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 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-1.96K
- 3.15%
$102K - $112K
60.4K $1.41M
Jan 19, 2022 Q4 2021
Bristlecone Advisors, LLC

SELL
 -
-1.98K
- 0.83%
$103K - $113K
237K $5.55M
Feb 07, 2022 Q4 2021
J. L. Bainbridge & Co., Inc.

SELL
 -
-2.03K
Closed
$106K - $117K
0 $0
Jan 14, 2022 Q4 2021
Spire Wealth Management

SELL
 -
-2.13K
- 6.6%
$110K - $122K
30.1K $705K
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-2.13K
- 46.33%
$111K - $122K
2.47K $57.8K
Feb 16, 2022 Q4 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-2.16K
- 2.89%
$112K - $123K
72.5K $1.7M
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-2.37K
- 1.4%
$123K - $136K
167K $3.91M
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.38K
- 23.53%
$123K - $136K
7.73K $181K
Feb 03, 2022 Q4 2021
Manchester Financial Inc

SELL
 -
-2.39K
- 1.12%
$124K - $137K
211K $4.95M
Jan 31, 2022 Q4 2021
Sfmg, LLC

SELL
 -
-2.41K
- 2.83%
$125K - $138K
82.7K $1.93M
Jan 25, 2022 Q4 2021
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-2.45K
Closed
$127K - $140K
0 $0
Jan 19, 2022 Q4 2021
Legacy Wealth Management, Inc

SELL
 -
-2.46K
- 7.06%
$128K - $141K
32.5K $759K
Feb 09, 2022 Q4 2021
Jackson Wealth Management, LLC

SELL
 -
-2.47K
- 2.88%
$128K - $142K
83.5K $1.95M
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.48K
- 5.62%
$128K - $142K
41.5K $972K
Jan 19, 2022 Q4 2021
Courage Miller Partners, LLC

SELL
 -
-2.48K
- 0.68%
$129K - $142K
364K $8.51M
Feb 02, 2022 Q4 2021
Waldron Private Wealth LLC

SELL
 -
-2.58K
Closed
$134K - $148K
0 $0
Jan 31, 2022 Q4 2021
Opus Capital Group, LLC

SELL
 -
-2.59K
- 9.38%
$134K - $148K
25K $585K
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-2.71K
- 8.17%
$140K - $155K
30.4K $711K
Feb 14, 2022 Q4 2021
Mfa Wealth Advisors, LLC

Pittsburgh, PA
SELL
 -
-2.71K
- 11.92%
$141K - $155K
20K $468K
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.75K
- 36.96%
$143K - $157K
4.68K $110K
Feb 14, 2022 Q4 2021
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-2.78K
- 60.81%
$144K - $159K
1.79K $41.9K
Jan 19, 2022 Q4 2021
Edge Capital Group, LLC

SELL
 -
-2.8K
- 9.32%
$145K - $161K
27.3K $639K
Jan 31, 2022 Q4 2021
Ieq Capital, LLC

SELL
 -
-3.01K
- 16.75%
$156K - $172K
14.9K $350K
Jan 25, 2022 Q4 2021
Cva Family Office, LLC

SELL
 -
-3.02K
- 3.93%
$157K - $173K
73.8K $1.73M
Feb 02, 2022 Q4 2021
Foster Group, Inc.

SELL
 -
-3.03K
- 40.04%
$157K - $174K
4.54K $106K
Feb 14, 2022 Q4 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-3.07K
Closed
$159K - $176K
0 $0
Feb 14, 2022 Q4 2021
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-3.07K
- 2.46%
$159K - $176K
122K $2.85M
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-3.19K
Closed
$165K - $183K
0 $0
Jan 31, 2022 Q4 2021
Smith Anglin Financial, LLC

SELL
 -
-3.27K
- 4.81%
$170K - $188K
64.7K $1.52M
Feb 14, 2022 Q4 2021
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-3.38K
- 7.39%
$175K - $193K
42.3K $990K
Jan 27, 2022 Q4 2021
Exchange Capital Management, Inc.

SELL
 -
-3.38K
- 4.68%
$176K - $194K
68.9K $1.61M
Feb 04, 2022 Q4 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-3.47K
- 0.87%
$180K - $199K
395K $9.24M
Jan 25, 2022 Q4 2021
Summit Place Financial Advisors, LLC

SELL
 -
-3.52K
- 15.35%
$183K - $202K
19.4K $454K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-3.59K
Closed
$187K - $206K
0 $0
Jan 26, 2022 Q4 2021
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-3.6K
- 2.73%
$187K - $206K
128K $2.99M
Feb 14, 2022 Q4 2021
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-3.61K
Closed
$187K - $207K
0 $0
Mar 02, 2022 Q4 2021
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-3.62K
Closed
$188K - $208K
0 $0
Feb 11, 2022 Q4 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-3.68K
- 14.93%
$191K - $211K
20.9K $490K
Jan 26, 2022 Q4 2021
Landmark Financial Advisors, LLC

SELL
 -
-3.8K
- 16.55%
$197K - $218K
19.2K $449K
Feb 25, 2022 Q4 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-4.27K
- 4.44%
$221K - $244K
91.8K $2.15M
Feb 08, 2022 Q4 2021
Parsec Financial Management, Inc.

SELL
 -
-4.47K
- 1.17%
$232K - $256K
377K $8.83M
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-4.8K
- 5.19%
$249K - $275K
87.8K $2.05M
Jan 25, 2022 Q4 2021
Planning Alternatives LTD

SELL
 -
-4.97K
- 4.08%
$258K - $284K
117K $2.73M
Jan 24, 2022 Q4 2021
Omega Financial Group, LLC

SELL
 -
-5.07K
- 9.4%
$263K - $291K
48.9K $1.14M
Feb 07, 2022 Q4 2021
Brr Op Co, LLC

SELL
 -
-5.36K
- 1.58%
$278K - $307K
335K $7.83M
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-5.49K
- 10.74%
$285K - $314K
45.6K $1.07M
Dec 01, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-5.49K
- 10.74%
$285K - $314K
45.6K $1.07M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-5.93K
Closed
$308K - $340K
0 $0
Feb 04, 2022 Q4 2021
Modera Wealth Management, LLC

SELL
 -
-6.11K
Closed
$317K - $350K
0 $0

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