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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
48.5KNew |
$2.52M - $2.78M
|
48.5K
$1.14M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
47.4KNew |
$2.46M - $2.72M
|
47.4K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47KNew |
$2.44M - $2.69M
|
47K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45.8KNew |
$2.38M - $2.62M
|
45.8K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
45.6K+ 108.43% |
$2.37M - $2.61M
|
87.7K
$2.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41K+ 15.66% |
$2.13M - $2.35M
|
303K
$7.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.2K+ 188.36% |
$2.04M - $2.25M
|
60.1K
$1.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
39.2KNew |
$2.04M - $2.25M
|
39.2K
$918K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38.5K+ 11.03% |
$2M - $2.2M
|
387K
$9.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37.9K+ 2.32% |
$1.97M - $2.17M
|
1.67M
$39.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
36.6KNew |
$1.9M - $2.1M
|
36.6K
$857K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.4K+ 14.75% |
$1.89M - $2.09M
|
283K
$6.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.3K+ 6.49% |
$1.83M - $2.02M
|
579K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
34.6KNew |
$1.8M - $1.98M
|
34.6K
$809K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
33.4K+ 8.74% |
$1.74M - $1.92M
|
416K
$9.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.2K+ 57.33% |
$1.72M - $1.9M
|
91.1K
$2.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32.7KNew |
$1.7M - $1.87M
|
32.7K
$765K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
32.7K+ 25.31% |
$1.7M - $1.87M
|
162K
$3.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
32.2KNew |
$1.67M - $1.85M
|
32.2K
$754K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.8K+ 826.98% |
$1.6M - $1.76M
|
34.5K
$808K
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
29.2K+ 2.49% |
$1.51M - $1.67M
|
1.2M
$28.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
29.1K+ 9.11% |
$1.51M - $1.67M
|
348K
$8.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
27.1K+ 30.42% |
$1.41M - $1.55M
|
116K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
27KNew |
$1.4M - $1.54M
|
27K
$631K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
26.1KNew |
$1.35M - $1.49M
|
26.1K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25.5KNew |
$1.32M - $1.46M
|
25.5K
$597K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.3K+ 610.59% |
$1.31M - $1.45M
|
29.4K
$688K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
25.2K+ 63.92% |
$1.31M - $1.45M
|
64.7K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.22M - $1.34M
|
23.4K
$548K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$1.21M - $1.33M
|
23.3K
$544K
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
22.9K+ 10.6% |
$1.19M - $1.31M
|
239K
$5.59M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.5K+ 3.5% |
$1.17M - $1.29M
|
667K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.8KNew |
$1.13M - $1.25M
|
21.8K
$510K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
21.7KNew |
$1.12M - $1.24M
|
21.7K
$507K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
21.4KNew |
$1.11M - $1.22M
|
21.4K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.4K+ 18.25% |
$1.06M - $1.17M
|
132K
$3.09M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
19.4K+ 7.34% |
$1.01M - $1.11M
|
284K
$6.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 10.84% |
$915K - $1.01M
|
180K
$4.22M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
17.2KNew |
$895K - $988K
|
17.2K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 6.76% |
$873K - $964K
|
266K
$6.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.9K+ 3.79% |
$825K - $911K
|
436K
$10.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
15.8K+ 4.11% |
$820K - $905K
|
400K
$9.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
15.6K+ 11.47% |
$810K - $894K
|
152K
$3.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.5K+ 82.26% |
$804K - $888K
|
34.3K
$804K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
15.5KNew |
$804K - $888K
|
15.5K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
15.5KNew |
$803K - $887K
|
15.5K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 3.79% |
$778K - $859K
|
410K
$9.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 45.15% |
$770K - $850K
|
47.7K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14.7K+ 5.04% |
$764K - $844K
|
307K
$7.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
14.5KNew |
$754K - $832K
|
14.5K
$340K
|