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 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.83KNew |
$146K - $155K
|
2.83K
$66.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.8K+ 60.54% |
$144K - $154K
|
7.43K
$174K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.78K+ 40.23% |
$143K - $153K
|
9.69K
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.77K+ 16.82% |
$142K - $152K
|
19.2K
$449K
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
2.63KNew |
$136K - $145K
|
2.63K
$61.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.62K+ 103.31% |
$135K - $144K
|
5.15K
$121K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.57KNew |
$132K - $141K
|
2.57K
$60K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 4.23% |
$131K - $140K
|
62.9K
$1.47M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.53K+ 5.98% |
$130K - $139K
|
44.8K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.5K+ 8.16% |
$129K - $137K
|
33.1K
$775K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
2.42K+ 32.82% |
$124K - $133K
|
9.78K
$229K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.41K+ 5.75% |
$124K - $133K
|
44.4K
$1.04M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.41K+ 1157.21% |
$124K - $132K
|
2.62K
$61.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.39KNew |
$123K - $131K
|
2.39K
$55.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.32K+ 2.05% |
$120K - $128K
|
116K
$2.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.31K+ 4.67% |
$119K - $127K
|
51.7K
$1.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.3KNew |
$118K - $126K
|
2.3K
$53.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.26K+ 860.84% |
$117K - $124K
|
2.53K
$59.1K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.23K+ 0.72% |
$115K - $123K
|
314K
$7.34M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.21K+ 28.01% |
$114K - $122K
|
10.1K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.16K+ 2.97% |
$111K - $118K
|
74.6K
$1.75M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.14K+ 17.61% |
$110K - $118K
|
14.3K
$335K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.1K+ 45.97% |
$108K - $115K
|
6.66K
$156K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
2.02K+ 0.92% |
$104K - $111K
|
222K
$5.19M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2K+ 12.15% |
$103K - $110K
|
18.5K
$432K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.98K+ 7.86% |
$102K - $109K
|
27.2K
$636K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.95KNew |
$101K - $107K
|
1.95K
$45.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.92K+ 9.08% |
$98.8K - $105K
|
23K
$539K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.9K+ 6.66% |
$97.6K - $104K
|
30.4K
$710K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.87K+ 52.14% |
$96.2K - $103K
|
5.45K
$127K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.8K+ 2.98% |
$92.5K - $98.7K
|
62K
$1.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.74K+ 3.24% |
$89.5K - $95.5K
|
55.4K
$1.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.73K+ 6.16% |
$89K - $94.9K
|
29.8K
$697K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
1.72K+ 28.48% |
$88.7K - $94.6K
|
7.77K
$182K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 33.08% |
$86.8K - $92.5K
|
6.78K
$159K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.63K+ 2.98% |
$84.1K - $89.7K
|
56.4K
$1.32M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 2.14% |
$82.9K - $88.4K
|
76.9K
$1.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 34.04% |
$82.4K - $87.9K
|
6.3K
$147K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.59K+ 0.93% |
$82K - $87.5K
|
172K
$4.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.49K+ 7.95% |
$76.7K - $81.8K
|
20.2K
$473K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.47K+ 6.76% |
$75.6K - $80.6K
|
23.2K
$542K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.46K+ 3.35% |
$75.1K - $80K
|
45K
$1.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.45K+ 113.42% |
$74.9K - $79.9K
|
2.74K
$64K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.43K+ 24.25% |
$73.7K - $78.6K
|
7.33K
$171K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.39K+ 2.59% |
$71.5K - $76.2K
|
54.9K
$1.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.38K+ 2.11% |
$71.1K - $75.8K
|
66.7K
$1.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.33K+ 1.74% |
$68.7K - $73.2K
|
77.9K
$1.82M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.32K+ 0.78% |
$68K - $72.5K
|
170K
$3.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.28K+ 2.06% |
$65.9K - $70.3K
|
63.3K
$1.48M
|
|
|
Oct 26, 2021
Q3 2021
|
Outfitter Financial LLC
|
BUY
|
- |
1.28K+ 16.43% |
$65.7K - $70K
|
9.04K
$211K
|