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 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-162- 0.22% |
N/A
|
75.1K
$5.56M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-170- 1.87% |
N/A
|
8.91K
$659K
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-188- 0.98% |
N/A
|
19K
$1.41M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-190- 6.24% |
N/A
|
2.85K
$211K
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-199- 6.11% |
N/A
|
3.06K
$226K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 1.96% |
N/A
|
10K
$741K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-200- 3.15% |
N/A
|
6.15K
$455K
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-215- 1.0% |
N/A
|
21.2K
$1.57M
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-217- 4.24% |
N/A
|
4.9K
$362K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-229Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-237Closed |
N/A
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-241- 4.83% |
N/A
|
4.75K
$352K
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-282- 0.22% |
N/A
|
130K
$9.61M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-284Closed |
N/A
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-286- 6.99% |
N/A
|
3.8K
$281K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-289- 2.24% |
N/A
|
12.6K
$934K
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-311- 0.15% |
N/A
|
203K
$15M
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-319- 5.23% |
N/A
|
5.78K
$427K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-322- 2.16% |
N/A
|
14.6K
$1.08M
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-323- 9.46% |
N/A
|
3.09K
$229K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-346- 5.6% |
N/A
|
5.83K
$431K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-363- 42.06% |
N/A
|
500
$37K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-369- 1.85% |
N/A
|
19.6K
$1.45M
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-374- 0.79% |
N/A
|
46.7K
$3.46M
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-377- 4.59% |
N/A
|
7.83K
$579K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-390- 10.88% |
N/A
|
3.19K
$236K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-425- 17.33% |
N/A
|
2.03K
$150K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-437- 5.67% |
N/A
|
7.28K
$538K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-440- 14.55% |
N/A
|
2.59K
$191K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-444- 22.36% |
N/A
|
1.54K
$114K
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-444- 0.67% |
N/A
|
65.4K
$4.83M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-459- 0.29% |
N/A
|
157K
$11.6M
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-475- 1.84% |
N/A
|
25.4K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-478- 48.33% |
N/A
|
511
$37.8K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-485- 8.17% |
N/A
|
5.45K
$403K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-486- 11.67% |
N/A
|
3.68K
$272K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-487- 4.68% |
N/A
|
9.92K
$734K
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-489- 14.63% |
N/A
|
2.85K
$211K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 24.39% |
N/A
|
1.55K
$115K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-503- 21.94% |
N/A
|
1.79K
$132K
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-503- 2.21% |
N/A
|
22.3K
$1.65M
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-515- 3.08% |
N/A
|
16.2K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-542- 11.38% |
N/A
|
4.22K
$312K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-550- 4.28% |
N/A
|
12.3K
$910K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-560Closed |
N/A
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-561- 5.78% |
N/A
|
9.14K
$676K
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-597- 5.35% |
N/A
|
10.6K
$781K
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-658- 1.78% |
N/A
|
36.3K
$2.69M
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
SELL
|
- |
-658- 12.61% |
N/A
|
4.56K
$337K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-672- 11.39% |
N/A
|
5.23K
$387K
|