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 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45+ 3.41% |
$3.3K - $3.55K
|
1.37K
$38.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
43+ 0.37% |
$3.15K - $3.39K
|
11.6K
$329K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
39+ 1.96% |
$2.86K - $3.08K
|
2.03K
$57.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 0.59% |
$2.42K - $2.61K
|
5.63K
$159K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32New |
$2.34K - $2.53K
|
32
$906
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29+ 0.29% |
$2.12K - $2.29K
|
10.1K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 0.61% |
$1.83K - $1.97K
|
4.1K
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.68K - $1.82K
|
9.67K
$274K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
23New |
$1.68K - $1.82K
|
23
$651
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
22+ 0.03% |
$1.61K - $1.74K
|
64.1K
$1.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
22+ 0.04% |
$1.61K - $1.74K
|
58.8K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21+ 0.56% |
$1.54K - $1.66K
|
3.8K
$108K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
17+ 0.91% |
$1.25K - $1.34K
|
1.88K
$53.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 1.41% |
$1.25K - $1.34K
|
1.22K
$34.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
14+ 0.46% |
$1.03K - $1.11K
|
3.09K
$87.4K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
11+ 0.4% |
$806 - $868
|
2.77K
$78.4K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
10+ 0.12% |
$732 - $789
|
8.27K
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
9+ 0.02% |
$659 - $710
|
46K
$1.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
8+ 0.23% |
$586 - $632
|
3.41K
$96.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$513 - $553
|
4.53K
$128K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.1% |
$513 - $553
|
7K
$198K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4+ 0.07% |
$293 - $316
|
5.53K
$157K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.07% |
$293 - $316
|
5.44K
$154K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$293 - $316
|
10.4K
$294K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.09% |
$220 - $237
|
3.47K
$98.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
3+ 0.1% |
$220 - $237
|
3.1K
$87.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.09% |
$220 - $237
|
3.28K
$92.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3+ 0.01% |
$220 - $237
|
28.9K
$817K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.11% |
$146 - $158
|
1.86K
$52.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2+ 0.1% |
$146 - $158
|
2.03K
$57.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
2+ 0.03% |
$146 - $158
|
7.03K
$199K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.04% |
$146 - $158
|
4.97K
$141K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$73.2 - $78.9
|
1.87K
$52.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.19% |
$73.2 - $78.9
|
533
$15.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.09% |
$73.2 - $78.9
|
1.16K
$32.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$73.2 - $78.9
|
473
$13.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$73.2 - $78.9
|
287
$8.12K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$73.2 - $78.9
|
1.37K
$38.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$73.2 - $78.9
|
1.84K
$52.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1+ 0.01% |
$73.2 - $78.9
|
12.9K
$366K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.01% |
$73.2 - $78.9
|
7.29K
$206K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1+ 0.02% |
$73.2 - $78.9
|
5.25K
$149K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$73.2 - $78.9
|
5.77K
$163K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2- 2.04% |
$146 - $158
|
96
$2.72K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3- 0.13% |
$220 - $237
|
2.28K
$64.6K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-9- 30.0% |
$659 - $710
|
21
$595
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-10- 0.48% |
$732 - $789
|
2.08K
$58.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-11- 31.43% |
$806 - $868
|
24
$679
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11- 0.14% |
$806 - $868
|
7.87K
$223K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11- 0.15% |
$806 - $868
|
7.13K
$202K
|