Purchases and Sales Made in Q4 2020 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.8K+ 509.72% |
$1.06M - $1.24M
|
24.9K
$686K
|
|
|
Jan 22, 2021
Q4 2020
|
White Pine Investment CO
|
BUY
|
- |
20.8K+ 30.0% |
$1.06M - $1.24M
|
90.1K
$2.48M
|
|
|
Feb 11, 2021
Q4 2020
|
Financial Advisors Network, Inc.
|
BUY
|
- |
20.7K+ 22.76% |
$1.05M - $1.23M
|
112K
$3.07M
|
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.5KNew |
$993K - $1.16M
|
19.5K
$538K
|
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.2K+ 30.74% |
$975K - $1.14M
|
81.5K
$2.25M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
18.5K+ 194.61% |
$941K - $1.1M
|
28K
$772K
|
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.4KNew |
$936K - $1.1M
|
18.4K
$507K
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
17.9K+ 246.97% |
$908K - $1.06M
|
25.1K
$691K
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.8K+ 4.33% |
$904K - $1.06M
|
428K
$11.8M
|
|
|
Feb 09, 2021
Q4 2020
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.6K+ 49.16% |
$896K - $1.05M
|
53.5K
$1.47M
|
|
|
Feb 17, 2021
Q4 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16.2K+ 37.7% |
$824K - $965K
|
59.2K
$1.63M
|
|
|
Jan 26, 2021
Q4 2020
|
Nadler Financial Group, Inc.
|
BUY
|
- |
16.1K+ 5.73% |
$819K - $959K
|
297K
$8.19M
|
|
|
Jan 25, 2021
Q4 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15.9K+ 6.19% |
$807K - $945K
|
273K
$7.51M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15.7K+ 140.74% |
$796K - $932K
|
26.8K
$738K
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.2K+ 152330.0% |
$774K - $907K
|
15.2K
$420K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.9K+ 123.71% |
$758K - $888K
|
27K
$743K
|
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
14.5K+ 0.57% |
$739K - $865K
|
2.58M
$71.2M
|
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
BUY
|
- |
14.2KNew |
$720K - $843K
|
14.2K
$390K
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.4K+ 3.49% |
$680K - $796K
|
396K
$10.9M
|
|
|
Apr 26, 2021
Q4 2020
|
Compass Advisory Group LLC
|
BUY
|
- |
13.3KNew |
$677K - $792K
|
13.3K
$367K
|
|
|
Feb 09, 2021
Q4 2020
|
Northwest Capital Management Inc
|
BUY
|
- |
13.3K+ 75.6% |
$675K - $791K
|
30.9K
$850K
|
|
|
Oct 09, 2024
Q4 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
13.2KNew |
$670K - $785K
|
13.2K
$363K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Counselors Inc
|
BUY
|
- |
13K+ 1.93% |
$659K - $772K
|
685K
$18.9M
|
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
BUY
|
- |
12K+ 1.01% |
$608K - $712K
|
1.2M
$33M
|
|
|
Jan 19, 2021
Q4 2020
|
Allen Capital Group, LLC
|
BUY
|
- |
11.9K+ 44.77% |
$606K - $710K
|
38.6K
$1.06M
|
|
|
Feb 12, 2021
Q4 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11K+ 8.65% |
$559K - $655K
|
138K
$3.81M
|
|
|
Feb 12, 2021
Q4 2020
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11K+ 18.26% |
$558K - $654K
|
71.2K
$1.96M
|
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.9KNew |
$554K - $649K
|
10.9K
$300K
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 9.74% |
$550K - $644K
|
122K
$3.36M
|
|
|
Feb 03, 2021
Q4 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 9.71% |
$536K - $627K
|
119K
$3.28M
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5K+ 8.75% |
$536K - $627K
|
131K
$3.61M
|
|
|
May 20, 2022
Q4 2020
|
True North Advisors, LLC
|
BUY
|
- |
10.5K+ 12.33% |
$535K - $627K
|
95.9K
$2.64M
|
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
BUY
|
- |
10K+ 6.83% |
$509K - $596K
|
157K
$4.32M
|
|
|
Jan 29, 2021
Q4 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.82KNew |
$499K - $584K
|
9.82K
$270K
|
|
|
Feb 01, 2021
Q4 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.71K+ 57.53% |
$494K - $578K
|
26.6K
$733K
|
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
9.44K+ 61.34% |
$480K - $562K
|
24.8K
$684K
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.24K+ 11.17% |
$470K - $550K
|
92K
$2.53M
|
|
|
Feb 16, 2021
Q4 2020
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9.2KNew |
$468K - $548K
|
9.2K
$253K
|
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
BUY
|
- |
9.16K+ 6.18% |
$466K - $545K
|
157K
$4.33M
|
|
|
Jan 21, 2021
Q4 2020
|
Newman & Schimel, LLC
|
BUY
|
- |
9.12KNew |
$464K - $543K
|
9.12K
$251K
|
|
|
Jan 28, 2021
Q4 2020
|
Smith, Salley & Associates
|
BUY
|
- |
8.65KNew |
$440K - $515K
|
8.65K
$238K
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
8.29K+ 39.05% |
$421K - $494K
|
29.5K
$813K
|
|
|
Feb 08, 2021
Q4 2020
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.26K+ 2.73% |
$420K - $492K
|
311K
$8.57M
|
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
8.14KNew |
$414K - $484K
|
8.14K
$224K
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.02KNew |
$408K - $477K
|
8.02K
$221K
|
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$407K - $476K
|
8K
$220K
|
|
|
Feb 12, 2021
Q4 2020
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7.54KNew |
$383K - $449K
|
7.54K
$208K
|
|
|
Feb 05, 2021
Q4 2020
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.19KNew |
$366K - $428K
|
7.19K
$198K
|
|
|
Jan 21, 2021
Q4 2020
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7.07K+ 49.7% |
$360K - $421K
|
21.3K
$587K
|
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.07K+ 7.58% |
$359K - $421K
|
100K
$2.76M
|