Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.13M+ 380.32% |
$266M - $294M
|
6.48M
$152M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
2.24MNew |
$116M - $128M
|
2.24M
$52.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.33M+ 41.71% |
$68.9M - $76.1M
|
4.51M
$106M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.3M+ 31.36% |
$67.4M - $74.4M
|
5.44M
$127M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.02M+ 1.56% |
$53.1M - $58.6M
|
66.5M
$1.56B
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
991K+ 187.2% |
$51.4M - $56.8M
|
1.52M
$35.6M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
775KNew |
$40.2M - $44.4M
|
775K
$18.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
486K+ 2.88% |
$25.2M - $27.8M
|
17.4M
$406M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
468K+ 5031.21% |
$24.3M - $26.8M
|
478K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
419K+ 154.14% |
$21.8M - $24M
|
691K
$16.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
382KNew |
$19.8M - $21.9M
|
382K
$8.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
353K+ 727.0% |
$18.3M - $20.2M
|
401K
$9.39M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
298KNew |
$15.5M - $17.1M
|
298K
$6.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
295K+ 107.34% |
$15.3M - $16.9M
|
570K
$13.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
254KNew |
$13.2M - $14.5M
|
254K
$5.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
253K+ 10809.85% |
$13.2M - $14.5M
|
256K
$5.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
239KNew |
$12.4M - $13.7M
|
239K
$5.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
218KNew |
$11.3M - $12.5M
|
218K
$5.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
216KNew |
$11.2M - $12.4M
|
216K
$5.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
206KNew |
$10.7M - $11.8M
|
206K
$4.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
192KNew |
$9.95M - $11M
|
192K
$4.49M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
171KNew |
$8.87M - $9.79M
|
171K
$4M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
168KNew |
$8.73M - $9.64M
|
168K
$3.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
158K+ 13.1% |
$8.22M - $9.08M
|
1.37M
$32M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 12.99% |
$6.29M - $6.95M
|
1.05M
$24.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
120KNew |
$6.2M - $6.85M
|
120K
$2.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
116KNew |
$6.02M - $6.64M
|
116K
$2.71M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
110KNew |
$5.71M - $6.31M
|
110K
$2.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
99.1KNew |
$5.15M - $5.68M
|
99.1K
$2.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
95.1K+ 3.98% |
$4.93M - $5.45M
|
2.48M
$58.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
94.3K+ 17.04% |
$4.89M - $5.4M
|
647K
$15.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
92K+ 7.55% |
$4.78M - $5.27M
|
1.31M
$30.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
91.3KNew |
$4.74M - $5.23M
|
91.3K
$2.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
88.1K+ 2.29% |
$4.57M - $5.05M
|
3.94M
$92.1M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
83.5KNew |
$4.33M - $4.78M
|
83.5K
$1.95M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
80.9KNew |
$4.2M - $4.64M
|
80.9K
$1.89M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
79.5KNew |
$4.13M - $4.55M
|
79.5K
$1.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
79.5KNew |
$4.13M - $4.55M
|
79.5K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.1K+ 2.19% |
$4.05M - $4.47M
|
3.64M
$85.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
73.7K+ 1443.09% |
$3.83M - $4.22M
|
78.8K
$1.84M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
73.1K+ 6.63% |
$3.79M - $4.19M
|
1.17M
$27.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.3K+ 65.69% |
$3.75M - $4.14M
|
182K
$4.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
71KNew |
$3.69M - $4.07M
|
71K
$1.66M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
65.1KNew |
$3.38M - $3.73M
|
65.1K
$1.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.7K+ 4.51% |
$3.31M - $3.65M
|
1.48M
$34.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
63K+ 50.77% |
$3.27M - $3.61M
|
187K
$4.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
61.2K+ 9.78% |
$3.17M - $3.5M
|
687K
$16.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
57.6K+ 306.09% |
$2.99M - $3.3M
|
76.4K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
54.4K+ 4.96% |
$2.82M - $3.12M
|
1.15M
$26.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.5K+ 3.1% |
$2.62M - $2.89M
|
1.68M
$39.2M
|