Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
89+ 4.87% |
$4.62K - $5.1K
|
1.92K
$44.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
86+ 6.06% |
$4.46K - $4.93K
|
1.5K
$35.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
85+ 0.88% |
$4.41K - $4.87K
|
9.7K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
83+ 3.95% |
$4.31K - $4.76K
|
2.18K
$51.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
82+ 0.84% |
$4.26K - $4.7K
|
9.81K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
81New |
$4.2K - $4.64K
|
81
$1.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
79+ 0.29% |
$4.1K - $4.53K
|
27.7K
$649K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
75+ 1.78% |
$3.89K - $4.3K
|
4.28K
$100K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
74+ 3.79% |
$3.84K - $4.24K
|
2.03K
$47.5K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
65+ 1.41% |
$3.37K - $3.72K
|
4.68K
$110K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
65+ 1.14% |
$3.37K - $3.72K
|
5.79K
$135K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
61+ 0.64% |
$3.17K - $3.49K
|
9.52K
$223K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55+ 2.01% |
$2.85K - $3.15K
|
2.79K
$65.3K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
55+ 0.19% |
$2.85K - $3.15K
|
28.7K
$672K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
54+ 0.37% |
$2.8K - $3.09K
|
14.6K
$343K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
54+ 0.65% |
$2.8K - $3.09K
|
8.4K
$196K
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
52+ 1.07% |
$2.7K - $2.98K
|
4.89K
$114K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
50New |
$2.6K - $2.86K
|
50
$1.17K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
49+ 4900.0% |
$2.54K - $2.81K
|
50
$1.17K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
49New |
$2.54K - $2.81K
|
49
$1.15K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
49New |
$2.54K - $2.81K
|
49
$1.15K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
49+ 1.25% |
$2.54K - $2.81K
|
3.96K
$92.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
47+ 0.7% |
$2.44K - $2.69K
|
6.72K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42+ 5.1% |
$2.18K - $2.41K
|
865
$20.2K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
37+ 3700.0% |
$1.92K - $2.12K
|
38
$889
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
34+ 0.43% |
$1.76K - $1.95K
|
7.87K
$184K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
33+ 0.11% |
$1.71K - $1.89K
|
28.8K
$674K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
33New |
$1.71K - $1.89K
|
33
$772
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
30+ 1.05% |
$1.56K - $1.72K
|
2.87K
$67.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
28+ 0.11% |
$1.45K - $1.6K
|
26.6K
$621K
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
27+ 0.13% |
$1.4K - $1.55K
|
20.9K
$489K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24+ 96.0% |
$1.25K - $1.37K
|
49
$1.15K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.48% |
$1.19K - $1.32K
|
4.78K
$112K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
23+ 0.29% |
$1.19K - $1.32K
|
7.97K
$187K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
21+ 0.92% |
$1.09K - $1.2K
|
2.3K
$53.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19+ 0.31% |
$986 - $1.09K
|
6.21K
$145K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
16+ 0.39% |
$830 - $917
|
4.11K
$96.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
13New |
$675 - $745
|
13
$304
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12+ 0.13% |
$623 - $687
|
9.5K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.26% |
$623 - $687
|
4.6K
$108K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
12New |
$623 - $687
|
12
$281
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
11+ 16.18% |
$571 - $630
|
79
$1.85K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10+ 12.99% |
$519 - $573
|
87
$2.04K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
10+ 0.31% |
$519 - $573
|
3.25K
$76K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.01% |
$519 - $573
|
74.7K
$1.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$519 - $573
|
2.86K
$66.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.11% |
$519 - $573
|
9.3K
$218K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
9+ 0.07% |
$467 - $516
|
12.5K
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9New |
$467 - $516
|
9
$211
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$311 - $344
|
2.94K
$68.7K
|