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 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
536+ 100.0% |
$35.2K - $44.3K
|
1.07K
$31K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
530New |
$34.8K - $43.8K
|
530
$15.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
473+ 93.66% |
$31K - $39.1K
|
978
$28.3K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
420+ 100.0% |
$27.6K - $34.7K
|
840
$24.3K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
413+ 66.08% |
$27.1K - $34.1K
|
1.04K
$30K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
400New |
$26.3K - $33K
|
400
$11.6K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
399+ 149.44% |
$26.2K - $33K
|
666
$19.3K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
391+ 100.0% |
$25.7K - $32.3K
|
782
$22.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
385+ 93.22% |
$25.3K - $31.8K
|
798
$23.1K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
372+ 122.37% |
$24.4K - $30.7K
|
676
$19.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
372New |
$24.4K - $30.7K
|
372
$10.8K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
365+ 143.14% |
$24K - $30.2K
|
620
$17.9K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
338+ 60.14% |
$22.2K - $27.9K
|
900
$26K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
338+ 100.0% |
$22.2K - $27.9K
|
676
$19.6K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
321+ 100.0% |
$21.1K - $26.5K
|
642
$18.6K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
318+ 209.21% |
$20.9K - $26.3K
|
470
$13.6K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
314+ 100.0% |
$20.6K - $25.9K
|
628
$18.2K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
294+ 20.81% |
$19.3K - $24.3K
|
1.71K
$49.4K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
287+ 100.0% |
$18.8K - $23.7K
|
574
$16.6K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
275+ 94.83% |
$18K - $22.7K
|
565
$16.4K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
271+ 100.0% |
$17.8K - $22.4K
|
542
$15.7K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
271New |
$17.8K - $22.4K
|
271
$7.84K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
264New |
$17.3K - $21.8K
|
264
$7.64K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
262+ 74.86% |
$17.2K - $21.6K
|
612
$17.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
256New |
$16.8K - $21.2K
|
256
$7.41K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250+ 100.0% |
$16.4K - $20.7K
|
500
$14.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
240+ 100.0% |
$15.8K - $19.8K
|
480
$13.9K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
237+ 99.58% |
$15.6K - $19.6K
|
475
$13.7K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
232+ 100.0% |
$15.2K - $19.2K
|
464
$13.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
220New |
$14.4K - $18.2K
|
220
$6.37K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
212+ 100.0% |
$13.9K - $17.5K
|
424
$12.3K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
211New |
$13.8K - $17.4K
|
211
$6.11K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
202+ 100.0% |
$13.3K - $16.7K
|
404
$11.7K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200New |
$13.1K - $16.5K
|
200
$5.79K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
200+ 100.0% |
$13.1K - $16.5K
|
400
$11.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
198+ 2475.0% |
$13K - $16.4K
|
206
$5.96K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
175+ 100.0% |
$11.5K - $14.5K
|
350
$10.1K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
175+ 100.0% |
$11.5K - $14.5K
|
350
$10.1K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
171+ 356.25% |
$11.2K - $14.1K
|
219
$6.34K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
152+ 101.33% |
$9.98K - $12.6K
|
302
$8.74K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
134+ 82.72% |
$8.79K - $11.1K
|
296
$8.57K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 100.83% |
$7.94K - $10K
|
241
$6.97K
|
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
112+ 8.34% |
$7.35K - $9.25K
|
1.46K
$42.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
108+ 100.0% |
$7.09K - $8.92K
|
216
$6.25K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 113.04% |
$6.83K - $8.59K
|
196
$5.67K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 100.0% |
$6.56K - $8.26K
|
200
$5.79K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
99+ 100.0% |
$6.5K - $8.18K
|
198
$5.73K
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
98+ 1.73% |
$6.43K - $8.1K
|
5.75K
$166K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
96+ 98.97% |
$6.3K - $7.93K
|
193
$5.59K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 100.0% |
$6.04K - $7.6K
|
184
$5.32K
|