Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.3K- 18.11% |
$1.64M - $1.8M
|
110K
$2.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-24.8K- 2.29% |
$1.68M - $1.84M
|
1.06M
$28.7M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-28.3K- 5.15% |
$1.91M - $2.1M
|
521K
$14.1M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-28.3K- 5.15% |
$1.91M - $2.1M
|
521K
$14.1M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29.6K- 6.72% |
$2.01M - $2.2M
|
412K
$11.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-38.9K- 9.62% |
$2.63M - $2.88M
|
365K
$9.91M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.5K- 50.89% |
$2.88M - $3.15M
|
41K
$1.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-45.8KClosed |
$3.1M - $3.4M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-47.7K- 31.98% |
$3.23M - $3.54M
|
101K
$2.75M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-52.3KClosed |
$3.54M - $3.88M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-53.6K- 57.4% |
$3.63M - $3.98M
|
39.8K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-54.5KClosed |
$3.69M - $4.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.3K- 10.89% |
$3.95M - $4.33M
|
477K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-59.9K- 5.68% |
$4.06M - $4.45M
|
996K
$27M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-68.6K- 93.51% |
$4.65M - $5.09M
|
4.76K
$129K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-74.6K- 72.08% |
$5.05M - $5.54M
|
28.9K
$784K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-82.1K- 3.62% |
$5.56M - $6.09M
|
2.18M
$59.2M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-94.4K- 55.88% |
$6.39M - $7M
|
74.5K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-99.6K- 19.6% |
$6.74M - $7.39M
|
409K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-132KClosed |
$8.91M - $9.77M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-133KClosed |
$9.01M - $9.87M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 42.17% |
$9.12M - $9.99M
|
185K
$5.01M
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-136K- 48.49% |
$9.18M - $10.1M
|
144K
$3.9M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-520K- 97.27% |
$35.2M - $38.6M
|
14.6K
$397K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-918K- 3.43% |
$62.2M - $68.1M
|
25.9M
$701M
|