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 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-100- 1.46% |
$5.57K - $7.66K
|
6.73K
$185K
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-106- 0.46% |
$5.91K - $8.11K
|
22.8K
$627K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-108- 35.76% |
$6.02K - $8.27K
|
194
$5.33K
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-110Closed |
$6.13K - $8.42K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-112Closed |
$6.24K - $8.57K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-124- 2.02% |
$6.91K - $9.49K
|
6K
$165K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-125- 11.19% |
$6.97K - $9.57K
|
992
$27.3K
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-126- 0.18% |
$7.02K - $9.65K
|
69K
$1.9M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130- 6.15% |
$7.24K - $9.95K
|
1.98K
$54.5K
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-134- 20.87% |
$7.47K - $10.3K
|
508
$14K
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-142- 1.13% |
$7.91K - $10.9K
|
12.5K
$342K
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-144- 2.08% |
$8.03K - $11K
|
6.8K
$187K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-159- 1.41% |
$8.86K - $12.2K
|
11.1K
$305K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-160- 0.88% |
$8.92K - $12.2K
|
18K
$494K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-160Closed |
$8.92K - $12.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-160- 81.63% |
$8.92K - $12.2K
|
36
$990
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-170Closed |
$9.47K - $13K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-176- 8.91% |
$9.81K - $13.5K
|
1.8K
$49.5K
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-177- 0.67% |
$9.86K - $13.5K
|
26.3K
$723K
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-177- 0.67% |
$9.86K - $13.5K
|
26.3K
$723K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-184- 1.51% |
$10.3K - $14.1K
|
12K
$329K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-184- 1.39% |
$10.3K - $14.1K
|
13K
$358K
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-189- 1.85% |
$10.5K - $14.5K
|
10K
$275K
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-198Closed |
$11K - $15.2K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$11.1K - $15.3K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 75.76% |
$11.1K - $15.3K
|
64
$1.76K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 22.22% |
$11.1K - $15.3K
|
700
$19.2K
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-211- 2.81% |
$11.8K - $16.2K
|
7.29K
$200K
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-243- 2.42% |
$13.5K - $18.6K
|
9.8K
$269K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-246- 4.72% |
$13.7K - $18.8K
|
4.96K
$136K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-251- 2.33% |
$14K - $19.2K
|
10.5K
$290K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-265- 4.78% |
$14.8K - $20.3K
|
5.28K
$145K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-267- 4.04% |
$14.9K - $20.4K
|
6.35K
$174K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-272- 2.46% |
$15.2K - $20.8K
|
10.8K
$297K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-274- 16.9% |
$15.3K - $21K
|
1.35K
$37K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-280- 44.44% |
$15.6K - $21.4K
|
350
$9.62K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-282- 2.6% |
$15.7K - $21.6K
|
10.6K
$291K
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-286- 2.11% |
$15.9K - $21.9K
|
13.2K
$364K
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-299- 3.11% |
$16.7K - $22.9K
|
9.3K
$256K
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-300- 5.84% |
$16.7K - $23K
|
4.84K
$133K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-308- 5.22% |
$17.2K - $23.6K
|
5.59K
$154K
|
|
Aug 01, 2022
Q2 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-327- 0.83% |
$18.2K - $25K
|
39.1K
$1.07M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-370- 78.72% |
$20.6K - $28.3K
|
100
$2.75K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-372Closed |
$20.7K - $28.5K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-396- 5.77% |
$22.1K - $30.3K
|
6.47K
$178K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-399- 14.03% |
$22.2K - $30.5K
|
2.44K
$67.2K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-400Closed |
$22.3K - $30.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-400- 5.72% |
$22.3K - $30.6K
|
6.6K
$181K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-400Closed |
$22.3K - $30.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-409- 6.02% |
$22.8K - $31.3K
|
6.39K
$176K
|