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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-33- 5.97% |
$2.23K - $2.45K
|
520
$14.2K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-35- 35.35% |
$2.37K - $2.6K
|
64
$1.74K
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-35- 0.62% |
$2.37K - $2.6K
|
5.59K
$152K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36- 0.11% |
$2.44K - $2.67K
|
31.7K
$863K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-36Closed |
$2.44K - $2.67K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-38- 55.07% |
$2.57K - $2.82K
|
31
$845
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-47Closed |
$3.18K - $3.49K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-48- 0.26% |
$3.25K - $3.56K
|
18.3K
$498K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-48- 0.08% |
$3.25K - $3.56K
|
58.5K
$1.59M
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-50- 0.15% |
$3.39K - $3.71K
|
34.1K
$930K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54- 0.74% |
$3.66K - $4.01K
|
7.22K
$197K
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-54- 1.75% |
$3.66K - $4.01K
|
3.04K
$82.7K
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-58- 0.49% |
$3.93K - $4.3K
|
11.8K
$322K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-64- 1.79% |
$4.33K - $4.75K
|
3.51K
$95.7K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-66- 0.34% |
$4.47K - $4.9K
|
19.1K
$520K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-72- 35.47% |
$4.88K - $5.34K
|
131
$3.57K
|
|
Apr 22, 2022
Q1 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-73- 0.44% |
$4.94K - $5.42K
|
16.5K
$449K
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-84- 0.4% |
$5.69K - $6.23K
|
20.9K
$570K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-85- 0.3% |
$5.76K - $6.31K
|
28.3K
$772K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-101- 5.36% |
$6.84K - $7.49K
|
1.79K
$48.6K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-103- 1.61% |
$6.97K - $7.64K
|
6.28K
$171K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-105- 5.93% |
$7.11K - $7.79K
|
1.67K
$45.4K
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-107- 0.52% |
$7.24K - $7.94K
|
20.5K
$560K
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-114- 1.08% |
$7.72K - $8.46K
|
10.4K
$285K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-116Closed |
$7.85K - $8.61K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-126- 1.72% |
$8.53K - $9.35K
|
7.21K
$197K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-128- 0.18% |
$8.67K - $9.5K
|
72.7K
$1.98M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-140- 0.96% |
$9.48K - $10.4K
|
14.5K
$394K
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-141- 3.71% |
$9.55K - $10.5K
|
3.66K
$99.8K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-150- 21.37% |
$10.2K - $11.1K
|
552
$15K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-151- 1.12% |
$10.2K - $11.2K
|
13.3K
$364K
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-154- 1.76% |
$10.4K - $11.4K
|
8.61K
$235K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-163- 1.26% |
$11K - $12.1K
|
12.7K
$347K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-163- 7.04% |
$11K - $12.1K
|
2.15K
$58.6K
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-174- 0.05% |
$11.8K - $12.9K
|
385K
$10.5M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-187- 5.86% |
$12.7K - $13.9K
|
3.01K
$81.9K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-195- 1.92% |
$13.2K - $14.5K
|
9.99K
$272K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-202- 2.56% |
$13.7K - $15K
|
7.68K
$209K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-209- 68.98% |
$14.2K - $15.5K
|
94
$2.56K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-210- 3.11% |
$14.2K - $15.6K
|
6.54K
$178K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-211- 6.0% |
$14.3K - $15.7K
|
3.31K
$90.1K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-220- 3.26% |
$14.9K - $16.3K
|
6.54K
$178K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-230- 3.3% |
$15.6K - $17.1K
|
6.74K
$184K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-230- 6.11% |
$15.6K - $17.1K
|
3.54K
$96.3K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-234- 1.51% |
$15.8K - $17.4K
|
15.3K
$416K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-239- 5.66% |
$16.2K - $17.7K
|
3.98K
$109K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-242- 19.28% |
$16.4K - $18K
|
1.01K
$27.6K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-254- 4.6% |
$17.2K - $18.8K
|
5.27K
$144K
|