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
|
Activest Wealth Management
|
BUY
|
- |
14New |
$721 - $769
|
14
$328
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
13+ 0.32% |
$670 - $714
|
4.09K
$95.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
12+ 0.1% |
$618 - $659
|
11.9K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12New |
$618 - $659
|
12
$281
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11+ 0.3% |
$567 - $604
|
3.62K
$84.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
10+ 0.19% |
$515 - $549
|
5.25K
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 0.33% |
$464 - $494
|
2.72K
$63.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8+ 0.05% |
$412 - $440
|
16.9K
$396K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$412 - $440
|
11.2K
$261K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$361 - $385
|
3.08K
$72K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.25% |
$309 - $330
|
2.45K
$57.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.14% |
$309 - $330
|
4.23K
$99.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
BUY
|
- |
6+ 0.26% |
$309 - $330
|
2.31K
$54.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$309 - $330
|
2.9K
$67.8K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6+ 0.13% |
$309 - $330
|
4.6K
$108K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.1% |
$258 - $275
|
5.01K
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.31% |
$258 - $275
|
1.62K
$37.9K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
5+ 0.07% |
$258 - $275
|
6.82K
$160K
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
2+ 0.08% |
$103 - $110
|
2.46K
$57.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.03% |
$103 - $110
|
7.05K
$165K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$103 - $110
|
3.62K
$84.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$51.5 - $54.9
|
11.5K
$270K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$51.5 - $54.9
|
4.02K
$94K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$51.5 - $54.9
|
404
$9.45K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 1.37% |
$51.5 - $54.9
|
74
$1.73K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$51.5 - $54.9
|
2.49K
$58.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$51.5 - $54.9
|
5.71K
$134K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$51.5 - $54.9
|
2.09K
$48.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1+ 0.07% |
$51.5 - $54.9
|
1.37K
$32K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.37% |
$51.5 - $54.9
|
273
$6.39K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1+ 0.03% |
$51.5 - $54.9
|
3.38K
$79.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1New |
$51.5 - $54.9
|
1
$23.4
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-2- 0.08% |
$103 - $110
|
2.53K
$59.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4Closed |
$206 - $220
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7- 1.57% |
$361 - $385
|
440
$10.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-10Closed |
$515 - $549
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 0.03% |
$515 - $549
|
28.7K
$671K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10Closed |
$515 - $549
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11- 52.38% |
$567 - $604
|
10
$234
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-12- 0.13% |
$618 - $659
|
9.27K
$217K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-16- 0.58% |
$824 - $879
|
2.73K
$63.8K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 0.21% |
$1.03K - $1.1K
|
9.6K
$225K
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-21- 0.65% |
$1.08K - $1.15K
|
3.23K
$75.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.61% |
$1.18K - $1.26K
|
3.73K
$87.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.73% |
$1.29K - $1.37K
|
3.39K
$79.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25Closed |
$1.29K - $1.37K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25- 46.3% |
$1.29K - $1.37K
|
29
$679
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-29- 0.23% |
$1.49K - $1.59K
|
12.3K
$288K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-29- 0.65% |
$1.49K - $1.59K
|
4.41K
$103K
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-33- 1.29% |
$1.7K - $1.81K
|
2.52K
$58.9K
|