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 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-416- 0.88% |
$21.6K - $23.8K
|
46.7K
$1.1M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-420- 5.34% |
$21.8K - $24.1K
|
7.44K
$175K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-427- 0.4% |
$22.2K - $24.5K
|
107K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-431- 0.52% |
$22.4K - $24.7K
|
82.8K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-434- 6.57% |
$22.5K - $24.9K
|
6.17K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-446- 3.47% |
$23.1K - $25.6K
|
12.4K
$291K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-447- 1.45% |
$23.2K - $25.6K
|
30.3K
$713K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-447- 20.0% |
$23.2K - $25.6K
|
1.79K
$42K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-451- 1.6% |
$23.4K - $25.8K
|
27.7K
$651K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-454- 10.72% |
$23.6K - $26K
|
3.78K
$88.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-461- 0.74% |
$23.9K - $26.4K
|
62.2K
$1.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-470- 4.12% |
$24.4K - $26.9K
|
10.9K
$257K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-471- 4.4% |
$24.4K - $27K
|
10.2K
$241K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-489- 3.06% |
$25.4K - $28K
|
15.5K
$364K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-494- 21.41% |
$25.6K - $28.3K
|
1.81K
$42.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-508- 0.33% |
$26.4K - $29.1K
|
155K
$3.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-530- 1.9% |
$27.5K - $30.4K
|
27.3K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-534- 11.62% |
$27.7K - $30.6K
|
4.06K
$95.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-541- 3.25% |
$28.1K - $31K
|
16.1K
$379K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-571- 17.97% |
$29.6K - $32.7K
|
2.61K
$61.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-583- 68.03% |
$30.3K - $33.4K
|
274
$6.44K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-593- 0.26% |
$30.8K - $34K
|
231K
$5.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-594- 2.23% |
$30.8K - $34K
|
26K
$612K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-609- 1.37% |
$31.6K - $34.9K
|
43.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-609- 1.37% |
$31.6K - $34.9K
|
43.9K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-628- 4.4% |
$32.6K - $36K
|
13.6K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-629- 3.91% |
$32.6K - $36K
|
15.5K
$363K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-640- 21.57% |
$33.2K - $36.7K
|
2.33K
$54.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-655- 3.74% |
$34K - $37.5K
|
16.8K
$396K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-661Closed |
$34.3K - $37.9K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-688- 2.45% |
$35.7K - $39.4K
|
27.4K
$645K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-705- 5.87% |
$36.6K - $40.4K
|
11.3K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-740- 3.26% |
$38.4K - $42.4K
|
21.9K
$516K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-745- 31.77% |
$38.7K - $42.7K
|
1.6K
$37.6K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-746- 5.2% |
$38.7K - $42.7K
|
13.6K
$320K
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-751- 0.24% |
$39K - $43K
|
313K
$7.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-766Closed |
$39.8K - $43.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-772- 2.69% |
$40.1K - $44.2K
|
28K
$657K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-782- 3.51% |
$40.6K - $44.8K
|
21.5K
$505K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-784- 0.89% |
$40.7K - $44.9K
|
87.2K
$2.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-792- 10.74% |
$41.1K - $45.4K
|
6.58K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-799- 0.69% |
$41.5K - $45.8K
|
115K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-812- 14.68% |
$42.1K - $46.5K
|
4.72K
$111K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-813- 1.95% |
$42.2K - $46.6K
|
40.9K
$961K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-825- 2.21% |
$42.8K - $47.3K
|
36.5K
$859K
|
|
|
Jan 19, 2022
Q4 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-826- 26.6% |
$42.9K - $47.3K
|
2.28K
$53.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-837- 14.59% |
$43.4K - $48K
|
4.9K
$115K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-837- 17.52% |
$43.4K - $48K
|
3.94K
$92.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-838- 2.42% |
$43.5K - $48K
|
33.8K
$794K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-847- 3.38% |
$44K - $48.5K
|
24.2K
$569K
|