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 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
641+ 2.88% |
$33.3K - $36.7K
|
22.9K
$536K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
638+ 5.37% |
$33.1K - $36.6K
|
12.5K
$293K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
636+ 993.75% |
$33K - $36.4K
|
700
$16.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
628+ 4.92% |
$32.6K - $36K
|
13.4K
$313K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
626+ 1.65% |
$32.5K - $35.9K
|
38.5K
$901K
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
610+ 4.59% |
$31.7K - $34.9K
|
13.9K
$325K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
609New |
$31.6K - $34.9K
|
609
$14.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
587+ 2.41% |
$30.5K - $33.6K
|
25K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
580+ 7.42% |
$30.1K - $33.2K
|
8.4K
$196K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
575+ 11.93% |
$29.8K - $32.9K
|
5.39K
$126K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
573+ 6.98% |
$29.7K - $32.8K
|
8.79K
$206K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
570+ 6.31% |
$29.6K - $32.7K
|
9.61K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
553+ 2.73% |
$28.7K - $31.7K
|
20.8K
$486K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
551+ 2.08% |
$28.6K - $31.6K
|
27K
$632K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
548New |
$28.4K - $31.4K
|
548
$12.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
539+ 0.87% |
$28K - $30.9K
|
62.3K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
535New |
$27.8K - $30.7K
|
535
$12.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
530+ 0.78% |
$27.5K - $30.4K
|
68.8K
$1.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
530+ 1.51% |
$27.5K - $30.4K
|
35.6K
$833K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
504+ 1008.0% |
$26.2K - $28.9K
|
554
$13K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
500+ 76.92% |
$26K - $28.6K
|
1.15K
$26.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
491New |
$25.5K - $28.1K
|
491
$11.5K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
486New |
$25.2K - $27.8K
|
486
$11.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
485+ 0.13% |
$25.2K - $27.8K
|
378K
$8.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
482+ 22.1% |
$25K - $27.6K
|
2.66K
$62.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
474+ 2.47% |
$24.6K - $27.2K
|
19.7K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
468New |
$24.3K - $26.8K
|
468
$11K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
466+ 17.09% |
$24.2K - $26.7K
|
3.19K
$74.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
456+ 3.56% |
$23.7K - $26.1K
|
13.3K
$310K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
451+ 1.96% |
$23.4K - $25.8K
|
23.5K
$549K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
446+ 83.36% |
$23.1K - $25.6K
|
981
$23K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
434New |
$22.5K - $24.9K
|
434
$10.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
429+ 0.28% |
$22.3K - $24.6K
|
153K
$3.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
415+ 1.19% |
$21.5K - $23.8K
|
35.2K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
415+ 6.63% |
$21.5K - $23.8K
|
6.68K
$156K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
411+ 1.51% |
$21.3K - $23.5K
|
27.6K
$645K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
402+ 0.78% |
$20.9K - $23K
|
52K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
394+ 18.31% |
$20.4K - $22.6K
|
2.55K
$59.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
391+ 15.91% |
$20.3K - $22.4K
|
2.85K
$66.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
382+ 2.95% |
$19.8K - $21.9K
|
13.3K
$312K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
371+ 0.38% |
$19.3K - $21.3K
|
97.8K
$2.29M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
370+ 2.48% |
$19.2K - $21.2K
|
15.3K
$358K
|
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
366New |
$19K - $21K
|
366
$8.56K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
361New |
$18.7K - $20.7K
|
361
$8.45K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
356New |
$18.5K - $20.4K
|
356
$8.33K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
346+ 1.26% |
$18K - $19.8K
|
27.8K
$651K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
344+ 2.79% |
$17.9K - $19.7K
|
12.7K
$296K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
341New |
$17.7K - $19.5K
|
341
$7.98K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
329+ 0.73% |
$17.1K - $18.8K
|
45.3K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
323New |
$16.8K - $18.5K
|
323
$7.56K
|