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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
874+ 2.01% |
$64K - $69K
|
44.4K
$1.26M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
857+ 1.12% |
$62.8K - $67.7K
|
77.6K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
845+ 5.4% |
$61.9K - $66.7K
|
16.5K
$469K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
818+ 5.17% |
$59.9K - $64.6K
|
16.6K
$473K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
795+ 4.51% |
$58.2K - $62.8K
|
18.4K
$523K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
790+ 705.36% |
$57.9K - $62.4K
|
902
$25.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
762+ 2.55% |
$55.8K - $60.2K
|
30.6K
$870K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
752+ 47.36% |
$55.1K - $59.4K
|
2.34K
$66.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
717+ 92.04% |
$52.5K - $56.6K
|
1.5K
$42.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
707+ 2.43% |
$51.8K - $55.8K
|
29.8K
$846K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
700New |
$51.3K - $55.3K
|
700
$19.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 5.3% |
$51.3K - $55.3K
|
13.9K
$395K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
699+ 48.01% |
$51.2K - $55.2K
|
2.16K
$61.2K
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
660+ 0.61% |
$48.3K - $52.1K
|
109K
$3.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
615+ 6.98% |
$45K - $48.5K
|
9.42K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
607+ 12.95% |
$44.5K - $47.9K
|
5.3K
$151K
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
595+ 1.61% |
$43.6K - $47K
|
37.6K
$1.07M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
585+ 4.62% |
$42.8K - $46.2K
|
13.2K
$377K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
571+ 0.51% |
$41.8K - $45.1K
|
112K
$3.17M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
565+ 5.53% |
$41.4K - $44.6K
|
10.8K
$306K
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
565+ 0.4% |
$41.4K - $44.6K
|
142K
$4.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
538+ 7.36% |
$39.4K - $42.5K
|
7.85K
$223K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
535New |
$39.2K - $42.2K
|
535
$15.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
524+ 2.27% |
$38.4K - $41.4K
|
23.6K
$672K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
512+ 7.22% |
$37.5K - $40.4K
|
7.6K
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
501+ 0.38% |
$36.7K - $39.5K
|
133K
$3.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
499+ 16.39% |
$36.5K - $39.4K
|
3.54K
$101K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
488+ 3.49% |
$35.7K - $38.5K
|
14.5K
$412K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
484+ 1.74% |
$35.4K - $38.2K
|
28.3K
$805K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
465New |
$34.1K - $36.7K
|
465
$13.2K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
452+ 3.32% |
$33.1K - $35.7K
|
14.1K
$399K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
449+ 0.56% |
$32.9K - $35.4K
|
80.8K
$2.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
443+ 6.45% |
$32.4K - $35K
|
7.31K
$208K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
439+ 12.77% |
$32.2K - $34.7K
|
3.88K
$110K
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
437+ 0.77% |
$32K - $34.5K
|
57.2K
$1.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
428+ 0.81% |
$31.3K - $33.8K
|
53K
$1.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
411+ 0.17% |
$30.1K - $32.4K
|
239K
$6.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
400+ 200.0% |
$29.3K - $31.6K
|
600
$17.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
390+ 22.23% |
$28.6K - $30.8K
|
2.14K
$60.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
386+ 1.41% |
$28.3K - $30.5K
|
27.8K
$790K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
380New |
$27.8K - $30K
|
380
$10.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
368+ 0.82% |
$27K - $29K
|
45.3K
$1.29M
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
368+ 2.7% |
$27K - $29K
|
14K
$398K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
367+ 0.56% |
$26.9K - $29K
|
65.8K
$1.87M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
362+ 25.39% |
$26.5K - $28.6K
|
1.79K
$50.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
354+ 5.22% |
$25.9K - $27.9K
|
7.14K
$203K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
330+ 6.57% |
$24.2K - $26.1K
|
5.35K
$152K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
307+ 3.12% |
$22.5K - $24.2K
|
10.1K
$288K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
302+ 0.98% |
$22.1K - $23.8K
|
31K
$881K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
301+ 1.9% |
$22K - $23.8K
|
16.2K
$459K
|