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 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.34K+ 45.34% |
$121K - $134K
|
7.49K
$175K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.34K+ 19.4% |
$121K - $134K
|
14.4K
$336K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.3KNew |
$119K - $132K
|
2.3K
$53.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.29K+ 2.93% |
$119K - $131K
|
80.2K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.27K+ 8.25% |
$118K - $130K
|
29.8K
$697K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.25K+ 30.53% |
$117K - $129K
|
9.62K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25K+ 1.68% |
$117K - $129K
|
136K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.24KNew |
$116K - $128K
|
2.24K
$52.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.23KNew |
$116K - $128K
|
2.23K
$52.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23KNew |
$116K - $128K
|
2.23K
$52.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.22K+ 163.94% |
$115K - $127K
|
3.58K
$83.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
2.2KNew |
$114K - $126K
|
2.2K
$51.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.16KNew |
$112K - $124K
|
2.16K
$50.5K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.15KNew |
$111K - $123K
|
2.15K
$50.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.13K+ 82.85% |
$110K - $122K
|
4.69K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.11KNew |
$110K - $121K
|
2.11K
$49.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 84.88% |
$109K - $120K
|
4.56K
$107K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.03K+ 1.18% |
$105K - $116K
|
174K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.03K+ 6.36% |
$105K - $116K
|
33.9K
$794K
|
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2K+ 1.34% |
$104K - $114K
|
151K
$3.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2KNew |
$104K - $114K
|
2K
$46.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1.97K+ 6.44% |
$102K - $113K
|
32.5K
$761K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.96KNew |
$102K - $112K
|
1.96K
$45.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.95KNew |
$101K - $112K
|
1.95K
$45.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
1.94K+ 3.31% |
$101K - $111K
|
60.6K
$1.42M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.91KNew |
$99.2K - $109K
|
1.91K
$44.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 0.1% |
$98.9K - $109K
|
1.95M
$45.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$98.2K - $108K
|
1.89K
$44.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.89KNew |
$98.2K - $108K
|
1.89K
$44.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.86KNew |
$96.6K - $107K
|
1.86K
$43.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
1.86KNew |
$96.3K - $106K
|
1.86K
$43.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.85KNew |
$95.9K - $106K
|
1.85K
$43.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.85KNew |
$95.8K - $106K
|
1.85K
$43.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.84KNew |
$95.6K - $106K
|
1.84K
$43.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
1.84KNew |
$95.3K - $105K
|
1.84K
$43K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
1.81KNew |
$93.8K - $104K
|
1.81K
$42.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.8KNew |
$93.5K - $103K
|
1.8K
$42.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.79K+ 2.15% |
$93K - $103K
|
84.9K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 10.6% |
$92.7K - $102K
|
18.6K
$436K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.77K+ 4.84% |
$92.1K - $102K
|
38.4K
$899K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.77KNew |
$91.7K - $101K
|
1.77K
$41.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.76KNew |
$91.6K - $101K
|
1.76K
$41.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.76K+ 1.44% |
$91.4K - $101K
|
124K
$2.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$91.2K - $101K
|
1.76K
$41.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$91.1K - $101K
|
1.76K
$41.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.72K+ 12.87% |
$89.2K - $98.4K
|
15.1K
$353K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.7K+ 3.82% |
$88K - $97.1K
|
46.1K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.63K+ 18.38% |
$84.7K - $93.5K
|
10.5K
$246K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
1.58K+ 16.13% |
$81.8K - $90.3K
|
11.4K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.55K+ 5.12% |
$80.7K - $89K
|
31.9K
$747K
|