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 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-38Closed |
$1.96K - $2.09K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-38- 0.04% |
$1.96K - $2.09K
|
87.6K
$2.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 0.15% |
$2.01K - $2.14K
|
26.7K
$626K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-40- 0.18% |
$2.06K - $2.2K
|
22.6K
$528K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-40- 0.37% |
$2.06K - $2.2K
|
10.7K
$251K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-41- 0.89% |
$2.11K - $2.25K
|
4.59K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-48Closed |
$2.47K - $2.64K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-49- 0.23% |
$2.52K - $2.69K
|
21.5K
$503K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-56- 0.97% |
$2.89K - $3.08K
|
5.72K
$134K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63- 0.59% |
$3.25K - $3.46K
|
10.5K
$247K
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-66- 2.65% |
$3.4K - $3.63K
|
2.43K
$56.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-66- 0.39% |
$3.4K - $3.63K
|
17K
$397K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.41% |
$3.5K - $3.74K
|
4.75K
$111K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-69- 2.94% |
$3.55K - $3.79K
|
2.28K
$53.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-70- 3.69% |
$3.61K - $3.85K
|
1.83K
$42.7K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-73- 1.28% |
$3.76K - $4.01K
|
5.64K
$132K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-73- 1.28% |
$3.76K - $4.01K
|
5.64K
$132K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-86- 8.83% |
$4.43K - $4.72K
|
888
$20.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-89- 1.19% |
$4.59K - $4.89K
|
7.38K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-89- 1.34% |
$4.59K - $4.89K
|
6.53K
$153K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-90- 11.31% |
$4.64K - $4.94K
|
706
$16.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-96- 2.2% |
$4.95K - $5.27K
|
4.28K
$100K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-98- 4.36% |
$5.05K - $5.38K
|
2.15K
$50.4K
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-100- 4.69% |
$5.15K - $5.49K
|
2.03K
$47.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Asset Planning Services Inc
|
SELL
|
- |
-100- 0.53% |
$5.15K - $5.49K
|
18.7K
$437K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-103- 2.11% |
$5.31K - $5.66K
|
4.78K
$112K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-104- 0.96% |
$5.36K - $5.71K
|
10.8K
$252K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-107- 1.27% |
$5.51K - $5.88K
|
8.33K
$195K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-108- 3.56% |
$5.56K - $5.93K
|
2.93K
$68.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
SELL
|
- |
-123- 0.29% |
$6.34K - $6.76K
|
43K
$1.01M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-127- 2.04% |
$6.54K - $6.98K
|
6.09K
$142K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-128- 1.28% |
$6.59K - $7.03K
|
9.87K
$231K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-129- 3.05% |
$6.65K - $7.09K
|
4.09K
$95.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-131- 1.09% |
$6.75K - $7.2K
|
11.8K
$277K
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-133- 0.3% |
$6.85K - $7.31K
|
43.9K
$1.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-133- 5.01% |
$6.85K - $7.31K
|
2.52K
$59.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-137- 4.12% |
$7.06K - $7.53K
|
3.19K
$74.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-139- 6.51% |
$7.16K - $7.64K
|
2K
$46.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-139- 0.88% |
$7.16K - $7.64K
|
15.7K
$366K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-142- 2.96% |
$7.32K - $7.8K
|
4.66K
$109K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-145- 6.4% |
$7.47K - $7.97K
|
2.12K
$49.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-146- 0.66% |
$7.52K - $8.02K
|
22K
$515K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-147- 5.9% |
$7.57K - $8.08K
|
2.35K
$54.9K
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-148- 0.5% |
$7.62K - $8.13K
|
29.4K
$688K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-148- 2.33% |
$7.62K - $8.13K
|
6.19K
$145K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-149- 9.47% |
$7.68K - $8.19K
|
1.43K
$33.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-150- 2.55% |
$7.73K - $8.24K
|
5.74K
$134K
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
SELL
|
- |
-151- 1.12% |
$7.78K - $8.3K
|
13.3K
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-155- 0.22% |
$7.99K - $8.52K
|
70K
$1.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-158- 0.48% |
$8.14K - $8.68K
|
32.6K
$763K
|