Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.5M+ 26.96% |
$83.8M - $115M
|
7.08M
$194M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
702K+ 76.22% |
$39.1M - $53.7M
|
1.62M
$44.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
550K+ 10510.09% |
$30.7M - $42.1M
|
555K
$15.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
431K+ 6.32% |
$24M - $33M
|
7.26M
$199M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
364KNew |
$20.3M - $27.9M
|
364K
$9.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
348K+ 728.68% |
$19.4M - $26.6M
|
395K
$10.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
302K+ 60.21% |
$16.8M - $23.1M
|
803K
$22M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
300K+ 79.81% |
$16.7M - $22.9M
|
675K
$18.5M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
284K+ 137088.89% |
$15.8M - $21.7M
|
284K
$7.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
246K+ 72.67% |
$13.7M - $18.8M
|
584K
$16M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
242K+ 9489.54% |
$13.5M - $18.5M
|
245K
$6.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
209K+ 16.39% |
$11.6M - $16M
|
1.48M
$40.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
206K+ 963.11% |
$11.5M - $15.7M
|
227K
$6.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
196KNew |
$10.9M - $15M
|
196K
$5.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
190K+ 29.5% |
$10.6M - $14.5M
|
834K
$22.9M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
180KNew |
$10M - $13.8M
|
180K
$4.92M
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
168K+ 1123.05% |
$9.36M - $12.9M
|
183K
$5.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
162K+ 576.02% |
$9.01M - $12.4M
|
190K
$5.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
146K+ 6.48% |
$8.14M - $11.2M
|
2.4M
$65.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 35.68% |
$7.98M - $11M
|
544K
$14.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
143K+ 25.93% |
$7.95M - $10.9M
|
693K
$19M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
129KNew |
$7.19M - $9.88M
|
129K
$3.54M
|
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
128K+ 264.7% |
$7.14M - $9.81M
|
177K
$4.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
125K+ 13.46% |
$6.96M - $9.55M
|
1.05M
$28.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
122K+ 39.47% |
$6.78M - $9.31M
|
430K
$11.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
107K+ 55.3% |
$5.96M - $8.19M
|
300K
$8.23M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106K+ 14.66% |
$5.91M - $8.12M
|
830K
$22.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
92.5K+ 4.4% |
$5.16M - $7.08M
|
2.2M
$60.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
89.4K+ 359.56% |
$4.98M - $6.84M
|
114K
$3.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
88.2K+ 258.7% |
$4.91M - $6.75M
|
122K
$3.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.8K+ 2.44% |
$4.67M - $6.42M
|
3.52M
$96.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
83.1KNew |
$4.63M - $6.36M
|
83.1K
$2.28M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
78.7K+ 7.53% |
$4.39M - $6.02M
|
1.12M
$30.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
77.9K+ 65.07% |
$4.34M - $5.96M
|
198K
$5.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75.8K+ 63.12% |
$4.22M - $5.8M
|
196K
$5.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
69.9KNew |
$3.9M - $5.35M
|
69.9K
$1.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
68.3KNew |
$3.8M - $5.23M
|
68.3K
$1.87M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
66.5K+ 175.67% |
$3.71M - $5.09M
|
104K
$2.86M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
63.1K+ 3736.18% |
$3.52M - $4.83M
|
64.8K
$1.78M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.1K+ 10.89% |
$3.35M - $4.6M
|
612K
$16.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
59.9K+ 12.85% |
$3.34M - $4.58M
|
526K
$14.4M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
58.8K+ 32.05% |
$3.28M - $4.5M
|
242K
$6.63M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
57K+ 658.73% |
$3.18M - $4.37M
|
65.7K
$1.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
56.4K+ 140.61% |
$3.15M - $4.32M
|
96.6K
$2.65M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
53.1KNew |
$2.96M - $4.06M
|
53.1K
$1.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
52.7K+ 3.84% |
$2.93M - $4.03M
|
1.42M
$39M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.5K+ 26.93% |
$2.87M - $3.94M
|
243K
$6.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.4K+ 1.63% |
$2.81M - $3.86M
|
3.14M
$86M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.3K+ 75.26% |
$2.8M - $3.85M
|
117K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
49.4K+ 15.11% |
$2.75M - $3.78M
|
376K
$10.3M
|