Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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
Oct 15, 2021 Q3 2021
Meridian Wealth Management, LLC

SELL
 -
-158
- 2.03%
$8.14K - $8.68K
7.63K $179K
Oct 21, 2021 Q3 2021
Palouse Capital Management, Inc.

SELL
 -
-161
- 4.86%
$8.29K - $8.85K
3.15K $73.7K
Nov 15, 2021 Q3 2021
Bsw Wealth Partners

Boulder, CO
SELL
 -
-164
- 3.45%
$8.45K - $9.01K
4.6K $108K
Nov 09, 2021 Q3 2021
Financial Advisory Group

Houston, TX
SELL
 -
-165
- 0.62%
$8.5K - $9.07K
26.5K $621K
Nov 10, 2021 Q3 2021
Hoyle Cohen, LLC

SELL
 -
-168
- 4.12%
$8.66K - $9.23K
3.91K $91.5K
Oct 20, 2021 Q3 2021
Garrison Asset Management, LLC

SELL
 -
-168
- 2.44%
$8.66K - $9.23K
6.73K $157K
Nov 12, 2021 Q3 2021
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-171
- 1.25%
$8.81K - $9.39K
13.5K $316K
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-177
- 33.84%
$9.12K - $9.72K
346 $8.1K
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-184
- 89.32%
$9.48K - $10.1K
22 $515
Oct 18, 2023 Q3 2021
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-187
- 1.71%
$9.63K - $10.3K
10.8K $252K
Oct 29, 2021 Q3 2021
Paces Ferry Wealth Advisors, LLC

SELL
 -
-193
- 0.98%
$9.94K - $10.6K
19.6K $458K
Oct 28, 2021 Q3 2021
Advisors Management Group Inc

SELL
 -
-193
- 1.64%
$9.94K - $10.6K
11.6K $271K
Oct 08, 2021 Q3 2021
Hurlow Wealth Management Group, Inc.

SELL
 -
-193
- 1.28%
$9.94K - $10.6K
14.9K $348K
Oct 06, 2021 Q3 2021
Life Steps Financial, Inc.

SELL
 -
-194
- 6.83%
$9.99K - $10.7K
2.65K $61.9K
Oct 13, 2021 Q3 2021
Ht Partners LLC

SELL
 -
-195
- 2.37%
$10K - $10.7K
8.03K $188K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

SELL
 -
-197
- 2.01%
$10.1K - $10.8K
9.62K $225K
Oct 27, 2021 Q3 2021
Market Street Wealth Management Advisors LLC

SELL
 -
-199
- 1.12%
$10.3K - $10.9K
17.5K $409K
Nov 15, 2021 Q3 2021
Bailard, Inc.

SELL
 -
-200
- 0.53%
$10.3K - $11K
37.9K $887K
Oct 28, 2021 Q3 2021
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-200
- 5.78%
$10.3K - $11K
3.26K $76.3K
Oct 29, 2021 Q3 2021
Jacobsen Capital Management

SELL
 -
-200
- 2.89%
$10.3K - $11K
6.73K $157K
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-211
- 2.07%
$10.9K - $11.6K
9.98K $233K
Nov 03, 2021 Q3 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-213
- 2.44%
$11K - $11.7K
8.5K $199K
Nov 15, 2021 Q3 2021
Bouchey Financial Group LTD

SELL
 -
-217
- 1.86%
$11.2K - $11.9K
11.4K $268K
Nov 12, 2021 Q3 2021
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-217
- 3.78%
$11.2K - $11.9K
5.53K $129K
Oct 27, 2021 Q3 2021
Aspiriant, LLC

SELL
 -
-217
- 0.48%
$11.2K - $11.9K
44.8K $1.05M
Oct 19, 2021 Q3 2021
Abacus Planning Group, Inc.

SELL
 -
-221
- 1.27%
$11.4K - $12.1K
17.2K $404K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

SELL
 -
-227
- 7.04%
$11.7K - $12.5K
3K $70.1K
Oct 08, 2021 Q3 2021
Modus Advisors, LLC

SELL
 -
-231
- 1.58%
$11.9K - $12.7K
14.4K $336K
Oct 21, 2021 Q3 2021
Twele Capital Management, Inc.

SELL
 -
-236
- 1.84%
$12.2K - $13K
12.6K $294K
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

SELL
 -
-241
- 1.83%
$12.4K - $13.2K
13K $303K
Dec 02, 2021 Q3 2021
Eagle Capital Management, LLC

SELL
 -
-258
- 0.87%
$13.3K - $14.2K
29.4K $687K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

SELL
 -
-259
- 0.58%
$13.3K - $14.2K
44.1K $1.03M
Nov 12, 2021 Q3 2021
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-260
- 2.83%
$13.4K - $14.3K
8.94K $209K
Oct 15, 2021 Q3 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-261
- 2.62%
$13.4K - $14.3K
9.7K $227K
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

SELL
 -
-264
- 1.75%
$13.6K - $14.5K
14.8K $346K
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

SELL
 -
-268
- 0.39%
$13.8K - $14.7K
69K $1.61M
Oct 19, 2021 Q3 2021
Blooom, Inc.

SELL
 -
-274
- 3.74%
$14.1K - $15.1K
7.05K $165K
Oct 26, 2021 Q3 2021
Le Jeune Puetz Investment Counsel LLC

SELL
 -
-280
- 0.96%
$14.4K - $15.4K
28.8K $673K
Oct 20, 2021 Q3 2021
Clarity Wealth Advisors, LLC

SELL
 -
-283
- 10.66%
$14.6K - $15.5K
2.37K $55.5K
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

SELL
 -
-290
- 2.66%
$14.9K - $15.9K
10.6K $248K
Nov 08, 2021 Q3 2021
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-293
- 0.74%
$15.1K - $16.1K
39.5K $924K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-294
- 14.76%
$15.1K - $16.2K
1.7K $39.7K
Nov 12, 2021 Q3 2021
Beaumont Financial Partners, LLC

SELL
 -
-300
- 1.53%
$15.5K - $16.5K
19.4K $453K
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

SELL
 -
-306
- 1.08%
$15.8K - $16.8K
28.1K $658K
Nov 12, 2021 Q3 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-311
Closed
$16K - $17.1K
0 $0
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-325
- 3.23%
$16.7K - $17.9K
9.72K $228K
Nov 12, 2021 Q3 2021
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-327
- 0.22%
$16.8K - $18K
148K $3.45M
Nov 08, 2021 Q3 2021
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-332
- 3.45%
$17.1K - $18.2K
9.28K $217K
Nov 05, 2021 Q3 2021
Summit Place Financial Advisors, LLC

SELL
 -
-350
- 1.5%
$18K - $19.2K
22.9K $537K

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