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 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 65.8% |
$170K - $214K
|
6.52K
$179K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
2.57K+ 100.0% |
$169K - $212K
|
5.14K
$141K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.55K+ 177.15% |
$167K - $211K
|
3.99K
$109K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.51K+ 46.69% |
$165K - $208K
|
7.9K
$216K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.5K+ 13861.11% |
$164K - $206K
|
2.51K
$68.9K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.49K+ 148.27% |
$163K - $206K
|
4.17K
$114K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.48K+ 100.0% |
$163K - $205K
|
4.96K
$136K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.48K+ 127.24% |
$162K - $205K
|
4.42K
$121K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.47K+ 100.0% |
$162K - $204K
|
4.94K
$135K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.47K+ 99.96% |
$162K - $204K
|
4.94K
$135K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.46K+ 91.97% |
$162K - $203K
|
5.14K
$141K
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.41K+ 100.0% |
$158K - $199K
|
4.83K
$132K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.41K+ 100.0% |
$158K - $199K
|
4.82K
$132K
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.38K+ 100.0% |
$156K - $197K
|
4.77K
$131K
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.38K+ 100.0% |
$156K - $196K
|
4.76K
$130K
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.38K+ 100.0% |
$156K - $196K
|
4.75K
$130K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.35K+ 63.14% |
$154K - $194K
|
6.06K
$166K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.34K+ 382.35% |
$154K - $193K
|
2.95K
$80.9K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.25K+ 100.0% |
$147K - $186K
|
4.49K
$123K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.21KNew |
$145K - $183K
|
2.21K
$60.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
2.21K+ 76.67% |
$145K - $183K
|
5.09K
$139K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.2K+ 84.26% |
$144K - $181K
|
4.8K
$132K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.19K+ 100.14% |
$144K - $181K
|
4.38K
$120K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.18K+ 105.37% |
$143K - $180K
|
4.25K
$116K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.17K+ 100.0% |
$143K - $180K
|
4.35K
$119K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
2.16K+ 105.26% |
$142K - $179K
|
4.22K
$116K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.14K+ 52.39% |
$141K - $177K
|
6.24K
$171K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.14K+ 99.95% |
$140K - $177K
|
4.28K
$117K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.13K+ 100.0% |
$140K - $176K
|
4.26K
$117K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
2.12K+ 100.0% |
$139K - $175K
|
4.24K
$116K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.11K+ 61.62% |
$138K - $174K
|
5.53K
$151K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.11K+ 73.48% |
$138K - $174K
|
4.97K
$136K
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
2.09K+ 100.0% |
$137K - $172K
|
4.17K
$114K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.08K+ 100.0% |
$137K - $172K
|
4.16K
$114K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2.07K+ 100.1% |
$136K - $171K
|
4.14K
$114K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
2.06K+ 100.0% |
$135K - $171K
|
4.13K
$113K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.06K+ 100.0% |
$135K - $171K
|
4.13K
$113K
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.04K+ 100.2% |
$134K - $168K
|
4.07K
$112K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.04K+ 99.8% |
$134K - $168K
|
4.08K
$112K
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.02K+ 100.0% |
$132K - $167K
|
4.04K
$111K
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
2.01K+ 77.25% |
$132K - $166K
|
4.61K
$126K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2K+ 64.52% |
$131K - $165K
|
5.1K
$140K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.98K+ 89.19% |
$130K - $164K
|
4.2K
$115K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.98K+ 109.29% |
$130K - $163K
|
3.79K
$104K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.93K+ 82.14% |
$126K - $159K
|
4.27K
$117K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.93K+ 85.75% |
$126K - $159K
|
4.17K
$114K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.91K+ 133.47% |
$126K - $158K
|
3.35K
$91.7K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.91K+ 100.0% |
$125K - $158K
|
3.82K
$105K
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.9K+ 89.58% |
$125K - $157K
|
4.02K
$110K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.89K+ 100.0% |
$124K - $156K
|
3.79K
$104K
|