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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.2K+ 9.9% |
$1.14M - $1.22M
|
247K
$5.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
22.2K+ 11.46% |
$1.14M - $1.22M
|
216K
$5.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
21.8K+ 7.35% |
$1.12M - $1.2M
|
319K
$7.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
21.7K+ 80.18% |
$1.12M - $1.19M
|
48.7K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6K+ 833.26% |
$1.11M - $1.19M
|
24.2K
$565K
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20.9K+ 71.2% |
$1.08M - $1.15M
|
50.2K
$1.17M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
20.3K+ 7.96% |
$1.05M - $1.12M
|
276K
$6.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18.8K+ 5.14% |
$969K - $1.03M
|
385K
$9M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.5K+ 7.6% |
$953K - $1.02M
|
262K
$6.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 46.05% |
$941K - $1M
|
57.9K
$1.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.8K+ 116.63% |
$918K - $979K
|
33.1K
$775K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.7K+ 11.69% |
$861K - $919K
|
160K
$3.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
16.6K+ 4.36% |
$857K - $914K
|
398K
$9.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16.5K+ 4.08% |
$848K - $904K
|
420K
$9.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
16.1K+ 48.76% |
$830K - $885K
|
49.1K
$1.15M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.3KNew |
$788K - $841K
|
15.3K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.4K+ 12.08% |
$741K - $790K
|
133K
$3.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
14.1K+ 696.93% |
$725K - $773K
|
16.1K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14K+ 2.71% |
$721K - $768K
|
529K
$12.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
13.9K+ 10.19% |
$714K - $761K
|
150K
$3.51M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13.8K+ 1.68% |
$713K - $760K
|
838K
$19.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
13.2K+ 19.96% |
$679K - $724K
|
79.2K
$1.85M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13K+ 13.79% |
$671K - $716K
|
107K
$2.52M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.2K+ 8.67% |
$629K - $670K
|
153K
$3.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.5K+ 11.91% |
$593K - $632K
|
108K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4K+ 87.02% |
$587K - $626K
|
24.5K
$573K
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
11.1K+ 9.56% |
$571K - $609K
|
127K
$2.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 0.66% |
$551K - $587K
|
1.63M
$38.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4K+ 12.94% |
$537K - $572K
|
90.9K
$2.13M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
10.2K+ 4.99% |
$526K - $561K
|
215K
$5.03M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$521K - $555K
|
10.1K
$236K
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.98K+ 0.75% |
$514K - $548K
|
1.35M
$31.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
9.83K+ 4.67% |
$506K - $540K
|
220K
$5.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.78K+ 44.19% |
$504K - $537K
|
31.9K
$747K
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.49KNew |
$489K - $521K
|
9.49K
$222K
|
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
9.42K+ 13.7% |
$485K - $518K
|
78.2K
$1.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.11KNew |
$470K - $501K
|
9.11K
$213K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.06K+ 5.9% |
$467K - $498K
|
163K
$3.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.91K+ 6.87% |
$459K - $490K
|
139K
$3.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.82K+ 1.43% |
$455K - $485K
|
627K
$14.7M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
8.64K+ 25.03% |
$445K - $475K
|
43.2K
$1.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
8.35KNew |
$430K - $459K
|
8.35K
$195K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.2K+ 4.06% |
$422K - $450K
|
210K
$4.92M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
7.95KNew |
$409K - $437K
|
7.95K
$186K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.86KNew |
$405K - $432K
|
7.86K
$184K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7.58K+ 13.0% |
$390K - $416K
|
65.8K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
7.55KNew |
$389K - $415K
|
7.55K
$177K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.54K+ 12.95% |
$388K - $414K
|
65.7K
$1.54M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
7.37K+ 2.65% |
$380K - $405K
|
286K
$6.68M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
7.23K+ 2.43% |
$373K - $397K
|
305K
$7.14M
|