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 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-30K- 26.21% |
$1.56M - $1.72M
|
84.5K
$1.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-30.7K- 15.92% |
$1.59M - $1.76M
|
162K
$3.56M
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-31.4K- 8.93% |
$1.63M - $1.8M
|
320K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.7K- 16.78% |
$1.75M - $1.93M
|
167K
$3.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-38.3K- 99.78% |
$1.99M - $2.19M
|
83
$1.82K
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-50.3KClosed |
$2.61M - $2.88M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55.5K- 84.83% |
$2.88M - $3.18M
|
9.92K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Kemper Corp
|
SELL
|
- |
-65.8K- 43.15% |
$3.42M - $3.77M
|
86.7K
$1.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75.6K- 87.59% |
$3.93M - $4.33M
|
10.7K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-78.2K- 0.53% |
$4.06M - $4.48M
|
14.7M
$323M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-87.6KClosed |
$4.55M - $5.02M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-107K- 94.64% |
$5.53M - $6.11M
|
6.04K
$133K
|
|
|
Jan 24, 2022
Q4 2021
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-116KClosed |
$6.02M - $6.65M
|
0
$0
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-116K- 45.06% |
$6.04M - $6.67M
|
142K
$3.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-127KClosed |
$6.62M - $7.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-134K- 98.37% |
$6.96M - $7.69M
|
2.23K
$48.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-148K- 3.37% |
$7.71M - $8.51M
|
4.26M
$93.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-149K- 17.83% |
$7.75M - $8.56M
|
688K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-177K- 34.95% |
$9.17M - $10.1M
|
329K
$7.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-269K- 94.2% |
$14M - $15.4M
|
16.6K
$364K
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-344K- 85.83% |
$17.9M - $19.7M
|
56.8K
$1.25M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-663K- 83.42% |
$34.4M - $38M
|
132K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.79M- 99.76% |
$92.9M - $103M
|
4.29K
$94.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.4M- 83.33% |
$280M - $309M
|
1.08M
$23.7M
|