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 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.74K- 3.51% |
$153K - $210K
|
75.3K
$2.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.75K- 4.62% |
$153K - $210K
|
56.7K
$1.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.77KClosed |
$154K - $212K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.78K- 14.67% |
$155K - $213K
|
16.2K
$445K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.79KClosed |
$156K - $214K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.8KClosed |
$156K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.82KClosed |
$157K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.82KClosed |
$157K - $216K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.83KClosed |
$158K - $216K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.84K- 5.61% |
$158K - $217K
|
47.7K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.84KClosed |
$158K - $217K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-2.85K- 13.15% |
$159K - $218K
|
18.8K
$517K
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.85KClosed |
$159K - $218K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.88KClosed |
$160K - $220K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.92K- 12.92% |
$163K - $224K
|
19.7K
$542K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.92KClosed |
$163K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.93KClosed |
$163K - $224K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.93KClosed |
$163K - $224K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
SELL
|
- |
-2.94KClosed |
$164K - $225K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.98KClosed |
$166K - $228K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-3KClosed |
$167K - $230K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3KClosed |
$167K - $230K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.01KClosed |
$168K - $230K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.02KClosed |
$168K - $231K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.07K- 10.82% |
$171K - $235K
|
25.3K
$695K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.09K- 39.38% |
$172K - $236K
|
4.75K
$131K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-3.1K- 1.88% |
$172K - $237K
|
162K
$4.44M
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.11K- 4.3% |
$173K - $238K
|
69.1K
$1.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.12K- 38.73% |
$174K - $239K
|
4.94K
$136K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.14K- 1.61% |
$175K - $240K
|
191K
$5.25M
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.18KClosed |
$177K - $243K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-3.19K- 5.93% |
$178K - $244K
|
50.6K
$1.39M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-3.2KClosed |
$178K - $245K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.24KClosed |
$180K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.24KClosed |
$180K - $248K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.25KClosed |
$181K - $249K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-3.25KClosed |
$181K - $249K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-3.29KClosed |
$183K - $252K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.31K- 40.85% |
$184K - $253K
|
4.79K
$132K
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-3.35KClosed |
$187K - $256K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.39K- 7.1% |
$189K - $260K
|
44.4K
$1.22M
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.4K- 7.91% |
$189K - $260K
|
39.6K
$1.09M
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.4KClosed |
$189K - $260K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.4KClosed |
$190K - $260K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-3.43KClosed |
$191K - $263K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.49KClosed |
$195K - $267K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-3.5K- 4.08% |
$195K - $268K
|
82.2K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.61K- 8.5% |
$201K - $276K
|
38.9K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.61KClosed |
$201K - $276K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-3.61K- 39.61% |
$201K - $277K
|
5.51K
$151K
|