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
Oct 09, 2024 Q4 2021
Martel Wealth Advisors Inc

Vancouver, WA
SELL
 -
-6.15K
- 2.96%
$319K - $352K
202K $4.72M
Feb 08, 2022 Q4 2021
St. Johns Investment Management Company, LLC

SELL
 -
-6.28K
- 2.63%
$326K - $360K
232K $5.44M
Feb 24, 2022 Q4 2021
Rovin Capital

SELL
 -
-6.44K
- 21.92%
$334K - $369K
22.9K $537K
Jan 14, 2022 Q4 2021
Praetorian Wealth Management, Inc.

SELL
 -
-6.71K
Closed
$348K - $385K
0 $0
Jan 25, 2022 Q4 2021
Jmg Financial Group, Ltd.

SELL
 -
-7.08K
- 0.93%
$368K - $406K
757K $17.7M
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-7.15K
- 85.89%
$371K - $410K
1.18K $27.5K
Feb 09, 2022 Q4 2021
Cornerstone Wealth Advisors, Inc.

SELL
 -
-7.29K
- 9.51%
$378K - $417K
69.3K $1.62M
Feb 11, 2022 Q4 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-7.3K
- 29.8%
$379K - $418K
17.2K $402K
Feb 15, 2022 Q4 2021
Lake Street Advisors Group, LLC

SELL
 -
-7.57K
- 9.07%
$393K - $434K
75.9K $1.78M
Feb 03, 2022 Q4 2021
Sharkey, Howes & Javer

SELL
 -
-8.21K
- 10.54%
$426K - $470K
69.6K $1.63M
Jan 14, 2022 Q4 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-9.11K
Closed
$473K - $522K
0 $0
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-9.33K
- 45.83%
$484K - $535K
11K $258K
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

SELL
 -
-9.38K
- 14.25%
$487K - $538K
56.5K $1.32M
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-9.7K
Closed
$504K - $556K
0 $0
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

SELL
 -
-9.87K
Closed
$512K - $565K
0 $0
Jan 19, 2022 Q4 2021
Vista Private Wealth Partners. LLC

SELL
 -
-9.97K
- 10.09%
$517K - $571K
88.8K $2.08M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-10K
- 7.45%
$520K - $574K
124K $2.91M
Jan 21, 2022 Q4 2021
Carnegie Capital Asset Management, LLC

SELL
 -
-10.1K
- 58.53%
$524K - $579K
7.16K $167K
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-10.1K
Closed
$525K - $579K
0 $0
Feb 11, 2022 Q4 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-10.2K
- 7.48%
$531K - $586K
127K $2.96M
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-10.5K
- 2.82%
$546K - $603K
363K $8.5M
Feb 28, 2022 Q4 2021
Camden Capital, LLC

SELL
 -
-11.1K
- 69.03%
$577K - $636K
4.98K $117K
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-11.1K
- 6.67%
$578K - $639K
156K $3.65M
Jan 26, 2022 Q4 2021
Blue Bell Private Wealth Management, LLC

SELL
 -
-11.7K
- 4.69%
$608K - $671K
238K $5.57M
Feb 14, 2022 Q4 2021
Gunma Bank,Ltd.

SELL
 -
-12K
- 40.0%
$623K - $687K
18K $421K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-12.4K
- 26.18%
$644K - $711K
35K $819K
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-12.7K
- 2.7%
$660K - $729K
458K $10.7M
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-13K
- 9.04%
$676K - $746K
131K $3.07M
Feb 14, 2022 Q4 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-13.2K
- 1.29%
$684K - $755K
1.01M $23.7M
Jan 21, 2022 Q4 2021
Cooper/Haims Advisors, LLC

SELL
 -
-13.5K
- 10.39%
$700K - $772K
116K $2.72M
Feb 09, 2022 Q4 2021
Trustcore Financial Services, LLC

SELL
 -
-14.2K
- 32.23%
$738K - $814K
29.9K $699K
Jan 19, 2022 Q4 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-14.4K
- 2.71%
$746K - $823K
516K $12.1M
Feb 11, 2022 Q4 2021
Coldstream Capital Management Inc

SELL
 -
-16.1K
- 10.06%
$835K - $921K
144K $3.36M
Feb 14, 2022 Q4 2021
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-17K
Closed
$880K - $972K
0 $0
Feb 15, 2022 Q4 2021
Colony Group LLC

Boston, MA
SELL
 -
-17.1K
- 6.66%
$889K - $982K
240K $5.62M
Feb 08, 2022 Q4 2021
Brinker Capital Investments, LLC

SELL
 -
-17.2K
- 5.82%
$895K - $988K
279K $6.54M
Feb 04, 2022 Q4 2021
Advisory Alpha, LLC

SELL
 -
-17.6K
- 72.25%
$913K - $1.01M
6.75K $158K
Feb 11, 2022 Q4 2021
Richard Bernstein Advisors LLC

SELL
 -
-19.1K
- 55.64%
$989K - $1.09M
15.2K $356K
Feb 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-21.4K
- 6.58%
$1.11M - $1.23M
304K $7.11M
Jan 31, 2022 Q4 2021
Capital Planning LLC

SELL
 -
-22.8K
- 28.8%
$1.18M - $1.31M
56.4K $1.32M
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-24.2K
Closed
$1.25M - $1.38M
0 $0
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-24.3K
- 2.93%
$1.26M - $1.39M
805K $18.8M
Feb 15, 2022 Q4 2021
Mainstay Capital Management LLC

SELL
 -
-24.5K
- 50.44%
$1.27M - $1.41M
24.1K $564K
Feb 14, 2022 Q4 2021
Ifg Advisory, LLC

SELL
 -
-26.3K
Closed
$1.36M - $1.5M
0 $0
Jan 26, 2022 Q4 2021
Cabot Wealth Management Inc

SELL
 -
-30K
- 26.21%
$1.56M - $1.72M
84.5K $1.98M
Feb 09, 2022 Q4 2021
Appleton Group, LLC

SELL
 -
-30.7K
- 15.92%
$1.59M - $1.76M
162K $3.79M
Jan 12, 2022 Q4 2021
Moneywise, Inc.

SELL
 -
-31.4K
- 8.93%
$1.63M - $1.8M
320K $7.48M
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-33.7K
- 16.78%
$1.75M - $1.93M
167K $3.91M
Jan 26, 2022 Q4 2021
Econ Financial Services Corp

SELL
 -
-38.3K
- 99.78%
$1.99M - $2.19M
83 $1.94K

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