Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q3 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
Oct 19, 2021 Q3 2021
Uma Financial Services, Inc.

SELL
 -
-374
- 5.99%
$19.3K - $20.5K
5.87K $137K
Nov 12, 2021 Q3 2021
Brown Advisory Inc

SELL
 -
-375
- 5.06%
$19.3K - $20.6K
7.03K $164K
Nov 02, 2021 Q3 2021
Waldron Private Wealth LLC

SELL
 -
-375
- 12.69%
$19.3K - $20.6K
2.58K $60.3K
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-377
- 53.93%
$19.4K - $20.7K
322 $7.53K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-394
- 0.88%
$20.3K - $21.6K
44.5K $1.04M
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-394
- 0.88%
$20.3K - $21.6K
44.5K $1.04M
Oct 28, 2021 Q3 2021
M&T Bank Corp

SELL
 -
-398
- 9.64%
$20.5K - $21.9K
3.73K $87.3K
Nov 12, 2021 Q3 2021
Weik Capital Management

Wyomissing, PA
SELL
 -
-400
- 10.62%
$20.6K - $22K
3.37K $78.7K
Nov 12, 2021 Q3 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-407
- 2.88%
$21K - $22.4K
13.7K $322K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-423
- 1.57%
$21.8K - $23.2K
26.5K $621K
Nov 09, 2021 Q3 2021
Stordahl Capital Management, Inc.

SELL
 -
-438
- 1.82%
$22.6K - $24.1K
23.7K $554K
Oct 07, 2021 Q3 2021
Capital Advantage, Inc.

SELL
 -
-441
- 2.58%
$22.7K - $24.2K
16.6K $389K
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-450
- 2.24%
$23.2K - $24.7K
19.6K $459K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-459
- 2.95%
$23.6K - $25.2K
15.1K $353K
Oct 19, 2021 Q3 2021
Harbor Group, Inc.

SELL
 -
-472
- 0.74%
$24.3K - $25.9K
63.4K $1.48M
Oct 14, 2021 Q3 2021
Iam Advisory, LLC

SELL
 -
-484
Closed
$24.9K - $26.6K
0 $0
Oct 14, 2021 Q3 2021
Elm Partners Management LLC

SELL
 -
-484
Closed
$24.9K - $26.6K
0 $0
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

SELL
 -
-484
Closed
$24.9K - $26.6K
0 $0
Nov 10, 2021 Q3 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-495
- 15.48%
$25.5K - $27.2K
2.7K $63.3K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-497
- 10.32%
$25.6K - $27.3K
4.32K $101K
Oct 26, 2021 Q3 2021
Ccg Wealth Management, LLC

SELL
 -
-504
- 2.71%
$26K - $27.7K
18.1K $424K
Nov 09, 2021 Q3 2021
Condor Capital Management

Martinsville, NJ
SELL
 -
-507
- 2.04%
$26.1K - $27.9K
24.4K $570K
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-521
- 4.37%
$26.8K - $28.6K
11.4K $267K
Nov 02, 2021 Q3 2021
Horst & Graben Wealth Management LLC

SELL
 -
-527
- 15.61%
$27.2K - $29K
2.85K $66.6K
Nov 05, 2021 Q3 2021
Sigma Investment Counselors Inc

SELL
 -
-533
- 1.96%
$27.5K - $29.3K
26.6K $623K
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

SELL
 -
-546
- 3.34%
$28.1K - $30K
15.8K $370K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-557
- 8.15%
$28.7K - $30.6K
6.27K $147K
Oct 22, 2021 Q3 2021
Beck Bode, LLC

SELL
 -
-558
Closed
$28.7K - $30.7K
0 $0
Oct 20, 2021 Q3 2021
Csenge Advisory Group

SELL
 -
-573
- 6.52%
$29.5K - $31.5K
8.21K $192K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-575
- 41.13%
$29.6K - $31.6K
823 $19.3K
Oct 12, 2021 Q3 2021
Carlson Capital Management

SELL
 -
-581
- 1.7%
$29.9K - $31.9K
33.5K $785K
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

SELL
 -
-586
- 1.66%
$30.2K - $32.2K
34.8K $814K
Nov 05, 2021 Q3 2021
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-600
- 16.12%
$30.9K - $33K
3.12K $73.1K
Oct 04, 2021 Q3 2021
Private Asset Management Inc

SELL
 -
-605
- 13.43%
$31.2K - $33.2K
3.9K $91.3K
Oct 21, 2021 Q3 2021
S.E.E.D. Planning Group LLC

SELL
 -
-611
- 1.57%
$31.5K - $33.6K
38.3K $896K
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-641
- 99.07%
$33K - $35.2K
6 $140
Oct 13, 2021 Q3 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-643
- 3.75%
$33.1K - $35.3K
16.5K $386K
Nov 02, 2021 Q3 2021
Burleson & Company, LLC

SELL
 -
-668
- 2.97%
$34.4K - $36.7K
21.8K $510K
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

SELL
 -
-669
- 17.26%
$34.5K - $36.8K
3.21K $75K
Oct 21, 2021 Q3 2021
Ironwood Wealth Management, Llc.

SELL
 -
-679
- 1.19%
$35K - $37.3K
56.6K $1.32M
Oct 06, 2021 Q3 2021
Evensky & Katz LLC

SELL
 -
-684
- 9.91%
$35.2K - $37.6K
6.22K $146K
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-685
Closed
$35.3K - $37.6K
0 $0
Nov 17, 2021 Q3 2021
Garde Capital, Inc.

Seattle, WA
SELL
 -
-694
- 3.02%
$35.8K - $38.1K
22.3K $521K
Nov 12, 2021 Q3 2021
Financial Advisors, LLC

Andover, MA
SELL
 -
-717
- 1.5%
$36.9K - $39.4K
47.1K $1.1M
Nov 15, 2021 Q3 2021
Altium Wealth Management LLC

SELL
 -
-740
- 5.79%
$38.1K - $40.7K
12K $282K
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

SELL
 -
-766
- 2.43%
$39.5K - $42.1K
30.8K $720K
Oct 25, 2021 Q3 2021
Destination Wealth Management

SELL
 -
-769
- 0.62%
$39.6K - $42.2K
124K $2.9M
Nov 10, 2021 Q3 2021
Tanglewood Wealth Management, Inc.

SELL
 -
-772
- 8.97%
$39.8K - $42.4K
7.83K $183K
Oct 08, 2021 Q3 2021
Eidelman Virant Capital

SELL
 -
-780
- 3.73%
$40.2K - $42.9K
20.1K $471K

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