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 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
103+ 3.14% |
$7.53K - $8.59K
|
3.39K
$95.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
101+ 2.1% |
$7.38K - $8.42K
|
4.92K
$139K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
99New |
$7.24K - $8.26K
|
99
$2.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
97+ 1.75% |
$7.09K - $8.09K
|
5.65K
$160K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92New |
$6.73K - $7.67K
|
92
$2.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
90+ 5.45% |
$6.58K - $7.51K
|
1.74K
$49.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
86+ 2.75% |
$6.29K - $7.17K
|
3.21K
$91K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
84+ 2.92% |
$6.14K - $7.01K
|
2.96K
$83.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
80New |
$5.85K - $6.67K
|
80
$2.26K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
80New |
$5.85K - $6.67K
|
80
$2.26K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
79+ 13.32% |
$5.78K - $6.59K
|
672
$19K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
78+ 0.27% |
$5.7K - $6.51K
|
28.9K
$819K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
75New |
$5.48K - $6.26K
|
75
$2.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
75+ 0.54% |
$5.48K - $6.26K
|
14.1K
$399K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
71+ 1.8% |
$5.19K - $5.92K
|
4.02K
$114K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
65+ 2.06% |
$4.75K - $5.42K
|
3.22K
$91.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
65+ 0.18% |
$4.75K - $5.42K
|
36.3K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
64+ 2.93% |
$4.68K - $5.34K
|
2.25K
$63.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
60+ 0.82% |
$4.39K - $5K
|
7.42K
$210K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
57+ 0.59% |
$4.17K - $4.75K
|
9.73K
$275K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
55New |
$4.02K - $4.59K
|
55
$1.56K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
54+ 0.24% |
$3.95K - $4.5K
|
22.3K
$633K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
46+ 0.33% |
$3.36K - $3.84K
|
14.1K
$399K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
45+ 3.1% |
$3.29K - $3.75K
|
1.5K
$42.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
41+ 1.16% |
$3K - $3.42K
|
3.59K
$101K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
40New |
$2.92K - $3.34K
|
40
$1.13K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
35+ 12.37% |
$2.56K - $2.92K
|
318
$9K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
30+ 0.95% |
$2.19K - $2.5K
|
3.19K
$90.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29+ 2.12% |
$2.12K - $2.42K
|
1.39K
$39.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 100.0% |
$2.05K - $2.34K
|
56
$1.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 48.21% |
$1.97K - $2.25K
|
83
$2.35K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 0.65% |
$1.9K - $2.17K
|
4.04K
$114K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 58.14% |
$1.83K - $2.09K
|
68
$1.93K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
24+ 0.12% |
$1.75K - $2K
|
20.8K
$588K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
23+ 0.16% |
$1.68K - $1.92K
|
14.2K
$401K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
22+ 0.5% |
$1.61K - $1.83K
|
4.44K
$126K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
20+ 0.76% |
$1.46K - $1.67K
|
2.66K
$75.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18New |
$1.32K - $1.5K
|
18
$510
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
17+ 0.04% |
$1.24K - $1.42K
|
40.1K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 0.3% |
$1.1K - $1.25K
|
5.04K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
14+ 0.45% |
$1.02K - $1.17K
|
3.1K
$87.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13+ 0.06% |
$950 - $1.08K
|
23.3K
$658K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11+ 0.09% |
$804 - $917
|
11.6K
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
11+ 0.1% |
$804 - $917
|
10.5K
$298K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
11+ 0.59% |
$804 - $917
|
1.87K
$52.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
10New |
$731 - $834
|
10
$283
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 0.14% |
$731 - $834
|
7.01K
$198K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9New |
$658 - $751
|
9
$255
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
8New |
$585 - $667
|
8
$226
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.15% |
$585 - $667
|
5.45K
$154K
|