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 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.98K- 0.83% |
$103K - $113K
|
237K
$5.55M
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.03KClosed |
$106K - $117K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 6.6% |
$110K - $122K
|
30.1K
$705K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.13K- 46.33% |
$111K - $122K
|
2.47K
$57.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.16K- 2.89% |
$112K - $123K
|
72.5K
$1.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.37K- 1.4% |
$123K - $136K
|
167K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.38K- 23.53% |
$123K - $136K
|
7.73K
$181K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
SELL
|
- |
-2.39K- 1.12% |
$124K - $137K
|
211K
$4.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-2.41K- 2.83% |
$125K - $138K
|
82.7K
$1.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-2.45KClosed |
$127K - $140K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.45KClosed |
$127K - $140K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.46K- 7.06% |
$128K - $141K
|
32.5K
$759K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.47K- 2.88% |
$128K - $142K
|
83.5K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.48K- 5.62% |
$128K - $142K
|
41.5K
$972K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.48K- 0.68% |
$129K - $142K
|
364K
$8.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.58KClosed |
$134K - $148K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.59K- 9.38% |
$134K - $148K
|
25K
$585K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.71K- 8.17% |
$140K - $155K
|
30.4K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.71K- 11.92% |
$141K - $155K
|
20K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.75K- 36.96% |
$143K - $157K
|
4.68K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.78K- 60.81% |
$144K - $159K
|
1.79K
$41.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.8K- 9.32% |
$145K - $161K
|
27.3K
$639K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-3.01K- 16.75% |
$156K - $172K
|
14.9K
$350K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-3.02K- 3.93% |
$157K - $173K
|
73.8K
$1.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-3.03K- 40.04% |
$157K - $174K
|
4.54K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.07KClosed |
$159K - $176K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.07K- 2.46% |
$159K - $176K
|
122K
$2.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-3.19KClosed |
$165K - $183K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.27K- 4.81% |
$170K - $188K
|
64.7K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.38K- 7.39% |
$175K - $193K
|
42.3K
$990K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.38K- 4.68% |
$176K - $194K
|
68.9K
$1.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.47K- 0.87% |
$180K - $199K
|
395K
$9.24M
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3.52K- 15.35% |
$183K - $202K
|
19.4K
$454K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.59KClosed |
$187K - $206K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.6K- 2.73% |
$187K - $206K
|
128K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.61KClosed |
$187K - $207K
|
0
$0
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.62KClosed |
$188K - $208K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.68K- 14.93% |
$191K - $211K
|
20.9K
$490K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-3.8K- 16.55% |
$197K - $218K
|
19.2K
$449K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.27K- 4.44% |
$221K - $244K
|
91.8K
$2.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.47K- 1.17% |
$232K - $256K
|
377K
$8.83M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.8K- 5.19% |
$249K - $275K
|
87.8K
$2.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-4.97K- 4.08% |
$258K - $284K
|
117K
$2.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.07K- 9.4% |
$263K - $291K
|
48.9K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-5.36K- 1.58% |
$278K - $307K
|
335K
$7.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.49K- 10.74% |
$285K - $314K
|
45.6K
$1.07M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.49K- 10.74% |
$285K - $314K
|
45.6K
$1.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.93KClosed |
$308K - $340K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.11KClosed |
$317K - $350K
|
0
$0
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-6.15K- 2.96% |
$319K - $352K
|
202K
$4.72M
|