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 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-925- 28.09% |
$48K - $53K
|
2.37K
$55.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-949- 2.35% |
$49.3K - $54.4K
|
39.4K
$922K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-974- 1.54% |
$50.6K - $55.8K
|
62.4K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-990- 2.24% |
$51.4K - $56.7K
|
43.3K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-991- 32.22% |
$51.4K - $56.8K
|
2.09K
$48.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-994- 11.9% |
$51.6K - $56.9K
|
7.36K
$172K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.01K- 1.19% |
$52.3K - $57.7K
|
83.5K
$1.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.02K- 9.13% |
$52.9K - $58.4K
|
10.1K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.04KClosed |
$53.8K - $59.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.05K- 4.6% |
$54.5K - $60.2K
|
21.8K
$510K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.06K- 5.31% |
$54.8K - $60.4K
|
18.8K
$440K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.07K- 4.54% |
$55.7K - $61.5K
|
22.6K
$529K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.08K- 0.03% |
$56.1K - $61.9K
|
3.44M
$80.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.15K- 1.92% |
$59.4K - $65.6K
|
58.5K
$1.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 1.9% |
$59.8K - $66K
|
59.4K
$1.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.16K- 2.74% |
$60.1K - $66.3K
|
41.1K
$962K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.16K- 2.06% |
$60.2K - $66.4K
|
55.2K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.2K- 9.75% |
$62.2K - $68.7K
|
11.1K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.21K- 12.98% |
$62.5K - $69K
|
8.08K
$189K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.23K- 3.68% |
$63.6K - $70.2K
|
32K
$750K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.27K- 3.21% |
$65.9K - $72.7K
|
38.2K
$894K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-1.27K- 0.66% |
$66.1K - $73K
|
192K
$4.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
SELL
|
- |
-1.28K- 0.44% |
$66.4K - $73.3K
|
287K
$6.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 2.73% |
$67.5K - $74.5K
|
46.3K
$1.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-1.33K- 4.29% |
$68.9K - $76.1K
|
29.6K
$693K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.36K- 9.15% |
$70.6K - $77.9K
|
13.5K
$316K
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.43K- 3.73% |
$74.2K - $81.9K
|
36.9K
$863K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.45K- 2.49% |
$75.1K - $82.9K
|
56.7K
$1.33M
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.45K- 2.49% |
$75.1K - $82.9K
|
56.7K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.47K- 6.34% |
$76.2K - $84.2K
|
21.7K
$508K
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.54K- 1.52% |
$79.7K - $87.9K
|
99.4K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-1.55K- 8.07% |
$80.3K - $88.6K
|
17.6K
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.55K- 23.76% |
$80.5K - $88.9K
|
4.98K
$117K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.57K- 7.7% |
$81.7K - $90.2K
|
18.9K
$442K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.58K- 22.39% |
$81.9K - $90.4K
|
5.47K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.58K- 37.04% |
$82.2K - $90.7K
|
2.69K
$63K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.62K- 31.84% |
$83.9K - $92.6K
|
3.46K
$81K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.63K- 0.94% |
$84.6K - $93.4K
|
171K
$4M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.64K- 0.69% |
$85.2K - $94.1K
|
237K
$5.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.69K- 5.18% |
$87.7K - $96.8K
|
30.9K
$724K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.69K- 6.34% |
$87.9K - $97K
|
25K
$586K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.76K- 5.98% |
$91.1K - $101K
|
27.6K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.78K- 1.4% |
$92.3K - $102K
|
126K
$2.94M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.8K- 1.61% |
$93.4K - $103K
|
110K
$2.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-1.82K- 31.65% |
$94.2K - $104K
|
3.92K
$91.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.84K- 2.67% |
$95.4K - $105K
|
67.2K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.85K- 97.94% |
$96.1K - $106K
|
39
$913
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.85K- 8.27% |
$96.2K - $106K
|
20.6K
$481K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.88K- 3.15% |
$97.7K - $108K
|
57.9K
$1.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.96K- 3.15% |
$102K - $112K
|
60.4K
$1.41M
|