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
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-161
- 0.5%
$8.36K - $9.22K
32K $753K
Jan 12, 2022 Q4 2021
Gradient Investments LLC

SELL
 -
-161
- 59.41%
$8.36K - $9.22K
110 $2.59K
Jan 31, 2022 Q4 2021
Advisors Management Group Inc

SELL
 -
-167
- 1.44%
$8.67K - $9.57K
11.4K $269K
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-168
- 2.98%
$8.72K - $9.62K
5.47K $129K
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-168
- 2.98%
$8.72K - $9.62K
5.47K $129K
Feb 14, 2022 Q4 2021
Weik Capital Management

Wyomissing, PA
SELL
 -
-180
- 5.35%
$9.34K - $10.3K
3.19K $74.9K
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-189
- 1.88%
$9.81K - $10.8K
9.87K $232K
Jan 19, 2022 Q4 2021
Schwab Charitable Fund

SELL
 -
-195
- 8.44%
$10.1K - $11.2K
2.12K $49.7K
Jan 19, 2022 Q4 2021
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-200
- 7.92%
$10.4K - $11.5K
2.32K $54.6K
Jan 21, 2022 Q4 2021
Oakwell Private Wealth Management, LLC

SELL
 -
-201
- 0.32%
$10.4K - $11.5K
62.1K $1.46M
Jan 19, 2022 Q4 2021
Curbstone Financial Management Corp

SELL
 -
-210
- 0.53%
$10.9K - $12K
39.7K $934K
Feb 15, 2022 Q4 2021
Phocas Financial Corp.

Alameda, CA
SELL
 -
-212
- 0.25%
$11K - $12.1K
83.9K $1.97M
Jan 21, 2022 Q4 2021
Clear Creek Financial Management, LLC

SELL
 -
-216
- 1.37%
$11.2K - $12.4K
15.6K $366K
Feb 08, 2022 Q4 2021
Motco

SELL
 -
-220
- 9.29%
$11.4K - $12.6K
2.15K $50.5K
Feb 09, 2022 Q4 2021
Gs Investments, Inc.

SELL
 -
-225
- 2.98%
$11.7K - $12.9K
7.32K $172K
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-226
- 2.66%
$11.7K - $12.9K
8.28K $195K
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-227
- 4.33%
$11.8K - $13K
5.01K $118K
Jan 18, 2022 Q4 2021
Bck Partners, Inc.

SELL
 -
-232
- 11.01%
$12K - $13.3K
1.88K $44.1K
Feb 14, 2022 Q4 2021
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-235
- 1.74%
$12.2K - $13.5K
13.3K $312K
Jan 20, 2022 Q4 2021
Stewart & Patten CO LLC

SELL
 -
-235
- 4.47%
$12.2K - $13.5K
5.02K $118K
Feb 01, 2022 Q4 2021
Eidelman Virant Capital

SELL
 -
-239
- 1.19%
$12.4K - $13.7K
19.9K $468K
Feb 04, 2022 Q4 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-243
- 1.77%
$12.6K - $13.9K
13.5K $317K
Feb 11, 2022 Q4 2021
Bigelow Investment Advisors, LLC

SELL
 -
-245
- 0.39%
$12.7K - $14K
62.6K $1.47M
Feb 09, 2022 Q4 2021
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-246
- 7.88%
$12.8K - $14.1K
2.88K $67.6K
Feb 01, 2022 Q4 2021
Ironwood Wealth Management, Llc.

SELL
 -
-249
- 0.44%
$12.9K - $14.3K
56.3K $1.32M
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-251
- 1.58%
$13K - $14.4K
15.6K $367K
Feb 09, 2022 Q4 2021
Flagship Private Wealth, LLC

SELL
 -
-256
- 6.98%
$13.3K - $14.7K
3.41K $80.2K
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-258
- 0.5%
$13.4K - $14.8K
51.4K $1.21M
Jan 21, 2022 Q4 2021
Everhart Financial Group, Inc.

SELL
 -
-262
- 2.47%
$13.6K - $15K
10.3K $243K
Jan 24, 2022 Q4 2021
Ellevest, Inc.

SELL
 -
-264
- 82.24%
$13.7K - $15.1K
57 $1.34K
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-271
Closed
$14.1K - $15.5K
0 $0
Jan 20, 2022 Q4 2021
Ccg Wealth Management, LLC

SELL
 -
-272
- 1.5%
$14.1K - $15.6K
17.8K $420K
Feb 10, 2022 Q4 2021
Litman Gregory Wealth Management LLC

SELL
 -
-273
- 10.8%
$14.2K - $15.6K
2.25K $53K
Feb 01, 2022 Q4 2021
Ifrah Financial Services, Inc.

SELL
 -
-277
- 2.21%
$14.4K - $15.9K
12.3K $289K
Jan 27, 2022 Q4 2021
Vishria Bird Financial Group, LLC

SELL
 -
-282
- 8.98%
$14.6K - $16.2K
2.86K $67.2K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-282
Closed
$14.6K - $16.2K
0 $0
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-286
- 4.62%
$14.8K - $16.4K
5.91K $139K
Feb 14, 2022 Q4 2021
Family Management Corp

New York, NY
SELL
 -
-287
- 1.66%
$14.9K - $16.4K
17K $400K
Feb 01, 2022 Q4 2021
Spreng Capital Management, Inc.

SELL
 -
-292
- 1.86%
$15.2K - $16.7K
15.4K $361K
Jan 14, 2022 Q4 2021
Cambridge Advisors Inc.

SELL
 -
-310
- 11.37%
$16.1K - $17.8K
2.42K $56.8K
Jan 10, 2022 Q4 2021
Carret Asset Management, LLC

SELL
 -
-315
- 4.53%
$16.3K - $18K
6.63K $156K
Feb 14, 2022 Q4 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-321
- 8.72%
$16.7K - $18.4K
3.36K $79K
Jan 12, 2022 Q4 2021
Resource Planning Group

SELL
 -
-322
- 11.17%
$16.7K - $18.4K
2.56K $60.2K
Jan 26, 2022 Q4 2021
Twele Capital Management, Inc.

SELL
 -
-327
- 2.6%
$17K - $18.7K
12.2K $288K
Feb 14, 2022 Q4 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-345
- 3.3%
$17.9K - $19.8K
10.1K $238K
Feb 08, 2022 Q4 2021
Smith, Moore & Co.

Clayton, MO
SELL
 -
-347
- 4.58%
$18K - $19.9K
7.23K $170K
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-365
- 0.59%
$18.9K - $20.9K
61.6K $1.45M
Feb 11, 2022 Q4 2021
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-372
- 1.19%
$19.3K - $21.3K
30.9K $727K
Jan 18, 2022 Q4 2021
Abacus Planning Group, Inc.

SELL
 -
-407
- 2.36%
$21.1K - $23.3K
16.8K $396K

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