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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
6.22KNew |
$323K - $356K
|
6.22K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
6.16K+ 13.74% |
$320K - $353K
|
51K
$1.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.08K+ 4.12% |
$315K - $348K
|
154K
$3.59M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.01K+ 26.63% |
$312K - $344K
|
28.6K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.97K+ 2.01% |
$310K - $342K
|
304K
$7.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
5.97KNew |
$310K - $342K
|
5.97K
$140K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
5.93K+ 32.13% |
$308K - $340K
|
24.4K
$571K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
5.93K+ 10.8% |
$308K - $340K
|
60.8K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.87K+ 1.19% |
$305K - $336K
|
501K
$11.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.75K+ 5.6% |
$298K - $329K
|
108K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.65K+ 3.58% |
$293K - $324K
|
164K
$3.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
5.62K+ 135.46% |
$291K - $322K
|
9.76K
$228K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
5.58K+ 2.02% |
$289K - $320K
|
281K
$6.58M
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
5.45K+ 12.67% |
$283K - $312K
|
48.5K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.41K+ 4.05% |
$281K - $310K
|
139K
$3.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.37KNew |
$278K - $307K
|
5.37K
$126K
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
5.36K+ 198.41% |
$278K - $307K
|
8.07K
$189K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.35K+ 4.1% |
$278K - $306K
|
136K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5.19KNew |
$269K - $297K
|
5.19K
$121K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.15K+ 2.4% |
$267K - $295K
|
220K
$5.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.11KNew |
$265K - $293K
|
5.11K
$120K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.02K+ 47.24% |
$260K - $287K
|
15.6K
$366K
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.97KNew |
$258K - $285K
|
4.97K
$116K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
4.92K+ 2.45% |
$255K - $282K
|
206K
$4.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.76K+ 23.68% |
$247K - $273K
|
24.9K
$582K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.62K+ 3.01% |
$240K - $265K
|
158K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.56KNew |
$237K - $261K
|
4.56K
$107K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.56K+ 389.91% |
$237K - $261K
|
5.73K
$134K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
4.53KNew |
$235K - $260K
|
4.53K
$106K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.53K+ 23.12% |
$235K - $259K
|
24.1K
$564K
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
4.51KNew |
$234K - $259K
|
4.51K
$106K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
4.51KNew |
$234K - $258K
|
4.51K
$105K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.47K+ 1.37% |
$232K - $256K
|
332K
$7.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.47K+ 1.32% |
$232K - $256K
|
343K
$8.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
4.4KNew |
$228K - $252K
|
4.4K
$103K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.36KNew |
$226K - $250K
|
4.36K
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.34K+ 52.83% |
$225K - $249K
|
12.6K
$294K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.21K+ 0.49% |
$218K - $241K
|
860K
$20.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.18K+ 3.86% |
$217K - $239K
|
112K
$2.63M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.14KNew |
$215K - $237K
|
4.14K
$96.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
4.11K+ 1.85% |
$213K - $236K
|
226K
$5.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.1K+ 1.74% |
$213K - $235K
|
240K
$5.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.1K+ 28.66% |
$213K - $235K
|
18.4K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.09K+ 6.65% |
$212K - $234K
|
65.6K
$1.54M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.09KNew |
$212K - $234K
|
4.09K
$95.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.03K+ 10.37% |
$209K - $231K
|
42.9K
$1M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.02KNew |
$209K - $230K
|
4.02K
$94.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.96K+ 15.76% |
$206K - $227K
|
29.1K
$681K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.96KNew |
$205K - $227K
|
3.96K
$92.6K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.93KNew |
$204K - $225K
|
3.93K
$91.9K
|