Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHX)
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 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24.8K- 7.08% |
$1.28M - $1.36M
|
325K
$7.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-25.2K- 40.25% |
$1.3M - $1.38M
|
37.4K
$875K
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-27.7KClosed |
$1.43M - $1.52M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-28.1K- 12.7% |
$1.45M - $1.54M
|
193K
$4.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-31.5K- 19.6% |
$1.62M - $1.73M
|
129K
$3.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-31.8K- 7.68% |
$1.64M - $1.75M
|
382K
$8.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-33.6K- 2.71% |
$1.73M - $1.85M
|
1.21M
$28.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-35.7K- 24.75% |
$1.84M - $1.96M
|
109K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37.2K- 74.18% |
$1.92M - $2.04M
|
12.9K
$303K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-38.1KClosed |
$1.96M - $2.09M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.4KClosed |
$2.03M - $2.16M
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-45K- 94.83% |
$2.32M - $2.47M
|
2.45K
$57.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45.2K- 92.81% |
$2.33M - $2.48M
|
3.5K
$81.9K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48.7K- 5.49% |
$2.51M - $2.67M
|
839K
$19.6M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-54.9K- 45.86% |
$2.83M - $3.02M
|
64.8K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-59K- 0.4% |
$3.04M - $3.24M
|
14.8M
$346M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-66.5K- 55.28% |
$3.43M - $3.65M
|
53.8K
$1.26M
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
SELL
|
- |
-109K- 27.46% |
$5.62M - $5.99M
|
288K
$6.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133K- 11.05% |
$6.85M - $7.3M
|
1.07M
$25M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-170K- 56.51% |
$8.74M - $9.32M
|
130K
$3.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-184KClosed |
$9.5M - $10.1M
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-236K- 91.2% |
$12.1M - $12.9M
|
22.7K
$532K
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-248KClosed |
$12.8M - $13.6M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-248KClosed |
$12.8M - $13.6M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-377K- 49.98% |
$19.4M - $20.7M
|
377K
$8.83M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-426K- 61.05% |
$22M - $23.4M
|
272K
$6.36M
|
|
|
Oct 26, 2021
Q3 2021
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-834K- 87.79% |
$43M - $45.8M
|
116K
$2.71M
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-2.15MClosed |
$111M - $118M
|
0
$0
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-2.2M- 50.33% |
$113M - $121M
|
2.17M
$50.7M
|