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 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.93K+ 82.14% |
$126K - $159K
|
4.27K
$124K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.93K+ 85.75% |
$126K - $159K
|
4.17K
$121K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.91K+ 133.47% |
$126K - $158K
|
3.35K
$96.9K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.91K+ 100.0% |
$125K - $158K
|
3.82K
$111K
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.9K+ 89.58% |
$125K - $157K
|
4.02K
$116K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.89K+ 100.0% |
$124K - $156K
|
3.79K
$110K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.87K+ 100.11% |
$123K - $155K
|
3.75K
$108K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.87K+ 100.16% |
$123K - $155K
|
3.74K
$108K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.85K+ 52.17% |
$122K - $153K
|
5.41K
$156K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.84K+ 100.0% |
$121K - $152K
|
3.68K
$107K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.82K+ 70.1% |
$119K - $150K
|
4.41K
$128K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.82K+ 48.79% |
$119K - $150K
|
5.55K
$161K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 55.47% |
$119K - $150K
|
5.09K
$147K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.81K+ 86.49% |
$119K - $150K
|
3.91K
$113K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.81K+ 100.0% |
$118K - $149K
|
3.61K
$104K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.8K+ 100.0% |
$118K - $149K
|
3.6K
$104K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.79K+ 57.01% |
$117K - $148K
|
4.93K
$143K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.79K+ 57.01% |
$117K - $148K
|
4.93K
$143K
|
|
|
Apr 27, 2022
Q1 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.79K+ 99.83% |
$117K - $148K
|
3.58K
$104K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.78K+ 80.64% |
$117K - $147K
|
3.99K
$116K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.78K+ 48.71% |
$117K - $147K
|
5.43K
$157K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.76K+ 95.03% |
$115K - $145K
|
3.61K
$104K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.76K+ 125.9% |
$115K - $145K
|
3.15K
$91.1K
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
1.75K+ 99.94% |
$115K - $145K
|
3.51K
$101K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.75K+ 100.63% |
$115K - $145K
|
3.49K
$101K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.74K+ 100.0% |
$114K - $144K
|
3.48K
$101K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.7K+ 100.18% |
$112K - $141K
|
3.4K
$98.5K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.69K+ 29.94% |
$111K - $139K
|
7.33K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.68K+ 69.04% |
$110K - $139K
|
4.11K
$119K
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
1.68K+ 100.0% |
$110K - $138K
|
3.35K
$96.9K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 94.68% |
$110K - $138K
|
3.44K
$99.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.67K+ 132.33% |
$109K - $138K
|
2.93K
$84.6K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.66K+ 61.27% |
$109K - $137K
|
4.38K
$127K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1.64K+ 100.0% |
$108K - $136K
|
3.29K
$95.2K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.63K+ 134.57% |
$107K - $135K
|
2.84K
$82.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.63K+ 100.18% |
$107K - $134K
|
3.25K
$94.1K
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.63K+ 100.18% |
$107K - $134K
|
3.25K
$94K
|
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.62K+ 100.0% |
$106K - $134K
|
3.24K
$93.7K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.6K+ 100.0% |
$105K - $132K
|
3.2K
$92.6K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.58K+ 100.0% |
$104K - $131K
|
3.16K
$91.5K
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.57K+ 88.73% |
$103K - $129K
|
3.33K
$96.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.53K+ 102.9% |
$100K - $126K
|
3.01K
$87K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.52K+ 116.42% |
$99.6K - $125K
|
2.82K
$81.6K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.52K+ 118.62% |
$99.5K - $125K
|
2.79K
$80.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
1.51K+ 100.0% |
$99K - $125K
|
3.02K
$87.3K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.5K+ 100.0% |
$98.4K - $124K
|
3K
$86.8K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.49K+ 99.93% |
$97.7K - $123K
|
2.98K
$86.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.46K+ 100.0% |
$96K - $121K
|
2.92K
$84.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
1.46K+ 98.78% |
$95.8K - $121K
|
2.94K
$85K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
1.45K+ 109.85% |
$95.2K - $120K
|
2.77K
$80.2K
|