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
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 5.62% |
$63K - $67.1K
|
23K
$538K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.21K+ 9.01% |
$62.5K - $66.7K
|
14.7K
$344K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.2K+ 3.1% |
$61.8K - $65.9K
|
39.9K
$934K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.15K+ 3.7% |
$59.2K - $63.2K
|
32.2K
$753K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 1.03% |
$58.1K - $61.9K
|
110K
$2.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 6.22% |
$56.7K - $60.5K
|
18.8K
$440K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1K+ 25.56% |
$56.7K - $60.4K
|
5.4K
$126K
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.09K+ 8.86% |
$56.1K - $59.8K
|
13.4K
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.09K+ 8.86% |
$56.1K - $59.8K
|
13.4K
$313K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 3.95% |
$55.1K - $58.8K
|
28.2K
$660K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
1.06K+ 1.8% |
$54.6K - $58.2K
|
59.8K
$1.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.05K+ 7.6% |
$54K - $57.6K
|
14.8K
$347K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.02K+ 0.79% |
$52.5K - $56K
|
130K
$3.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 7.47% |
$52.3K - $55.8K
|
14.6K
$342K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.01K+ 5.95% |
$52K - $55.4K
|
18K
$420K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
982+ 1.02% |
$50.6K - $54K
|
97.2K
$2.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
982+ 17.47% |
$50.6K - $54K
|
6.6K
$154K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
880+ 27.19% |
$45.3K - $48.3K
|
4.12K
$96.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
872+ 3.09% |
$44.9K - $47.9K
|
29.1K
$681K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
842+ 3.54% |
$43.4K - $46.3K
|
24.6K
$576K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
835+ 5.21% |
$43K - $45.9K
|
16.9K
$394K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
822+ 5.96% |
$42.3K - $45.2K
|
14.6K
$342K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
817+ 10.87% |
$42.1K - $44.9K
|
8.34K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
814+ 32.84% |
$41.9K - $44.7K
|
3.29K
$77.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
800+ 216.22% |
$41.2K - $44K
|
1.17K
$27.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
770+ 7.88% |
$39.7K - $42.3K
|
10.5K
$247K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
766New |
$39.5K - $42.1K
|
766
$17.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
765+ 4.2% |
$39.4K - $42K
|
19K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
712+ 1.58% |
$36.7K - $39.1K
|
45.9K
$1.07M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
705+ 0.3% |
$36.3K - $38.7K
|
239K
$5.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
701+ 1.04% |
$36.1K - $38.5K
|
68.3K
$1.6M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
692+ 4.56% |
$35.7K - $38K
|
15.9K
$371K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
677+ 2.53% |
$34.9K - $37.2K
|
27.5K
$643K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
661New |
$34.1K - $36.3K
|
661
$15.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
658+ 1.52% |
$33.9K - $36.2K
|
44K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
654+ 9.74% |
$33.7K - $35.9K
|
7.37K
$172K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
651+ 5.13% |
$33.5K - $35.8K
|
13.4K
$312K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
644+ 18.06% |
$33.2K - $35.4K
|
4.21K
$98.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
642+ 4.99% |
$33.1K - $35.3K
|
13.5K
$316K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
630+ 1.25% |
$32.5K - $34.6K
|
51.1K
$1.2M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
630+ 1.25% |
$32.5K - $34.6K
|
51.1K
$1.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
600+ 8.51% |
$30.9K - $33K
|
7.65K
$179K
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
587+ 1.7% |
$30.2K - $32.2K
|
35.1K
$821K
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
558+ 5.06% |
$28.7K - $30.7K
|
11.6K
$271K
|
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
557+ 8.8% |
$28.7K - $30.6K
|
6.89K
$161K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
531+ 2.01% |
$27.4K - $29.2K
|
26.9K
$630K
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
510+ 6.51% |
$26.3K - $28K
|
8.34K
$195K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
510+ 0.4% |
$26.3K - $28K
|
127K
$2.98M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
509+ 7.05% |
$26.2K - $28K
|
7.73K
$181K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
502+ 1.2% |
$25.9K - $27.6K
|
42.3K
$989K
|