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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
322+ 7.87% |
$16.7K - $18.4K
|
4.42K
$103K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
319+ 0.08% |
$16.6K - $18.3K
|
406K
$9.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
317+ 11.22% |
$16.5K - $18.2K
|
3.14K
$73.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
308+ 8.8% |
$16K - $17.6K
|
3.81K
$89.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
297+ 0.59% |
$15.4K - $17K
|
51.1K
$1.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
296+ 2.81% |
$15.4K - $17K
|
10.8K
$254K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
295+ 0.67% |
$15.3K - $16.9K
|
44.2K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
292+ 4.65% |
$15.2K - $16.7K
|
6.57K
$154K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
291+ 1.0% |
$15.1K - $16.7K
|
29.4K
$688K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
284+ 3.67% |
$14.7K - $16.3K
|
8.02K
$188K
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
283+ 2.6% |
$14.7K - $16.2K
|
11.2K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
282+ 2.96% |
$14.6K - $16.2K
|
9.82K
$230K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
279New |
$14.5K - $16K
|
279
$6.53K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
256+ 1.83% |
$13.3K - $14.7K
|
14.2K
$333K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
240+ 5.97% |
$12.5K - $13.7K
|
4.26K
$99.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
237+ 1.86% |
$12.3K - $13.6K
|
13K
$304K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
237New |
$12.3K - $13.6K
|
237
$5.55K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
236+ 9.9% |
$12.2K - $13.5K
|
2.62K
$61.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
216New |
$11.2K - $12.4K
|
216
$5.05K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
211New |
$11K - $12.1K
|
211
$4.94K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
199+ 6.06% |
$10.3K - $11.4K
|
3.48K
$81.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
192+ 1.78% |
$9.96K - $11K
|
10.9K
$256K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
190New |
$9.86K - $10.9K
|
190
$4.45K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
186+ 0.91% |
$9.65K - $10.7K
|
20.5K
$481K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
185+ 5.73% |
$9.6K - $10.6K
|
3.41K
$79.8K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
179+ 7.7% |
$9.29K - $10.3K
|
2.5K
$58.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
170+ 6.73% |
$8.82K - $9.74K
|
2.7K
$63.1K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
170+ 2.09% |
$8.82K - $9.74K
|
8.32K
$195K
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
169+ 0.58% |
$8.77K - $9.68K
|
29.4K
$689K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
166New |
$8.62K - $9.51K
|
166
$3.88K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
166+ 0.38% |
$8.62K - $9.51K
|
43.3K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
156+ 4.01% |
$8.1K - $8.94K
|
4.05K
$94.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
155+ 1.78% |
$8.04K - $8.88K
|
8.88K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
149+ 5.14% |
$7.73K - $8.54K
|
3.05K
$71.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
141+ 4.61% |
$7.32K - $8.08K
|
3.2K
$74.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
134+ 104.69% |
$6.95K - $7.68K
|
262
$6.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
130+ 10.2% |
$6.75K - $7.45K
|
1.41K
$32.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126+ 5.89% |
$6.54K - $7.22K
|
2.26K
$53K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
125+ 3.04% |
$6.49K - $7.16K
|
4.24K
$99.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
112+ 65.5% |
$5.81K - $6.42K
|
283
$6.62K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
111+ 0.52% |
$5.76K - $6.36K
|
21.6K
$506K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
106New |
$5.5K - $6.07K
|
106
$2.48K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
102+ 2.96% |
$5.29K - $5.84K
|
3.54K
$82.9K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$5.19K - $5.73K
|
100
$2.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100New |
$5.19K - $5.73K
|
100
$2.34K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
98+ 0.37% |
$5.09K - $5.61K
|
26.6K
$623K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
96New |
$4.98K - $5.5K
|
96
$2.25K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
94+ 0.33% |
$4.88K - $5.39K
|
28.8K
$673K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
92+ 1.48% |
$4.77K - $5.27K
|
6.31K
$148K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
90+ 3.53% |
$4.67K - $5.16K
|
2.64K
$61.7K
|