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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
18.2K+ 4.74% |
$1.11M - $1.32M
|
403K
$10.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.8K+ 19.7% |
$1.08M - $1.29M
|
108K
$2.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
16K+ 216.65% |
$974K - $1.16M
|
23.4K
$633K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 4.06% |
$904K - $1.07M
|
380K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
14.5K+ 11.88% |
$883K - $1.05M
|
136K
$3.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.1KNew |
$860K - $1.02M
|
14.1K
$382K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
14K+ 88.67% |
$855K - $1.01M
|
29.9K
$809K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13.8KNew |
$840K - $997K
|
13.8K
$374K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
13.7K+ 36.45% |
$832K - $987K
|
51.1K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
13.6K+ 231.47% |
$831K - $986K
|
19.5K
$529K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 36.76% |
$816K - $969K
|
49.8K
$1.35M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
13.4K+ 5.47% |
$813K - $965K
|
257K
$6.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 17.9% |
$758K - $900K
|
82K
$2.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.4K+ 47.75% |
$754K - $895K
|
38.3K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
12.3K+ 9.5% |
$752K - $892K
|
142K
$3.86M
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
11.9KNew |
$722K - $857K
|
11.9K
$321K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11.7K+ 6.32% |
$711K - $844K
|
196K
$5.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6K+ 468.22% |
$708K - $841K
|
14.1K
$382K
|
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 196.28% |
$614K - $728K
|
15.2K
$412K
|
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
10KNew |
$611K - $725K
|
10K
$272K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
10K+ 10.02% |
$609K - $723K
|
110K
$2.97M
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9.97KNew |
$608K - $721K
|
9.97K
$270K
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9.68K+ 28.2% |
$590K - $700K
|
44K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.63K+ 4.2% |
$587K - $696K
|
239K
$6.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
9.51K+ 63.29% |
$579K - $687K
|
24.5K
$665K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.5K+ 190.75% |
$579K - $687K
|
14.5K
$393K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.03K+ 27.19% |
$550K - $653K
|
42.3K
$1.15M
|
|
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
9.02K+ 8.8% |
$550K - $652K
|
112K
$3.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
8.67K+ 1.42% |
$528K - $627K
|
621K
$16.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.43K+ 7.09% |
$514K - $610K
|
127K
$3.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2KNew |
$500K - $593K
|
8.2K
$222K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.65K+ 5.5% |
$466K - $553K
|
147K
$3.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.63K+ 8.36% |
$465K - $551K
|
98.9K
$2.68M
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.5K+ 26.77% |
$457K - $542K
|
35.5K
$963K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
7.24K+ 465.13% |
$441K - $524K
|
8.8K
$238K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.05K+ 53.42% |
$430K - $510K
|
20.3K
$549K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.04K+ 22.64% |
$429K - $509K
|
38.2K
$1.03M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
6.49KNew |
$395K - $469K
|
6.49K
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.4KNew |
$390K - $463K
|
6.4K
$173K
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.35K+ 7.22% |
$387K - $459K
|
94.3K
$2.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.31KNew |
$385K - $456K
|
6.31K
$171K
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.31KNew |
$384K - $456K
|
6.31K
$171K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.25K+ 28.29% |
$381K - $452K
|
28.3K
$768K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
6.14KNew |
$374K - $444K
|
6.14K
$166K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.1K+ 5.83% |
$372K - $441K
|
111K
$3M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.89K+ 2.41% |
$359K - $426K
|
250K
$6.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.79K+ 43.05% |
$353K - $418K
|
19.2K
$521K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.73K+ 0.46% |
$349K - $414K
|
1.25M
$33.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.49K+ 5.9% |
$335K - $397K
|
98.6K
$2.67M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.37K+ 6.73% |
$327K - $388K
|
85K
$2.3M
|