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 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-559- 7.1% |
$40.9K - $46.6K
|
7.31K
$201K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-564- 7.62% |
$41.2K - $47K
|
6.84K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-565- 7.91% |
$41.3K - $47.1K
|
6.58K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-592- 7.03% |
$43.3K - $49.4K
|
7.83K
$215K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-595- 3.8% |
$43.5K - $49.6K
|
15.1K
$414K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-609- 4.77% |
$44.5K - $50.8K
|
12.1K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-632- 6.27% |
$46.2K - $52.7K
|
9.45K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-640- 0.16% |
$46.8K - $53.4K
|
399K
$11M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-644- 20.56% |
$47.1K - $53.7K
|
2.49K
$68.4K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-650- 4.52% |
$47.5K - $54.2K
|
13.7K
$377K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-650- 4.52% |
$47.5K - $54.2K
|
13.7K
$377K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-654- 3.18% |
$47.8K - $54.5K
|
19.9K
$547K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-661Closed |
$48.3K - $55.1K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-671- 0.4% |
$49.1K - $56K
|
166K
$4.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-722- 9.78% |
$52.8K - $60.2K
|
6.66K
$183K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-727- 6.24% |
$53.2K - $60.6K
|
10.9K
$300K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-731- 2.55% |
$53.4K - $61K
|
27.9K
$767K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-750- 9.26% |
$54.8K - $62.6K
|
7.35K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-753- 0.53% |
$55.1K - $62.8K
|
141K
$3.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-757- 3.25% |
$55.3K - $63.1K
|
22.5K
$619K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-763- 95.61% |
$55.8K - $63.6K
|
35
$962
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-792- 1.66% |
$57.9K - $66.1K
|
46.8K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-795- 6.59% |
$58.1K - $66.3K
|
11.3K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-814- 90.24% |
$59.5K - $67.9K
|
88
$2.42K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-819- 3.0% |
$59.9K - $68.3K
|
26.5K
$728K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-835- 22.47% |
$61K - $69.6K
|
2.88K
$79.2K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-843- 6.93% |
$61.6K - $70.3K
|
11.3K
$311K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-860- 7.09% |
$62.9K - $71.7K
|
11.3K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-874Closed |
$63.9K - $72.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-881- 2.11% |
$64.4K - $73.5K
|
40.9K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-889- 5.16% |
$65K - $74.1K
|
16.3K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-893- 0.67% |
$65.3K - $74.5K
|
132K
$3.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-897- 13.84% |
$65.6K - $74.8K
|
5.59K
$154K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-905- 8.79% |
$66.2K - $75.5K
|
9.39K
$258K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-919- 17.62% |
$67.2K - $76.6K
|
4.3K
$118K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-931Closed |
$68.1K - $77.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-937- 3.45% |
$68.5K - $78.1K
|
26.2K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-943- 11.51% |
$68.9K - $78.6K
|
7.25K
$199K
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-958- 0.34% |
$70K - $79.9K
|
284K
$7.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-962- 20.56% |
$70.3K - $80.2K
|
3.72K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-997- 12.92% |
$72.9K - $83.1K
|
6.72K
$185K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1K- 2.75% |
$73.2K - $83.5K
|
35.4K
$973K
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-1.06K- 4.5% |
$77.4K - $88.2K
|
22.4K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.06K- 11.0% |
$77.7K - $88.7K
|
8.6K
$237K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.07K- 3.91% |
$78.2K - $89.2K
|
26.3K
$723K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.1K- 1.74% |
$80.1K - $91.4K
|
62.1K
$1.71M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.15K- 82.84% |
$84K - $95.8K
|
238
$6.54K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.19K- 5.74% |
$87.1K - $99.3K
|
19.6K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.21KClosed |
$88.6K - $101K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 41.64% |
$92.2K - $105K
|
1.77K
$48.6K
|