Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q1 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
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

BUY
 -
5.66K
+ 28.44%
$280K - $324K
25.6K $598K
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
5.63K
+ 100.0%
$279K - $323K
11.3K $264K
May 13, 2022 Q1 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
5.63K
+ 100.0%
$279K - $322K
11.3K $263K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.48K
+ 70.84%
$271K - $314K
13.2K $309K
Apr 27, 2022 Q1 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
5.47K
+ 100.02%
$271K - $313K
10.9K $256K
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
5.4K
+ 242.5%
$267K - $309K
7.62K $178K
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

BUY
 -
5.3K
+ 91.18%
$262K - $303K
11.1K $260K
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

BUY
 -
5.27K
New
$261K - $302K
5.27K $123K
May 02, 2022 Q1 2022
Mechanics Bank Trust Department

BUY
 -
5.17K
+ 99.96%
$256K - $296K
10.3K $242K
May 09, 2022 Q1 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
5.16K
+ 109.45%
$256K - $296K
9.88K $231K
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
5.06K
+ 88.6%
$251K - $290K
10.8K $252K
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
5.06K
+ 118.82%
$250K - $290K
9.32K $218K
May 12, 2022 Q1 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
5.02K
+ 100.14%
$249K - $288K
10K $235K
Apr 26, 2022 Q1 2022
Means Investment Co., Inc.

BUY
 -
5K
+ 100.0%
$248K - $286K
10K $234K
Apr 22, 2022 Q1 2022
Stewart & Patten CO LLC

BUY
 -
4.98K
+ 99.16%
$246K - $285K
9.99K $234K
May 13, 2022 Q1 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
4.96K
+ 101.31%
$246K - $284K
9.86K $231K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
4.9K
+ 301.11%
$242K - $280K
6.52K $153K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
4.88K
+ 114.59%
$242K - $279K
9.14K $214K
Apr 20, 2022 Q1 2022
Pegasus Asset Management, Inc.

BUY
 -
4.87K
+ 99.59%
$241K - $279K
9.76K $228K
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

BUY
 -
4.83K
+ 106.34%
$239K - $276K
9.37K $219K
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

BUY
 -
4.79K
+ 83.66%
$237K - $274K
10.5K $246K
May 11, 2022 Q1 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
4.78K
+ 99.79%
$236K - $273K
9.56K $224K
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
4.77K
+ 100.0%
$236K - $273K
9.55K $223K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
4.74K
+ 101.37%
$235K - $272K
9.42K $221K
Apr 11, 2022 Q1 2022
Orser Capital Management, LLC

BUY
 -
4.73K
+ 100.0%
$234K - $271K
9.45K $221K
Apr 14, 2022 Q1 2022
Gofen & Glossberg LLC

BUY
 -
4.67K
+ 132.63%
$231K - $268K
8.2K $192K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
4.67K
+ 113.76%
$231K - $267K
8.78K $205K
May 12, 2022 Q1 2022
Facet Wealth, Inc.

BUY
 -
4.61K
+ 85.39%
$228K - $264K
10K $234K
May 02, 2022 Q1 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
4.61K
+ 100.79%
$228K - $264K
9.18K $215K
Apr 13, 2022 Q1 2022
Austin Asset Management CO Inc

BUY
 -
4.6K
+ 112.61%
$228K - $263K
8.69K $203K
Apr 29, 2022 Q1 2022
Stone Point Wealth LLC

BUY
 -
4.6K
+ 104.55%
$228K - $263K
9K $211K
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
4.59K
+ 114.15%
$227K - $263K
8.61K $202K
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
BUY
 -
4.57K
+ 104.82%
$226K - $262K
8.93K $209K
Apr 29, 2022 Q1 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
4.56K
+ 100.0%
$226K - $261K
9.12K $213K
May 11, 2022 Q1 2022
Capital Wealth Planning, LLC

BUY
 -
4.53K
New
$224K - $260K
4.53K $106K
Apr 11, 2022 Q1 2022
Bennett Selby Investments LP

BUY
 -
4.51K
New
$223K - $258K
4.51K $105K
May 10, 2022 Q1 2022
Evoke Wealth, LLC

BUY
 -
4.51K
+ 100.0%
$223K - $258K
9.01K $211K
May 03, 2022 Q1 2022
Round Table Services, LLC

BUY
 -
4.48K
+ 170.0%
$222K - $257K
7.12K $167K
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
4.43K
New
$219K - $254K
4.43K $104K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
4.4K
+ 48.17%
$218K - $252K
13.5K $317K
May 11, 2022 Q1 2022
Gill Capital Partners, LLC

Denver, CO
BUY
 -
4.37K
+ 100.16%
$217K - $250K
8.74K $205K
Apr 21, 2022 Q1 2022
Stillwater Capital Advisors, LLC

BUY
 -
4.37K
+ 100.0%
$216K - $250K
8.74K $205K
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
4.36K
+ 105.14%
$216K - $249K
8.5K $199K
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
4.32K
+ 90.45%
$214K - $247K
9.09K $213K
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
4.29K
+ 100.0%
$212K - $246K
8.58K $201K
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
4.23K
+ 98.81%
$210K - $242K
8.52K $199K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.16K
+ 105.53%
$206K - $238K
8.1K $190K
Apr 25, 2022 Q1 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
4.16K
+ 98.02%
$206K - $238K
8.4K $197K
Apr 21, 2022 Q1 2022
Financial Management Network Inc

BUY
 -
4.13K
+ 100.66%
$205K - $237K
8.24K $193K

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