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 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
1.41K
+ 100.0%
$92.2K - $116K
2.81K $77K
Apr 14, 2022 Q1 2022
Gilman Hill Asset Management, LLC

BUY
 -
1.4K
+ 100.07%
$91.6K - $115K
2.79K $76.5K
Apr 19, 2022 Q1 2022
Mitchell Sinkler & Starr

BUY
 -
1.37K
+ 67.24%
$89.7K - $113K
3.4K $93.2K
Apr 20, 2022 Q1 2022
Red Door Wealth Management, LLC

BUY
 -
1.37K
+ 100.0%
$89.6K - $113K
2.73K $74.8K
May 12, 2022 Q1 2022
Staley Capital Advisers Inc

BUY
 -
1.36K
+ 100.0%
$89.5K - $113K
2.73K $74.7K
Apr 14, 2022 Q1 2022
Seneca House Advisors

BUY
 -
1.35K
+ 66.47%
$88.7K - $112K
3.39K $92.8K
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

BUY
 -
1.33K
+ 68.38%
$87.2K - $110K
3.27K $89.6K
Jan 02, 2024 Q1 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1.31K
+ 100.0%
$85.9K - $108K
2.62K $71.7K
May 13, 2022 Q1 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.31K
+ 86.28%
$85.8K - $108K
2.82K $77.4K
May 24, 2022 Q1 2022
Carlson Capital Management

BUY
 -
1.3K
+ 79.53%
$85.2K - $107K
2.93K $80.3K
Apr 21, 2022 Q1 2022
Provident Wealth Management, LLC

BUY
 -
1.28K
+ 100.0%
$83.7K - $105K
2.55K $69.9K
May 05, 2022 Q1 2022
North Rock Partners, LLC

BUY
 -
1.26K
+ 31.81%
$82.4K - $104K
5.21K $143K
May 12, 2022 Q1 2022
American Money Management, LLC

BUY
 -
1.21K
+ 43.8%
$79.5K - $100K
3.98K $109K
Apr 14, 2022 Q1 2022
Cutler Group LP

BUY
 -
1.17K
+ 195.33%
$76.9K - $96.8K
1.77K $48.6K
Apr 28, 2022 Q1 2022
Pittenger & Anderson Inc

BUY
 -
1.14K
+ 100.0%
$74.8K - $94.1K
2.28K $62.4K
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
1.12K
New
$73.3K - $92.3K
1.12K $30.6K
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
1.11K
+ 98.4%
$72.8K - $91.6K
2.24K $61.3K
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
1.1K
New
$72.2K - $90.9K
1.1K $30.1K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
1.09K
+ 116.92%
$71.7K - $90.2K
2.03K $55.5K
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.09K
+ 100.0%
$71.5K - $90.1K
2.18K $59.7K
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.08K
+ 100.0%
$71.1K - $89.5K
2.17K $59.3K
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
1K
+ 100.0%
$65.9K - $83K
2.01K $55K
Apr 20, 2022 Q1 2022
Endurance Wealth Management, Inc.

BUY
 -
988
+ 100.0%
$64.8K - $81.6K
1.98K $54.1K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
970
+ 100.0%
$63.7K - $80.1K
1.94K $53.2K
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
968
+ 100.0%
$63.5K - $80K
1.94K $53K
Apr 25, 2022 Q1 2022
Tradewinds Capital Management, LLC

BUY
 -
949
+ 104.4%
$62.3K - $78.4K
1.86K $50.9K
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
895
+ 73.42%
$58.7K - $73.9K
2.11K $57.9K
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
855
+ 100.0%
$56.1K - $70.6K
1.71K $46.9K
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

BUY
 -
827
+ 157.52%
$54.3K - $68.3K
1.35K $37K
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
782
+ 32.38%
$51.3K - $64.6K
3.2K $87.6K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
762
New
$50K - $63K
762 $20.9K
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
738
+ 100.0%
$48.4K - $61K
1.48K $40.4K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
692
+ 144.17%
$45.4K - $57.2K
1.17K $32.1K
Apr 14, 2022 Q1 2022
Pflug Koory, LLC

BUY
 -
683
+ 100.0%
$44.8K - $56.4K
1.37K $37.4K
Apr 21, 2022 Q1 2022
Flagship Private Wealth, LLC

BUY
 -
641
+ 18.98%
$42.1K - $53K
4.02K $110K
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
630
+ 42.17%
$41.3K - $52.1K
2.12K $58.2K
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
630
New
$41.3K - $52.1K
630 $17.3K
Apr 29, 2022 Q1 2022
First Bank & Trust

BUY
 -
619
+ 100.0%
$40.6K - $51.1K
1.24K $33.9K
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
BUY
 -
590
+ 87.8%
$38.7K - $48.7K
1.26K $34.6K
May 16, 2022 Q1 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
577
+ 9.28%
$37.9K - $47.7K
6.8K $186K
May 12, 2022 Q1 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
565
+ 8.59%
$37.1K - $46.7K
7.14K $196K
May 10, 2022 Q1 2022
Armor Investment Advisors, LLC

BUY
 -
545
+ 100.0%
$35.8K - $45K
1.09K $29.9K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
540
+ 650.6%
$35.4K - $44.6K
623 $17.1K
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
536
+ 100.0%
$35.2K - $44.3K
1.07K $29.4K
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
530
New
$34.8K - $43.8K
530 $14.5K
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
473
+ 93.66%
$31K - $39.1K
978 $26.8K
May 13, 2022 Q1 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
420
+ 100.0%
$27.6K - $34.7K
840 $23K
May 16, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
413
+ 66.08%
$27.1K - $34.1K
1.04K $28.4K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
400
New
$26.3K - $33K
400 $11K

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