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 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-127- 2.08% |
$9.3K - $10K
|
5.97K
$156K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-127Closed |
$9.3K - $10K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-129- 4.14% |
$9.45K - $10.2K
|
2.99K
$78.2K
|
|
Nov 12, 2021
Q3 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-131- 5.03% |
$9.59K - $10.3K
|
2.47K
$64.7K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-134- 2.15% |
$9.81K - $10.6K
|
6.1K
$160K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-138- 0.29% |
$10.1K - $10.9K
|
47.6K
$1.25M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-141- 1.49% |
$10.3K - $11.1K
|
9.31K
$244K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-145- 8.77% |
$10.6K - $11.4K
|
1.51K
$39.5K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-149- 6.74% |
$10.9K - $11.8K
|
2.06K
$54K
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
SELL
|
- |
-150- 3.14% |
$11K - $11.8K
|
4.63K
$121K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-150- 2.3% |
$11K - $11.8K
|
6.36K
$166K
|
|
Mar 04, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-156- 5.34% |
$11.4K - $12.3K
|
2.77K
$72.4K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-160- 1.0% |
$11.7K - $12.6K
|
15.8K
$413K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-162- 1.29% |
$11.9K - $12.8K
|
12.4K
$324K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-165- 19.98% |
$12.1K - $13K
|
661
$17.3K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-170Closed |
$12.5K - $13.4K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-171- 4.5% |
$12.5K - $13.5K
|
3.63K
$94.9K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-179- 0.42% |
$13.1K - $14.1K
|
42.3K
$1.11M
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-182- 3.36% |
$13.3K - $14.4K
|
5.23K
$137K
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-205- 26.73% |
$15K - $16.2K
|
562
$14.7K
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-219- 0.71% |
$16K - $17.3K
|
30.5K
$798K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-220- 0.33% |
$16.1K - $17.4K
|
66.9K
$1.75M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-224Closed |
$16.4K - $17.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-229- 6.8% |
$16.8K - $18.1K
|
3.14K
$82.2K
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-230- 1.86% |
$16.8K - $18.2K
|
12.1K
$317K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-235- 7.87% |
$17.2K - $18.6K
|
2.75K
$72K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-239- 1.42% |
$17.5K - $18.9K
|
16.6K
$435K
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-240- 1.42% |
$17.6K - $18.9K
|
16.7K
$436K
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-250- 6.0% |
$18.3K - $19.7K
|
3.92K
$102K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-252- 90.0% |
$18.5K - $19.9K
|
28
$733
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
SELL
|
- |
-270- 3.83% |
$19.8K - $21.3K
|
6.79K
$178K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-274- 6.37% |
$20.1K - $21.6K
|
4.03K
$105K
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-282- 0.64% |
$20.7K - $22.3K
|
44K
$1.15M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-318- 19.26% |
$23.3K - $25.1K
|
1.33K
$34.9K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-319- 8.52% |
$23.4K - $25.2K
|
3.43K
$89.6K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-330- 0.58% |
$24.2K - $26.1K
|
56.5K
$1.48M
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-331- 0.51% |
$24.2K - $26.1K
|
64.6K
$1.69M
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-338- 2.7% |
$24.8K - $26.7K
|
12.2K
$318K
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-339- 1.24% |
$24.8K - $26.8K
|
27.1K
$708K
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-360- 3.39% |
$26.4K - $28.4K
|
10.3K
$269K
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-362- 4.28% |
$26.5K - $28.6K
|
8.1K
$212K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-364- 2.51% |
$26.7K - $28.7K
|
14.1K
$370K
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-368- 0.48% |
$27K - $29K
|
77.1K
$2.02M
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-368- 5.26% |
$27K - $29K
|
6.62K
$173K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-382- 1.05% |
$28K - $30.2K
|
36K
$942K
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-400- 1.91% |
$29.3K - $31.6K
|
20.6K
$538K
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-407- 0.82% |
$29.8K - $32.1K
|
49.3K
$1.29M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-408- 11.46% |
$29.9K - $32.2K
|
3.15K
$82.5K
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-410- 5.25% |
$30K - $32.4K
|
7.4K
$194K
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-423- 3.39% |
$31K - $33.4K
|
12K
$315K
|