Purchases and Sales Made in Q1 2022 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 Q1 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
May 09, 2022 Q1 2022
Gw Henssler & Associates LTD

SELL
 -
-1.1K
- 4.92%
$74.2K - $81.3K
21.2K $584K
May 02, 2022 Q1 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-1.1K
- 70.97%
$74.5K - $81.6K
450 $12.4K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-1.22K
- 7.62%
$82.7K - $90.6K
14.8K $407K
Apr 21, 2022 Q1 2022
Capital Insight Partners, LLC

SELL
 -
-1.24K
- 10.63%
$83.6K - $91.6K
10.4K $286K
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-1.27K
Closed
$85.7K - $93.9K
0 $0
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.33K
- 1.45%
$89.8K - $98.4K
90.4K $2.49M
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-1.4K
- 1.74%
$94.7K - $104K
79.2K $2.18M
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

SELL
 -
-1.47K
- 1.14%
$99.7K - $109K
127K $3.5M
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

SELL
 -
-1.49K
- 3.63%
$101K - $110K
39.4K $1.08M
May 09, 2022 Q1 2022
Csenge Advisory Group

SELL
 -
-1.55K
- 24.55%
$105K - $115K
4.76K $131K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.62K
- 4.07%
$109K - $120K
38K $1.05M
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1.62K
- 4.2%
$110K - $120K
36.9K $1.02M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

SELL
 -
-1.62K
- 7.51%
$110K - $120K
20K $551K
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

SELL
 -
-1.65K
- 12.13%
$112K - $122K
12K $329K
Apr 26, 2022 Q1 2022
Columbus Macro, LLC

SELL
 -
-1.75K
- 5.48%
$119K - $130K
30.2K $833K
May 05, 2022 Q1 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-1.87K
- 1.82%
$126K - $138K
101K $2.78M
Apr 29, 2022 Q1 2022
North Star Asset Management Inc

SELL
 -
-1.87K
- 4.01%
$127K - $139K
44.8K $1.24M
Feb 04, 2025 Q1 2022
Weinberger Asset Management, Inc

Los Angeles, CA
SELL
 -
-1.88K
- 1.8%
$127K - $139K
102K $2.82M
Apr 19, 2022 Q1 2022
Affinity Capital Advisors, LLC

SELL
 -
-1.88K
- 2.65%
$127K - $139K
69K $1.9M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.92K
Closed
$130K - $143K
0 $0
May 16, 2022 Q1 2022
Chilton Capital Management LLC

Houston, TX
SELL
 -
-2.13K
Closed
$144K - $158K
0 $0
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-2.16K
- 39.12%
$147K - $161K
3.37K $92.8K
May 10, 2022 Q1 2022
B&D White Capital Company, LLC

SELL
 -
-2.17K
- 2.89%
$147K - $161K
72.9K $2.01M
May 04, 2022 Q1 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-2.19K
- 29.0%
$148K - $162K
5.35K $147K
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

SELL
 -
-2.25K
- 38.53%
$152K - $167K
3.59K $98.7K
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-2.33K
- 2.14%
$158K - $173K
107K $2.94M
Apr 27, 2022 Q1 2022
Advisory Services & Investments, LLC

SELL
 -
-2.36K
- 0.82%
$160K - $175K
285K $7.84M
Apr 14, 2022 Q1 2022
Newman Dignan & Sheerar, Inc.

SELL
 -
-2.46K
- 1.98%
$167K - $183K
122K $3.35M
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

SELL
 -
-2.55K
- 5.91%
$173K - $189K
40.6K $1.12M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-2.59K
Closed
$175K - $192K
0 $0
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-2.64K
Closed
$179K - $196K
0 $0
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

SELL
 -
-2.69K
- 21.91%
$182K - $200K
9.6K $264K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

SELL
 -
-2.72K
- 5.87%
$184K - $202K
43.7K $1.2M
May 06, 2022 Q1 2022
Independent Advisor Alliance

SELL
 -
-2.75K
Closed
$186K - $204K
0 $0
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

SELL
 -
-2.76K
Closed
$187K - $205K
0 $0
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

SELL
 -
-2.77K
Closed
$188K - $206K
0 $0
May 10, 2022 Q1 2022
Intrust Bank Na

Wichita, KS
SELL
 -
-2.8K
Closed
$189K - $207K
0 $0
Jun 08, 2022 Q1 2022
Vise Technologies, Inc.

New York, NY
SELL
 -
-2.9K
- 38.37%
$196K - $215K
4.65K $128K
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-2.91K
- 73.66%
$197K - $216K
1.04K $28.6K
Apr 29, 2022 Q1 2022
Vanguard Capital Wealth Advisors

SELL
 -
-3.02K
- 45.27%
$205K - $224K
3.66K $101K
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-3.07K
Closed
$208K - $228K
0 $0
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-3.09K
Closed
$209K - $229K
0 $0
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-3.11K
- 38.55%
$211K - $231K
4.96K $137K
May 09, 2022 Q1 2022
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-3.13K
Closed
$212K - $232K
0 $0
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-3.15K
Closed
$213K - $233K
0 $0
Apr 14, 2022 Q1 2022
Seneca House Advisors

SELL
 -
-3.16K
Closed
$214K - $234K
0 $0
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-3.34K
Closed
$226K - $248K
0 $0
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-3.35K
- 44.41%
$227K - $249K
4.19K $116K
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-3.36K
Closed
$227K - $249K
0 $0

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