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
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.51K+ 3.37% |
$78.3K - $86.4K
|
46.3K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
1.51K+ 1.74% |
$78.2K - $86.3K
|
88.2K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.41K+ 10.45% |
$73.2K - $80.8K
|
14.9K
$349K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.38KNew |
$71.6K - $79.1K
|
1.38K
$32.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.36K+ 2.0% |
$70.6K - $78K
|
69.2K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.35K+ 58.94% |
$70K - $77.2K
|
3.64K
$85.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.32K+ 4.71% |
$68.7K - $75.9K
|
29.4K
$689K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.31K+ 2.37% |
$68.1K - $75.2K
|
56.7K
$1.33M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.31K+ 8.54% |
$67.8K - $74.9K
|
16.6K
$389K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$67.5K - $74.5K
|
1.3K
$30.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.27K+ 2.0% |
$65.7K - $72.5K
|
64.6K
$1.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.25KNew |
$64.9K - $71.6K
|
1.25K
$29.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.24K+ 1.14% |
$64.5K - $71.2K
|
110K
$2.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.23K+ 17.97% |
$63.6K - $70.2K
|
8.04K
$188K
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.18K+ 10.41% |
$61K - $67.4K
|
12.5K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.16K+ 0.28% |
$60.2K - $66.4K
|
421K
$9.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.16K+ 0.28% |
$60.2K - $66.4K
|
421K
$9.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 7.33% |
$59.9K - $66.2K
|
16.9K
$396K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.15K+ 0.6% |
$59.8K - $66.1K
|
194K
$4.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.15K+ 7.73% |
$59.6K - $65.8K
|
16K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 66.43% |
$58.5K - $64.6K
|
2.83K
$66.1K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.07K+ 7.5% |
$55.7K - $61.5K
|
15.4K
$360K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 22.8% |
$54.3K - $59.9K
|
5.63K
$132K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1.03K+ 2.2% |
$53.6K - $59.2K
|
48K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.02K+ 13.89% |
$52.8K - $58.3K
|
8.35K
$195K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1KNew |
$51.9K - $57.3K
|
1K
$23.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
994+ 6.03% |
$51.6K - $56.9K
|
17.5K
$409K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
969+ 10.46% |
$50.3K - $55.5K
|
10.2K
$239K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
951+ 7.71% |
$49.4K - $54.5K
|
13.3K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
946+ 11.35% |
$49.1K - $54.2K
|
9.28K
$217K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
941+ 7.95% |
$48.8K - $53.9K
|
12.8K
$299K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
933+ 39.04% |
$48.4K - $53.5K
|
3.32K
$77.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
928+ 8.8% |
$48.2K - $53.2K
|
11.5K
$268K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
923+ 15.17% |
$47.9K - $52.9K
|
7.01K
$164K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
907+ 1.98% |
$47.1K - $52K
|
46.8K
$1.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
895+ 2.6% |
$46.5K - $51.3K
|
35.4K
$828K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
876+ 5.99% |
$45.5K - $50.2K
|
15.5K
$363K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
873+ 3.77% |
$45.3K - $50K
|
24K
$562K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
854+ 37.13% |
$44.3K - $48.9K
|
3.15K
$73.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
843+ 8.7% |
$43.8K - $48.3K
|
10.5K
$246K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
842+ 2.49% |
$43.7K - $48.2K
|
34.6K
$810K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
817+ 0.84% |
$42.4K - $46.8K
|
98K
$2.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
816+ 115.58% |
$42.4K - $46.7K
|
1.52K
$35.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
804+ 16.95% |
$41.7K - $46.1K
|
5.55K
$130K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
796New |
$41.3K - $45.6K
|
796
$18.6K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
776+ 7.77% |
$40.3K - $44.5K
|
10.8K
$252K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
746+ 5.11% |
$38.7K - $42.7K
|
15.4K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
711+ 33.54% |
$36.9K - $40.7K
|
2.83K
$66.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
673New |
$34.9K - $38.6K
|
673
$15.7K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
650+ 21.69% |
$33.7K - $37.2K
|
3.65K
$85.3K
|