Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.01M+ 3.17% |
$104M - $111M
|
65.5M
$1.53B
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.79M+ 41711.31% |
$92.2M - $98.3M
|
1.79M
$42M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
635K+ 3.91% |
$32.7M - $34.9M
|
16.9M
$395M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
591K+ 22.79% |
$30.4M - $32.5M
|
3.18M
$74.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
573K+ 16.08% |
$29.5M - $31.5M
|
4.14M
$96.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
395KNew |
$20.4M - $21.7M
|
395K
$9.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231K+ 864.3% |
$11.9M - $12.7M
|
258K
$6.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
214K+ 24.26% |
$11M - $11.8M
|
1.1M
$25.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
BUY
|
- |
154K+ 15.2% |
$7.96M - $8.48M
|
1.17M
$27.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
154K+ 43.71% |
$7.92M - $8.45M
|
505K
$11.8M
|
|
|
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
149KNew |
$7.69M - $8.2M
|
149K
$3.49M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
147K+ 6.56% |
$7.57M - $8.07M
|
2.39M
$55.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
144K+ 20.16% |
$7.4M - $7.89M
|
856K
$20M
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
136KNew |
$7.03M - $7.49M
|
136K
$3.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
136K+ 27.66% |
$6.98M - $7.45M
|
626K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
125KNew |
$6.43M - $6.86M
|
125K
$2.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
125K+ 55.6% |
$6.42M - $6.84M
|
349K
$8.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
115K+ 2.67% |
$5.91M - $6.3M
|
4.41M
$103M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
113KNew |
$5.8M - $6.19M
|
113K
$2.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
112KNew |
$5.76M - $6.14M
|
112K
$2.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 13.54% |
$5.74M - $6.12M
|
933K
$21.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
109K+ 670.06% |
$5.62M - $5.99M
|
125K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
100K+ 8.95% |
$5.16M - $5.5M
|
1.22M
$28.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
90.3K+ 1588.31% |
$4.65M - $4.96M
|
96K
$2.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79.6K+ 2.29% |
$4.1M - $4.37M
|
3.56M
$83.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75K+ 658.55% |
$3.86M - $4.12M
|
86.3K
$2.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
72.1K+ 46.44% |
$3.71M - $3.96M
|
227K
$5.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
68.1K+ 2.02% |
$3.51M - $3.74M
|
3.44M
$80.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
66.1K+ 195.04% |
$3.41M - $3.63M
|
100K
$2.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
62.6K+ 29.52% |
$3.23M - $3.44M
|
275K
$6.43M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
58.7KNew |
$3.02M - $3.22M
|
58.7K
$1.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
56.5K+ 19.18% |
$2.91M - $3.1M
|
351K
$8.21M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
52.9K+ 174.88% |
$2.73M - $2.91M
|
83.2K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.1K+ 391.21% |
$2.68M - $2.86M
|
65.4K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.6K+ 20.97% |
$2.66M - $2.83M
|
298K
$6.96M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
47.3K+ 4.49% |
$2.44M - $2.6M
|
1.1M
$25.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
42.5K+ 8.33% |
$2.19M - $2.34M
|
553K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.2K+ 7.99% |
$2.07M - $2.21M
|
544K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.7K+ 2.74% |
$1.94M - $2.07M
|
1.41M
$33.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.5KNew |
$1.93M - $2.06M
|
37.5K
$878K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.2K+ 287.43% |
$1.92M - $2.04M
|
50.1K
$1.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
37K+ 6.09% |
$1.9M - $2.03M
|
644K
$15.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.9K+ 1.94% |
$1.59M - $1.7M
|
1.63M
$38M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.2K+ 4.61% |
$1.56M - $1.66M
|
685K
$16M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
29.8KNew |
$1.53M - $1.63M
|
29.8K
$696K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
28.1K+ 7.92% |
$1.45M - $1.54M
|
383K
$8.96M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
24.3KNew |
$1.25M - $1.34M
|
24.3K
$569K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23.1K+ 26.0% |
$1.19M - $1.27M
|
112K
$2.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 1.19% |
$1.18M - $1.26M
|
1.95M
$45.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
22.9K+ 20.55% |
$1.18M - $1.26M
|
135K
$3.15M
|