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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.1K+ 23.43% |
$1.32M - $1.51M
|
95.3K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18K+ 33.71% |
$1.31M - $1.5M
|
71.2K
$2.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
17.6KNew |
$1.29M - $1.47M
|
17.6K
$499K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
17.2K+ 12.19% |
$1.26M - $1.43M
|
158K
$4.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.8KNew |
$1.23M - $1.4M
|
16.8K
$475K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.7KNew |
$1.22M - $1.4M
|
16.7K
$474K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.6K+ 8.5% |
$1.21M - $1.38M
|
212K
$5.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1K+ 92.94% |
$1.18M - $1.34M
|
33.4K
$947K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 5.94% |
$1.1M - $1.26M
|
269K
$7.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
14.7KNew |
$1.07M - $1.22M
|
14.7K
$415K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14.3K+ 18.03% |
$1.04M - $1.19M
|
93.5K
$2.65M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
14.3KNew |
$1.04M - $1.19M
|
14.3K
$404K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13.8K+ 23.51% |
$1.01M - $1.15M
|
72.6K
$2.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.6K+ 4.97% |
$991K - $1.13M
|
287K
$8.11M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.1K+ 2.53% |
$955K - $1.09M
|
528K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
12.7KNew |
$926K - $1.06M
|
12.7K
$358K
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
12.2KNew |
$890K - $1.02M
|
12.2K
$345K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12K+ 5.47% |
$879K - $1M
|
232K
$6.57M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12K+ 5.47% |
$879K - $1M
|
232K
$6.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.1K+ 26.27% |
$812K - $926K
|
53.4K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9K+ 202.08% |
$795K - $907K
|
16.3K
$460K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 2.9% |
$787K - $898K
|
382K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.7KNew |
$779K - $889K
|
10.7K
$302K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10.3KNew |
$752K - $858K
|
10.3K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
9.67K+ 7.49% |
$707K - $807K
|
139K
$3.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
9.08KNew |
$664K - $757K
|
9.08K
$257K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
9.02K+ 130.37% |
$659K - $752K
|
15.9K
$451K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.78KNew |
$642K - $732K
|
8.78K
$249K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.73K+ 18.79% |
$638K - $728K
|
55.2K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.65K+ 56.92% |
$632K - $721K
|
23.8K
$675K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.56K+ 21.88% |
$626K - $714K
|
47.7K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
8.53K+ 170660.0% |
$624K - $712K
|
8.54K
$242K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7.88KNew |
$576K - $657K
|
7.88K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.57K+ 3.01% |
$553K - $631K
|
259K
$7.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
7.33KNew |
$536K - $611K
|
7.33K
$208K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.16KNew |
$523K - $597K
|
7.16K
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6.95KNew |
$508K - $580K
|
6.95K
$197K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.92K+ 23.3% |
$506K - $577K
|
36.6K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.86K+ 9.6% |
$502K - $572K
|
78.3K
$2.22M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
6.65K+ 10.29% |
$486K - $554K
|
71.2K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.61K+ 58.32% |
$483K - $551K
|
17.9K
$508K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
6.58K+ 13.47% |
$481K - $549K
|
55.4K
$1.57M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.5K+ 11.61% |
$475K - $542K
|
62.4K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
6.49K+ 5.29% |
$474K - $541K
|
129K
$3.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.36K+ 7.15% |
$465K - $530K
|
95.2K
$2.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.31K+ 41.14% |
$461K - $526K
|
21.6K
$613K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.3KNew |
$460K - $525K
|
6.3K
$178K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.22KNew |
$455K - $519K
|
6.22K
$176K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.07KNew |
$444K - $506K
|
6.07K
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5.97KNew |
$437K - $498K
|
5.97K
$169K
|