Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.41% |
$83.8K - $99.5K
|
17.2K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.38K- 20.61% |
$84.3K - $100K
|
5.33K
$144K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.56K- 0.37% |
$94.8K - $112K
|
420K
$11.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.57K- 13.44% |
$95.4K - $113K
|
10.1K
$273K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$97.5K - $116K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.64K- 4.51% |
$100K - $119K
|
34.8K
$943K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.66KClosed |
$101K - $120K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 4.5% |
$101K - $120K
|
35.2K
$955K
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.7K- 31.78% |
$104K - $123K
|
3.65K
$98.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.71K- 12.46% |
$104K - $124K
|
12K
$326K
|
|
|
Aug 11, 2022
Q2 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 0.2% |
$110K - $131K
|
885K
$24M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.82K- 21.12% |
$111K - $131K
|
6.79K
$184K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.85K- 3.86% |
$113K - $134K
|
46.1K
$1.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.86K- 31.55% |
$114K - $135K
|
4.04K
$110K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.92K- 30.3% |
$117K - $139K
|
4.42K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.98K- 21.78% |
$121K - $143K
|
7.11K
$193K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2.04K- 0.19% |
$124K - $147K
|
1.06M
$28.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.14K- 3.32% |
$130K - $154K
|
62.2K
$1.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.15K- 6.13% |
$131K - $155K
|
32.9K
$891K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.19K- 0.53% |
$133K - $158K
|
411K
$11.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.27K- 4.51% |
$138K - $164K
|
48K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.29K- 2.29% |
$139K - $165K
|
97.8K
$2.65M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.33K- 1.91% |
$142K - $168K
|
119K
$3.24M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 5.99% |
$144K - $171K
|
37K
$1M
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.43K- 1.25% |
$148K - $176K
|
192K
$5.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2.52K- 3.19% |
$154K - $182K
|
76.6K
$2.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.53K- 12.63% |
$154K - $183K
|
17.5K
$474K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.59K- 5.7% |
$158K - $187K
|
42.9K
$1.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-2.65K- 8.75% |
$161K - $191K
|
27.6K
$748K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.66K- 33.68% |
$162K - $192K
|
5.23K
$142K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.74K- 37.92% |
$167K - $198K
|
4.48K
$121K
|
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-2.85KClosed |
$174K - $206K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.87KClosed |
$175K - $207K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-2.87KClosed |
$175K - $207K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.88KClosed |
$175K - $208K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
$177K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.94KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.96KClosed |
$180K - $214K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.99K- 1.26% |
$182K - $216K
|
235K
$6.37M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.01KClosed |
$183K - $217K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.01KClosed |
$183K - $217K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.01KClosed |
$184K - $218K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.02K- 17.96% |
$184K - $218K
|
13.8K
$374K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.04KClosed |
$185K - $220K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
SELL
|
- |
-3.08K- 2.8% |
$188K - $223K
|
107K
$2.89M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.1KClosed |
$189K - $224K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.14KClosed |
$191K - $227K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.16K- 2.4% |
$193K - $229K
|
129K
$3.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-3.17KClosed |
$193K - $229K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.21KClosed |
$195K - $232K
|
0
$0
|