|
6.15K
$171K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 1.96% |
$13.6K - $14.7K
|
10K
$279K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-215- 1.0% |
$14.6K - $15.8K
|
21.2K
$590K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-217- 4.24% |
$14.7K - $15.9K
|
4.9K
$136K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-229Closed |
$15.5K - $16.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-237Closed |
$16.1K - $17.4K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-241- 4.83% |
$16.4K - $17.7K
|
4.75K
$132K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-282- 0.22% |
$19.1K - $20.7K
|
130K
$3.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-284Closed |
$19.3K - $20.8K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-286- 6.99% |
$19.4K - $21K
|
3.8K
$106K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-289- 2.24% |
$19.6K - $21.2K
|
12.6K
$351K
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-311- 0.15% |
$21.1K - $22.8K
|
203K
$5.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-319- 5.23% |
$21.7K - $23.4K
|
5.78K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-322- 2.16% |
$21.9K - $23.6K
|
14.6K
$406K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-323- 9.46% |
$21.9K - $23.7K
|
3.09K
$85.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-346- 5.6% |
$23.5K - $25.4K
|
5.83K
$162K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-363- 42.06% |
$24.6K - $26.6K
|
500
$13.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-369- 1.85% |
$25.1K - $27K
|
19.6K
$544K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-374- 0.79% |
$25.4K - $27.4K
|
46.7K
$1.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-377- 4.59% |
$25.6K - $27.6K
|
7.83K
$218K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-390- 10.88% |
$26.5K - $28.6K
|
3.19K
$88.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-425- 17.33% |
$28.9K - $31.2K
|
2.03K
$56.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-437- 5.67% |
$29.7K - $32K
|
7.28K
$202K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-440- 14.55% |
$29.9K - $32.3K
|
2.59K
$71.9K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-444- 22.36% |
$30.1K - $32.5K
|
1.54K
$42.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-444- 0.67% |
$30.1K - $32.5K
|
65.4K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-459- 0.29% |
$31.2K - $33.6K
|
157K
$4.37M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-475- 1.84% |
$32.3K - $34.8K
|
25.4K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-478- 48.33% |
$32.5K - $35K
|
511
$14.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-485- 8.17% |
$32.9K - $35.6K
|
5.45K
$151K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-486- 11.67% |
$33K - $35.6K
|
3.68K
$102K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-487- 4.68% |
$33.1K - $35.7K
|
9.92K
$276K
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-489- 14.63% |
$33.2K - $35.8K
|
2.85K
$79.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 24.39% |
$34K - $36.7K
|
1.55K
$43.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-503- 21.94% |
$34.2K - $36.9K
|
1.79K
$49.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-503- 2.21% |
$34.2K - $36.9K
|
22.3K
$620K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-515- 3.08% |
$35K - $37.7K
|
16.2K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-542- 11.38% |
$36.8K - $39.7K
|
4.22K
$117K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-550- 4.28% |
$37.3K - $40.3K
|
12.3K
$342K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-560Closed |
$38K - $41K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-561- 5.78% |
$38.1K - $41.1K
|
9.14K
$254K
|