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 12, 2021 Q3 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.84K
+ 5.34%
$135K - $146K
36.4K $1.03M
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.82K
New
$134K - $144K
1.82K $51.8K
Nov 09, 2021 Q3 2021
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.8K
New
$132K - $142K
1.8K $51.2K
Nov 02, 2021 Q3 2021
Precision Wealth Strategies, LLC

BUY
 -
1.79K
New
$131K - $142K
1.79K $51K
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.79K
+ 88.54%
$131K - $141K
3.8K $108K
Oct 28, 2021 Q3 2021
Spreng Capital Management, Inc.

BUY
 -
1.77K
+ 5.01%
$130K - $140K
37.2K $1.06M
Oct 08, 2021 Q3 2021
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
1.75K
+ 4.52%
$128K - $138K
40.4K $1.15M
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
1.74K
+ 10.34%
$128K - $138K
18.6K $529K
Oct 13, 2021 Q3 2021
Vista Private Wealth Partners. LLC

BUY
 -
1.73K
+ 1.4%
$126K - $136K
125K $3.54M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
1.7K
New
$124K - $134K
1.7K $48.2K
Nov 15, 2021 Q3 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
1.68K
+ 11.48%
$123K - $132K
16.3K $463K
Oct 06, 2021 Q3 2021
Bath Savings Trust CO

BUY
 -
1.67K
New
$123K - $132K
1.67K $47.6K
Oct 28, 2021 Q3 2021
Yhb Investment Advisors, Inc.

BUY
 -
1.59K
+ 3.21%
$116K - $125K
50.9K $1.45M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
1.58K
New
$116K - $125K
1.58K $44.9K
Nov 15, 2021 Q3 2021
Stokes Family Office, LLC

BUY
 -
1.55K
New
$113K - $122K
1.55K $43.9K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.54K
+ 7.65%
$113K - $122K
21.7K $616K
Nov 08, 2021 Q3 2021
Grimes & Company, Inc.

BUY
 -
1.53K
New
$112K - $121K
1.53K $43.4K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.51K
+ 22.67%
$111K - $120K
8.19K $233K
Nov 15, 2021 Q3 2021
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.5K
New
$110K - $118K
1.5K $42.6K
Jan 18, 2022 Q3 2021
Apella Capital, LLC

BUY
 -
1.46K
New
$107K - $115K
1.46K $41.6K
Nov 03, 2021 Q3 2021
Souders Financial Advisors

BUY
 -
1.46K
+ 2.36%
$107K - $115K
63.2K $1.8M
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
1.45K
New
$106K - $114K
1.45K $41.2K
Nov 10, 2021 Q3 2021
Rodgers & Associates, LTD

BUY
 -
1.43K
New
$105K - $113K
1.43K $40.8K
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.42K
+ 5.07%
$104K - $112K
29.5K $837K
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.39K
New
$102K - $109K
1.39K $39.4K
Oct 22, 2021 Q3 2021
Relyea Zuckerberg Hanson LLC

BUY
 -
1.38K
New
$101K - $109K
1.38K $39.1K
Oct 14, 2021 Q3 2021
Appleton Partners Inc

BUY
 -
1.37K
New
$100K - $108K
1.37K $38.9K
Nov 12, 2021 Q3 2021
Arbor Trust Wealth Advisors, LLC

BUY
 -
1.36K
+ 4.79%
$99.7K - $107K
29.8K $846K
Oct 14, 2021 Q3 2021
Purus Wealth Management, LLC

BUY
 -
1.35K
New
$98.8K - $106K
1.35K $38.3K
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
1.35K
+ 39.36%
$98.8K - $106K
4.78K $136K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
1.34K
+ 65.59%
$98.3K - $106K
3.39K $96.3K
Nov 12, 2021 Q3 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
1.26K
+ 58.36%
$92.3K - $99.5K
3.42K $97.2K
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
1.24K
+ 3.73%
$90.7K - $97.8K
34.5K $980K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.23K
+ 4.32%
$90.1K - $97.1K
29.7K $844K
Nov 15, 2021 Q3 2021
Angeles Investment Advisors, LLC

BUY
 -
1.21K
New
$88.8K - $95.7K
1.21K $34.4K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.21K
+ 12.49%
$88.7K - $95.6K
10.9K $310K
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.21K
+ 17.98%
$88.3K - $95.2K
7.91K $225K
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

BUY
 -
1.17K
+ 17.83%
$85.5K - $92.1K
7.71K $219K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
1.17K
+ 18.76%
$85.4K - $92K
7.38K $210K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
1.15K
+ 14.88%
$84.3K - $90.9K
8.89K $253K
Oct 29, 2021 Q3 2021
Hc Advisors, LLC

BUY
 -
1.09K
+ 4.19%
$79.9K - $86.1K
27.1K $771K
Nov 01, 2021 Q3 2021
Oxinas Partners Wealth Management LLC

BUY
 -
1.07K
+ 16.99%
$78.4K - $84.5K
7.38K $210K
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
1.05K
+ 23.2%
$76.6K - $82.6K
5.55K $158K
Nov 15, 2021 Q3 2021
Blue Barn Wealth, LLC

BUY
 -
1.01K
+ 14.46%
$74.2K - $80K
8.02K $228K
Oct 25, 2021 Q3 2021
Westbourne Investment Advisors, Inc.

BUY
 -
994
+ 6.18%
$72.8K - $78.5K
17.1K $485K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
982
+ 0.98%
$71.9K - $77.5K
102K $2.89M
Oct 28, 2021 Q3 2021
Goepper Burkhardt LLC

BUY
 -
949
+ 0.72%
$69.5K - $74.9K
133K $3.79M
Nov 08, 2021 Q3 2021
Sage Financial Group Inc

BUY
 -
934
+ 2.52%
$68.4K - $73.7K
38.1K $1.08M
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

BUY
 -
890
+ 5.17%
$65.2K - $70.3K
18.1K $515K

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