Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
400KNew |
$29.3M - $31.6M
|
400K
$11.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
326K+ 852.06% |
$23.9M - $25.8M
|
365K
$10.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
191K+ 80.21% |
$14M - $15.1M
|
430K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
188K+ 60.49% |
$13.8M - $14.8M
|
499K
$14.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
154K+ 5.25% |
$11.3M - $12.1M
|
3.08M
$87.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
150KNew |
$11M - $11.8M
|
150K
$4.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
129K+ 1055.52% |
$9.43M - $10.2M
|
141K
$3.99M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
117K+ 57.93% |
$8.57M - $9.23M
|
319K
$9.03M
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
103KNew |
$7.52M - $8.11M
|
103K
$2.91M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
89.7K+ 131.84% |
$6.57M - $7.08M
|
158K
$4.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
84.6K+ 225.72% |
$6.2M - $6.68M
|
122K
$3.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
BUY
|
- |
76.2KNew |
$5.58M - $6.01M
|
76.2K
$2.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
72.3K+ 735.0% |
$5.3M - $5.71M
|
82.2K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.8K+ 2.66% |
$5.26M - $5.67M
|
2.77M
$78.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
68.3K+ 1096.26% |
$5M - $5.39M
|
74.5K
$2.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
65.4K+ 2894.64% |
$4.79M - $5.16M
|
67.6K
$1.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
64.3K+ 49.26% |
$4.71M - $5.08M
|
195K
$5.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.3K+ 8.01% |
$4.64M - $5M
|
854K
$24.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53.2KNew |
$3.9M - $4.2M
|
53.2K
$1.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Signify Wealth
|
BUY
|
- |
47.8KNew |
$3.5M - $3.77M
|
47.8K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
44KNew |
$3.22M - $3.47M
|
44K
$1.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
37.9K+ 14.21% |
$2.77M - $2.99M
|
305K
$8.62M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37K+ 71.32% |
$2.71M - $2.92M
|
88.8K
$2.51M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.2K+ 11.0% |
$2.58M - $2.78M
|
355K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34.7K+ 462.95% |
$2.54M - $2.74M
|
42.1K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.2K+ 11.33% |
$2.5M - $2.7M
|
336K
$9.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.8K+ 2140.65% |
$2.47M - $2.66M
|
35.3K
$1M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.4KNew |
$2.44M - $2.63M
|
33.4K
$945K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
33K+ 22.65% |
$2.42M - $2.61M
|
179K
$5.06M
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
30.7K+ 119.16% |
$2.25M - $2.43M
|
56.5K
$1.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.9K+ 70.04% |
$2.12M - $2.28M
|
70.2K
$1.99M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
28K+ 126.13% |
$2.05M - $2.21M
|
50.2K
$1.42M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27.3K+ 1124.24% |
$2M - $2.15M
|
29.7K
$841K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
26.2K+ 152.88% |
$1.92M - $2.07M
|
43.3K
$1.23M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$1.86M - $2M
|
25.4K
$719K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
25.3K+ 121.21% |
$1.85M - $2M
|
46.2K
$1.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 13.08% |
$1.81M - $1.95M
|
213K
$6.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22.8KNew |
$1.67M - $1.8M
|
22.8K
$645K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.7K+ 19.01% |
$1.66M - $1.79M
|
142K
$4.02M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22K+ 50.67% |
$1.61M - $1.73M
|
65.3K
$1.85M
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
21.2K+ 209.54% |
$1.55M - $1.67M
|
31.3K
$885K
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
20.4KNew |
$1.5M - $1.61M
|
20.4K
$579K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.4KNew |
$1.5M - $1.61M
|
20.4K
$578K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.7K+ 3.98% |
$1.45M - $1.56M
|
515K
$14.6M
|
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
19.2K+ 36.84% |
$1.41M - $1.52M
|
71.4K
$2.02M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
18.7KNew |
$1.37M - $1.47M
|
18.7K
$529K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.1K+ 14.41% |
$1.25M - $1.35M
|
136K
$3.85M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16K+ 55.66% |
$1.17M - $1.26M
|
44.7K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.9K+ 22.06% |
$1.16M - $1.25M
|
87.9K
$2.49M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 28.42% |
$1.14M - $1.22M
|
70.1K
$1.98M
|