Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Oct 20, 2021 Q3 2021
Gpm Growth Investors, Inc.

SELL
 -
-467
- 0.81%
$34.2K - $36.9K
57.4K $1.63M
Oct 19, 2021 Q3 2021
Cambridge Advisors Inc.

SELL
 -
-470
- 1.55%
$34.4K - $37.1K
29.8K $844K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-479
- 1.53%
$35.1K - $37.8K
30.9K $874K
Oct 26, 2021 Q3 2021
Meritage Portfolio Management

SELL
 -
-490
- 3.7%
$35.9K - $38.7K
12.8K $361K
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-520
- 0.94%
$38.1K - $41K
54.7K $1.55M
Nov 01, 2021 Q3 2021
Tenret CO LLC

SELL
 -
-536
- 8.75%
$39.3K - $42.3K
5.59K $158K
Oct 13, 2021 Q3 2021
Veery Capital, LLC

SELL
 -
-536
- 1.77%
$39.3K - $42.3K
29.8K $843K
Nov 09, 2021 Q3 2021
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-537
- 2.44%
$39.3K - $42.4K
21.5K $607K
Nov 01, 2021 Q3 2021
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-550
- 28.47%
$40.3K - $43.4K
1.38K $39.1K
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

SELL
 -
-570
- 38.54%
$41.7K - $45K
909 $25.7K
Nov 03, 2021 Q3 2021
Duncker Streett & CO Inc

SELL
 -
-587
- 3.46%
$43K - $46.3K
16.4K $463K
Nov 02, 2021 Q3 2021
Sculati Wealth Management, LLC

Bloomfield Hills, MI
SELL
 -
-608
- 1.44%
$44.5K - $48K
41.7K $1.18M
Nov 12, 2021 Q3 2021
Empowered Funds, LLC

SELL
 -
-618
- 0.68%
$45.3K - $48.8K
89.6K $2.54M
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-639
- 16.41%
$46.8K - $50.4K
3.25K $92.1K
Oct 14, 2021 Q3 2021
Seneca House Advisors

SELL
 -
-646
- 23.47%
$47.3K - $51K
2.11K $59.6K
Nov 12, 2021 Q3 2021
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-656
- 5.88%
$48K - $51.8K
10.5K $297K
Nov 02, 2021 Q3 2021
Gw Henssler & Associates LTD

SELL
 -
-657
- 5.11%
$48.1K - $51.9K
12.2K $346K
Oct 22, 2021 Q3 2021
Santori & Peters, Inc.

SELL
 -
-671
- 1.7%
$49.1K - $53K
38.7K $1.1M
Oct 06, 2021 Q3 2021
Curbstone Financial Management Corp

SELL
 -
-692
- 0.94%
$50.7K - $54.6K
73.1K $2.07M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

SELL
 -
-763
- 5.67%
$55.9K - $60.2K
12.7K $359K
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-765
- 12.79%
$56K - $60.4K
5.22K $148K
Oct 12, 2021 Q3 2021
Private Capital Management LLC

SELL
 -
-765
- 6.16%
$56K - $60.4K
11.6K $330K
Oct 20, 2021 Q3 2021
Hoese & CO LLP

SELL
 -
-800
- 9.67%
$58.6K - $63.2K
7.48K $212K
Oct 29, 2021 Q3 2021
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-822
- 1.43%
$60.2K - $64.9K
56.6K $1.6M
Oct 29, 2021 Q3 2021
Paces Ferry Wealth Advisors, LLC

SELL
 -
-849
- 3.13%
$62.2K - $67K
26.2K $743K
Nov 12, 2021 Q3 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-850
Closed
$62.3K - $67.1K
0 $0
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

SELL
 -
-884
- 2.99%
$64.7K - $69.8K
28.6K $811K
Nov 12, 2021 Q3 2021
Lcnb Corp

Lebanon, OH
SELL
 -
-886
- 1.9%
$64.9K - $69.9K
45.8K $1.3M
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
SELL
 -
-887
- 35.23%
$65K - $70K
1.63K $46.2K
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

SELL
 -
-890
- 4.91%
$65.2K - $70.3K
17.2K $487K
Feb 15, 2022 Q3 2021
Blue Barn Wealth, LLC

SELL
 -
-901
- 11.24%
$66K - $71.1K
7.12K $201K
Oct 21, 2021 Q3 2021
Valicenti Advisory Services Inc

SELL
 -
-904
- 12.24%
$66.2K - $71.4K
6.48K $184K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-924
- 6.04%
$67.7K - $72.9K
14.4K $407K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-924
- 6.04%
$67.7K - $72.9K
14.4K $407K
Dec 11, 2023 Q3 2021
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-939
- 4.52%
$68.8K - $74.1K
19.8K $562K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

SELL
 -
-940
- 2.49%
$68.8K - $74.2K
36.8K $1.04M
Oct 07, 2021 Q3 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-970
- 1.44%
$71K - $76.6K
66.4K $1.88M
Oct 26, 2021 Q3 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-984
- 39.89%
$72.1K - $77.7K
1.48K $42K
Nov 15, 2021 Q3 2021
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-996
- 13.48%
$72.9K - $78.6K
6.39K $181K
Nov 10, 2021 Q3 2021
Tria Gen Wealth Management LLC

SELL
 -
-1.04K
- 3.22%
$76.5K - $82.4K
31.4K $888K
Nov 10, 2021 Q3 2021
Cx Institutional

SELL
 -
-1.08K
- 6.46%
$79.2K - $85.3K
15.7K $443K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-1.09K
- 2.77%
$79.8K - $86K
38.3K $1.08M
Nov 05, 2021 Q3 2021
Courage Miller Partners, LLC

SELL
 -
-1.09K
- 3.65%
$80K - $86.2K
28.8K $817K
Nov 08, 2021 Q3 2021
Capital Directions Investment Advisors, LLC

SELL
 -
-1.13K
- 28.66%
$82.4K - $88.8K
2.8K $79.3K
Oct 21, 2021 Q3 2021
Strategic Advisors LLC

SELL
 -
-1.19K
- 10.35%
$87K - $93.8K
10.3K $291K
Nov 12, 2021 Q3 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-1.21K
- 2.7%
$88.5K - $95.4K
43.6K $1.23M
Oct 14, 2021 Q3 2021
Madden Securities Corp

SELL
 -
-1.37K
- 5.5%
$100K - $108K
23.5K $665K
Nov 15, 2021 Q3 2021
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-1.38K
Closed
$101K - $109K
0 $0
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

SELL
 -
-1.39K
- 1.52%
$102K - $110K
90K $2.55M

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