Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.61M+ 222.84% |
$118M - $134M
|
2.33M
$64.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
463KNew |
$33.8M - $38.6M
|
463K
$12.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
438K+ 4.77% |
$32.1M - $36.6M
|
9.63M
$265M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
256K+ 174.55% |
$18.7M - $21.3M
|
402K
$11.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
208KNew |
$15.2M - $17.4M
|
208K
$5.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
172KNew |
$12.6M - $14.3M
|
172K
$4.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
161KNew |
$11.8M - $13.5M
|
161K
$4.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
143K+ 923.23% |
$10.5M - $12M
|
159K
$4.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114K+ 3.69% |
$8.31M - $9.48M
|
3.2M
$87.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
108KNew |
$7.89M - $9M
|
108K
$2.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
96.8KNew |
$7.07M - $8.07M
|
96.8K
$2.66M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
94.9KNew |
$6.94M - $7.91M
|
94.9K
$2.61M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
90.2KNew |
$6.59M - $7.52M
|
90.2K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
85.6KNew |
$6.26M - $7.14M
|
85.6K
$2.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
85.2K+ 1110.24% |
$6.23M - $7.11M
|
92.9K
$2.55M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
78KNew |
$5.7M - $6.5M
|
78K
$2.14M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
74.1KNew |
$5.42M - $6.18M
|
74.1K
$2.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70.1K+ 4131.82% |
$5.13M - $5.85M
|
71.8K
$1.97M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
67.5KNew |
$4.93M - $5.63M
|
67.5K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
62.6K+ 19.06% |
$4.58M - $5.22M
|
391K
$10.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61.2K+ 289.52% |
$4.48M - $5.11M
|
82.4K
$2.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
60.4KNew |
$4.42M - $5.04M
|
60.4K
$1.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.4K+ 169.63% |
$4.12M - $4.7M
|
89.6K
$2.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
54.5K+ 9.12% |
$3.98M - $4.54M
|
652K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 6.02% |
$3.76M - $4.29M
|
905K
$24.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.5K+ 10.12% |
$3.69M - $4.21M
|
549K
$15.1M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
44KNew |
$3.22M - $3.67M
|
44K
$1.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
43.5KNew |
$3.18M - $3.63M
|
43.5K
$1.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
40.1K+ 26.74% |
$2.93M - $3.35M
|
190K
$5.23M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
39.9KNew |
$2.92M - $3.33M
|
39.9K
$1.1M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
38.7K+ 6.37% |
$2.83M - $3.23M
|
646K
$17.8M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
34.5K+ 74.62% |
$2.52M - $2.87M
|
80.7K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
33.4K+ 18.67% |
$2.44M - $2.78M
|
212K
$5.83M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
32.6KNew |
$2.38M - $2.72M
|
32.6K
$896K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
30.4K+ 29.92% |
$2.22M - $2.53M
|
132K
$3.63M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
29.7KNew |
$2.17M - $2.48M
|
29.7K
$817K
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
28.4KNew |
$2.08M - $2.37M
|
28.4K
$780K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
27.8KNew |
$2.03M - $2.32M
|
27.8K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
26.2K+ 86.46% |
$1.91M - $2.18M
|
56.4K
$1.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
25.9KNew |
$1.89M - $2.16M
|
25.9K
$712K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
25.4KNew |
$1.86M - $2.12M
|
25.4K
$700K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
24.5K+ 23.83% |
$1.79M - $2.04M
|
127K
$3.5M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.5KNew |
$1.72M - $1.96M
|
23.5K
$647K
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
23.1K+ 46.6% |
$1.69M - $1.93M
|
72.8K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
21.3KNew |
$1.56M - $1.78M
|
21.3K
$587K
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
21K+ 16.26% |
$1.54M - $1.75M
|
150K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
20.5K+ 7.98% |
$1.5M - $1.71M
|
277K
$7.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$1.47M - $1.67M
|
20.1K
$552K
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
19.6KNew |
$1.43M - $1.63M
|
19.6K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
19.3K+ 426.73% |
$1.41M - $1.61M
|
23.8K
$654K
|