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 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
1.25K+ 29.35% |
$69.4K - $95.3K
|
5.49K
$145K
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 1.85% |
$67.9K - $93.2K
|
67.1K
$1.77M
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.22K+ 24.32% |
$67.7K - $93K
|
6.21K
$164K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.17K+ 2.21% |
$65.1K - $89.4K
|
54K
$1.43M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 2.33% |
$65.1K - $89.4K
|
51.3K
$1.36M
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.13K+ 1.13% |
$63K - $86.6K
|
101K
$2.67M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.12K+ 30.43% |
$62.5K - $85.8K
|
4.81K
$127K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.11K+ 525.59% |
$61.8K - $84.9K
|
1.32K
$34.9K
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.07K+ 1.83% |
$59.6K - $81.9K
|
59.6K
$1.58M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.04K+ 37.16% |
$57.8K - $79.4K
|
3.83K
$101K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1KNew |
$55.7K - $76.6K
|
1K
$26.5K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
998+ 4.64% |
$55.6K - $76.4K
|
22.5K
$596K
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
950+ 18.79% |
$52.9K - $72.7K
|
6.01K
$159K
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
941+ 2.17% |
$52.4K - $72K
|
44.4K
$1.17M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
920+ 14.88% |
$51.3K - $70.4K
|
7.1K
$188K
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
912+ 7.37% |
$50.8K - $69.8K
|
13.3K
$352K
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
880+ 3.17% |
$49K - $67.4K
|
28.6K
$757K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
872New |
$48.6K - $66.8K
|
872
$23.1K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
860New |
$47.9K - $65.8K
|
860
$22.8K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
837+ 26.49% |
$46.6K - $64.1K
|
4K
$106K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
832+ 1.67% |
$46.4K - $63.7K
|
50.8K
$1.34M
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
813+ 36.77% |
$45.3K - $62.2K
|
3.02K
$80K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
811New |
$45.2K - $62.1K
|
811
$21.5K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
808+ 20.23% |
$45K - $61.9K
|
4.8K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
808New |
$45K - $61.9K
|
808
$21.4K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
801+ 36.98% |
$44.6K - $61.3K
|
2.97K
$78.5K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
794+ 4.88% |
$44.2K - $60.8K
|
17.1K
$452K
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
791+ 0.66% |
$44.1K - $60.6K
|
121K
$3.21M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
789+ 0.53% |
$44K - $60.4K
|
150K
$3.96M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
785+ 58.06% |
$43.7K - $60.1K
|
2.14K
$56.5K
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
784+ 0.92% |
$43.7K - $60K
|
85.9K
$2.27M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
758+ 1.22% |
$42.2K - $58K
|
62.7K
$1.66M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
750+ 6.8% |
$41.8K - $57.4K
|
11.8K
$312K
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
743+ 1.82% |
$41.4K - $56.9K
|
41.5K
$1.1M
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
720New |
$40.1K - $55.1K
|
720
$19.1K
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
691+ 12.01% |
$38.5K - $52.9K
|
6.44K
$171K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
676New |
$37.7K - $51.7K
|
676
$17.9K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
666+ 2.8% |
$37.1K - $51K
|
24.4K
$647K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
632+ 0.24% |
$35.2K - $48.4K
|
263K
$6.97M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
601+ 23.92% |
$33.5K - $46K
|
3.11K
$82.4K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
575+ 28.38% |
$32K - $44K
|
2.6K
$68.8K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
568+ 20.84% |
$31.7K - $43.5K
|
3.29K
$87.1K
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
554+ 1.25% |
$30.9K - $42.4K
|
44.8K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
552New |
$30.8K - $42.3K
|
552
$14.6K
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
552+ 16.57% |
$30.8K - $42.3K
|
3.88K
$103K
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
533+ 7.34% |
$29.7K - $40.8K
|
7.8K
$206K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
530New |
$29.5K - $40.6K
|
530
$14K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
528+ 1.82% |
$29.4K - $40.4K
|
29.6K
$783K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
504+ 3.58% |
$28.1K - $38.6K
|
14.6K
$386K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
477+ 13.87% |
$26.6K - $36.5K
|
3.92K
$104K
|