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
Apr 18, 2022 Q1 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
12.5K
+ 102.83%
$822K - $1.03M
24.7K $677K
May 05, 2022 Q1 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
12.5K
+ 121.22%
$818K - $1.03M
22.7K $623K
May 09, 2022 Q1 2022
Cooper/Haims Advisors, LLC

BUY
 -
12.4K
+ 76.78%
$816K - $1.03M
28.6K $784K
May 13, 2022 Q1 2022
Keystone Financial Group

BUY
 -
12.4K
+ 97.77%
$815K - $1.03M
25.1K $689K
May 10, 2022 Q1 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
12.3K
+ 87.01%
$808K - $1.02M
26.5K $725K
Apr 29, 2022 Q1 2022
Bigelow Investment Advisors, LLC

BUY
 -
12.2K
+ 55.91%
$799K - $1.01M
34K $930K
May 09, 2022 Q1 2022
Duncker Streett & CO Inc

BUY
 -
12.1K
+ 73.98%
$791K - $996K
28.4K $777K
May 05, 2022 Q1 2022
Prestige Wealth Management Group LLC

BUY
 -
12K
+ 73.31%
$789K - $994K
28.4K $779K
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
12K
+ 113.62%
$786K - $990K
22.5K $617K
May 12, 2022 Q1 2022
Theory Financial LLC

Fort Collins, CO
BUY
 -
11.9K
New
$780K - $982K
11.9K $326K
May 11, 2022 Q1 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
11.6K
+ 135.32%
$758K - $955K
20.1K $551K
May 06, 2022 Q1 2022
Fagan Associates, Inc.

BUY
 -
11.5K
+ 121.13%
$757K - $953K
21.1K $577K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
11.4K
+ 112.07%
$747K - $940K
21.5K $590K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.1K
+ 89.95%
$727K - $915K
23.4K $641K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
10.9K
+ 906.38%
$718K - $904K
12.1K $333K
May 03, 2022 Q1 2022
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
10.9K
+ 93.46%
$717K - $903K
22.6K $620K
May 13, 2022 Q1 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
10.9K
+ 100.0%
$714K - $899K
21.8K $596K
May 09, 2022 Q1 2022
Gw Henssler & Associates LTD

BUY
 -
10.8K
+ 89.62%
$710K - $894K
22.9K $627K
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.8K
+ 182.67%
$708K - $892K
16.7K $458K
Apr 27, 2022 Q1 2022
Hengehold Capital Management LLC

BUY
 -
10.7K
+ 21.47%
$704K - $886K
60.7K $1.66M
May 25, 2022 Q1 2022
First National Bank Of Omaha

Omaha, NE
BUY
 -
10.6K
+ 91.39%
$697K - $877K
22.2K $609K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
10.6K
+ 248.12%
$696K - $877K
14.9K $408K
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
10.6K
+ 97.02%
$695K - $875K
21.5K $589K
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
10.3K
+ 60.81%
$677K - $853K
27.3K $748K
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
10.3K
+ 87.42%
$677K - $853K
22.1K $606K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
10.3K
+ 93.39%
$677K - $852K
21.4K $585K
May 16, 2022 Q1 2022
Stokes Family Office, LLC

BUY
 -
10.3K
+ 575.48%
$673K - $847K
12K $330K
Apr 19, 2022 Q1 2022
Aprio Wealth Management, LLC

BUY
 -
10.2K
New
$666K - $839K
10.2K $278K
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

BUY
 -
10.2K
+ 97.83%
$666K - $839K
20.5K $562K
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
9.91K
+ 100.0%
$650K - $819K
19.8K $543K
May 16, 2022 Q1 2022
Carmichael Hill & Associates, Inc.

BUY
 -
9.79K
+ 100.67%
$643K - $809K
19.5K $535K
Dec 30, 2022 Q1 2022
Warther Private Wealth, LLC

Akron, OH
BUY
 -
9.47K
+ 140.52%
$622K - $783K
16.2K $444K
May 12, 2022 Q1 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
9.37K
New
$615K - $774K
9.37K $257K
May 09, 2022 Q1 2022
Cx Institutional

BUY
 -
9.3K
+ 61.77%
$610K - $768K
24.4K $667K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
9.27K
+ 132.24%
$608K - $765K
16.3K $446K
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
9.26K
+ 40.13%
$608K - $765K
32.3K $886K
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
9.26K
+ 40.13%
$608K - $765K
32.3K $886K
May 17, 2022 Q1 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
9.09K
+ 97.55%
$596K - $751K
18.4K $504K
May 11, 2022 Q1 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
9K
+ 450.43%
$590K - $743K
11K $301K
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

BUY
 -
8.98K
+ 95.69%
$589K - $742K
18.4K $503K
Apr 26, 2022 Q1 2022
Avestar Capital, LLC

BUY
 -
8.96K
+ 140.87%
$588K - $740K
15.3K $420K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
8.91K
+ 113.6%
$585K - $736K
16.7K $459K
Apr 08, 2022 Q1 2022
Marotta Asset Management

BUY
 -
8.82K
+ 68.69%
$579K - $728K
21.7K $593K
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
8.81K
+ 324.23%
$578K - $728K
11.5K $316K
May 06, 2022 Q1 2022
Accredited Investors Inc.

BUY
 -
8.68K
+ 311.04%
$570K - $717K
11.5K $314K
May 03, 2022 Q1 2022
Signet Investment Advisory Group, Inc.

BUY
 -
8.66K
+ 101.35%
$569K - $716K
17.2K $472K
May 12, 2022 Q1 2022
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
8.55K
+ 81.99%
$561K - $706K
19K $520K
May 10, 2022 Q1 2022
Strategic Advisors LLC

BUY
 -
8.33K
+ 88.74%
$547K - $688K
17.7K $486K
Apr 21, 2022 Q1 2022
Dagco, Inc.

BUY
 -
8.24K
New
$541K - $681K
8.24K $226K

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