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 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.04K- 18.97% |
$105K - $112K
|
8.73K
$204K
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.05KClosed |
$106K - $113K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.05K- 12.72% |
$106K - $113K
|
14.1K
$329K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.08KClosed |
$107K - $114K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.12K- 17.5% |
$109K - $116K
|
9.98K
$233K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.15K- 3.37% |
$111K - $118K
|
61.5K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.18K- 1.68% |
$112K - $120K
|
127K
$2.98M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.21K- 15.52% |
$114K - $121K
|
12K
$281K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.23K- 6.39% |
$115K - $122K
|
32.6K
$763K
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.23KClosed |
$115K - $122K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.32K- 6.71% |
$120K - $127K
|
32.3K
$755K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.34K- 0.97% |
$121K - $129K
|
239K
$5.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.4KClosed |
$124K - $132K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.46K- 1.07% |
$127K - $135K
|
227K
$5.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-2.5K- 5.66% |
$129K - $137K
|
41.7K
$975K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.55K- 8.84% |
$131K - $140K
|
26.3K
$615K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.55KClosed |
$131K - $140K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-2.59K- 29.96% |
$133K - $142K
|
6.05K
$142K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.59K- 3.02% |
$134K - $143K
|
83.4K
$1.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.64K- 3.03% |
$136K - $145K
|
84.5K
$1.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-2.87K- 8.49% |
$148K - $158K
|
30.9K
$724K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.95K- 0.72% |
$152K - $162K
|
406K
$9.49M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.96K- 4.85% |
$153K - $163K
|
58.2K
$1.36M
|
|
|
Sep 01, 2022
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.96K- 4.85% |
$153K - $163K
|
58.2K
$1.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.98K- 86.52% |
$154K - $164K
|
465
$10.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-3.01K- 0.88% |
$155K - $166K
|
340K
$7.96M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.02K- 9.5% |
$155K - $166K
|
28.7K
$672K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3.03KClosed |
$156K - $166K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-3.17KClosed |
$163K - $174K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 17.92% |
$166K - $177K
|
14.8K
$346K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 34.9% |
$171K - $182K
|
6.2K
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.47K- 11.0% |
$179K - $190K
|
28K
$656K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.48K- 1.46% |
$179K - $191K
|
236K
$5.51M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.53K- 4.65% |
$182K - $194K
|
72.3K
$1.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.64K- 1.44% |
$188K - $200K
|
250K
$5.85M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.67K- 0.87% |
$189K - $202K
|
420K
$9.83M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.67K- 0.87% |
$189K - $202K
|
420K
$9.83M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.74K- 4.58% |
$193K - $205K
|
77.8K
$1.82M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.98K- 23.76% |
$205K - $218K
|
12.8K
$298K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-4.02K- 30.26% |
$207K - $221K
|
9.26K
$217K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.03K- 4.62% |
$208K - $221K
|
83.2K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.1K- 19.18% |
$211K - $225K
|
17.3K
$404K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.11KClosed |
$212K - $226K
|
0
$0
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-4.12K- 4.58% |
$212K - $227K
|
86K
$2.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.26K- 5.9% |
$219K - $234K
|
67.9K
$1.59M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.34K- 17.75% |
$224K - $238K
|
20.1K
$471K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.37K- 12.67% |
$225K - $240K
|
30.1K
$704K
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.64K- 4.39% |
$239K - $255K
|
101K
$2.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.64K- 14.39% |
$239K - $255K
|
27.6K
$646K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.78K- 6.57% |
$246K - $263K
|
68K
$1.59M
|