Purchases and Sales Made in Q2 2021 in Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q2 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
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

BUY
 -
14.6K
+ 8.39%
$964K - $1.02M
189K $5.13M
Jul 16, 2021 Q2 2021
Nadler Financial Group, Inc.

BUY
 -
14.3K
+ 4.57%
$943K - $1M
328K $8.9M
Aug 23, 2021 Q2 2021
Blue Barn Wealth, LLC

BUY
 -
13.9K
New
$915K - $970K
13.9K $377K
Jul 20, 2021 Q2 2021
Ballast Advisors LLC

BUY
 -
13.5K
+ 3.44%
$886K - $939K
404K $11M
Aug 16, 2021 Q2 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
13.2K
New
$866K - $917K
13.2K $357K
Aug 16, 2021 Q2 2021
Sage Financial Group Inc

BUY
 -
13.1K
+ 6.33%
$859K - $911K
219K $5.95M
Aug 09, 2021 Q2 2021
Tradition Wealth Management, LLC

BUY
 -
12.9K
+ 5.21%
$849K - $900K
261K $7.07M
Aug 09, 2021 Q2 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
12.7K
New
$837K - $887K
12.7K $345K
Jul 26, 2021 Q2 2021
Gen Wealth Group, Inc.

BUY
 -
12.3K
+ 2.44%
$807K - $855K
515K $14M
Jul 14, 2021 Q2 2021
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
11.8K
+ 4.11%
$777K - $823K
299K $8.11M
Aug 16, 2021 Q2 2021
Haverford Trust CO

Radnor, PA
BUY
 -
11.7K
+ 1363.08%
$768K - $814K
12.5K $340K
Jul 29, 2021 Q2 2021
Red Door Wealth Management, LLC

BUY
 -
10.5K
New
$693K - $734K
10.5K $285K
Aug 11, 2021 Q2 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.3K
+ 19.67%
$675K - $716K
62.4K $1.69M
Jul 29, 2021 Q2 2021
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
10.2K
+ 23.71%
$674K - $714K
53.4K $1.45M
Jul 19, 2021 Q2 2021
Stratos Wealth Advisors, LLC

BUY
 -
9.86K
+ 12.52%
$649K - $687K
88.6K $2.4M
Dec 19, 2024 Q2 2021
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
9.49K
+ 14.59%
$625K - $662K
74.6K $2.02M
Jul 26, 2021 Q2 2021
Arbor Trust Wealth Advisors, LLC

BUY
 -
9.4K
+ 17.5%
$619K - $656K
63.1K $1.71M
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.21K
+ 15.06%
$606K - $643K
70.4K $1.91M
Aug 13, 2021 Q2 2021
Lcnb Corp

Lebanon, OH
BUY
 -
9.17K
+ 12.19%
$604K - $640K
84.4K $2.29M
Aug 13, 2021 Q2 2021
Capital Directions Investment Advisors, LLC

BUY
 -
8.94K
New
$588K - $624K
8.94K $242K
Aug 10, 2021 Q2 2021
Xml Financial, LLC

BUY
 -
8.93K
+ 5.48%
$588K - $623K
172K $4.66M
Aug 12, 2021 Q2 2021
Private Advisor Group, LLC

BUY
 -
8.75K
+ 29.11%
$576K - $610K
38.8K $1.05M
Jul 23, 2021 Q2 2021
Acorn Financial Advisory Services Inc

BUY
 -
8.63K
New
$568K - $602K
8.63K $234K
Jul 20, 2021 Q2 2021
Krilogy Financial LLC

BUY
 -
8.61K
+ 0.7%
$566K - $600K
1.24M $33.7M
Aug 05, 2021 Q2 2021
Park Avenue Securities LLC

BUY
 -
8.26K
+ 21.48%
$544K - $576K
46.7K $1.27M
Jul 28, 2021 Q2 2021
Kestra Advisory Services, LLC

BUY
 -
8.13K
+ 5.14%
$535K - $567K
167K $4.51M
Aug 13, 2021 Q2 2021
Rkl Wealth Management LLC

BUY
 -
7.59K
+ 8.66%
$499K - $529K
95.2K $2.58M
Jul 14, 2021 Q2 2021
Brookstone Capital Management

BUY
 -
7.53K
New
$495K - $525K
7.53K $204K
Jul 16, 2021 Q2 2021
Cornerstone Wealth Advisors, Inc.

BUY
 -
7.36K
+ 4.52%
$484K - $513K
170K $4.61M
Aug 13, 2021 Q2 2021
Capital Advisors Wealth Management, LLC

BUY
 -
7.34K
+ 136.82%
$483K - $512K
12.7K $344K
Aug 10, 2021 Q2 2021
Valley Forge Investment Consultants Inc Adv

BUY
 -
7.23K
+ 20.44%
$475K - $504K
42.6K $1.15M
Aug 12, 2021 Q2 2021
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
6.68K
New
$440K - $466K
6.68K $181K
Aug 06, 2021 Q2 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
6.53K
+ 40.7%
$430K - $455K
22.6K $612K
Jul 13, 2021 Q2 2021
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
6.52K
+ 17.75%
$429K - $455K
43.2K $1.17M
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

BUY
 -
6.47K
New
$426K - $451K
6.47K $175K
Jul 19, 2021 Q2 2021
Retirement Planning Group

BUY
 -
6.47K
New
$426K - $451K
6.47K $175K
Aug 06, 2021 Q2 2021
White Pine Investment CO

BUY
 -
6.26K
+ 6.55%
$412K - $437K
102K $2.76M
Dec 01, 2022 Q2 2021
Mufg Americas Holdings Corp

BUY
 -
6.11K
+ 1.15%
$402K - $426K
537K $14.6M
Aug 06, 2021 Q2 2021
Mufg Americas Holdings Corp

BUY
 -
6.11K
+ 1.15%
$402K - $426K
537K $14.6M
Aug 12, 2021 Q2 2021
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
6.03K
New
$397K - $420K
6.03K $163K
Aug 06, 2021 Q2 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
5.98K
+ 2.35%
$394K - $417K
261K $7.07M
Jul 19, 2021 Q2 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5.83K
+ 15.13%
$383K - $406K
44.3K $1.2M
Aug 10, 2021 Q2 2021
One Charles Private Wealth Services, LLC

BUY
 -
5.8K
New
$381K - $404K
5.8K $157K
Jul 28, 2021 Q2 2021
Goepper Burkhardt LLC

BUY
 -
5.78K
+ 3.3%
$380K - $403K
181K $4.9M
Aug 05, 2021 Q2 2021
Appleton Group, LLC

BUY
 -
5.67K
+ 2.0%
$373K - $396K
290K $7.85M
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
5.56K
+ 11.76%
$366K - $388K
52.9K $1.43M
Aug 16, 2021 Q2 2021
Truist Financial Corp

BUY
 -
5.51K
+ 27.24%
$363K - $384K
25.7K $698K
Jul 29, 2021 Q2 2021
Gsb Wealth Management, LLC

BUY
 -
5.43K
+ 10.67%
$357K - $378K
56.3K $1.53M
Aug 02, 2021 Q2 2021
Tenret CO LLC

BUY
 -
5.26K
New
$346K - $367K
5.26K $143K

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