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
May 06, 2022 Q1 2022
Papp L Roy & Associates

BUY
 -
3.33K
+ 86.03%
$218K - $275K
7.19K $197K
May 02, 2022 Q1 2022
Clear Investment Research, LLC

BUY
 -
3.3K
+ 102.77%
$217K - $273K
6.52K $179K
May 10, 2022 Q1 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
3.29K
+ 95.47%
$216K - $272K
6.73K $184K
May 10, 2022 Q1 2022
Apriem Advisors

Irvine, CA
BUY
 -
3.23K
+ 92.78%
$212K - $267K
6.7K $184K
May 24, 2022 Q1 2022
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
3.21K
+ 51.3%
$211K - $265K
9.47K $259K
May 10, 2022 Q1 2022
Northwest Capital Management Inc

BUY
 -
3.2K
+ 94.39%
$210K - $264K
6.58K $180K
May 12, 2022 Q1 2022
Schaeffer Financial LLC

BUY
 -
3.19K
+ 7.33%
$209K - $264K
46.7K $1.28M
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
3.19K
+ 100.0%
$209K - $263K
6.37K $175K
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
3.18K
+ 88.68%
$209K - $263K
6.76K $185K
May 11, 2022 Q1 2022
Bms Financial Advisors, LLC

BUY
 -
3.18K
New
$209K - $262K
3.18K $87K
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
3.1K
+ 94.75%
$204K - $256K
6.38K $175K
Apr 20, 2022 Q1 2022
Mbe Wealth Management, LLC

BUY
 -
3.07K
+ 99.97%
$201K - $253K
6.13K $168K
May 11, 2022 Q1 2022
Marco Investment Management LLC

BUY
 -
3K
New
$197K - $248K
3K $82.2K
Apr 25, 2022 Q1 2022
Hoey Investments, Inc

Coatesville, PA
BUY
 -
2.98K
+ 386.14%
$196K - $246K
3.75K $103K
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
2.96K
+ 106.16%
$194K - $245K
5.75K $158K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.95K
+ 93.32%
$193K - $243K
6.1K $167K
May 12, 2022 Q1 2022
Destination Wealth Management

BUY
 -
2.93K
+ 89.83%
$192K - $242K
6.18K $169K
May 11, 2022 Q1 2022
Heritage Wealth Advisors

BUY
 -
2.92K
+ 99.97%
$192K - $242K
5.85K $160K
Apr 29, 2022 Q1 2022
Youngs Advisory Group, Inc.

BUY
 -
2.91K
+ 103.19%
$191K - $240K
5.73K $157K
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

BUY
 -
2.91K
+ 122.72%
$191K - $240K
5.27K $145K
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
2.9K
+ 74.38%
$190K - $240K
6.8K $186K
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
2.9K
+ 96.5%
$190K - $239K
5.9K $162K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
2.88K
New
$189K - $238K
2.88K $78.9K
May 13, 2022 Q1 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
2.88K
+ 97.17%
$189K - $238K
5.84K $160K
May 06, 2022 Q1 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
2.87K
+ 131.4%
$188K - $237K
5.06K $139K
Apr 21, 2022 Q1 2022
Jacobsen Capital Management

BUY
 -
2.86K
+ 91.98%
$187K - $236K
5.96K $163K
Apr 28, 2022 Q1 2022
Evensky & Katz LLC

BUY
 -
2.85K
+ 99.55%
$187K - $235K
5.71K $157K
May 13, 2022 Q1 2022
Zacks Investment Management

Chicago, IL
BUY
 -
2.85K
+ 123.15%
$187K - $235K
5.16K $141K
Apr 27, 2022 Q1 2022
Rocky Mountain Advisers, LLC

BUY
 -
2.85K
+ 100.0%
$187K - $235K
5.69K $156K
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
2.83K
+ 100.0%
$186K - $234K
5.66K $155K
May 11, 2022 Q1 2022
Redwood Financial Network Corp

BUY
 -
2.8K
New
$184K - $232K
2.8K $76.8K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
2.79K
New
$183K - $231K
2.79K $76.6K
May 16, 2022 Q1 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
2.76K
+ 127.55%
$181K - $228K
4.92K $135K
May 06, 2022 Q1 2022
Klingman & Associates, LLC

BUY
 -
2.76K
+ 92.27%
$181K - $228K
5.75K $157K
Apr 15, 2022 Q1 2022
Pennsylvania Capital Management Inc

BUY
 -
2.73K
+ 100.0%
$179K - $225K
5.46K $150K
May 09, 2022 Q1 2022
Vista Capital Partners, Inc.

BUY
 -
2.73K
New
$179K - $225K
2.73K $74.7K
Apr 25, 2022 Q1 2022
Cubic Asset Management, LLC

BUY
 -
2.73K
+ 100.0%
$179K - $225K
5.45K $149K
May 06, 2022 Q1 2022
Integrity Financial Corp

BUY
 -
2.73K
New
$179K - $225K
2.73K $74.7K
May 10, 2022 Q1 2022
Amg National Trust Bank

BUY
 -
2.71K
+ 99.96%
$178K - $224K
5.42K $148K
May 11, 2022 Q1 2022
Hamilton Capital, LLC

Columbus, OH
BUY
 -
2.7K
+ 100.0%
$177K - $223K
5.41K $148K
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
2.7K
+ 89.81%
$177K - $223K
5.7K $156K
Apr 13, 2022 Q1 2022
Annex Advisory Services, LLC

BUY
 -
2.7K
+ 99.93%
$177K - $223K
5.4K $148K
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
2.69K
+ 105.08%
$176K - $222K
5.25K $144K
May 05, 2022 Q1 2022
Strategic Capital Advisers, Inc.

BUY
 -
2.68K
+ 100.53%
$176K - $221K
5.34K $146K
Apr 14, 2022 Q1 2022
Rba Wealth Management, LLC

BUY
 -
2.68K
+ 101.98%
$176K - $221K
5.3K $145K
May 24, 2022 Q1 2022
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
2.67K
+ 100.0%
$175K - $221K
5.34K $146K
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
2.66K
+ 100.23%
$174K - $220K
5.31K $145K
May 16, 2022 Q1 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
2.61K
+ 100.38%
$171K - $216K
5.21K $143K
May 16, 2022 Q1 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
2.61K
+ 100.0%
$171K - $215K
5.21K $143K

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