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 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.03K+ 19.64% |
$75.1K - $85.7K
|
6.26K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.01K+ 3.27% |
$74.1K - $84.6K
|
32K
$822K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 59.61% |
$73.7K - $84.1K
|
2.7K
$69.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
996+ 38.23% |
$72.8K - $83.1K
|
3.6K
$92.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
988New |
$72.2K - $82.4K
|
988
$25.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
921+ 568.52% |
$67.3K - $76.8K
|
1.08K
$27.8K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
909+ 2.64% |
$66.5K - $75.8K
|
35.4K
$909K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
905+ 2.96% |
$66.2K - $75.5K
|
31.5K
$809K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
869+ 36.13% |
$63.5K - $72.5K
|
3.27K
$84.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
867+ 1.48% |
$63.4K - $72.3K
|
59.3K
$1.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
855New |
$62.5K - $71.3K
|
855
$22K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
853+ 0.57% |
$62.4K - $71.1K
|
151K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
799+ 45.04% |
$58.4K - $66.6K
|
2.57K
$66.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
772New |
$56.4K - $64.4K
|
772
$19.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
760+ 8.07% |
$55.6K - $63.4K
|
10.2K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
755+ 1.12% |
$55.2K - $63K
|
68.4K
$1.76M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
747+ 2.51% |
$54.6K - $62.3K
|
30.5K
$784K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
723+ 30.79% |
$52.9K - $60.3K
|
3.07K
$78.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
706+ 35.12% |
$51.6K - $58.9K
|
2.72K
$69.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
684+ 3.72% |
$50K - $57K
|
19.1K
$490K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
681+ 7.66% |
$49.8K - $56.8K
|
9.57K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
680+ 41.69% |
$49.7K - $56.7K
|
2.31K
$59.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
666+ 2.37% |
$48.7K - $55.5K
|
28.8K
$739K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
653+ 0.27% |
$47.7K - $54.5K
|
240K
$6.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
644+ 8.15% |
$47.1K - $53.7K
|
8.55K
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
642+ 219.86% |
$46.9K - $53.5K
|
934
$24K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
627+ 7.05% |
$45.8K - $52.3K
|
9.52K
$244K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
625New |
$45.7K - $52.1K
|
625
$16.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
625+ 40.37% |
$45.7K - $52.1K
|
2.17K
$55.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
612+ 1.24% |
$44.7K - $51K
|
49.9K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
608New |
$44.5K - $50.7K
|
608
$15.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
586+ 22.79% |
$42.8K - $48.9K
|
3.16K
$81.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
576+ 7.81% |
$42.1K - $48K
|
7.95K
$204K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
561+ 1.88% |
$41K - $46.8K
|
30.3K
$779K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
552+ 28.78% |
$40.4K - $46K
|
2.47K
$63.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
540+ 32.83% |
$39.5K - $45K
|
2.19K
$56.1K
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
530+ 0.67% |
$38.7K - $44.2K
|
79.1K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
528+ 23.26% |
$38.6K - $44K
|
2.8K
$71.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
527+ 2.41% |
$38.5K - $44K
|
22.4K
$574K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
506New |
$37K - $42.2K
|
506
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
501+ 1.77% |
$36.6K - $41.8K
|
28.8K
$740K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
499+ 1.29% |
$36.5K - $41.6K
|
39.2K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
497+ 3.83% |
$36.3K - $41.4K
|
13.5K
$346K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
479+ 47900.0% |
$35K - $39.9K
|
480
$12.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
477+ 26.68% |
$34.9K - $39.8K
|
2.27K
$58.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
476+ 1.76% |
$34.8K - $39.7K
|
27.5K
$707K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
445+ 8.31% |
$32.5K - $37.1K
|
5.8K
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
435+ 2.04% |
$31.8K - $36.3K
|
21.8K
$559K
|
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
405+ 0.94% |
$29.6K - $33.8K
|
43.6K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
375+ 11.9% |
$27.4K - $31.3K
|
3.53K
$90.5K
|