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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.71K+ 1.52% |
$198K - $226K
|
180K
$5.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.68KNew |
$196K - $223K
|
2.68K
$79.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$192K - $219K
|
2.62K
$77.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.62K+ 8.69% |
$192K - $219K
|
32.8K
$974K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.61KNew |
$191K - $218K
|
2.61K
$77.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.6KNew |
$190K - $217K
|
2.6K
$77.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.59KNew |
$189K - $216K
|
2.59K
$76.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.57K+ 53.83% |
$188K - $214K
|
7.35K
$218K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.56KNew |
$187K - $214K
|
2.56K
$76K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.56KNew |
$187K - $213K
|
2.56K
$75.9K
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.55KNew |
$186K - $212K
|
2.55K
$75.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.54K+ 65.49% |
$186K - $212K
|
6.42K
$190K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.53KNew |
$185K - $211K
|
2.53K
$75.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.47KNew |
$181K - $206K
|
2.47K
$73.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.41K+ 7.58% |
$176K - $201K
|
34.2K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.38KNew |
$174K - $199K
|
2.38K
$70.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.35K+ 1.77% |
$172K - $196K
|
136K
$4.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.28K+ 4.44% |
$167K - $190K
|
53.7K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.28K+ 137.03% |
$167K - $190K
|
3.95K
$117K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 8.82% |
$164K - $187K
|
27.6K
$820K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.23K+ 1.37% |
$163K - $186K
|
165K
$4.91M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.22KNew |
$162K - $185K
|
2.22K
$65.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.22K+ 13.61% |
$162K - $185K
|
18.5K
$550K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.2K+ 5.91% |
$161K - $183K
|
39.4K
$1.17M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.16KNew |
$158K - $180K
|
2.16K
$64.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.14KNew |
$157K - $179K
|
2.14K
$63.6K
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.12KNew |
$155K - $177K
|
2.12K
$63K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.12K+ 60.26% |
$155K - $177K
|
5.64K
$167K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.1K+ 5.47% |
$153K - $175K
|
40.4K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.09K+ 1.45% |
$153K - $174K
|
146K
$4.35M
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
2.09KNew |
$153K - $174K
|
2.09K
$61.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.08K+ 63.98% |
$152K - $173K
|
5.32K
$158K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.07K+ 138.03% |
$151K - $172K
|
3.56K
$106K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$151K - $172K
|
2.06K
$61.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2.04K+ 540.58% |
$149K - $170K
|
2.42K
$71.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.03K+ 2.62% |
$149K - $169K
|
79.6K
$2.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.03K+ 7.02% |
$148K - $169K
|
30.9K
$917K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.99KNew |
$145K - $166K
|
1.99K
$59K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
1.94KNew |
$142K - $162K
|
1.94K
$57.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.93K+ 6.55% |
$141K - $161K
|
31.4K
$932K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.89KNew |
$138K - $158K
|
1.89K
$56.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.81KNew |
$132K - $151K
|
1.81K
$53.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.8K+ 1.51% |
$132K - $150K
|
121K
$3.6M
|
|
|
Apr 20, 2022
Q4 2021
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.79KNew |
$131K - $149K
|
1.79K
$53.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.78K+ 2.82% |
$130K - $149K
|
65K
$1.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
1.73K+ 5.68% |
$127K - $145K
|
32.2K
$957K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.73K+ 101.71% |
$126K - $144K
|
3.42K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.72K+ 2.09% |
$126K - $143K
|
84K
$2.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 3.46% |
$125K - $143K
|
51.3K
$1.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.66KNew |
$121K - $138K
|
1.66K
$49.3K
|