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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-168- 2.98% |
$8.72K - $9.62K
|
5.47K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-168- 2.98% |
$8.72K - $9.62K
|
5.47K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-180- 5.35% |
$9.34K - $10.3K
|
3.19K
$74.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-189- 1.88% |
$9.81K - $10.8K
|
9.87K
$231K
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-195- 8.44% |
$10.1K - $11.2K
|
2.12K
$49.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-200- 7.92% |
$10.4K - $11.5K
|
2.32K
$54.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-201- 0.32% |
$10.4K - $11.5K
|
62.1K
$1.45M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-205- 0.94% |
$10.6K - $11.7K
|
21.6K
$505K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-210- 0.53% |
$10.9K - $12K
|
39.7K
$929K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-212- 0.25% |
$11K - $12.1K
|
83.9K
$1.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-216- 1.37% |
$11.2K - $12.4K
|
15.6K
$365K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-220- 9.29% |
$11.4K - $12.6K
|
2.15K
$50.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-225- 2.98% |
$11.7K - $12.9K
|
7.32K
$171K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-226- 2.66% |
$11.7K - $12.9K
|
8.28K
$194K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-227- 4.33% |
$11.8K - $13K
|
5.01K
$117K
|
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-232- 11.01% |
$12K - $13.3K
|
1.88K
$43.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-235- 1.74% |
$12.2K - $13.5K
|
13.3K
$310K
|
|
|
Jan 20, 2022
Q4 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-235- 4.47% |
$12.2K - $13.5K
|
5.02K
$117K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-239- 1.19% |
$12.4K - $13.7K
|
19.9K
$465K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-243- 1.77% |
$12.6K - $13.9K
|
13.5K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-245- 0.39% |
$12.7K - $14K
|
62.6K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-246- 7.88% |
$12.8K - $14.1K
|
2.88K
$67.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-249- 0.44% |
$12.9K - $14.3K
|
56.3K
$1.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-251- 1.58% |
$13K - $14.4K
|
15.6K
$366K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-256- 6.98% |
$13.3K - $14.7K
|
3.41K
$79.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-258- 0.5% |
$13.4K - $14.8K
|
51.4K
$1.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-262- 2.47% |
$13.6K - $15K
|
10.3K
$242K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-264- 82.24% |
$13.7K - $15.1K
|
57
$1.33K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-271Closed |
$14.1K - $15.5K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-272- 1.5% |
$14.1K - $15.6K
|
17.8K
$418K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-273- 10.8% |
$14.2K - $15.6K
|
2.25K
$52.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-277- 2.21% |
$14.4K - $15.9K
|
12.3K
$287K
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-282- 8.98% |
$14.6K - $16.2K
|
2.86K
$66.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-282Closed |
$14.6K - $16.2K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-286- 4.62% |
$14.8K - $16.4K
|
5.91K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-287- 1.66% |
$14.9K - $16.4K
|
17K
$398K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-292- 1.86% |
$15.2K - $16.7K
|
15.4K
$360K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-310- 11.37% |
$16.1K - $17.8K
|
2.42K
$56.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-315- 4.53% |
$16.3K - $18K
|
6.63K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-321- 8.72% |
$16.7K - $18.4K
|
3.36K
$78.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-322- 11.17% |
$16.7K - $18.4K
|
2.56K
$60K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-327- 2.6% |
$17K - $18.7K
|
12.2K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-345- 3.3% |
$17.9K - $19.8K
|
10.1K
$237K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-347- 4.58% |
$18K - $19.9K
|
7.23K
$169K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-365- 0.59% |
$18.9K - $20.9K
|
61.6K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-372- 1.19% |
$19.3K - $21.3K
|
30.9K
$724K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-407- 2.36% |
$21.1K - $23.3K
|
16.8K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-416- 0.88% |
$21.6K - $23.8K
|
46.7K
$1.09M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-420- 5.34% |
$21.8K - $24.1K
|
7.44K
$174K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-427- 0.4% |
$22.2K - $24.5K
|
107K
$2.51M
|