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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-57.9K- 74.38% |
$3.23M - $4.43M
|
19.9K
$548K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.7K- 23.05% |
$3.27M - $4.5M
|
196K
$5.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-65.4K- 4.63% |
$3.64M - $5M
|
1.35M
$37M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-67.1K- 55.21% |
$3.74M - $5.14M
|
54.5K
$1.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-69.3K- 27.24% |
$3.86M - $5.31M
|
185K
$5.09M
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-89.6K- 50.15% |
$5M - $6.86M
|
89.1K
$2.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-90.2K- 33.24% |
$5.03M - $6.91M
|
181K
$4.98M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-94.4K- 6.48% |
$5.26M - $7.23M
|
1.36M
$37.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-94.7K- 23.43% |
$5.28M - $7.25M
|
309K
$8.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-98.9K- 35.39% |
$5.51M - $7.57M
|
181K
$4.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-123K- 51.6% |
$6.83M - $9.39M
|
115K
$3.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-131K- 48.05% |
$7.32M - $10M
|
142K
$3.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-211K- 50.42% |
$11.8M - $16.2M
|
208K
$5.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-213K- 38.34% |
$11.9M - $16.3M
|
343K
$9.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-226K- 1.2% |
$12.6M - $17.3M
|
18.6M
$511M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-265K- 4.1% |
$14.8M - $20.3M
|
6.2M
$170M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-284K- 99.93% |
$15.8M - $21.7M
|
207
$5.69K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-288K- 58.5% |
$16M - $22M
|
204K
$5.62M
|
|
|
Jul 27, 2022
Q2 2022
|
Appleton Group, LLC
|
SELL
|
- |
-289K- 95.59% |
$16.1M - $22.1M
|
13.3K
$367K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-303K- 45.27% |
$16.9M - $23.2M
|
366K
$10.1M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-309K- 90.59% |
$17.2M - $23.7M
|
32.1K
$884K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-362K- 98.08% |
$20.2M - $27.7M
|
7.1K
$195K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-368K- 99.7% |
$20.5M - $28.1M
|
1.1K
$30.1K
|