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 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.74K+ 5.8% |
$186K - $203K
|
50K
$1.36M
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.73K+ 2.52% |
$185K - $202K
|
111K
$3.01M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 1.89% |
$185K - $202K
|
147K
$3.98M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.72K+ 6.34% |
$184K - $202K
|
45.5K
$1.23M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.65K+ 50.65% |
$180K - $197K
|
7.89K
$214K
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.62K+ 15.2% |
$178K - $195K
|
19.9K
$539K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.61K+ 4.58% |
$176K - $193K
|
59.5K
$1.61M
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
2.6K+ 6.02% |
$176K - $193K
|
45.9K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.58K+ 7.89% |
$175K - $191K
|
35.3K
$957K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.52K+ 0.6% |
$171K - $187K
|
422K
$11.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5K+ 78.08% |
$169K - $185K
|
5.7K
$155K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.41K+ 1.76% |
$163K - $179K
|
139K
$3.78M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.4K+ 5.08% |
$162K - $178K
|
49.6K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
2.36K+ 8.13% |
$160K - $175K
|
31.3K
$850K
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.24K+ 4.57% |
$152K - $166K
|
51.3K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.13K+ 2.53% |
$144K - $158K
|
86.1K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.88K+ 2.77% |
$127K - $139K
|
69.7K
$1.89M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.87K+ 2.85% |
$127K - $139K
|
67.6K
$1.83M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.84K+ 4.71% |
$124K - $136K
|
40.8K
$1.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.77K+ 15.74% |
$120K - $131K
|
13K
$353K
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
1.61K+ 1.4% |
$109K - $120K
|
117K
$3.17M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.6K+ 41.1% |
$109K - $119K
|
5.5K
$149K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 37.09% |
$105K - $115K
|
5.72K
$155K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.53K+ 52.96% |
$104K - $114K
|
4.42K
$120K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 23.4% |
$104K - $114K
|
8.07K
$219K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51K+ 1.31% |
$102K - $112K
|
116K
$3.15M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.45K+ 10.08% |
$98.1K - $108K
|
15.8K
$429K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 4.28% |
$94.1K - $103K
|
33.9K
$918K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.36K+ 35.08% |
$91.7K - $101K
|
5.22K
$141K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.33K+ 21.22% |
$90.1K - $98.7K
|
7.6K
$206K
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
1.33K+ 1.22% |
$89.9K - $98.5K
|
110K
$2.98M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.28K+ 219.32% |
$86.9K - $95.2K
|
1.87K
$50.6K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.26K+ 4.22% |
$85.3K - $93.5K
|
31.1K
$843K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.24K+ 10.96% |
$83.8K - $91.8K
|
12.5K
$340K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.23K+ 0.24% |
$83.4K - $91.4K
|
517K
$14M
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.18K+ 4.7% |
$79.9K - $87.5K
|
26.3K
$713K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.15K+ 21.01% |
$77.5K - $84.9K
|
6.59K
$179K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 10.09% |
$73.1K - $80.1K
|
11.8K
$319K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.07K+ 1.36% |
$72.2K - $79.2K
|
79.7K
$2.16M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.07K+ 13.29% |
$72.2K - $79.1K
|
9.09K
$246K
|
|
|
May 12, 2022
Q1 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 25.7% |
$71K - $77.8K
|
5.13K
$139K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03K+ 2.32% |
$69.9K - $76.6K
|
45.5K
$1.23M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.02K+ 0.56% |
$69.1K - $75.7K
|
185K
$5.01M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1K+ 15.17% |
$67.8K - $74.3K
|
7.61K
$206K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
997+ 15.2% |
$67.5K - $74K
|
7.56K
$205K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
993+ 8.49% |
$67.2K - $73.7K
|
12.7K
$344K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
942+ 5233.33% |
$63.8K - $69.9K
|
960
$26K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
906+ 57.45% |
$61.3K - $67.2K
|
2.48K
$67.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
905+ 9.54% |
$61.3K - $67.1K
|
10.4K
$282K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
900New |
$60.9K - $66.8K
|
900
$24.4K
|