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 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.3K- 0.69% |
$95K - $108K
|
187K
$5.14M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.31K- 50.68% |
$96K - $110K
|
1.28K
$35.1K
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.32K- 1.87% |
$96.6K - $110K
|
69.3K
$1.91M
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.34K- 50.0% |
$97.7K - $111K
|
1.34K
$36.7K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.34K- 4.53% |
$98.3K - $112K
|
28.4K
$780K
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$98.6K - $113K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.38KClosed |
$101K - $115K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.38KClosed |
$101K - $115K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 15.92% |
$105K - $120K
|
7.59K
$209K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.45K- 1.87% |
$106K - $121K
|
76.1K
$2.09M
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-1.47K- 4.34% |
$108K - $123K
|
32.5K
$892K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.48KClosed |
$108K - $124K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.5K- 2.61% |
$110K - $125K
|
55.9K
$1.54M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.52K- 0.63% |
$111K - $126K
|
238K
$6.53M
|
|
Feb 09, 2022
Q4 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1.57K- 7.33% |
$115K - $131K
|
19.9K
$547K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-1.6K- 1.98% |
$117K - $134K
|
79.2K
$2.18M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.61K- 3.45% |
$117K - $134K
|
44.9K
$1.23M
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.64K- 2.24% |
$120K - $136K
|
71.5K
$1.96M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.69K- 86.92% |
$123K - $141K
|
254
$6.98K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.71K- 44.91% |
$125K - $142K
|
2.09K
$57.6K
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.81K- 3.22% |
$132K - $151K
|
54.5K
$1.5M
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-1.99K- 6.53% |
$145K - $166K
|
28.5K
$784K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2K- 9.22% |
$146K - $167K
|
19.7K
$541K
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.01K- 25.35% |
$147K - $167K
|
5.91K
$162K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.03KClosed |
$148K - $169K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-2.16K- 5.27% |
$158K - $180K
|
38.9K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-2.21KClosed |
$162K - $184K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.28KClosed |
$167K - $190K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.29K- 67.04% |
$168K - $191K
|
1.13K
$31K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.38KClosed |
$174K - $199K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-2.4K- 32.8% |
$175K - $200K
|
4.91K
$135K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 17.27% |
$175K - $200K
|
11.5K
$316K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.45K- 2.09% |
$179K - $204K
|
115K
$3.16M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.5K- 49.33% |
$183K - $209K
|
2.57K
$70.6K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.51K- 12.63% |
$184K - $210K
|
17.4K
$478K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 15.72% |
$191K - $218K
|
14K
$385K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.75K- 4.87% |
$201K - $230K
|
53.8K
$1.48M
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.79K- 10.0% |
$204K - $233K
|
25.1K
$691K
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-2.8K- 5.29% |
$205K - $233K
|
50.1K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.96KClosed |
$217K - $247K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3K- 24.21% |
$219K - $250K
|
9.39K
$258K
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3K- 38.91% |
$219K - $250K
|
4.71K
$130K
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.14KClosed |
$230K - $262K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-3.53K- 7.72% |
$258K - $295K
|
42.2K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-3.62K- 22.16% |
$264K - $302K
|
12.7K
$349K
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-3.62K- 3.31% |
$265K - $302K
|
106K
$2.91M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.64KClosed |
$266K - $303K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-3.7K- 1.32% |
$270K - $308K
|
277K
$7.61M
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-3.93K- 4.3% |
$287K - $327K
|
87.4K
$2.4M
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.99K- 6.0% |
$291K - $333K
|
62.4K
$1.72M
|