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
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
340+ 10.04% |
$24.9K - $28.4K
|
3.73K
$102K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
338+ 4.45% |
$24.7K - $28.2K
|
7.93K
$218K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
331+ 23.48% |
$24.2K - $27.6K
|
1.74K
$47.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
320+ 6.27% |
$23.4K - $26.7K
|
5.42K
$149K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
317+ 0.28% |
$23.2K - $26.4K
|
112K
$3.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
314New |
$23K - $26.2K
|
314
$8.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
305+ 16.73% |
$22.3K - $25.4K
|
2.13K
$58.5K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
304New |
$22.2K - $25.4K
|
304
$8.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
302+ 1.33% |
$22.1K - $25.2K
|
23.1K
$634K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
302+ 1.33% |
$22.1K - $25.2K
|
23.1K
$634K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
300+ 42.86% |
$21.9K - $25K
|
1K
$27.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
292+ 18.73% |
$21.3K - $24.4K
|
1.85K
$50.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
287+ 0.71% |
$21K - $23.9K
|
40.6K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
280+ 400.0% |
$20.5K - $23.4K
|
350
$9.62K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
280+ 30.04% |
$20.5K - $23.4K
|
1.21K
$33.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
278+ 0.74% |
$20.3K - $23.2K
|
37.9K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
267+ 3.53% |
$19.5K - $22.3K
|
7.84K
$216K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
255+ 10.9% |
$18.6K - $21.3K
|
2.6K
$71.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
246New |
$18K - $20.5K
|
246
$6.76K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
245New |
$17.9K - $20.4K
|
245
$6.74K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
241+ 9.71% |
$17.6K - $20.1K
|
2.72K
$74.9K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
239+ 5.87% |
$17.5K - $19.9K
|
4.31K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
237+ 16.86% |
$17.3K - $19.8K
|
1.64K
$45.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
236+ 15.27% |
$17.3K - $19.7K
|
1.78K
$49K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
221+ 0.33% |
$16.2K - $18.4K
|
67.2K
$1.85M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
220+ 4.59% |
$16.1K - $18.3K
|
5.02K
$138K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
217+ 6.32% |
$15.9K - $18.1K
|
3.65K
$100K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
209+ 103.47% |
$15.3K - $17.4K
|
411
$11.3K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
203+ 7.25% |
$14.8K - $16.9K
|
3K
$82.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
199New |
$14.5K - $16.6K
|
199
$5.47K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
196+ 0.47% |
$14.3K - $16.3K
|
41.9K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
188+ 0.37% |
$13.7K - $15.7K
|
50.4K
$1.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
187+ 0.41% |
$13.7K - $15.6K
|
45.5K
$1.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
182+ 2.93% |
$13.3K - $15.2K
|
6.4K
$176K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
179+ 2.93% |
$13.1K - $14.9K
|
6.28K
$173K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
162+ 3.86% |
$11.8K - $13.5K
|
4.35K
$120K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
162New |
$11.8K - $13.5K
|
162
$4.45K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
152New |
$11.1K - $12.7K
|
152
$4.18K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
151+ 2.39% |
$11K - $12.6K
|
6.46K
$178K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150+ 40.0% |
$11K - $12.5K
|
525
$14.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
150+ 0.63% |
$11K - $12.5K
|
23.8K
$654K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
150New |
$11K - $12.5K
|
150
$4.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
149+ 4.33% |
$10.9K - $12.4K
|
3.59K
$98.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
142New |
$10.4K - $11.8K
|
142
$3.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
138+ 0.22% |
$10.1K - $11.5K
|
62.2K
$1.71M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
127+ 2.42% |
$9.28K - $10.6K
|
5.38K
$148K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
120+ 0.27% |
$8.77K - $10K
|
43.9K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
112New |
$8.19K - $9.34K
|
112
$3.08K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
108New |
$7.9K - $9.01K
|
108
$2.97K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
105+ 64.81% |
$7.68K - $8.76K
|
267
$7.34K
|