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 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
20.6K+ 9.23% |
$1.4M - $1.53M
|
244K
$6.65M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 3.06% |
$1.38M - $1.51M
|
687K
$18.7M
|
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
20K+ 2.31% |
$1.36M - $1.49M
|
887K
$24.2M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
19.9K+ 22.77% |
$1.35M - $1.48M
|
107K
$2.93M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.1K+ 233.54% |
$1.23M - $1.35M
|
25.9K
$706K
|
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
16.6K+ 8.18% |
$1.13M - $1.23M
|
220K
$5.99M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.8K+ 166.64% |
$1.07M - $1.17M
|
25.3K
$689K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
15KNew |
$1.02M - $1.11M
|
15K
$409K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15KNew |
$1.02M - $1.11M
|
15K
$409K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14.7KNew |
$998K - $1.09M
|
14.7K
$402K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
14.5K+ 13.47% |
$981K - $1.07M
|
122K
$3.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
14.3K+ 43.73% |
$969K - $1.06M
|
47.1K
$1.28M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
12.7K+ 43.84% |
$857K - $939K
|
41.5K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.6K+ 21.22% |
$853K - $935K
|
72K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
12.4K+ 1672.41% |
$841K - $922K
|
13.2K
$359K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12.4K+ 4.08% |
$840K - $921K
|
316K
$8.62M
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
12.1K+ 18.27% |
$819K - $898K
|
78.3K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.2K+ 7.18% |
$756K - $828K
|
167K
$4.54M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
11.1K+ 6.04% |
$749K - $821K
|
194K
$5.29M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
11KNew |
$745K - $816K
|
11K
$300K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.7K+ 28.59% |
$721K - $790K
|
47.9K
$1.31M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 138.39% |
$718K - $786K
|
18.3K
$498K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.81KNew |
$664K - $727K
|
9.81K
$267K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.73K+ 3.64% |
$659K - $722K
|
277K
$7.55M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9.67K+ 13.85% |
$655K - $718K
|
79.5K
$2.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.35K+ 37.49% |
$633K - $693K
|
34.3K
$934K
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.08KNew |
$615K - $673K
|
9.08K
$247K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.01K+ 17.7% |
$610K - $668K
|
59.9K
$1.63M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.99KNew |
$609K - $667K
|
8.99K
$245K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
8.87K+ 50.01% |
$601K - $658K
|
26.6K
$725K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.73K+ 46.06% |
$591K - $648K
|
27.7K
$754K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.78K+ 2.42% |
$527K - $577K
|
329K
$8.97M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.77KNew |
$526K - $576K
|
7.77K
$212K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.48K+ 8.48% |
$507K - $555K
|
95.7K
$2.61M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.44K+ 2.79% |
$504K - $552K
|
274K
$7.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.44K+ 3.36% |
$503K - $552K
|
229K
$6.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
7.44K+ 3.89% |
$503K - $552K
|
199K
$5.41M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.39K+ 1.81% |
$500K - $548K
|
416K
$11.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.38KNew |
$499K - $547K
|
7.38K
$201K
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
7.27K+ 3.15% |
$492K - $540K
|
238K
$6.49M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.22KNew |
$489K - $536K
|
7.22K
$197K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 6.2% |
$484K - $531K
|
122K
$3.34M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
7.14K+ 240.63% |
$484K - $530K
|
10.1K
$275K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.77K+ 68.23% |
$458K - $502K
|
16.7K
$455K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6.71K+ 15.55% |
$454K - $498K
|
49.9K
$1.36M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.58KNew |
$445K - $488K
|
6.58K
$179K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.29K+ 118.08% |
$426K - $467K
|
11.6K
$316K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
6.28K+ 5.41% |
$425K - $466K
|
122K
$3.33M
|
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.2KNew |
$420K - $460K
|
6.2K
$169K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
6.14K+ 4.72% |
$415K - $455K
|
136K
$3.71M
|