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
Nov 09, 2021 Q3 2021
American Investment Services, Inc.

SELL
 -
-801
- 4.66%
$41.3K - $44K
16.4K $384K
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

SELL
 -
-812
- 5.1%
$41.8K - $44.6K
15.1K $354K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-823
- 4.97%
$42.4K - $45.2K
15.7K $369K
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-828
- 7.65%
$42.7K - $45.5K
9.99K $234K
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

SELL
 -
-837
- 4.18%
$43.1K - $46K
19.2K $449K
Nov 09, 2021 Q3 2021
Merriman Wealth Management, LLC

SELL
 -
-842
- 2.43%
$43.4K - $46.3K
33.8K $791K
Nov 15, 2021 Q3 2021
Running Point Capital Advisors, LLC

SELL
 -
-849
- 8.58%
$43.7K - $46.6K
9.05K $212K
Oct 14, 2021 Q3 2021
Successful Portfolios LLC

SELL
 -
-892
- 2.84%
$46K - $49K
30.6K $715K
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-904
- 2.81%
$46.6K - $49.7K
31.3K $732K
Nov 02, 2021 Q3 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-970
- 4.17%
$50K - $53.3K
22.3K $521K
Oct 12, 2021 Q3 2021
Contravisory Investment Management, Inc.

SELL
 -
-1.01K
- 54.07%
$52K - $55.4K
857 $20.1K
Nov 02, 2021 Q3 2021
Armor Investment Advisors, LLC

SELL
 -
-1.01K
- 22.48%
$52K - $55.5K
3.48K $81.5K
Nov 02, 2021 Q3 2021
Gradient Capital Advisors, LLC

SELL
 -
-1.01K
- 2.08%
$52.2K - $55.7K
47.6K $1.11M
Oct 19, 2021 Q3 2021
Jmg Financial Group, Ltd.

SELL
 -
-1.04K
- 0.14%
$53.6K - $57.2K
765K $17.9M
Oct 21, 2021 Q3 2021
Highland Private Wealth Management

SELL
 -
-1.07K
- 8.56%
$55.2K - $58.9K
11.5K $268K
Nov 01, 2021 Q3 2021
Sfmg, LLC

SELL
 -
-1.09K
- 1.27%
$56.4K - $60.1K
85.1K $1.99M
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

SELL
 -
-1.11K
- 0.57%
$56.9K - $60.7K
193K $4.51M
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

SELL
 -
-1.12K
- 1.26%
$57.8K - $61.6K
88K $2.06M
Nov 15, 2021 Q3 2021
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-1.13K
- 2.41%
$58.1K - $61.9K
45.7K $1.07M
Oct 12, 2021 Q3 2021
Windsor Group LTD

SELL
 -
-1.2K
- 8.76%
$61.7K - $65.8K
12.5K $292K
Oct 22, 2021 Q3 2021
Santori & Peters, Inc.

SELL
 -
-1.25K
- 2.59%
$64.5K - $68.7K
47K $1.1M
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

SELL
 -
-1.28K
- 6.06%
$66K - $70.4K
19.9K $465K
Oct 14, 2021 Q3 2021
Verity Wealth Advisors

SELL
 -
-1.29K
- 6.1%
$66.7K - $71.1K
19.9K $466K
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-1.32K
- 8.46%
$67.9K - $72.4K
14.3K $334K
Nov 12, 2021 Q3 2021
Maryland Capital Management

Towson, MD
SELL
 -
-1.33K
- 13.0%
$68.4K - $72.9K
8.88K $208K
Nov 15, 2021 Q3 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-1.33K
- 26.52%
$68.5K - $73K
3.68K $86.2K
Oct 25, 2021 Q3 2021
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-1.38K
- 5.4%
$70.8K - $75.5K
24.1K $564K
Nov 02, 2021 Q3 2021
Mitchell Capital Management CO

SELL
 -
-1.39K
- 3.88%
$71.7K - $76.5K
34.5K $807K
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

SELL
 -
-1.4K
- 5.02%
$72.1K - $76.9K
26.5K $619K
Nov 12, 2021 Q3 2021
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-1.43K
- 23.74%
$73.6K - $78.5K
4.59K $107K
Oct 14, 2021 Q3 2021
Seneca House Advisors

SELL
 -
-1.5K
- 37.98%
$77.2K - $82.3K
2.45K $57.2K
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-1.52K
Closed
$78.3K - $83.5K
0 $0
Oct 08, 2021 Q3 2021
Collective Family Office LLC

SELL
 -
-1.52K
- 23.76%
$78.3K - $83.5K
4.88K $114K
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-1.53K
- 0.64%
$79K - $84.3K
239K $5.58M
Nov 12, 2021 Q3 2021
Arbor Trust Wealth Advisors, LLC

SELL
 -
-1.55K
- 2.5%
$79.9K - $85.2K
60.6K $1.42M
Nov 10, 2021 Q3 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-1.59K
- 1.15%
$81.7K - $87.1K
137K $3.2M
Oct 07, 2021 Q3 2021
West Oak Capital, LLC

SELL
 -
-1.6K
- 2.97%
$82.5K - $88K
52.3K $1.22M
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1.67K
- 7.55%
$86K - $91.7K
20.5K $479K
Oct 20, 2021 Q3 2021
Domani Wealth, LLC

SELL
 -
-1.7K
- 1.08%
$87.7K - $93.6K
156K $3.64M
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.7K
Closed
$87.8K - $93.6K
0 $0
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

SELL
 -
-1.71K
- 5.61%
$87.8K - $93.7K
28.7K $671K
Oct 20, 2021 Q3 2021
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-1.73K
- 1.3%
$88.9K - $94.8K
132K $3.08M
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-1.74K
Closed
$89.9K - $95.8K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-1.77K
- 0.76%
$91.1K - $97.1K
232K $5.42M
Oct 14, 2021 Q3 2021
Oakwell Private Wealth Management, LLC

SELL
 -
-1.8K
- 2.81%
$92.8K - $99K
62.3K $1.46M
Nov 02, 2021 Q3 2021
Gw Henssler & Associates LTD

SELL
 -
-1.84K
- 6.23%
$94.7K - $101K
27.7K $647K
Nov 04, 2021 Q3 2021
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-1.93K
Closed
$99.5K - $106K
0 $0
Nov 02, 2021 Q3 2021
Spinnaker Trust

SELL
 -
-1.96K
Closed
$101K - $107K
0 $0
Nov 08, 2021 Q3 2021
Shaker Investments LLC

SELL
 -
-1.96K
Closed
$101K - $108K
0 $0

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