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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
15KNew |
$1.1M - $1.19M
|
15K
$426K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
14.8KNew |
$1.08M - $1.17M
|
14.8K
$419K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.4K+ 4.19% |
$1.06M - $1.14M
|
359K
$10.1M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.4KNew |
$1.05M - $1.13M
|
14.4K
$407K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.2K+ 3.97% |
$1.04M - $1.12M
|
371K
$10.5M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.8K+ 228.3% |
$1.01M - $1.09M
|
19.9K
$563K
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12.5K+ 70.55% |
$917K - $989K
|
30.3K
$857K
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
12.3KNew |
$901K - $971K
|
12.3K
$348K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.2K+ 0.38% |
$895K - $964K
|
3.22M
$91.2M
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
11.5K+ 304.04% |
$844K - $910K
|
15.3K
$434K
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11.3K+ 12.05% |
$829K - $893K
|
105K
$2.98M
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$797K - $859K
|
10.9K
$308K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.8K+ 10.1% |
$788K - $849K
|
117K
$3.32M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
10.6K+ 35.53% |
$775K - $835K
|
40.3K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.5KNew |
$772K - $832K
|
10.5K
$298K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.93K+ 6283.54% |
$727K - $784K
|
10.1K
$286K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
9.91KNew |
$726K - $782K
|
9.91K
$281K
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
9.68K+ 8.56% |
$709K - $764K
|
123K
$3.47M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.56K+ 123.11% |
$700K - $755K
|
17.3K
$491K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.5K+ 18.07% |
$696K - $750K
|
62.1K
$1.76M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.34K+ 87.48% |
$684K - $737K
|
20K
$567K
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
9.05K+ 1.51% |
$663K - $714K
|
607K
$17.2M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.02KNew |
$661K - $712K
|
9.02K
$255K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.93KNew |
$654K - $705K
|
8.93K
$253K
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
BUY
|
- |
8.87K+ 4.7% |
$649K - $700K
|
197K
$5.59M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.53K+ 4.06% |
$625K - $673K
|
218K
$6.18M
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.36K+ 5.91% |
$612K - $660K
|
150K
$4.24M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.99K+ 23.16% |
$585K - $631K
|
42.5K
$1.2M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.85K+ 20.35% |
$575K - $620K
|
46.4K
$1.31M
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.72KNew |
$565K - $609K
|
7.72K
$218K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.42K+ 4.39% |
$544K - $586K
|
177K
$5M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.14K+ 64.61% |
$523K - $564K
|
18.2K
$515K
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
7.05K+ 7.13% |
$516K - $556K
|
106K
$3M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.93K+ 3.25% |
$507K - $547K
|
220K
$6.23M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.93KNew |
$507K - $547K
|
6.93K
$196K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6.93K+ 3.25% |
$507K - $547K
|
220K
$6.23M
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.59K+ 9.33% |
$483K - $520K
|
77.2K
$2.19M
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
6.57KNew |
$481K - $518K
|
6.57K
$186K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
6.47K+ 2.59% |
$474K - $511K
|
257K
$7.27M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.4K+ 72.84% |
$469K - $505K
|
15.2K
$430K
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.32K+ 3.1% |
$463K - $499K
|
210K
$5.95M
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6.31K+ 52.0% |
$462K - $498K
|
18.4K
$522K
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.24K+ 0.87% |
$457K - $493K
|
723K
$20.5M
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
6.22KNew |
$455K - $491K
|
6.22K
$176K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.09K+ 65.81% |
$446K - $481K
|
15.3K
$434K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.94K+ 11.42% |
$435K - $469K
|
57.9K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.32K+ 20.59% |
$390K - $420K
|
31.2K
$883K
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5.32K+ 3.99% |
$389K - $420K
|
139K
$3.93M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
5.07KNew |
$371K - $400K
|
5.07K
$143K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.04K+ 37.85% |
$369K - $397K
|
18.3K
$519K
|