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 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.89K+ 19.32% |
$202K - $223K
|
24K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.88K+ 0.46% |
$201K - $222K
|
842K
$19.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.87K+ 22.83% |
$201K - $222K
|
20.8K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.79K+ 3.21% |
$197K - $217K
|
122K
$2.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.79K+ 2.6% |
$197K - $217K
|
150K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
3.79K+ 30.77% |
$197K - $217K
|
16.1K
$377K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.64K+ 54.56% |
$189K - $208K
|
10.3K
$241K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
3.6KNew |
$187K - $206K
|
3.6K
$84.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
3.59KNew |
$186K - $206K
|
3.59K
$84.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.58KNew |
$186K - $205K
|
3.58K
$83.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.53KNew |
$183K - $202K
|
3.53K
$82.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.53K+ 1.56% |
$183K - $202K
|
230K
$5.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.46KNew |
$179K - $198K
|
3.46K
$80.9K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.41K+ 15.48% |
$177K - $195K
|
25.4K
$595K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.4KNew |
$176K - $195K
|
3.4K
$79.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.36K+ 22.87% |
$174K - $192K
|
18K
$422K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.35KNew |
$174K - $192K
|
3.35K
$78.4K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.29KNew |
$170K - $188K
|
3.29K
$76.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.23KNew |
$167K - $185K
|
3.23K
$75.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
3.19KNew |
$165K - $183K
|
3.19K
$74.6K
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
3.19KNew |
$165K - $182K
|
3.19K
$74.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.13K+ 156.91% |
$163K - $179K
|
5.13K
$120K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
3.13K+ 1.02% |
$162K - $179K
|
308K
$7.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
3.12KNew |
$162K - $178K
|
3.12K
$72.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
BUY
|
- |
3.07K+ 16.42% |
$159K - $176K
|
21.8K
$509K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
3.02KNew |
$157K - $173K
|
3.02K
$70.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
3K+ 2.36% |
$156K - $172K
|
130K
$3.05M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.95KNew |
$153K - $169K
|
2.95K
$69.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.95KNew |
$153K - $169K
|
2.95K
$69.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.95K+ 15.54% |
$153K - $169K
|
21.9K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.95K+ 84.26% |
$153K - $169K
|
6.45K
$151K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.93KNew |
$152K - $168K
|
2.93K
$68.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.88KNew |
$149K - $165K
|
2.88K
$67.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.87KNew |
$149K - $164K
|
2.87K
$67.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
2.82K+ 36.34% |
$147K - $162K
|
10.6K
$248K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.77KNew |
$144K - $159K
|
2.77K
$64.9K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.76K+ 10.8% |
$143K - $158K
|
28.3K
$661K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
2.6KNew |
$135K - $149K
|
2.6K
$60.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
2.59K+ 42.78% |
$134K - $148K
|
8.64K
$202K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.55KNew |
$132K - $146K
|
2.55K
$59.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.47K+ 2.82% |
$128K - $142K
|
90.2K
$2.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.46KNew |
$128K - $141K
|
2.46K
$57.7K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 24.46% |
$128K - $141K
|
12.5K
$293K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 24.48% |
$127K - $140K
|
12.4K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2.44K+ 41.01% |
$127K - $140K
|
8.39K
$196K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.43K+ 4.18% |
$126K - $139K
|
60.7K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.38KNew |
$123K - $136K
|
2.38K
$55.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.37K+ 7.15% |
$123K - $136K
|
35.5K
$830K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.36K+ 34.88% |
$123K - $135K
|
9.14K
$214K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
2.34KNew |
$122K - $134K
|
2.34K
$54.8K
|