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 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.07KNew |
$444K - $506K
|
6.07K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5.97KNew |
$437K - $498K
|
5.97K
$153K
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.67K+ 7.35% |
$414K - $473K
|
82.7K
$2.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5.66KNew |
$413K - $472K
|
5.66K
$145K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.62K+ 11.03% |
$411K - $469K
|
56.6K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5.46K+ 12.3% |
$399K - $455K
|
49.8K
$1.28M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.38KNew |
$394K - $449K
|
5.38K
$138K
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$392K - $447K
|
5.36K
$138K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.31K+ 6.72% |
$388K - $442K
|
84.3K
$2.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.16K+ 4.39% |
$377K - $430K
|
122K
$3.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.12K+ 1.43% |
$374K - $427K
|
364K
$9.34M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5.08K+ 3.66% |
$371K - $424K
|
144K
$3.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.98K+ 3.16% |
$364K - $415K
|
163K
$4.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.94KNew |
$361K - $412K
|
4.94K
$127K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$359K - $410K
|
4.91K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 3.86% |
$344K - $393K
|
127K
$3.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.61K+ 14.79% |
$337K - $385K
|
35.8K
$919K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.59KNew |
$336K - $383K
|
4.59K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.52K+ 3.32% |
$330K - $377K
|
140K
$3.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.47K+ 14.49% |
$327K - $373K
|
35.4K
$908K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.46K+ 9.99% |
$326K - $372K
|
49.1K
$1.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.36K+ 4.96% |
$319K - $364K
|
92.3K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.36KNew |
$318K - $363K
|
4.36K
$112K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.31K+ 5.31% |
$315K - $360K
|
85.5K
$2.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.28KNew |
$313K - $357K
|
4.28K
$110K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.27K+ 1.95% |
$312K - $356K
|
223K
$5.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.97K+ 21.56% |
$291K - $331K
|
22.4K
$575K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.89KNew |
$285K - $325K
|
3.89K
$99.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.89K+ 5.96% |
$285K - $325K
|
69.2K
$1.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.76K+ 1.23% |
$275K - $313K
|
308K
$7.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.65KNew |
$267K - $304K
|
3.65K
$93.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.64KNew |
$266K - $304K
|
3.64K
$93.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
3.58KNew |
$261K - $298K
|
3.58K
$91.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.55KNew |
$259K - $296K
|
3.55K
$91.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
3.5K+ 14.74% |
$256K - $292K
|
27.2K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.48KNew |
$254K - $290K
|
3.48K
$89.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.45K+ 65.11% |
$252K - $288K
|
8.74K
$225K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.41K+ 1.74% |
$249K - $284K
|
199K
$5.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 12.4% |
$238K - $271K
|
29.5K
$758K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.23K+ 11.63% |
$236K - $270K
|
31K
$797K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
3.07K+ 4.03% |
$224K - $256K
|
79.3K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.02K+ 9.15% |
$221K - $252K
|
36K
$925K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.02K+ 2.46% |
$221K - $252K
|
126K
$3.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.88K+ 160.26% |
$210K - $240K
|
4.67K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.82K+ 6.12% |
$206K - $235K
|
48.8K
$1.25M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.77K+ 1.41% |
$203K - $231K
|
200K
$5.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.74KNew |
$200K - $228K
|
2.74K
$70.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.73KNew |
$200K - $228K
|
2.73K
$70.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
2.72K+ 4.13% |
$199K - $227K
|
68.6K
$1.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72KNew |
$199K - $227K
|
2.72K
$69.7K
|