Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHG)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.45K- 2.66% |
$326K - $351K
|
163K
$4.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.46KClosed |
$327K - $352K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-4.49K- 24.17% |
$329K - $354K
|
14.1K
$400K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.98K- 67.43% |
$365K - $393K
|
2.41K
$68.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5K- 2.49% |
$366K - $394K
|
196K
$5.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.56K- 2.74% |
$407K - $439K
|
197K
$5.59M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.07K- 5.41% |
$444K - $479K
|
106K
$3.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.25KClosed |
$458K - $493K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-6.57KClosed |
$481K - $518K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.61KClosed |
$484K - $522K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.97K- 3.04% |
$583K - $629K
|
254K
$7.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 13.9% |
$586K - $632K
|
49.6K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.05K- 12.5% |
$589K - $635K
|
56.3K
$1.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-8.52K- 26.8% |
$624K - $672K
|
23.3K
$661K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9.39K- 15.56% |
$688K - $741K
|
51K
$1.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.7K- 7.38% |
$856K - $922K
|
147K
$4.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.7K- 9.07% |
$856K - $923K
|
117K
$3.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 7.95% |
$866K - $934K
|
137K
$3.89M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-13.6K- 6.64% |
$995K - $1.07M
|
191K
$5.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-14K- 33.36% |
$1.02M - $1.1M
|
27.9K
$794K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-15K- 10.88% |
$1.1M - $1.18M
|
123K
$3.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-16.9K- 17.0% |
$1.23M - $1.33M
|
82.3K
$2.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-18.1K- 2.94% |
$1.33M - $1.43M
|
598K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.8K- 7.31% |
$1.38M - $1.49M
|
239K
$6.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-20.6K- 82.05% |
$1.51M - $1.63M
|
4.52K
$128K
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-21K- 13.99% |
$1.54M - $1.66M
|
129K
$3.67M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-22K- 98.73% |
$1.61M - $1.74M
|
283
$8.04K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22.4KClosed |
$1.64M - $1.77M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.2KClosed |
$1.77M - $1.91M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.4K- 65.53% |
$1.93M - $2.08M
|
13.9K
$395K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27.7K- 91.93% |
$2.03M - $2.18M
|
2.43K
$68.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-30.9K- 4.98% |
$2.26M - $2.44M
|
590K
$16.8M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.8K- 95.62% |
$2.47M - $2.67M
|
1.55K
$44K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.5K- 2.12% |
$2.53M - $2.73M
|
1.59M
$45.3M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.3K- 5.74% |
$2.59M - $2.79M
|
580K
$16.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.7K- 75.5% |
$2.69M - $2.9M
|
11.9K
$338K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-51.2K- 60.64% |
$3.75M - $4.04M
|
33.2K
$945K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-56.8K- 80.0% |
$4.16M - $4.48M
|
14.2K
$404K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-57.1K- 32.37% |
$4.18M - $4.51M
|
119K
$3.39M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-82.6K- 97.24% |
$6.05M - $6.52M
|
2.35K
$66.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-105KClosed |
$7.66M - $8.26M
|
0
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-105KClosed |
$7.66M - $8.26M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-138K- 34.66% |
$10.1M - $10.9M
|
260K
$7.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-139K- 28.5% |
$10.2M - $11M
|
349K
$9.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-249K- 18.27% |
$18.2M - $19.7M
|
1.11M
$31.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-253K- 13.71% |
$18.5M - $19.9M
|
1.59M
$45.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-288K- 73.93% |
$21.1M - $22.7M
|
102K
$2.89M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-329K- 89.56% |
$24.1M - $26M
|
38.3K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.44M- 13.55% |
$106M - $114M
|
9.19M
$261M
|