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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
502+ 18.06% |
$25.9K - $27.6K
|
3.28K
$76.8K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
494New |
$25.5K - $27.1K
|
494
$11.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
493+ 6.96% |
$25.4K - $27.1K
|
7.58K
$177K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
488+ 5.16% |
$25.1K - $26.8K
|
9.94K
$233K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
479New |
$24.7K - $26.3K
|
479
$11.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
479+ 2.85% |
$24.7K - $26.3K
|
17.3K
$404K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
473+ 12.91% |
$24.4K - $26K
|
4.14K
$96.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
464+ 1.41% |
$23.9K - $25.5K
|
33.3K
$778K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
446+ 1.23% |
$23K - $24.5K
|
36.7K
$858K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
440+ 0.86% |
$22.7K - $24.2K
|
51.6K
$1.21M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
- |
439+ 3.56% |
$22.6K - $24.1K
|
12.8K
$299K
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
434+ 0.11% |
$22.4K - $23.8K
|
384K
$8.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
414+ 2.66% |
$21.3K - $22.7K
|
16K
$374K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
384+ 0.39% |
$19.8K - $21.1K
|
98.7K
$2.31M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
356+ 1.1% |
$18.3K - $19.6K
|
32.9K
$769K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
350+ 116.67% |
$18K - $19.2K
|
650
$15.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
347+ 0.56% |
$17.9K - $19.1K
|
62.7K
$1.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
321New |
$16.5K - $17.6K
|
321
$7.51K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
302New |
$15.6K - $16.6K
|
302
$7.07K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
301+ 15.56% |
$15.5K - $16.5K
|
2.24K
$52.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
282New |
$14.5K - $15.5K
|
282
$6.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
271New |
$14K - $14.9K
|
271
$6.34K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
245+ 0.48% |
$12.6K - $13.5K
|
50.8K
$1.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
237+ 38.41% |
$12.2K - $13K
|
854
$20K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
233+ 8.63% |
$12K - $12.8K
|
2.93K
$68.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
225+ 4.88% |
$11.6K - $12.4K
|
4.84K
$113K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
214New |
$11K - $11.8K
|
214
$5.01K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
202+ 0.93% |
$10.4K - $11.1K
|
22K
$515K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
200+ 0.97% |
$10.3K - $11K
|
20.8K
$487K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
199+ 0.5% |
$10.3K - $10.9K
|
40.4K
$944K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
198+ 0.32% |
$10.2K - $10.9K
|
61.8K
$1.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
194+ 0.22% |
$9.99K - $10.7K
|
87.7K
$2.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
189+ 0.43% |
$9.74K - $10.4K
|
44.3K
$1.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
185+ 840.91% |
$9.53K - $10.2K
|
207
$4.84K
|
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
179+ 0.78% |
$9.22K - $9.83K
|
23.2K
$542K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
174+ 3.78% |
$8.96K - $9.56K
|
4.77K
$112K
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
167+ 1.5% |
$8.6K - $9.17K
|
11.3K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
167+ 0.19% |
$8.6K - $9.17K
|
89.1K
$2.09M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
160+ 144.14% |
$8.24K - $8.79K
|
271
$6.34K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
150+ 4.01% |
$7.73K - $8.24K
|
3.89K
$91.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
146+ 2.87% |
$7.52K - $8.02K
|
5.24K
$123K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
145+ 15.34% |
$7.47K - $7.97K
|
1.09K
$25.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
140+ 1.5% |
$7.21K - $7.69K
|
9.46K
$221K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
139New |
$7.16K - $7.64K
|
139
$3.25K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
137+ 1.1% |
$7.06K - $7.53K
|
12.6K
$294K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
136New |
$7.01K - $7.47K
|
136
$3.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
134+ 0.91% |
$6.9K - $7.36K
|
14.9K
$348K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
127+ 29.74% |
$6.54K - $6.98K
|
554
$13K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
125+ 250.0% |
$6.44K - $6.87K
|
175
$4.09K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
119+ 2.53% |
$6.13K - $6.54K
|
4.82K
$113K
|