Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.2M+ 95.53% |
$604M - $760M
|
18.8M
$533M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.63M+ 113.54% |
$238M - $300M
|
6.82M
$193M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.34M+ 14171.78% |
$219M - $276M
|
3.36M
$95.1M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.25M+ 101.2% |
$213M - $269M
|
6.47M
$183M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.25M+ 139.08% |
$213M - $268M
|
5.58M
$158M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.15M+ 113.72% |
$207M - $261M
|
5.93M
$168M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87M+ 119.04% |
$122M - $154M
|
3.43M
$97.2M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51M+ 95.73% |
$99.2M - $125M
|
3.09M
$87.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
1.27M+ 39831.42% |
$83.4M - $105M
|
1.27M
$36.1M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.19M+ 112.76% |
$78.3M - $98.6M
|
2.25M
$63.8M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.09M+ 108.05% |
$71.8M - $90.3M
|
2.11M
$59.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.08M+ 2210.12% |
$70.8M - $89.1M
|
1.13M
$31.9M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.05MNew |
$68.8M - $86.6M
|
1.05M
$29.7M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
885K+ 97.82% |
$58.1M - $73.1M
|
1.79M
$50.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
805K+ 123.58% |
$52.8M - $66.5M
|
1.46M
$41.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
765K+ 118.46% |
$50.2M - $63.2M
|
1.41M
$40M
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
694K+ 102.48% |
$45.5M - $57.3M
|
1.37M
$38.8M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
631K+ 114.88% |
$41.4M - $52.1M
|
1.18M
$33.4M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
565K+ 106.93% |
$37.1M - $46.7M
|
1.09M
$31M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
559K+ 96.12% |
$36.7M - $46.2M
|
1.14M
$32.3M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
555K+ 483.14% |
$36.4M - $45.8M
|
669K
$19M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
535K+ 105.2% |
$35.1M - $44.2M
|
1.04M
$29.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
518K+ 128.82% |
$34M - $42.8M
|
920K
$26.1M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
502K+ 90.8% |
$33M - $41.5M
|
1.06M
$29.9M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
499K+ 124.96% |
$32.7M - $41.2M
|
898K
$25.4M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
472K+ 101.93% |
$30.9M - $39M
|
934K
$26.4M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
462K+ 99.33% |
$30.3M - $38.2M
|
927K
$26.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
444K+ 116.13% |
$29.1M - $36.7M
|
826K
$23.4M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
378K+ 109.44% |
$24.8M - $31.2M
|
724K
$20.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
357K+ 124.72% |
$23.5M - $29.5M
|
644K
$18.2M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
356K+ 2811.75% |
$23.4M - $29.4M
|
369K
$10.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
329K+ 91.76% |
$21.6M - $27.2M
|
688K
$19.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
303K+ 98.51% |
$19.9M - $25M
|
610K
$17.3M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
297K+ 245.55% |
$19.5M - $24.6M
|
419K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
289K+ 170.65% |
$18.9M - $23.8M
|
458K
$13M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283K+ 105.27% |
$18.6M - $23.4M
|
552K
$15.6M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
273K+ 98.39% |
$17.9M - $22.5M
|
550K
$15.6M
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
272K+ 95.76% |
$17.9M - $22.5M
|
557K
$15.8M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 111.04% |
$17.3M - $21.8M
|
501K
$14.2M
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
263K+ 336.02% |
$17.3M - $21.7M
|
341K
$9.67M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
257K+ 92.73% |
$16.8M - $21.2M
|
534K
$15.1M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
255KNew |
$16.7M - $21M
|
255K
$7.21M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
254K+ 119.58% |
$16.7M - $21M
|
466K
$13.2M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
253K+ 97.88% |
$16.6M - $20.9M
|
512K
$14.5M
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
247K+ 103.04% |
$16.2M - $20.4M
|
487K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
247K+ 196.01% |
$16.2M - $20.4M
|
373K
$10.6M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
241K+ 108.34% |
$15.8M - $19.9M
|
464K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
239K+ 94.52% |
$15.7M - $19.8M
|
492K
$13.9M
|
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
233K+ 109.96% |
$15.3M - $19.2M
|
444K
$12.6M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
228K+ 266.32% |
$15M - $18.8M
|
314K
$8.88M
|