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 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
6.93K+ 25.36% |
$357K - $381K
|
34.3K
$802K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
6.93K+ 6.8% |
$357K - $380K
|
109K
$2.55M
|
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
6.91K+ 5.87% |
$356K - $380K
|
125K
$2.92M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
6.85K+ 84.65% |
$353K - $376K
|
14.9K
$350K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.46K+ 5.59% |
$333K - $355K
|
122K
$2.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
6.24K+ 29.62% |
$321K - $343K
|
27.3K
$639K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$315K - $336K
|
6.11K
$143K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.09K+ 4.13% |
$314K - $335K
|
153K
$3.59M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.87K+ 2.27% |
$303K - $323K
|
265K
$6.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77K+ 3.58% |
$297K - $317K
|
167K
$3.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.77KNew |
$297K - $317K
|
5.77K
$135K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.66K+ 7.9% |
$292K - $311K
|
77.2K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.59K+ 4.98% |
$288K - $307K
|
118K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.51K+ 37.76% |
$284K - $303K
|
20.1K
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.39K+ 137.26% |
$277K - $296K
|
9.31K
$218K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
4.94K+ 13.3% |
$254K - $271K
|
42.1K
$984K
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.84K+ 4.21% |
$249K - $266K
|
120K
$2.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.81K+ 6.89% |
$248K - $264K
|
74.6K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.78K+ 50.1% |
$246K - $262K
|
14.3K
$335K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.39K+ 21.89% |
$226K - $241K
|
24.5K
$572K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.36K+ 30.13% |
$225K - $240K
|
18.8K
$441K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.26KNew |
$219K - $234K
|
4.26K
$99.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.24K+ 13.84% |
$219K - $233K
|
34.9K
$817K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
4.23K+ 2.15% |
$218K - $232K
|
201K
$4.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.21K+ 7.8% |
$217K - $232K
|
58.3K
$1.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.19K+ 7.19% |
$216K - $230K
|
62.4K
$1.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
4.13K+ 76.25% |
$213K - $227K
|
9.54K
$223K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.09K+ 3.16% |
$211K - $225K
|
133K
$3.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
3.99K+ 2.12% |
$206K - $219K
|
193K
$4.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.93K+ 2.76% |
$202K - $216K
|
146K
$3.41M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.74KNew |
$193K - $205K
|
3.74K
$87.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.66K+ 403.08% |
$189K - $201K
|
4.57K
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.65K+ 10.35% |
$188K - $200K
|
38.9K
$910K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.61K+ 136.0% |
$186K - $198K
|
6.26K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.61K+ 10.69% |
$186K - $198K
|
37.4K
$874K
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.61KNew |
$186K - $198K
|
3.61K
$84.4K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.59K+ 55.46% |
$185K - $197K
|
10.1K
$236K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.58K+ 32572.73% |
$185K - $197K
|
3.59K
$84.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
3.53K+ 14.36% |
$182K - $194K
|
28.1K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$180K - $192K
|
3.5K
$81.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.42K+ 2.21% |
$176K - $188K
|
158K
$3.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.22K+ 14.73% |
$166K - $177K
|
25.1K
$586K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.14K+ 42.93% |
$162K - $173K
|
10.5K
$245K
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
3.12K+ 3.73% |
$161K - $171K
|
86.7K
$2.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 14.23% |
$160K - $170K
|
24.9K
$582K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.1K+ 60.45% |
$159K - $170K
|
8.22K
$192K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
3.08KNew |
$159K - $169K
|
3.08K
$72.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.06KNew |
$158K - $168K
|
3.06K
$71.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.94K+ 6.46% |
$152K - $162K
|
48.5K
$1.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.84K+ 3.01% |
$147K - $156K
|
97.5K
$2.28M
|