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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-171- 3.78% |
$12.5K - $14.3K
|
4.36K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-172- 4.67% |
$12.6K - $14.3K
|
3.52K
$96.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-175- 2.93% |
$12.8K - $14.6K
|
5.8K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-177- 2.12% |
$12.9K - $14.8K
|
8.19K
$225K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-184- 0.51% |
$13.5K - $15.3K
|
35.8K
$984K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-189- 5.49% |
$13.8K - $15.8K
|
3.26K
$89.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
SELL
|
- |
-190- 2.54% |
$13.9K - $15.8K
|
7.29K
$200K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-202- 0.46% |
$14.8K - $16.8K
|
43.8K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-204Closed |
$14.9K - $17K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-205- 5.72% |
$15K - $17.1K
|
3.38K
$92.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-208- 4.7% |
$15.2K - $17.3K
|
4.22K
$116K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-223- 8.37% |
$16.3K - $18.6K
|
2.44K
$67.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-224- 1.35% |
$16.4K - $18.7K
|
16.4K
$451K
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-228- 0.52% |
$16.7K - $19K
|
43.4K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-261- 1.15% |
$19.1K - $21.8K
|
22.5K
$618K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-279- 11.63% |
$20.4K - $23.3K
|
2.12K
$58.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-282- 8.37% |
$20.6K - $23.5K
|
3.09K
$84.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-291- 10.07% |
$21.3K - $24.3K
|
2.6K
$71.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-298- 0.81% |
$21.8K - $24.9K
|
36.5K
$1M
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-306- 1.54% |
$22.4K - $25.5K
|
19.5K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-312- 0.19% |
$22.8K - $26K
|
164K
$4.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-319- 2.02% |
$23.3K - $26.6K
|
15.5K
$425K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-343- 0.81% |
$25.1K - $28.6K
|
42K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-345- 2.86% |
$25.2K - $28.8K
|
11.7K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-352- 3.27% |
$25.7K - $29.4K
|
10.4K
$287K
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-356- 2.24% |
$26K - $29.7K
|
15.5K
$426K
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-365- 10.64% |
$26.7K - $30.4K
|
3.07K
$84.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
SELL
|
- |
-380- 5.74% |
$27.8K - $31.7K
|
6.24K
$172K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-380Closed |
$27.8K - $31.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-388- 11.92% |
$28.4K - $32.4K
|
2.87K
$78.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-388- 21.54% |
$28.4K - $32.4K
|
1.41K
$38.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
SELL
|
- |
-389- 6.96% |
$28.4K - $32.4K
|
5.2K
$143K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-390- 18.19% |
$28.5K - $32.5K
|
1.75K
$48.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-394- 23.31% |
$28.8K - $32.9K
|
1.3K
$35.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-414- 3.13% |
$30.3K - $34.5K
|
12.8K
$353K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-419- 5.51% |
$30.6K - $34.9K
|
7.18K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-424- 87.97% |
$31K - $35.4K
|
58
$1.59K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-429- 0.88% |
$31.4K - $35.8K
|
48.5K
$1.33M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-429- 0.88% |
$31.4K - $35.8K
|
48.5K
$1.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-430- 2.08% |
$31.4K - $35.9K
|
20.3K
$558K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-434- 17.33% |
$31.7K - $36.2K
|
2.07K
$56.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-437- 9.65% |
$31.9K - $36.4K
|
4.09K
$112K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-451- 11.46% |
$33K - $37.6K
|
3.49K
$95.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-468- 2.81% |
$34.2K - $39K
|
16.2K
$445K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-473Closed |
$34.6K - $39.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-494- 4.02% |
$36.1K - $41.2K
|
11.8K
$325K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-500- 26.82% |
$36.6K - $41.7K
|
1.36K
$37.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-524- 16.38% |
$38.3K - $43.7K
|
2.68K
$73.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-528- 9.14% |
$38.6K - $44K
|
5.25K
$144K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-551- 4.34% |
$40.3K - $46K
|
12.1K
$334K
|