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 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9New |
$658 - $751
|
9
$231
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.01% |
$585 - $667
|
102K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.15% |
$585 - $667
|
5.45K
$140K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
8New |
$585 - $667
|
8
$205
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.08% |
$585 - $667
|
10.2K
$261K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$512 - $584
|
10.4K
$266K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
7+ 0.12% |
$512 - $584
|
5.7K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.13% |
$439 - $500
|
4.75K
$122K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$439 - $500
|
2.65K
$68.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.11% |
$439 - $500
|
5.54K
$142K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5New |
$366 - $417
|
5
$128
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
5+ 0.07% |
$366 - $417
|
7.04K
$181K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
4+ 0.13% |
$292 - $334
|
3.11K
$79.7K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$292 - $334
|
4
$103
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
3+ 0.15% |
$219 - $250
|
2.03K
$52.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 3.37% |
$219 - $250
|
92
$2.36K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.11% |
$146 - $167
|
1.87K
$48.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.05% |
$146 - $167
|
3.72K
$95.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$146 - $167
|
2
$51.4
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$73.1 - $83.4
|
4.4K
$113K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
1+ 0.03% |
$73.1 - $83.4
|
3.75K
$96.3K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
1+ 0.06% |
$73.1 - $83.4
|
1.68K
$43K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$73.1 - $83.4
|
1.45K
$37.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.08% |
$73.1 - $83.4
|
1.28K
$32.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.05% |
$73.1 - $83.4
|
2.08K
$53.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
1New |
$73.1 - $83.4
|
1
$25.7
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.47% |
$73.1 - $83.4
|
212
$5.44K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.2% |
$73.1 - $83.4
|
507
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.19% |
$73.1 - $83.4
|
536
$13.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
1+ 0.06% |
$73.1 - $83.4
|
1.76K
$45.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$73.1 - $83.4
|
3.8K
$97.7K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-2- 0.07% |
$146 - $167
|
2.77K
$71.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 5.71% |
$146 - $167
|
33
$847
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$292 - $334
|
15.4K
$396K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.11% |
$366 - $417
|
4.62K
$119K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7- 0.07% |
$512 - $584
|
10.1K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-7- 0.1% |
$512 - $584
|
7.34K
$188K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-8- 0.23% |
$585 - $667
|
3.41K
$87.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.02% |
$658 - $751
|
42.1K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-10- 3.33% |
$731 - $834
|
290
$7.45K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-14- 0.04% |
$1.02K - $1.17K
|
31.3K
$803K
|
|
|
Jan 25, 2022
Q4 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-16- 1.07% |
$1.17K - $1.33K
|
1.48K
$38.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-16- 0.85% |
$1.17K - $1.33K
|
1.86K
$47.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-17- 0.56% |
$1.24K - $1.42K
|
3K
$77.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18- 29.51% |
$1.32K - $1.5K
|
43
$1.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-19- 0.27% |
$1.39K - $1.58K
|
7.1K
$182K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-20- 1.33% |
$1.46K - $1.67K
|
1.49K
$38.2K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-24- 1.8% |
$1.75K - $2K
|
1.31K
$33.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-28- 5.25% |
$2.05K - $2.34K
|
505
$13K
|
|
|
Mar 04, 2025
Q4 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-28- 1.01% |
$2.05K - $2.34K
|
2.74K
$70.3K
|