Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

SELL
 -
-1.39K
- 1.52%
$102K - $110K
90K $2.56M
Oct 29, 2021 Q3 2021
Sharkey, Howes & Javer

SELL
 -
-1.39K
- 35.53%
$102K - $110K
2.52K $71.7K
Nov 03, 2021 Q3 2021
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-1.4K
- 2.34%
$102K - $110K
58.4K $1.66M
Oct 12, 2021 Q3 2021
Old Port Advisors

SELL
 -
-1.44K
- 4.51%
$105K - $114K
30.5K $867K
Oct 12, 2021 Q3 2021
Apella Capital, LLC

SELL
 -
-1.46K
Closed
$107K - $115K
0 $0
Oct 13, 2021 Q3 2021
Northern Capital Management, Inc.

SELL
 -
-1.47K
- 0.87%
$107K - $116K
167K $4.73M
Oct 14, 2021 Q3 2021
Farmers & Merchants Trust CO Of Long Beach

SELL
 -
-1.5K
Closed
$110K - $119K
0 $0
Oct 21, 2021 Q3 2021
Alpha Omega Group, Inc.

SELL
 -
-1.52K
- 1.64%
$111K - $120K
91.3K $2.59M
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

SELL
 -
-1.53K
- 29.09%
$112K - $120K
3.72K $106K
Dec 19, 2024 Q3 2021
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-1.55K
- 4.51%
$114K - $123K
32.9K $934K
Oct 18, 2021 Q3 2021
Annex Advisory Services, LLC

SELL
 -
-1.62K
- 48.88%
$118K - $128K
1.69K $48.1K
Nov 05, 2021 Q3 2021
Fort Pitt Capital Group, LLC

SELL
 -
-1.63K
- 0.16%
$119K - $129K
1.03M $29.2M
Oct 26, 2021 Q3 2021
Game Plan Financial Advisors, LLC

SELL
 -
-1.65K
- 4.36%
$121K - $130K
36.2K $1.03M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-1.65K
- 5.58%
$121K - $130K
27.9K $794K
Nov 01, 2021 Q3 2021
Ballast Advisors LLC

SELL
 -
-1.69K
- 1.31%
$123K - $133K
127K $3.6M
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

SELL
 -
-1.7K
- 31.41%
$125K - $134K
3.72K $106K
Oct 13, 2021 Q3 2021
Wipfli Financial Advisors Llc,

SELL
 -
-1.71K
- 1.69%
$125K - $135K
99.6K $2.83M
Oct 19, 2021 Q3 2021
Harbor Group, Inc.

SELL
 -
-1.78K
- 1.33%
$130K - $140K
131K $3.74M
Oct 22, 2021 Q3 2021
Columbus Macro, LLC

SELL
 -
-1.81K
Closed
$132K - $142K
0 $0
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-1.81K
- 35.86%
$133K - $143K
3.24K $92.2K
Oct 15, 2021 Q3 2021
Legacy Wealth Management, Inc

SELL
 -
-1.88K
- 0.28%
$138K - $149K
682K $19.4M
Oct 14, 2021 Q3 2021
Ritholtz Wealth Management

SELL
 -
-1.89K
Closed
$138K - $149K
0 $0
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.99K
- 3.91%
$146K - $157K
49K $1.39M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.99K
- 3.91%
$146K - $157K
49K $1.39M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

SELL
 -
-2.01K
- 37.37%
$147K - $159K
3.37K $95.8K
Nov 01, 2021 Q3 2021
Sfmg, LLC

SELL
 -
-2.06K
Closed
$151K - $162K
0 $0
Nov 15, 2021 Q3 2021
Rkl Wealth Management LLC

SELL
 -
-2.09K
- 2.51%
$153K - $165K
81.2K $2.31M
Nov 04, 2021 Q3 2021
First Personal Financial Services

SELL
 -
-2.24K
- 6.18%
$164K - $177K
33.9K $964K
Oct 08, 2021 Q3 2021
Modus Advisors, LLC

SELL
 -
-2.31K
- 4.18%
$169K - $182K
52.9K $1.5M
Oct 19, 2021 Q3 2021
Albion Financial Group

SELL
 -
-2.34K
- 9.34%
$172K - $185K
22.8K $647K
Oct 28, 2021 Q3 2021
Affinity Capital Advisors, LLC

SELL
 -
-2.35K
- 3.58%
$172K - $185K
63.1K $1.79M
Nov 02, 2021 Q3 2021
Black Diamond Financial, LLC

SELL
 -
-2.36K
- 25.43%
$173K - $186K
6.92K $197K
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-2.39K
Closed
$175K - $189K
0 $0
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-2.5K
- 16.15%
$183K - $197K
13K $369K
Nov 05, 2021 Q3 2021
Crestone Asset Management LLC

SELL
 -
-2.5K
Closed
$183K - $198K
0 $0
Nov 15, 2021 Q3 2021
Cornerstone Wealth Advisors, Inc.

SELL
 -
-2.65K
- 1.39%
$194K - $209K
188K $5.35M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

SELL
 -
-2.68K
- 0.95%
$196K - $212K
281K $7.97M
Oct 25, 2021 Q3 2021
Cubic Asset Management, LLC

SELL
 -
-2.73K
Closed
$200K - $215K
0 $0
Oct 20, 2021 Q3 2021
Smith Anglin Financial, LLC

SELL
 -
-2.76K
- 3.75%
$202K - $217K
70.7K $2.01M
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

SELL
 -
-2.81K
- 5.46%
$206K - $222K
48.7K $1.38M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.96K
- 1.16%
$216K - $233K
251K $7.14M
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-3.03K
- 85.19%
$222K - $239K
526 $14.9K
Nov 08, 2021 Q3 2021
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-3.42K
- 2.04%
$250K - $270K
164K $4.67M
Nov 04, 2021 Q3 2021
Total Wealth Planning, LLC

SELL
 -
-3.51K
- 6.61%
$257K - $277K
49.6K $1.41M
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-3.57K
- 28.57%
$262K - $282K
8.93K $254K
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-3.58K
- 8.38%
$262K - $283K
39.1K $1.11M
Nov 12, 2021 Q3 2021
Mai Capital Management

SELL
 -
-3.65K
- 8.16%
$267K - $288K
41K $1.17M
Nov 03, 2021 Q3 2021
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-3.79K
- 11.51%
$277K - $299K
29.1K $827K
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-4.14K
- 1.57%
$303K - $326K
259K $7.36M

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