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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
14.2K+ 26.38% |
$736K - $813K
|
68K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
14.2K+ 3.69% |
$735K - $811K
|
398K
$9.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
14K+ 10.78% |
$729K - $804K
|
144K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
14K+ 11.19% |
$728K - $804K
|
139K
$3.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 2.0% |
$711K - $785K
|
699K
$16.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.4K+ 9.67% |
$696K - $768K
|
152K
$3.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
13.3KNew |
$688K - $759K
|
13.3K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
12.8K+ 561.79% |
$663K - $732K
|
15K
$352K
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
12.7K+ 85.79% |
$660K - $729K
|
27.6K
$645K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$657K - $725K
|
12.7K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
12.6K+ 5.7% |
$652K - $720K
|
233K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.4KNew |
$645K - $712K
|
12.4K
$291K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
12.4K+ 5.77% |
$643K - $710K
|
227K
$5.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
12.3K+ 24.98% |
$637K - $703K
|
61.4K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
11.9K+ 9.34% |
$616K - $680K
|
139K
$3.25M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$608K - $671K
|
11.7K
$274K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
11.6KNew |
$604K - $667K
|
11.6K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.6K+ 2.05% |
$601K - $664K
|
578K
$13.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.4KNew |
$594K - $655K
|
11.4K
$268K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.3KNew |
$585K - $645K
|
11.3K
$264K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.2KNew |
$580K - $641K
|
11.2K
$262K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
11.2KNew |
$580K - $640K
|
11.2K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1K+ 16.82% |
$574K - $633K
|
76.8K
$1.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11KNew |
$572K - $632K
|
11K
$258K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11K+ 9.14% |
$569K - $628K
|
131K
$3.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
10.8KNew |
$562K - $620K
|
10.8K
$253K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
10.1K+ 9.31% |
$525K - $580K
|
119K
$2.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.78K+ 64.7% |
$508K - $560K
|
24.9K
$583K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.72K+ 14.99% |
$504K - $557K
|
74.5K
$1.74M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
9.69KNew |
$503K - $555K
|
9.69K
$227K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.54K+ 4.54% |
$495K - $546K
|
220K
$5.14M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
8.99K+ 32.94% |
$467K - $515K
|
36.3K
$849K
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.8K+ 7.59% |
$457K - $504K
|
125K
$2.92M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.72KNew |
$453K - $500K
|
8.72K
$204K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.61KNew |
$447K - $493K
|
8.61K
$201K
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
8.38K+ 10.71% |
$435K - $480K
|
86.6K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.34KNew |
$433K - $478K
|
8.34K
$195K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
7.66K+ 79.74% |
$397K - $439K
|
17.3K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.33K+ 106.43% |
$380K - $420K
|
14.2K
$333K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.33KNew |
$380K - $420K
|
7.33K
$172K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.23KNew |
$375K - $414K
|
7.23K
$169K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
7.16K+ 20.15% |
$371K - $410K
|
42.7K
$999K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
7.11K+ 5.7% |
$369K - $407K
|
132K
$3.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.91K+ 7.6% |
$359K - $396K
|
97.8K
$2.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6.89KNew |
$358K - $395K
|
6.89K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.67K+ 17.78% |
$346K - $382K
|
44.2K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
6.66K+ 2.93% |
$346K - $382K
|
234K
$5.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.63K+ 1.06% |
$344K - $380K
|
634K
$14.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.56K+ 22.04% |
$341K - $376K
|
36.3K
$850K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.38KNew |
$331K - $366K
|
6.38K
$149K
|