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
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
5.02K
+ 1.55%
$368K - $396K
328K $9.3M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
5.01K
+ 6.77%
$367K - $395K
79K $2.24M
Oct 29, 2021 Q3 2021
Q3 Asset Management

BUY
 -
4.74K
New
$347K - $374K
4.74K $134K
Oct 21, 2021 Q3 2021
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
4.66K
+ 6.25%
$341K - $368K
79.2K $2.24M
Nov 12, 2021 Q3 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
4.53K
New
$332K - $358K
4.53K $128K
Nov 15, 2021 Q3 2021
Appleton Group, LLC

BUY
 -
4.49K
+ 2.75%
$329K - $354K
167K $4.74M
Nov 08, 2021 Q3 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
4.4K
+ 24.58%
$322K - $347K
22.3K $631K
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
4.37K
+ 4.55%
$320K - $345K
101K $2.85M
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

BUY
 -
4.31K
+ 4.41%
$316K - $340K
102K $2.89M
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
BUY
 -
4.19K
+ 58.63%
$307K - $331K
11.3K $321K
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

BUY
 -
4.09K
+ 20.85%
$300K - $323K
23.7K $671K
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
4.07K
New
$298K - $321K
4.07K $115K
Oct 20, 2021 Q3 2021
Royal Fund Management, LLC

BUY
 -
4.06K
+ 15.54%
$297K - $320K
30.2K $854K
Oct 21, 2021 Q3 2021
Mokosak Advisory Group, LLC

BUY
 -
4.05K
+ 1.44%
$296K - $319K
285K $8.08M
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

BUY
 -
4K
+ 22.41%
$293K - $316K
21.8K $618K
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
3.84K
+ 8.08%
$282K - $303K
51.4K $1.46M
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
3.83K
+ 2.2%
$280K - $302K
178K $5.03M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.75K
+ 1.7%
$275K - $296K
224K $6.33M
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
3.67K
+ 61.28%
$269K - $290K
9.67K $274K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.63K
New
$266K - $286K
3.63K $103K
Nov 29, 2021 Q3 2021
Badgley Phelps Wealth Managers, LLC

BUY
 -
3.53K
New
$259K - $279K
3.53K $100K
Nov 05, 2021 Q3 2021
Conning Inc.

BUY
 -
3.5K
+ 7.73%
$257K - $277K
48.9K $1.38M
Nov 02, 2021 Q3 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
3.46K
+ 1.28%
$253K - $273K
273K $7.73M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.43K
+ 14.12%
$251K - $271K
27.7K $785K
Nov 08, 2021 Q3 2021
Summit Financial, LLC

Parsippany, NJ
BUY
 -
3.31K
+ 13.8%
$242K - $261K
27.3K $773K
Aug 18, 2023 Q3 2021
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
3.28K
+ 4.36%
$241K - $259K
78.5K $2.22M
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
3.23K
+ 0.64%
$236K - $255K
507K $14.3M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.14K
+ 10.96%
$230K - $248K
31.8K $900K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
3.13K
New
$229K - $247K
3.13K $88.7K
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
3.03K
+ 575.29%
$222K - $239K
3.55K $101K
Nov 15, 2021 Q3 2021
Y Intercept (Hong Kong) LTD

BUY
 -
2.96K
New
$217K - $234K
2.96K $83.9K
Nov 08, 2021 Q3 2021
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
2.94K
+ 2.33%
$215K - $232K
129K $3.65M
Oct 20, 2021 Q3 2021
Tranquility Partners, LLC

BUY
 -
2.88K
+ 112.62%
$211K - $228K
5.44K $154K
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.82K
+ 11.16%
$207K - $223K
28.1K $795K
Nov 12, 2021 Q3 2021
Cubic Asset Management, LLC

BUY
 -
2.73K
New
$200K - $215K
2.73K $77.1K
Nov 12, 2021 Q3 2021
Hamilton Capital, LLC

Columbus, OH
BUY
 -
2.7K
New
$198K - $213K
2.7K $76.6K
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
2.7K
+ 13.23%
$198K - $213K
23.1K $655K
Nov 15, 2021 Q3 2021
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
2.67K
New
$196K - $211K
2.67K $75.6K
Nov 04, 2021 Q3 2021
Bigelow Investment Advisors, LLC

BUY
 -
2.67K
+ 14.31%
$196K - $211K
21.3K $604K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
2.64K
+ 20.07%
$193K - $208K
15.8K $447K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.57K
New
$188K - $203K
2.57K $72.8K
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
2.48K
New
$182K - $196K
2.48K $70.3K
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.4K
+ 6.09%
$175K - $189K
41.8K $1.18M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.27K
New
$166K - $179K
2.27K $64.3K
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
2.27K
New
$166K - $179K
2.27K $64.1K
Oct 06, 2021 Q3 2021
Cooper Financial Group

BUY
 -
2.21K
New
$162K - $175K
2.21K $62.6K
Nov 09, 2021 Q3 2021
Fagan Associates, Inc.

BUY
 -
2.05K
+ 29.92%
$150K - $162K
8.89K $252K
Nov 17, 2021 Q3 2021
Consolidated Planning Corp

Atlanta, GA
BUY
 -
2.02K
New
$148K - $159K
2.02K $57.1K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.88K
+ 2.48%
$138K - $148K
77.5K $2.19M

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