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 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-13- 4.26% |
$952 - $1.03K
|
292
$7.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-14- 0.38% |
$1.03K - $1.11K
|
3.64K
$93.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-16- 0.77% |
$1.17K - $1.26K
|
2.06K
$53K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-17- 1.14% |
$1.25K - $1.34K
|
1.48K
$38K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-20- 5.39% |
$1.46K - $1.58K
|
351
$9.01K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-23- 0.49% |
$1.68K - $1.82K
|
4.68K
$120K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-24- 1.41% |
$1.76K - $1.89K
|
1.68K
$43.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-25- 0.19% |
$1.83K - $1.97K
|
13.4K
$344K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-25- 0.19% |
$1.83K - $1.97K
|
13.4K
$344K
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25- 0.63% |
$1.83K - $1.97K
|
3.94K
$101K
|
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-28- 1.92% |
$2.05K - $2.21K
|
1.43K
$36.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-31- 0.9% |
$2.27K - $2.45K
|
3.43K
$88.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33- 5.27% |
$2.42K - $2.61K
|
593
$15.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-33Closed |
$2.42K - $2.61K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-35- 0.91% |
$2.56K - $2.76K
|
3.81K
$97.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36- 0.33% |
$2.64K - $2.84K
|
10.9K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-38- 1.71% |
$2.78K - $3K
|
2.18K
$56K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-39- 30.47% |
$2.86K - $3.08K
|
89
$2.29K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
SELL
|
- |
-39- 1.6% |
$2.86K - $3.08K
|
2.4K
$61.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-43- 0.26% |
$3.15K - $3.39K
|
16.3K
$419K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-46- 1.23% |
$3.37K - $3.63K
|
3.69K
$94.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-47- 11.08% |
$3.44K - $3.71K
|
377
$9.68K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-48- 0.88% |
$3.52K - $3.79K
|
5.44K
$140K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-51- 59.3% |
$3.74K - $4.03K
|
35
$899
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-52- 3.56% |
$3.81K - $4.1K
|
1.41K
$36.2K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-56- 0.88% |
$4.1K - $4.42K
|
6.31K
$162K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56Closed |
$4.1K - $4.42K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-57- 1.95% |
$4.17K - $4.5K
|
2.86K
$73.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-62- 0.27% |
$4.54K - $4.89K
|
22.7K
$584K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-62Closed |
$4.54K - $4.89K
|
0
$0
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-64- 1.77% |
$4.69K - $5.05K
|
3.56K
$91.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-65- 3.53% |
$4.76K - $5.13K
|
1.77K
$45.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-68- 2.64% |
$4.98K - $5.37K
|
2.51K
$64.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-75- 5.82% |
$5.49K - $5.92K
|
1.21K
$31.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-78- 23.42% |
$5.71K - $6.16K
|
255
$6.55K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-80- 2.09% |
$5.86K - $6.32K
|
3.75K
$96.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-81- 4.55% |
$5.93K - $6.39K
|
1.7K
$43.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-85- 3.12% |
$6.23K - $6.71K
|
2.64K
$67.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-87- 17.4% |
$6.37K - $6.87K
|
413
$10.6K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-90- 0.53% |
$6.59K - $7.1K
|
16.9K
$434K
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-93- 8.46% |
$6.81K - $7.34K
|
1.01K
$25.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-97- 0.42% |
$7.1K - $7.66K
|
23.2K
$597K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-100- 3.56% |
$7.32K - $7.89K
|
2.71K
$69.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-101- 1.19% |
$7.4K - $7.97K
|
8.37K
$215K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-103Closed |
$7.54K - $8.13K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-113- 3.19% |
$8.28K - $8.92K
|
3.43K
$88.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-114- 0.73% |
$8.35K - $9K
|
15.4K
$396K
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-119- 8.53% |
$8.72K - $9.39K
|
1.28K
$32.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
SELL
|
- |
-125- 3.81% |
$9.16K - $9.87K
|
3.16K
$81.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-125- 0.19% |
$9.16K - $9.87K
|
67K
$1.72M
|