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 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
56+ 100.0% |
$3.68K - $4.63K
|
112
$3.07K
|
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
55+ 100.0% |
$3.61K - $4.54K
|
110
$3.01K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
55+ 100.0% |
$3.61K - $4.54K
|
110
$3.01K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
43+ 100.0% |
$2.82K - $3.55K
|
86
$2.36K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 100.0% |
$2.63K - $3.3K
|
80
$2.19K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
35+ 100.0% |
$2.3K - $2.89K
|
70
$1.92K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33+ 100.0% |
$2.17K - $2.73K
|
66
$1.81K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
32+ 100.0% |
$2.1K - $2.64K
|
64
$1.75K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32+ 100.0% |
$2.1K - $2.64K
|
64
$1.75K
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
23+ 100.0% |
$1.51K - $1.9K
|
46
$1.26K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
23+ 100.0% |
$1.51K - $1.9K
|
46
$1.26K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
22+ 100.0% |
$1.44K - $1.82K
|
44
$1.21K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
20+ 100.0% |
$1.31K - $1.65K
|
40
$1.1K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 26.47% |
$1.18K - $1.49K
|
86
$2.36K
|
|
|
May 12, 2022
Q1 2022
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
14+ 0.45% |
$919 - $1.16K
|
3.12K
$85.4K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$548
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$548
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 100.0% |
$591 - $744
|
18
$493
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 100.0% |
$591 - $744
|
18
$493
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 100.0% |
$459 - $578
|
14
$384
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$131 - $165
|
4
$110
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$65.6 - $82.6
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$263 - $330
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 1.7% |
$459 - $578
|
404
$11.1K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-17- 6.88% |
$1.12K - $1.4K
|
230
$6.3K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 0.31% |
$1.12K - $1.4K
|
5.43K
$149K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-24Closed |
$1.58K - $1.98K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-26- 0.61% |
$1.71K - $2.15K
|
4.25K
$116K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-34Closed |
$2.23K - $2.81K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-58Closed |
$3.81K - $4.79K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-80Closed |
$5.25K - $6.61K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-92- 95.83% |
$6.04K - $7.6K
|
4
$110
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-108Closed |
$7.09K - $8.92K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-132- 92.96% |
$8.66K - $10.9K
|
10
$274
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-146Closed |
$9.58K - $12.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-172- 9.24% |
$11.3K - $14.2K
|
1.69K
$46.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-199Closed |
$13.1K - $16.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-245Closed |
$16.1K - $20.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-246Closed |
$16.1K - $20.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-246- 96.85% |
$16.1K - $20.3K
|
8
$219
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-302- 94.97% |
$19.8K - $25K
|
16
$438
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-309- 57.87% |
$20.3K - $25.5K
|
225
$6.17K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-365- 18.38% |
$24K - $30.2K
|
1.62K
$44.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400Closed |
$26.3K - $33K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-435Closed |
$28.5K - $35.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-477- 99.38% |
$31.3K - $39.4K
|
3
$82.2
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-506Closed |
$33.2K - $41.8K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-507Closed |
$33.3K - $41.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-531- 5.64% |
$34.8K - $43.9K
|
8.89K
$244K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-608Closed |
$39.9K - $50.2K
|
0
$0
|