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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
119+ 3.94% |
$6.13K - $6.54K
|
3.14K
$73.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
113+ 1.1% |
$5.82K - $6.21K
|
10.4K
$242K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
112+ 3.36% |
$5.77K - $6.15K
|
3.44K
$80.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
111+ 0.49% |
$5.72K - $6.1K
|
22.7K
$531K
|
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
111+ 0.1% |
$5.72K - $6.1K
|
116K
$2.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
102+ 0.97% |
$5.26K - $5.6K
|
10.6K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
98+ 251.28% |
$5.05K - $5.38K
|
137
$3.21K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
97New |
$5K - $5.33K
|
97
$2.27K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
90+ 4.03% |
$4.64K - $4.94K
|
2.32K
$54.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
89+ 0.43% |
$4.59K - $4.89K
|
20.9K
$488K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
88+ 1.95% |
$4.53K - $4.83K
|
4.61K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
87+ 1.73% |
$4.48K - $4.78K
|
5.11K
$120K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
80+ 2.19% |
$4.12K - $4.4K
|
3.74K
$87.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
79+ 1.74% |
$4.07K - $4.34K
|
4.62K
$108K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
77+ 3.48% |
$3.97K - $4.23K
|
2.29K
$53.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
76+ 24.52% |
$3.92K - $4.18K
|
386
$9.03K
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
75+ 1.02% |
$3.86K - $4.12K
|
7.44K
$174K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
75+ 3.64% |
$3.86K - $4.12K
|
2.14K
$50K
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
74+ 3.36% |
$3.81K - $4.07K
|
2.27K
$53.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
68New |
$3.5K - $3.74K
|
68
$1.59K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
66+ 1.91% |
$3.4K - $3.63K
|
3.52K
$82.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
62+ 4.57% |
$3.19K - $3.41K
|
1.42K
$33.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
60+ 1.9% |
$3.09K - $3.3K
|
3.21K
$75.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
57+ 0.45% |
$2.94K - $3.13K
|
12.8K
$300K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
57+ 1.96% |
$2.94K - $3.13K
|
2.96K
$69.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
BUY
|
- |
54+ 1.94% |
$2.78K - $2.97K
|
2.84K
$66.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
53+ 0.13% |
$2.73K - $2.91K
|
39.5K
$924K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
53+ 0.11% |
$2.73K - $2.91K
|
50K
$1.17M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51New |
$2.63K - $2.8K
|
51
$1.19K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
51+ 0.2% |
$2.63K - $2.8K
|
25.4K
$594K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
49+ 1.44% |
$2.52K - $2.69K
|
3.44K
$80.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
48+ 0.21% |
$2.47K - $2.64K
|
22.4K
$525K
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
46+ 0.32% |
$2.37K - $2.53K
|
14.6K
$342K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
43+ 1.02% |
$2.22K - $2.36K
|
4.27K
$100K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
42+ 1.44% |
$2.16K - $2.31K
|
2.97K
$69.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
40+ 0.7% |
$2.06K - $2.2K
|
5.74K
$134K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
39+ 0.18% |
$2.01K - $2.14K
|
21.5K
$504K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 0.96% |
$2.01K - $2.14K
|
4.11K
$96.3K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
30+ 0.94% |
$1.55K - $1.65K
|
3.24K
$75.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
26+ 0.91% |
$1.34K - $1.43K
|
2.88K
$67.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
25+ 0.23% |
$1.29K - $1.37K
|
10.9K
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 10.87% |
$1.29K - $1.37K
|
255
$5.97K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
24+ 0.2% |
$1.24K - $1.32K
|
12.3K
$288K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
22+ 1.76% |
$1.13K - $1.21K
|
1.28K
$29.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
21+ 0.28% |
$1.08K - $1.15K
|
7.56K
$177K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
21+ 0.09% |
$1.08K - $1.15K
|
22.9K
$535K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$979 - $1.04K
|
19
$445
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
17+ 0.17% |
$876 - $934
|
10.1K
$235K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
16+ 0.17% |
$824 - $879
|
9.29K
$217K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
15+ 0.05% |
$773 - $824
|
28.1K
$659K
|