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 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.17% |
$311 - $344
|
3.63K
$84.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 0.37% |
$311 - $344
|
1.63K
$38K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
5New |
$260 - $286
|
5
$117
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.05% |
$208 - $229
|
8.75K
$205K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.08% |
$208 - $229
|
5.02K
$117K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.02% |
$156 - $172
|
19.6K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$156 - $172
|
3.63K
$84.9K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 0.06% |
$156 - $172
|
4.66K
$109K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.0% |
$104 - $115
|
50.1K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.5% |
$104 - $115
|
406
$9.5K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.37% |
$51.9 - $57.3
|
274
$6.41K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 8.33% |
$51.9 - $57.3
|
13
$304
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$51.9 - $57.3
|
11.5K
$270K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$51.9 - $57.3
|
3.21K
$75.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.25% |
$51.9 - $57.3
|
81
$1.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.0% |
$51.9 - $57.3
|
29.8K
$696K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.12% |
$51.9 - $57.3
|
855
$20K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$51.9 - $57.3
|
2.72K
$63.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.03% |
$51.9 - $57.3
|
3.37K
$79K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.48% |
$51.9 - $57.3
|
208
$4.87K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$51.9 - $57.3
|
3.74K
$87.5K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-2- -0.0% |
$104 - $115
|
87.2K
$2.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5- 0.03% |
$260 - $286
|
15.1K
$353K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-7- 0.03% |
$363 - $401
|
26.9K
$629K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 0.22% |
$467 - $516
|
4.11K
$96.1K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-11- 0.24% |
$571 - $630
|
4.59K
$107K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 2.37% |
$571 - $630
|
454
$10.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 0.64% |
$623 - $687
|
1.87K
$43.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12Closed |
$623 - $687
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-14Closed |
$727 - $802
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 4.7% |
$779 - $859
|
304
$7.11K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-16- 0.06% |
$830 - $917
|
25.4K
$593K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-17- 0.06% |
$882 - $974
|
28K
$656K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-17- 0.4% |
$882 - $974
|
4.24K
$99.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-18- 0.09% |
$934 - $1.03K
|
19.9K
$466K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19Closed |
$986 - $1.09K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-20- 0.22% |
$1.04K - $1.15K
|
9.25K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-21- 0.21% |
$1.09K - $1.2K
|
9.96K
$233K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-22- 0.45% |
$1.14K - $1.26K
|
4.86K
$114K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.74% |
$1.3K - $1.43K
|
3.37K
$78.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-25- 0.22% |
$1.3K - $1.43K
|
11.4K
$267K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-26- 1.19% |
$1.35K - $1.49K
|
2.17K
$50.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.08% |
$1.4K - $1.55K
|
2.46K
$57.6K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-28- 1.07% |
$1.45K - $1.6K
|
2.59K
$60.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
SELL
|
- |
-29- 0.41% |
$1.51K - $1.66K
|
7.02K
$164K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.43% |
$1.76K - $1.95K
|
2.34K
$54.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-37- 6.74% |
$1.92K - $2.12K
|
512
$12K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-40- 1.3% |
$2.08K - $2.29K
|
3.04K
$71.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-43Closed |
$2.23K - $2.46K
|
0
$0
|