Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Large C (SCHG)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-18.7KClosed |
$1.37M - $1.56M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-18.8KClosed |
$1.38M - $1.57M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.3K- 9.06% |
$1.48M - $1.69M
|
203K
$5.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-20.4KClosed |
$1.49M - $1.71M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.9K- 1.38% |
$1.6M - $1.83M
|
1.57M
$42M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.9K- 11.18% |
$1.74M - $1.99M
|
190K
$5.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.2K- 37.38% |
$1.92M - $2.19M
|
43.9K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.4K- 4.56% |
$1.93M - $2.2M
|
553K
$14.8M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-31K- 82.62% |
$2.27M - $2.59M
|
6.52K
$175K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33.4KClosed |
$2.44M - $2.78M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-41K- 11.78% |
$3M - $3.42M
|
308K
$8.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.3K- 15.91% |
$3.02M - $3.44M
|
218K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-41.7K- 8.22% |
$3.05M - $3.47M
|
465K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-44.4K- 49.57% |
$3.25M - $3.71M
|
45.2K
$1.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
SELL
|
- |
-47.8KClosed |
$3.49M - $3.98M
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-55.1K- 77.63% |
$4.03M - $4.6M
|
15.9K
$426K
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-55.3K- 4.96% |
$4.04M - $4.61M
|
1.06M
$28.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-56.8KClosed |
$4.15M - $4.74M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-62.8K- 84.22% |
$4.59M - $5.24M
|
11.8K
$315K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-66.9KClosed |
$4.89M - $5.58M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-73.1K- 88.92% |
$5.34M - $6.09M
|
9.11K
$244K
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-79.7K- 85.79% |
$5.83M - $6.65M
|
13.2K
$354K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-80.6K- 13.67% |
$5.89M - $6.72M
|
509K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-83.8K- 87.21% |
$6.13M - $6.99M
|
12.3K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-89.5K- 89.01% |
$6.54M - $7.46M
|
11K
$296K
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-100K- 50.69% |
$7.31M - $8.34M
|
97.3K
$2.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-119K- 37.39% |
$8.72M - $9.94M
|
200K
$5.36M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-200K- 46.49% |
$14.6M - $16.7M
|
230K
$6.17M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-310K- 92.37% |
$22.7M - $25.9M
|
25.6K
$687K
|