Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-33- 82.5% |
$2.41K - $2.75K
|
7
$198
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-36- 1.01% |
$2.63K - $3K
|
3.52K
$99.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-40- 1.62% |
$2.92K - $3.34K
|
2.43K
$68.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-40- 0.08% |
$2.92K - $3.34K
|
48.6K
$1.38M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-44- 0.07% |
$3.22K - $3.67K
|
64K
$1.81M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-45- 0.83% |
$3.29K - $3.75K
|
5.35K
$151K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-50- 1.28% |
$3.66K - $4.17K
|
3.87K
$109K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-50- 2.97% |
$3.66K - $4.17K
|
1.63K
$46.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 3.44% |
$3.66K - $4.17K
|
1.41K
$39.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-55- 0.77% |
$4.02K - $4.59K
|
7.07K
$200K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-58- 0.85% |
$4.24K - $4.84K
|
6.73K
$190K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-60- 2.47% |
$4.39K - $5K
|
2.37K
$67K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-63- 0.86% |
$4.61K - $5.25K
|
7.23K
$205K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-67- 1.16% |
$4.9K - $5.59K
|
5.7K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-68- 3.38% |
$4.97K - $5.67K
|
1.94K
$55K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-69- 0.83% |
$5.04K - $5.75K
|
8.2K
$232K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-70- 0.43% |
$5.12K - $5.84K
|
16.3K
$461K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-73- 2.55% |
$5.34K - $6.09K
|
2.79K
$79K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-73- 3.46% |
$5.34K - $6.09K
|
2.03K
$57.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-74- 0.51% |
$5.41K - $6.17K
|
14.4K
$408K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-74- 6.1% |
$5.41K - $6.17K
|
1.14K
$32.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-75- 1.64% |
$5.48K - $6.26K
|
4.49K
$127K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-75- 3.31% |
$5.48K - $6.26K
|
2.19K
$62K
|
|
|
Feb 08, 2022
Q4 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-84- 5.89% |
$6.14K - $7.01K
|
1.34K
$38K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-86- 15.19% |
$6.29K - $7.17K
|
480
$13.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-88- 0.53% |
$6.43K - $7.34K
|
16.4K
$464K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-88- 5.49% |
$6.43K - $7.34K
|
1.52K
$42.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-90- 2.55% |
$6.58K - $7.51K
|
3.44K
$97.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-94- 0.34% |
$6.87K - $7.84K
|
27.6K
$782K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-98- 6.87% |
$7.16K - $8.17K
|
1.33K
$37.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 6.93% |
$7.31K - $8.34K
|
1.34K
$38K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-101- 5.41% |
$7.38K - $8.42K
|
1.77K
$50K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-109- 1.39% |
$7.97K - $9.09K
|
7.74K
$219K
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-111- 4.4% |
$8.12K - $9.26K
|
2.41K
$68.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-114- 1.04% |
$8.33K - $9.51K
|
10.8K
$307K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-116- 2.33% |
$8.48K - $9.67K
|
4.86K
$138K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 2.14% |
$9.14K - $10.4K
|
5.72K
$162K
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-134- 2.1% |
$9.8K - $11.2K
|
6.26K
$177K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-136- 2.34% |
$9.94K - $11.3K
|
5.68K
$161K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-137- 1.12% |
$10K - $11.4K
|
12.1K
$342K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-139- 0.47% |
$10.2K - $11.6K
|
29.7K
$840K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-140- 10.24% |
$10.2K - $11.7K
|
1.23K
$34.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-155- 10.14% |
$11.3K - $12.9K
|
1.37K
$38.9K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-155- 0.28% |
$11.3K - $12.9K
|
54.6K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-157- 0.54% |
$11.5K - $13.1K
|
28.9K
$819K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-163- 1.22% |
$11.9K - $13.6K
|
13.2K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-163- 3.98% |
$11.9K - $13.6K
|
3.93K
$111K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-163- 1.22% |
$11.9K - $13.6K
|
13.2K
$375K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-164- 0.43% |
$12K - $13.7K
|
37.9K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-170- 4.66% |
$12.4K - $14.2K
|
3.48K
$98.4K
|