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 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.63KNew |
$119K - $136K
|
1.63K
$40.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.62KNew |
$119K - $135K
|
1.62K
$40.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.62KNew |
$119K - $135K
|
1.62K
$40.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 43.33% |
$115K - $131K
|
5.2K
$130K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.56K+ 53.13% |
$114K - $130K
|
4.5K
$113K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.53KNew |
$112K - $128K
|
1.53K
$38.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.52KNew |
$111K - $127K
|
1.52K
$38.1K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.49K+ 42.98% |
$109K - $124K
|
4.96K
$124K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 2.79% |
$108K - $124K
|
54.5K
$1.36M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.47K+ 8.6% |
$107K - $123K
|
18.5K
$464K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
1.44KNew |
$106K - $120K
|
1.44K
$36.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$105K - $120K
|
1.44K
$36K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.43K+ 2.53% |
$105K - $119K
|
58K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$104K - $119K
|
1.43K
$35.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.43K+ 1.14% |
$104K - $119K
|
126K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43K+ 10.26% |
$104K - $119K
|
15.3K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.4K+ 12.83% |
$102K - $117K
|
12.3K
$308K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.4KNew |
$102K - $116K
|
1.4K
$34.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.39K+ 4.96% |
$101K - $116K
|
29.3K
$734K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.38KNew |
$101K - $115K
|
1.38K
$34.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.38KNew |
$101K - $115K
|
1.38K
$34.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.37K+ 49.82% |
$100K - $114K
|
4.12K
$103K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 3.22% |
$99.9K - $114K
|
43.9K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.36K+ 15.27% |
$99.7K - $114K
|
10.3K
$258K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.32KNew |
$96.8K - $110K
|
1.32K
$33.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.32KNew |
$96.7K - $110K
|
1.32K
$33.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.32KNew |
$96.5K - $110K
|
1.32K
$33K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
1.32KNew |
$96.2K - $110K
|
1.32K
$32.9K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.31KNew |
$95.6K - $109K
|
1.31K
$32.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.3KNew |
$95.3K - $109K
|
1.3K
$32.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
1.3KNew |
$95K - $108K
|
1.3K
$32.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.29K+ 0.61% |
$94.2K - $107K
|
212K
$5.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.27K+ 6.21% |
$92.8K - $106K
|
21.7K
$543K
|
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
1.27KNew |
$92.8K - $106K
|
1.27K
$31.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.26KNew |
$92.3K - $105K
|
1.26K
$31.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.25KNew |
$91.7K - $105K
|
1.25K
$31.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.25KNew |
$91.5K - $104K
|
1.25K
$31.3K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
1.24KNew |
$90.8K - $104K
|
1.24K
$31.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Check Capital Management Inc
|
BUY
|
- |
1.23KNew |
$89.6K - $102K
|
1.23K
$30.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.22KNew |
$89.3K - $102K
|
1.22K
$30.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 3.0% |
$88.6K - $101K
|
41.6K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 7.54% |
$87K - $99.2K
|
17K
$425K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.18K+ 5.1% |
$86.2K - $98.3K
|
24.3K
$608K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.12K+ 1.25% |
$82K - $93.6K
|
90.7K
$2.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 133.61% |
$81.4K - $92.8K
|
1.95K
$48.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 3.66% |
$79.5K - $90.7K
|
30.8K
$772K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.08K+ 1.02% |
$78.7K - $89.8K
|
106K
$2.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 5.29% |
$77.4K - $88.3K
|
21.1K
$527K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 1.02% |
$75.9K - $86.6K
|
103K
$2.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
1.03K+ 47.98% |
$75.6K - $86.2K
|
3.19K
$79.8K
|