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 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
469+ 2.93% |
$26.1K - $35.9K
|
16.5K
$412K
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
459+ 9.33% |
$25.6K - $35.1K
|
5.38K
$135K
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
408+ 2.37% |
$22.7K - $31.2K
|
17.6K
$441K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
360New |
$20.1K - $27.6K
|
360
$9.01K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
347+ 3.0% |
$19.3K - $26.6K
|
11.9K
$298K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
330+ 10.14% |
$18.4K - $25.3K
|
3.58K
$89.7K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
323+ 6.54% |
$18K - $24.7K
|
5.26K
$132K
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
295+ 8.81% |
$16.4K - $22.6K
|
3.64K
$91.1K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
293+ 2.87% |
$16.3K - $22.4K
|
10.5K
$262K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
293+ 4.0% |
$16.3K - $22.4K
|
7.62K
$191K
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
283+ 1.95% |
$15.8K - $21.7K
|
14.8K
$371K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
281+ 98.94% |
$15.7K - $21.5K
|
565
$14.1K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
270+ 0.66% |
$15K - $20.7K
|
41.2K
$1.03M
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
266+ 3.88% |
$14.8K - $20.4K
|
7.12K
$178K
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
243+ 1.68% |
$13.5K - $18.6K
|
14.7K
$367K
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
224+ 5.76% |
$12.5K - $17.1K
|
4.11K
$103K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
218New |
$12.1K - $16.7K
|
218
$5.45K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
203+ 1.62% |
$11.3K - $15.5K
|
12.8K
$320K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
194+ 2.63% |
$10.8K - $14.9K
|
7.57K
$189K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
184+ 0.69% |
$10.3K - $14.1K
|
26.9K
$674K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
174+ 100.58% |
$9.7K - $13.3K
|
347
$8.68K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
165+ 26.61% |
$9.2K - $12.6K
|
785
$19.6K
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
162+ 2.03% |
$9.03K - $12.4K
|
8.13K
$203K
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
148+ 3.94% |
$8.25K - $11.3K
|
3.9K
$97.6K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
137+ 1.56% |
$7.64K - $10.5K
|
8.94K
$224K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
136+ 0.83% |
$7.58K - $10.4K
|
16.5K
$414K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
130New |
$7.24K - $9.95K
|
130
$3.25K
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
102+ 3.01% |
$5.68K - $7.81K
|
3.49K
$87.3K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
97+ 0.17% |
$5.41K - $7.43K
|
57.5K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
90New |
$5.02K - $6.89K
|
90
$2.25K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
84+ 0.1% |
$4.68K - $6.43K
|
83.7K
$2.1M
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
79+ 0.91% |
$4.4K - $6.05K
|
8.73K
$218K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
76+ 0.39% |
$4.24K - $5.82K
|
19.6K
$490K
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
72+ 1.35% |
$4.01K - $5.51K
|
5.42K
$136K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
66+ 1.28% |
$3.68K - $5.05K
|
5.2K
$130K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
57New |
$3.18K - $4.36K
|
57
$1.43K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
56+ 0.6% |
$3.12K - $4.29K
|
9.47K
$237K
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
BUY
|
- |
47+ 0.38% |
$2.62K - $3.6K
|
12.5K
$312K
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
47+ 0.46% |
$2.62K - $3.6K
|
10.3K
$258K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
41+ 0.98% |
$2.28K - $3.14K
|
4.21K
$105K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 0.21% |
$1.89K - $2.6K
|
16.4K
$411K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.45K - $1.99K
|
26
$651
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
22+ 0.17% |
$1.23K - $1.68K
|
13.3K
$334K
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
22+ 0.55% |
$1.23K - $1.68K
|
4.04K
$101K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.25% |
$1.11K - $1.53K
|
7.9K
$198K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
14+ 0.11% |
$780 - $1.07K
|
12.6K
$316K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.13% |
$669 - $919
|
9.52K
$238K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$613 - $842
|
20.5K
$514K
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11+ 0.1% |
$613 - $842
|
11.1K
$278K
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
11+ 0.35% |
$613 - $842
|
3.13K
$78.3K
|