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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.9K+ 114.31% |
$845K - $1.06M
|
24.1K
$604K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.7K+ 159.51% |
$832K - $1.05M
|
20.6K
$516K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
12.6KNew |
$825K - $1.04M
|
12.6K
$314K
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
12.5K+ 102.83% |
$822K - $1.03M
|
24.7K
$618K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12.5K+ 121.22% |
$818K - $1.03M
|
22.7K
$569K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.4K+ 76.78% |
$816K - $1.03M
|
28.6K
$716K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
12.4K+ 97.77% |
$815K - $1.03M
|
25.1K
$629K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12.3K+ 87.01% |
$808K - $1.02M
|
26.5K
$662K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 55.91% |
$799K - $1.01M
|
34K
$850K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
12.1K+ 73.98% |
$791K - $996K
|
28.4K
$709K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12K+ 73.31% |
$789K - $994K
|
28.4K
$711K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12K+ 113.62% |
$786K - $990K
|
22.5K
$563K
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.9KNew |
$780K - $982K
|
11.9K
$297K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$770K - $970K
|
11.7K
$294K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
11.6K+ 135.32% |
$758K - $955K
|
20.1K
$503K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
11.5K+ 121.13% |
$757K - $953K
|
21.1K
$527K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.4K+ 112.07% |
$747K - $940K
|
21.5K
$539K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.1K+ 89.95% |
$727K - $915K
|
23.4K
$585K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.9K+ 906.38% |
$718K - $904K
|
12.1K
$304K
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
10.9K+ 93.46% |
$717K - $903K
|
22.6K
$566K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.9K+ 100.0% |
$714K - $899K
|
21.8K
$544K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.8K+ 89.62% |
$710K - $894K
|
22.9K
$573K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 182.67% |
$708K - $892K
|
16.7K
$418K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
10.7K+ 21.47% |
$704K - $886K
|
60.7K
$1.52M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
10.6K+ 91.39% |
$697K - $877K
|
22.2K
$556K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
10.6K+ 248.12% |
$696K - $877K
|
14.9K
$373K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
10.6K+ 97.02% |
$695K - $875K
|
21.5K
$538K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
10.3K+ 60.81% |
$677K - $853K
|
27.3K
$683K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
10.3K+ 87.42% |
$677K - $853K
|
22.1K
$554K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 93.39% |
$677K - $852K
|
21.4K
$534K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
10.3K+ 575.48% |
$673K - $847K
|
12K
$301K
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$666K - $839K
|
10.2K
$254K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.2K+ 97.83% |
$666K - $839K
|
20.5K
$514K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
10.1K+ 20.44% |
$666K - $838K
|
59.8K
$1.5M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
9.91K+ 100.0% |
$650K - $819K
|
19.8K
$496K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9.79K+ 100.67% |
$643K - $809K
|
19.5K
$488K
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
9.47K+ 140.52% |
$622K - $783K
|
16.2K
$406K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.37KNew |
$615K - $774K
|
9.37K
$235K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
9.3K+ 61.77% |
$610K - $768K
|
24.4K
$609K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.27K+ 132.24% |
$608K - $765K
|
16.3K
$407K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.26K+ 40.13% |
$608K - $765K
|
32.3K
$809K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.26K+ 40.13% |
$608K - $765K
|
32.3K
$809K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.09K+ 97.55% |
$596K - $751K
|
18.4K
$460K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9K+ 450.43% |
$590K - $743K
|
11K
$275K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.98K+ 95.69% |
$589K - $742K
|
18.4K
$460K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
8.96K+ 140.87% |
$588K - $740K
|
15.3K
$383K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.91K+ 113.6% |
$585K - $736K
|
16.7K
$419K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
8.82K+ 68.69% |
$579K - $728K
|
21.7K
$542K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.81K+ 324.23% |
$578K - $728K
|
11.5K
$288K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
8.68K+ 311.04% |
$570K - $717K
|
11.5K
$287K
|