Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) 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
Keystone Financial Group

SELL
 -
-3.62K
- 22.16%
$264K - $302K
12.7K $341K
Feb 09, 2022 Q4 2021
Frg Family Wealth Advisors LLC

SELL
 -
-3.62K
- 3.31%
$265K - $302K
106K $2.83M
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-3.64K
Closed
$266K - $303K
0 $0
Feb 10, 2022 Q4 2021
Financial Counselors Inc

SELL
 -
-3.7K
- 1.32%
$270K - $308K
277K $7.42M
Jan 20, 2022 Q4 2021
Alpha Omega Group, Inc.

SELL
 -
-3.93K
- 4.3%
$287K - $327K
87.4K $2.34M
Jan 18, 2022 Q4 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-3.99K
- 6.0%
$291K - $333K
62.4K $1.67M
Feb 04, 2022 Q4 2021
Ballast Advisors LLC

SELL
 -
-4.14K
- 3.26%
$303K - $345K
123K $3.29M
Jan 25, 2022 Q4 2021
Harbor Group, Inc.

SELL
 -
-4.18K
- 3.18%
$305K - $348K
127K $3.41M
Feb 14, 2022 Q4 2021
Shorepoint Capital Partners LLC

Norwood, MA
SELL
 -
-4.35K
- 7.61%
$318K - $363K
52.9K $1.42M
Feb 08, 2022 Q4 2021
Advisory Services & Investments, LLC

SELL
 -
-4.46K
- 3.13%
$326K - $372K
138K $3.7M
Jan 18, 2022 Q4 2021
Collective Family Office LLC

SELL
 -
-4.66K
- 33.1%
$341K - $389K
9.42K $253K
Jan 25, 2022 Q4 2021
Q3 Asset Management

SELL
 -
-4.74K
Closed
$347K - $395K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-5.44K
Closed
$397K - $453K
0 $0
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-5.79K
- 1.59%
$423K - $482K
359K $9.63M
Feb 14, 2022 Q4 2021
Alterity Financial Group, LLC

Bangor, ME
SELL
 -
-5.88K
- 50.09%
$430K - $491K
5.86K $157K
Feb 11, 2022 Q4 2021
Coldstream Capital Management Inc

SELL
 -
-5.96K
- 10.28%
$435K - $497K
51.9K $1.39M
Jan 19, 2022 Q4 2021
Colton Groome Financial Advisors, LLC

SELL
 -
-5.96K
- 8.51%
$436K - $497K
64.1K $1.72M
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-5.96K
- 2.3%
$436K - $497K
253K $6.79M
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-6.03K
- 74.47%
$441K - $503K
2.07K $55.4K
Feb 09, 2022 Q4 2021
Trustcore Financial Services, LLC

SELL
 -
-6.27K
- 83.86%
$459K - $523K
1.21K $32.4K
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

SELL
 -
-6.75K
Closed
$493K - $563K
0 $0
Feb 14, 2022 Q4 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-6.93K
Closed
$506K - $578K
0 $0
Jan 26, 2022 Q4 2021
Lvw Advisors, LLC

SELL
 -
-7.38K
- 6.95%
$540K - $615K
98.8K $2.65M
Feb 16, 2022 Q4 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-7.42K
- 4.2%
$543K - $619K
169K $4.54M
Feb 08, 2022 Q4 2021
Parsec Financial Management, Inc.

SELL
 -
-7.48K
- 3.91%
$546K - $623K
184K $4.92M
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

SELL
 -
-7.97K
- 79.46%
$583K - $665K
2.06K $55.3K
Feb 01, 2022 Q4 2021
Merriman Wealth Management, LLC

SELL
 -
-8.93K
Closed
$653K - $745K
0 $0
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

SELL
 -
-9.21K
- 21.26%
$673K - $768K
34.1K $915K
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

SELL
 -
-9.55K
- 2.69%
$698K - $797K
346K $9.27M
Jan 31, 2022 Q4 2021
Affinity Capital Advisors, LLC

SELL
 -
-9.8K
- 15.52%
$717K - $818K
53.3K $1.43M
Jan 28, 2022 Q4 2021
Avantax Planning Partners, Inc.

SELL
 -
-9.86K
- 0.31%
$721K - $823K
3.21M $86.2M
Feb 14, 2022 Q4 2021
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-10.3K
Closed
$751K - $857K
0 $0
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-10.8K
- 7.87%
$788K - $899K
126K $3.38M
Jan 19, 2022 Q4 2021
Edge Capital Group, LLC

SELL
 -
-11.2K
- 86.86%
$821K - $937K
1.7K $45.6K
Jan 28, 2022 Q4 2021
Wipfli Financial Advisors Llc,

SELL
 -
-11.3K
- 11.34%
$826K - $942K
88.3K $2.37M
Jan 21, 2022 Q4 2021
Ewg Elevate Inc.

SELL
 -
-11.8K
- 76.84%
$861K - $982K
3.55K $95.1K
Feb 15, 2022 Q4 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-11.9K
Closed
$870K - $993K
0 $0
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-13K
- 14.47%
$952K - $1.09M
77K $2.06M
Feb 14, 2022 Q4 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-13.7K
- 0.86%
$999K - $1.14M
1.58M $42.3M
Jan 21, 2022 Q4 2021
Blb&B Advisors, LLC

SELL
 -
-13.8K
- 91.63%
$1.01M - $1.15M
1.26K $33.8K
Jan 31, 2022 Q4 2021
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-14.3K
- 25.24%
$1.04M - $1.19M
42.3K $1.13M
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-14.4K
Closed
$1.05M - $1.2M
0 $0
Jan 19, 2022 Q4 2021
Marquette Asset Management, LLC

SELL
 -
-15.7K
- 2.63%
$1.15M - $1.31M
582K $15.6M
Feb 09, 2022 Q4 2021
Appleton Group, LLC

SELL
 -
-16.5K
- 9.88%
$1.21M - $1.38M
151K $4.05M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-16.9K
Closed
$1.24M - $1.41M
0 $0
Feb 02, 2022 Q4 2021
Fort Pitt Capital Group, LLC

SELL
 -
-17.1K
- 1.66%
$1.25M - $1.42M
1.01M $27.1M
Feb 14, 2022 Q4 2021
Goldman Sachs Group Inc

New York, NY
SELL
 -
-17.9K
- 87.51%
$1.31M - $1.49M
2.55K $68.4K
Feb 15, 2022 Q4 2021
Albion Financial Group

SELL
 -
-18.5K
- 81.2%
$1.35M - $1.54M
4.28K $115K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-18.6K
Closed
$1.36M - $1.55M
0 $0

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