Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

SELL
 -
-45
- 0.98%
$2.34K - $2.58K
4.54K $106K
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-45
- 8.82%
$2.34K - $2.58K
465 $10.9K
Mar 10, 2022 Q4 2021
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-46
- 1.04%
$2.39K - $2.64K
4.37K $102K
Feb 01, 2022 Q4 2021
Tiaa, Fsb

St. Louis, MO
SELL
 -
-47
- 0.33%
$2.44K - $2.69K
14K $328K
Jan 21, 2022 Q4 2021
Edge Wealth Management LLC

SELL
 -
-49
- 98.0%
$2.54K - $2.81K
1 $23.4
Feb 09, 2022 Q4 2021
Delta Asset Management LLC

Memphis, TN
SELL
 -
-50
- 28.57%
$2.6K - $2.86K
125 $2.93K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-52
- 10.86%
$2.7K - $2.98K
427 $9.99K
Jan 12, 2022 Q4 2021
Fusion Capital, LLC

SELL
 -
-52
- 1.55%
$2.7K - $2.98K
3.29K $77.1K
Jan 25, 2022 Q4 2021
First Command Financial Services, Inc.

SELL
 -
-57
Closed
$2.96K - $3.27K
0 $0
Jan 18, 2022 Q4 2021
Yhb Investment Advisors, Inc.

SELL
 -
-58
- 0.58%
$3.01K - $3.32K
9.88K $231K
Jan 11, 2022 Q4 2021
Uma Financial Services, Inc.

SELL
 -
-62
- 1.06%
$3.22K - $3.55K
5.81K $136K
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-63
- 0.09%
$3.27K - $3.61K
70K $1.64M
Jan 25, 2022 Q4 2021
Garrison Asset Management, LLC

SELL
 -
-65
- 0.97%
$3.37K - $3.72K
6.66K $156K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-66
- 1.77%
$3.43K - $3.78K
3.67K $85.9K
Feb 01, 2022 Q4 2021
Jacobsen Capital Management

SELL
 -
-71
- 1.06%
$3.68K - $4.07K
6.66K $156K
Feb 10, 2022 Q4 2021
Pittenger & Anderson Inc

SELL
 -
-71
- 5.19%
$3.68K - $4.07K
1.3K $30.3K
Feb 07, 2022 Q4 2021
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-74
- 1.73%
$3.84K - $4.24K
4.2K $98.2K
Feb 14, 2022 Q4 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-75
- 3.28%
$3.89K - $4.3K
2.21K $51.7K
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-76
- 19.69%
$3.94K - $4.35K
310 $7.25K
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-81
- 3.88%
$4.2K - $4.64K
2K $46.9K
Feb 09, 2022 Q4 2021
Retirement Group, LLC

SELL
 -
-87
- 6.92%
$4.52K - $4.98K
1.17K $27.4K
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-87
- 7.15%
$4.52K - $4.98K
1.13K $26.4K
Oct 18, 2023 Q4 2021
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-90
- 0.84%
$4.67K - $5.16K
10.7K $250K
Feb 03, 2022 Q4 2021
Jfs Wealth Advisors, LLC

SELL
 -
-92
- 0.62%
$4.77K - $5.27K
14.7K $344K
Jan 18, 2022 Q4 2021
Ogorek Anthony Joseph

SELL
 -
-95
- 68.84%
$4.93K - $5.44K
43 $1.01K
Jan 19, 2022 Q4 2021
Evanson Asset Management, LLC

SELL
 -
-97
- 0.66%
$5.03K - $5.56K
14.7K $344K
Feb 11, 2022 Q4 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-98
Closed
$5.09K - $5.61K
0 $0
Feb 10, 2022 Q4 2021
Stone X Group Inc.

SELL
 -
-99
- 2.93%
$5.14K - $5.67K
3.28K $76.8K
Jan 25, 2022 Q4 2021
Mc Cutchen Group LLC

SELL
 -
-100
- 4.14%
$5.19K - $5.73K
2.32K $54.2K
Feb 02, 2022 Q4 2021
Btr Capital Management Inc

SELL
 -
-100
- 2.0%
$5.19K - $5.73K
4.89K $115K
Jan 25, 2022 Q4 2021
Palouse Capital Management, Inc.

SELL
 -
-104
- 3.3%
$5.4K - $5.96K
3.05K $71.3K
Jan 20, 2022 Q4 2021
Forte Capital LLC

SELL
 -
-110
- 0.22%
$5.71K - $6.3K
49.9K $1.17M
Feb 02, 2022 Q4 2021
Aull & Monroe Investment Management Corp

Mobile, AL
SELL
 -
-113
- 1.52%
$5.86K - $6.47K
7.32K $171K
Jan 24, 2022 Q4 2021
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-122
- 1.05%
$6.33K - $6.99K
11.5K $268K
Feb 07, 2022 Q4 2021
Parsons Capital Management Inc

SELL
 -
-125
- 4.93%
$6.49K - $7.16K
2.41K $56.4K
Feb 01, 2022 Q4 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-130
- 2.77%
$6.75K - $7.45K
4.57K $107K
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-136
Closed
$7.06K - $7.79K
0 $0
Jan 28, 2022 Q4 2021
Colorado Capital Management, Inc.

SELL
 -
-145
- 4.52%
$7.53K - $8.31K
3.07K $71.7K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-146
- 10.25%
$7.58K - $8.36K
1.28K $29.9K
Jan 27, 2022 Q4 2021
Meridian Wealth Management, LLC

SELL
 -
-147
- 1.93%
$7.63K - $8.42K
7.48K $175K
Feb 03, 2022 Q4 2021
Brighton Jones LLC

SELL
 -
-147
- 0.59%
$7.63K - $8.42K
24.7K $579K
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-150
- 5.07%
$7.79K - $8.59K
2.81K $65.7K
Jan 07, 2022 Q4 2021
Valeo Financial Advisors, LLC

SELL
 -
-151
- 0.54%
$7.84K - $8.65K
28K $656K
Feb 15, 2022 Q4 2021
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-155
- 0.56%
$8.04K - $8.88K
27.6K $646K
Mar 09, 2022 Q4 2021
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-159
- 0.74%
$8.25K - $9.11K
21.3K $499K
Jan 26, 2022 Q4 2021
Life Steps Financial, Inc.

SELL
 -
-159
- 6.01%
$8.25K - $9.11K
2.49K $58.2K
Jan 12, 2022 Q4 2021
Gradient Investments LLC

SELL
 -
-161
- 59.41%
$8.36K - $9.22K
110 $2.57K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-161
- 0.5%
$8.36K - $9.22K
32K $750K
Jan 31, 2022 Q4 2021
Advisors Management Group Inc

SELL
 -
-167
- 1.44%
$8.67K - $9.57K
11.4K $267K

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