Purchases and Sales Made in Q1 2022 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 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
Apr 28, 2022 Q1 2022
Bcs Wealth Management

BUY
 -
4.45K
+ 102.2%
$292K - $368K
8.8K $242K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4.45K
+ 126.09%
$292K - $367K
7.97K $219K
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
4.41K
New
$290K - $365K
4.41K $121K
Apr 15, 2022 Q1 2022
Domani Wealth, LLC

BUY
 -
4.4K
+ 100.0%
$289K - $364K
8.8K $242K
May 13, 2022 Q1 2022
Permanens Capital L.P.

New York, NY
BUY
 -
4.4K
New
$289K - $364K
4.4K $121K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
4.33K
New
$284K - $357K
4.33K $119K
Apr 20, 2022 Q1 2022
Financial Life Advisors

BUY
 -
4.33K
+ 93.64%
$284K - $357K
8.95K $246K
May 06, 2022 Q1 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
4.32K
+ 100.0%
$283K - $357K
8.63K $237K
May 09, 2022 Q1 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4.29K
+ 99.91%
$282K - $355K
8.59K $236K
Apr 29, 2022 Q1 2022
Alpha Omega Wealth Management LLC

BUY
 -
4.29K
+ 98.53%
$282K - $355K
8.65K $238K
Apr 19, 2022 Q1 2022
Regent Investment Management LLC

BUY
 -
4.18K
+ 110.57%
$275K - $346K
7.97K $219K
Jun 08, 2022 Q1 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
4.07K
+ 60.64%
$267K - $337K
10.8K $297K
Apr 12, 2022 Q1 2022
Savior LLC

BUY
 -
4.06K
+ 19347.62%
$267K - $336K
4.08K $112K
Nov 07, 2023 Q1 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
4.03K
+ 100.0%
$264K - $333K
8.05K $221K
Apr 26, 2022 Q1 2022
Ogorek Anthony Joseph

BUY
 -
4.02K
+ 82.67%
$264K - $332K
8.87K $244K
Apr 20, 2022 Q1 2022
Valicenti Advisory Services Inc

BUY
 -
3.99K
+ 71.36%
$262K - $329K
9.57K $263K
Aug 15, 2022 Q1 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
3.89K
New
$255K - $321K
3.89K $107K
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
3.87K
+ 108.17%
$254K - $320K
7.44K $205K
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
3.86K
+ 32.79%
$253K - $319K
15.6K $429K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
3.84K
+ 91.04%
$252K - $317K
8.06K $222K
May 06, 2022 Q1 2022
Wt Wealth Management

BUY
 -
3.82K
+ 95.0%
$251K - $316K
7.84K $215K
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

BUY
 -
3.78K
New
$248K - $312K
3.78K $104K
Apr 19, 2022 Q1 2022
Access Financial Services, Inc.

BUY
 -
3.76K
+ 100.0%
$247K - $311K
7.52K $207K
Apr 18, 2022 Q1 2022
Sol Capital Management CO

BUY
 -
3.76K
+ 91.26%
$247K - $311K
7.88K $217K
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

BUY
 -
3.75K
+ 100.0%
$246K - $310K
7.5K $206K
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
3.74K
+ 66.2%
$246K - $309K
9.39K $258K
May 03, 2022 Q1 2022
Clifford Swan Investment Counsel LLC

BUY
 -
3.68K
+ 102.45%
$241K - $304K
7.27K $200K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
3.66K
+ 98.41%
$240K - $302K
7.38K $203K
May 13, 2022 Q1 2022
Headinvest, LLC

Portland, ME
BUY
 -
3.62K
+ 262.55%
$237K - $299K
5K $137K
May 11, 2022 Q1 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
3.62K
+ 99.2%
$237K - $299K
7.27K $200K
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
3.6K
+ 100.03%
$236K - $298K
7.2K $198K
Apr 28, 2022 Q1 2022
Keybank National Association

BUY
 -
3.59K
+ 105.52%
$236K - $297K
7K $192K
May 09, 2022 Q1 2022
Signal Point Asset Management, LLC

BUY
 -
3.57K
+ 93.8%
$234K - $295K
7.37K $203K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.55K
+ 138.09%
$233K - $294K
6.13K $168K
Jan 03, 2023 Q1 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
3.54K
+ 100.57%
$233K - $293K
7.07K $194K
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
3.54K
+ 78.61%
$232K - $292K
8.04K $221K
May 04, 2022 Q1 2022
Brio Consultants, LLC

BUY
 -
3.48K
+ 197.67%
$228K - $287K
5.23K $144K
Aug 03, 2022 Q1 2022
Synergy Financial Group, LTD

BUY
 -
3.46K
+ 99.63%
$227K - $286K
6.94K $191K
Apr 27, 2022 Q1 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
3.46K
+ 100.0%
$227K - $286K
6.92K $190K
Apr 27, 2022 Q1 2022
Ivc Wealth Advisors LLC

BUY
 -
3.43K
+ 100.03%
$225K - $284K
6.87K $189K
Apr 28, 2022 Q1 2022
Townsquare Capital LLC

BUY
 -
3.43K
New
$225K - $284K
3.43K $94.4K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
3.43K
+ 100.0%
$225K - $283K
6.85K $188K
Apr 28, 2022 Q1 2022
Element Wealth, LLC

BUY
 -
3.42K
+ 91.49%
$224K - $282K
7.16K $197K
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
3.4K
+ 150.15%
$223K - $281K
5.67K $156K
Apr 28, 2022 Q1 2022
Crew Capital Management, Ltd.

BUY
 -
3.39K
+ 93.6%
$223K - $280K
7.02K $193K
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
3.39K
+ 98.52%
$222K - $280K
6.83K $188K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.38K
+ 44.59%
$222K - $280K
11K $302K
May 11, 2022 Q1 2022
Truepoint, Inc.

BUY
 -
3.37K
New
$221K - $278K
3.37K $92.6K
Apr 14, 2022 Q1 2022
Cabot Wealth Management Inc

BUY
 -
3.37K
+ 96.61%
$221K - $278K
6.85K $188K

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