Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 12, 2022 Q4 2021
Eagle Capital Management, LLC

BUY
 -
364
+ 2.25%
$26.6K - $30.4K
16.5K $413K
Feb 10, 2022 Q4 2021
Citigroup Inc

BUY
 -
350
+ 190.22%
$25.6K - $29.2K
534 $13.4K
Feb 09, 2022 Q4 2021
Tria Gen Wealth Management LLC

BUY
 -
341
+ 1.09%
$24.9K - $28.4K
31.7K $793K
Feb 09, 2022 Q4 2021
Orion Portfolio Solutions, LLC

BUY
 -
340
+ 10.04%
$24.9K - $28.4K
3.73K $93.3K
Oct 09, 2024 Q4 2021
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
338
+ 4.45%
$24.7K - $28.2K
7.93K $198K
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

BUY
 -
331
+ 23.48%
$24.2K - $27.6K
1.74K $43.6K
Jan 26, 2022 Q4 2021
Welch Group, LLC

BUY
 -
320
+ 6.27%
$23.4K - $26.7K
5.42K $136K
Jan 31, 2022 Q4 2021
Capital Planning LLC

BUY
 -
317
+ 0.28%
$23.2K - $26.4K
112K $2.8M
Feb 04, 2022 Q4 2021
Morling Financial Advisors, LLC

BUY
 -
314
New
$23K - $26.2K
314 $7.86K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
305
+ 16.73%
$22.3K - $25.4K
2.13K $53.2K
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
302
+ 1.33%
$22.1K - $25.2K
23.1K $577K
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
302
+ 1.33%
$22.1K - $25.2K
23.1K $577K
Jan 24, 2022 Q4 2021
Atwood & Palmer Inc

BUY
 -
300
+ 42.86%
$21.9K - $25K
1K $25K
Feb 02, 2022 Q4 2021
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
292
+ 18.73%
$21.3K - $24.4K
1.85K $46.3K
Jan 25, 2022 Q4 2021
Burleson & Company, LLC

BUY
 -
287
+ 0.71%
$21K - $23.9K
40.6K $1.02M
Feb 09, 2022 Q4 2021
Retirement Group, LLC

BUY
 -
280
+ 30.04%
$20.5K - $23.4K
1.21K $30.3K
Feb 14, 2022 Q4 2021
Glassman Wealth Services

BUY
 -
280
+ 400.0%
$20.5K - $23.4K
350 $8.76K
Jan 24, 2022 Q4 2021
Smithbridge Asset Management Inc

BUY
 -
278
+ 0.74%
$20.3K - $23.2K
37.9K $949K
Jan 21, 2022 Q4 2021
Beacon Financial Advisory LLC

BUY
 -
267
+ 3.53%
$19.5K - $22.3K
7.84K $196K
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
255
+ 10.9%
$18.6K - $21.3K
2.6K $64.9K
Feb 11, 2022 Q4 2021
Rgt Wealth Advisors, LLC

BUY
 -
246
New
$18K - $20.5K
246 $6.15K
Feb 10, 2022 Q4 2021
Masso Torrence Wealth Management Inc.

BUY
 -
245
New
$17.9K - $20.4K
245 $6.13K
Feb 10, 2022 Q4 2021
Independent Wealth Network Inc.

BUY
 -
241
+ 9.71%
$17.6K - $20.1K
2.72K $68.1K
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
239
+ 5.87%
$17.5K - $19.9K
4.31K $108K
Feb 14, 2022 Q4 2021
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
237
+ 16.86%
$17.3K - $19.8K
1.64K $41.1K
Feb 15, 2022 Q4 2021
Stokes Family Office, LLC

BUY
 -
236
+ 15.27%
$17.3K - $19.7K
1.78K $44.6K
Feb 16, 2022 Q4 2021
Ackerman Capital Advisors, LLC

BUY
 -
221
+ 0.33%
$16.2K - $18.4K
67.2K $1.68M
Feb 01, 2022 Q4 2021
Cozad Asset Management Inc

Champaign, IL
BUY
 -
220
+ 4.59%
$16.1K - $18.3K
5.02K $125K
Jan 13, 2022 Q4 2021
Calton & Associates, Inc.

BUY
 -
217
+ 6.32%
$15.9K - $18.1K
3.65K $91.3K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
209
+ 103.47%
$15.3K - $17.4K
411 $10.3K
Feb 22, 2022 Q4 2021
Capital Directions Investment Advisors, LLC

BUY
 -
203
+ 7.25%
$14.8K - $16.9K
3K $75.2K
Feb 16, 2022 Q4 2021
Kessler Investment Group, LLC

BUY
 -
199
New
$14.5K - $16.6K
199 $4.98K
Feb 07, 2022 Q4 2021
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
196
+ 0.47%
$14.3K - $16.3K
41.9K $1.05M
Jan 19, 2022 Q4 2021
Foster Victor Wealth Advisors, LLC

BUY
 -
188
+ 0.37%
$13.7K - $15.7K
50.4K $1.26M
Jan 21, 2022 Q4 2021
Dhjj Financial Advisors, Ltd.

BUY
 -
187
+ 0.41%
$13.7K - $15.6K
45.5K $1.14M
Jan 28, 2022 Q4 2021
Essex LLC

BUY
 -
182
+ 2.93%
$13.3K - $15.2K
6.4K $160K
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
179
+ 2.93%
$13.1K - $14.9K
6.28K $157K
Feb 03, 2022 Q4 2021
Jnba Financial Advisors

BUY
 -
162
New
$11.8K - $13.5K
162 $4.05K
Jan 18, 2022 Q4 2021
Bcs Wealth Management

BUY
 -
162
+ 3.86%
$11.8K - $13.5K
4.35K $109K
Feb 09, 2022 Q4 2021
Charter Oak Capital Management, LLC

BUY
 -
152
New
$11.1K - $12.7K
152 $3.8K
Jan 19, 2022 Q4 2021
York Bridge Wealth Partners, LLC

BUY
 -
151
+ 2.39%
$11K - $12.6K
6.46K $162K
Feb 10, 2022 Q4 2021
Covestor LTD

Boston, MA
BUY
 -
150
New
$11K - $12.5K
150 $3.75K
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

BUY
 -
150
+ 0.63%
$11K - $12.5K
23.8K $595K
Feb 09, 2022 Q4 2021
Massmutual Trust CO Fsb

BUY
 -
150
+ 40.0%
$11K - $12.5K
525 $13.1K
Feb 11, 2022 Q4 2021
Clifford Swan Investment Counsel LLC

BUY
 -
149
+ 4.33%
$10.9K - $12.4K
3.59K $89.8K
Jan 19, 2022 Q4 2021
Iron Horse Wealth Management, LLC

BUY
 -
142
New
$10.4K - $11.8K
142 $3.55K
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
138
+ 0.22%
$10.1K - $11.5K
62.2K $1.56M
Feb 03, 2022 Q4 2021
Summit Financial Strategies, Inc.

BUY
 -
127
+ 2.42%
$9.28K - $10.6K
5.38K $135K
May 06, 2022 Q4 2021
Relaxing Retirement Coach

BUY
 -
120
+ 0.27%
$8.77K - $10K
43.9K $1.1M

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