Purchases and Sales Made in Q3 2020 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 Q3 2020. 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
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-81
Closed
$4K - $4.44K
0 $0
Oct 29, 2020 Q3 2020
Stratos Wealth Partners, Ltd.

SELL
 -
-88
- 1.08%
$4.35K - $4.83K
8.05K $222K
Oct 30, 2020 Q3 2020
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-92
- 2.2%
$4.55K - $5.05K
4.09K $113K
Oct 21, 2020 Q3 2020
Life Steps Financial, Inc.

SELL
 -
-96
- 1.53%
$4.75K - $5.27K
6.18K $170K
Oct 26, 2020 Q3 2020
Meritage Portfolio Management

SELL
 -
-96
- 0.74%
$4.75K - $5.27K
12.8K $354K
Nov 05, 2020 Q3 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-97
- 15.47%
$4.8K - $5.32K
530 $14.6K
Nov 12, 2020 Q3 2020
Acg Wealth

SELL
 -
-99
- 1.63%
$4.89K - $5.43K
5.97K $164K
Nov 03, 2020 Q3 2020
Signaturefd, LLC

Atlanta, GA
SELL
 -
-103
- 11.36%
$5.09K - $5.65K
804 $22.1K
Oct 26, 2020 Q3 2020
Simon Quick Advisors, LLC

SELL
 -
-105
Closed
$5.19K - $5.76K
0 $0
Oct 22, 2020 Q3 2020
Jacobsen Capital Management

SELL
 -
-105
- 1.33%
$5.19K - $5.76K
7.79K $215K
Nov 16, 2020 Q3 2020
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-130
- 2.39%
$6.43K - $7.13K
5.32K $146K
Nov 03, 2020 Q3 2020
Brr Op Co, LLC

SELL
 -
-137
- 2.59%
$6.77K - $7.52K
5.15K $142K
Nov 13, 2020 Q3 2020
Mc Ilrath & Eck, LLC

SELL
 -
-147
- 56.76%
$7.27K - $8.06K
112 $3.08K
Nov 12, 2020 Q3 2020
Baldrige Asset Management LLC

SELL
 -
-150
- 1.36%
$7.42K - $8.23K
10.8K $299K
Oct 09, 2020 Q3 2020
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-158
- 1.53%
$7.81K - $8.67K
10.1K $279K
Nov 06, 2020 Q3 2020
Lehman & Derafelo Financial Resources LLC

SELL
 -
-164
- 43.5%
$8.11K - $9K
213 $5.87K
Nov 02, 2020 Q3 2020
Townsend Asset Management Corp

SELL
 -
-166
Closed
$8.21K - $9.11K
0 $0
Oct 14, 2020 Q3 2020
Newman Dignan & Sheerar, Inc.

SELL
 -
-174
- 0.14%
$8.6K - $9.55K
122K $3.36M
Nov 13, 2020 Q3 2020
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-182
- 2.58%
$9K - $9.98K
6.86K $189K
Nov 13, 2020 Q3 2020
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-185
Closed
$9.15K - $10.1K
0 $0
Nov 03, 2020 Q3 2020
Patton Albertson Miller Group, LLC

SELL
 -
-190
- 1.14%
$9.39K - $10.4K
16.5K $455K
Feb 11, 2021 Q3 2020
Iag Wealth Partners, LLC

SELL
 -
-191
- 4.83%
$9.44K - $10.5K
3.77K $104K
Oct 16, 2020 Q3 2020
Clearwater Capital Advisors, LLC

SELL
 -
-200
- 2.38%
$9.89K - $11K
8.21K $226K
Dec 19, 2024 Q3 2020
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-202
- 15.38%
$9.99K - $11.1K
1.11K $30.6K
Nov 12, 2020 Q3 2020
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-204
- 3.76%
$10.1K - $11.2K
5.23K $144K
Oct 23, 2020 Q3 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-214
- 0.64%
$10.6K - $11.7K
33.1K $911K
Oct 13, 2020 Q3 2020
Carlson Capital Management

SELL
 -
-229
- 0.93%
$11.3K - $12.6K
24.5K $675K
Oct 27, 2020 Q3 2020
Slate Stone Wealth, LLC

SELL
 -
-243
- 2.66%
$12K - $13.3K
8.88K $245K
Oct 13, 2020 Q3 2020
Domani Wealth, LLC

SELL
 -
-257
- 3.97%
$12.7K - $14.1K
6.22K $171K
Nov 16, 2020 Q3 2020
Stifel Financial Corp

St. Louis, MO
SELL
 -
-258
- 4.75%
$12.8K - $14.2K
5.18K $143K
Aug 05, 2024 Q3 2020
Mason Investment Advisory Services, Inc.

Reston, VA
SELL
 -
-261
- 6.34%
$12.9K - $14.3K
3.85K $106K
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-279
Closed
$13.8K - $15.3K
0 $0
Nov 12, 2020 Q3 2020
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-279
- 6.05%
$13.8K - $15.3K
4.34K $119K
Nov 04, 2020 Q3 2020
Sawtooth Solutions, LLC

SELL
 -
-283
- 1.68%
$14K - $15.5K
16.5K $455K
Oct 22, 2020 Q3 2020
Procyon Advisors, LLC

SELL
 -
-294
Closed
$14.5K - $16.1K
0 $0
Oct 27, 2020 Q3 2020
Cutler Group LP

SELL
 -
-300
- 75.19%
$14.8K - $16.5K
99 $2.73K
Nov 10, 2020 Q3 2020
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-300
- 1.15%
$14.8K - $16.5K
25.7K $707K
Nov 10, 2020 Q3 2020
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-309
- 1.92%
$15.3K - $17K
15.8K $435K
Nov 12, 2020 Q3 2020
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-375
- 5.88%
$18.5K - $20.6K
6K $165K
Nov 12, 2020 Q3 2020
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-398
- 2.42%
$19.7K - $21.8K
16K $442K
Oct 26, 2020 Q3 2020
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-398
Closed
$19.7K - $21.8K
0 $0
Oct 20, 2020 Q3 2020
Tci Wealth Advisors, Inc.

SELL
 -
-400
- 13.15%
$19.8K - $21.9K
2.64K $72.8K
Oct 08, 2020 Q3 2020
Larson Financial Group LLC

SELL
 -
-401
- 8.35%
$19.8K - $22K
4.4K $121K
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-424
Closed
$21K - $23.3K
0 $0
Nov 12, 2020 Q3 2020
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-431
- 9.14%
$21.3K - $23.6K
4.29K $118K
Nov 04, 2020 Q3 2020
Tortoise Investment Management, LLC

SELL
 -
-434
- 2.03%
$21.5K - $23.8K
21K $577K
Jan 02, 2024 Q3 2020
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-443
- 16.97%
$21.9K - $24.3K
2.17K $59.7K
Oct 26, 2020 Q3 2020
Merriman Wealth Management, LLC

SELL
 -
-455
- 2.07%
$22.5K - $25K
21.5K $591K
Nov 10, 2020 Q3 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-460
- 9.47%
$22.7K - $25.2K
4.4K $121K

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