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
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-127
Closed
$9.3K - $10K
0 $0
Oct 12, 2021 Q3 2021
Altfest L J & CO Inc

SELL
 -
-127
- 2.08%
$9.3K - $10K
5.97K $170K
Nov 01, 2021 Q3 2021
Klingman & Associates, LLC

SELL
 -
-129
- 4.14%
$9.45K - $10.2K
2.99K $84.9K
Nov 12, 2021 Q3 2021
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-131
- 5.03%
$9.59K - $10.3K
2.47K $70.3K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-134
- 2.15%
$9.81K - $10.6K
6.1K $173K
Nov 15, 2021 Q3 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-138
- 0.29%
$10.1K - $10.9K
47.6K $1.35M
Nov 03, 2021 Q3 2021
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-141
- 1.49%
$10.3K - $11.1K
9.31K $265K
Nov 15, 2021 Q3 2021
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-145
- 8.77%
$10.6K - $11.4K
1.51K $42.9K
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-149
- 6.74%
$10.9K - $11.8K
2.06K $58.6K
Nov 09, 2021 Q3 2021
Avestar Capital, LLC

SELL
 -
-150
- 2.3%
$11K - $11.8K
6.36K $181K
Nov 15, 2021 Q3 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-160
- 1.0%
$11.7K - $12.6K
15.8K $449K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

SELL
 -
-162
- 1.29%
$11.9K - $12.8K
12.4K $352K
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-165
- 19.98%
$12.1K - $13K
661 $18.8K
Nov 12, 2021 Q3 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-170
Closed
$12.5K - $13.4K
0 $0
Oct 18, 2021 Q3 2021
Crew Capital Management, Ltd.

SELL
 -
-171
- 4.5%
$12.5K - $13.5K
3.63K $103K
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-179
- 0.42%
$13.1K - $14.1K
42.3K $1.2M
Oct 22, 2021 Q3 2021
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-182
- 3.36%
$13.3K - $14.4K
5.23K $149K
Nov 12, 2021 Q3 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-205
- 26.73%
$15K - $16.2K
562 $16K
Oct 19, 2021 Q3 2021
Reston Wealth Management LLC

SELL
 -
-219
- 0.71%
$16K - $17.3K
30.5K $867K
Oct 13, 2021 Q3 2021
Beacon Financial Group

SELL
 -
-220
- 0.33%
$16.1K - $17.4K
66.9K $1.9M
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-224
Closed
$16.4K - $17.7K
0 $0
Nov 12, 2021 Q3 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-229
- 6.8%
$16.8K - $18.1K
3.14K $89.3K
Oct 19, 2021 Q3 2021
Jmg Financial Group, Ltd.

SELL
 -
-230
- 1.86%
$16.8K - $18.2K
12.1K $345K
Oct 26, 2021 Q3 2021
Sol Capital Management CO

SELL
 -
-235
- 7.87%
$17.2K - $18.6K
2.75K $78.2K
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

SELL
 -
-239
- 1.42%
$17.5K - $18.9K
16.6K $473K
Oct 21, 2021 Q3 2021
Cooper/Haims Advisors, LLC

SELL
 -
-240
- 1.42%
$17.6K - $18.9K
16.7K $473K
Nov 09, 2021 Q3 2021
Papp L Roy & Associates

SELL
 -
-250
- 6.0%
$18.3K - $19.7K
3.92K $111K
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

SELL
 -
-252
- 90.0%
$18.5K - $19.9K
28 $796
Oct 26, 2021 Q3 2021
Fc Advisory LLC

SELL
 -
-270
- 3.83%
$19.8K - $21.3K
6.79K $193K
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-274
- 6.37%
$20.1K - $21.6K
4.03K $114K
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

SELL
 -
-282
- 0.64%
$20.7K - $22.3K
44K $1.25M
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-318
- 19.26%
$23.3K - $25.1K
1.33K $37.9K
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-319
- 8.52%
$23.4K - $25.2K
3.43K $97.3K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-330
- 0.58%
$24.2K - $26.1K
56.5K $1.61M
Dec 21, 2021 Q3 2021
Rovin Capital

SELL
 -
-331
- 0.51%
$24.2K - $26.1K
64.6K $1.83M
Oct 25, 2021 Q3 2021
True Wealth Advisors, LLC

SELL
 -
-338
- 2.7%
$24.8K - $26.7K
12.2K $346K
Oct 27, 2021 Q3 2021
Grant

SELL
 -
-339
- 1.24%
$24.8K - $26.8K
27.1K $769K
Nov 15, 2021 Q3 2021
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-360
- 3.39%
$26.4K - $28.4K
10.3K $292K
Oct 13, 2021 Q3 2021
Capital Insight Partners, LLC

SELL
 -
-362
- 4.28%
$26.5K - $28.6K
8.1K $230K
Nov 09, 2021 Q3 2021
Condor Capital Management

Martinsville, NJ
SELL
 -
-364
- 2.51%
$26.7K - $28.7K
14.1K $402K
Nov 15, 2021 Q3 2021
Jentner Corp

SELL
 -
-368
- 5.26%
$27K - $29K
6.62K $188K
Nov 01, 2021 Q3 2021
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-368
- 0.48%
$27K - $29K
77.1K $2.19M
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

SELL
 -
-382
- 1.05%
$28K - $30.2K
36K $1.02M
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

SELL
 -
-400
- 1.91%
$29.3K - $31.6K
20.6K $585K
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

SELL
 -
-407
- 0.82%
$29.8K - $32.1K
49.3K $1.4M
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-408
- 11.46%
$29.9K - $32.2K
3.15K $89.6K
Oct 07, 2021 Q3 2021
Newman & Schimel, LLC

SELL
 -
-410
- 5.25%
$30K - $32.4K
7.4K $210K
Oct 20, 2021 Q3 2021
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-423
- 3.39%
$31K - $33.4K
12K $342K
Dec 13, 2023 Q3 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-439
- 1.89%
$32.2K - $34.7K
22.8K $647K

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