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
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
4.13K
+ 359.36%
$204K - $236K
5.28K $124K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
4.1K
+ 89.14%
$203K - $235K
8.7K $204K
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

BUY
 -
4.09K
+ 196.35%
$203K - $234K
6.18K $145K
May 16, 2022 Q1 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
4.06K
+ 99.95%
$201K - $233K
8.12K $190K
May 03, 2022 Q1 2022
Motive Wealth Advisors

BUY
 -
4.02K
+ 100.0%
$199K - $230K
8.04K $188K
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

BUY
 -
4.01K
+ 94.53%
$198K - $229K
8.25K $193K
May 12, 2022 Q1 2022
Beacon Investment Advisory Services, Inc.

BUY
 -
3.99K
+ 90.38%
$198K - $229K
8.41K $197K
May 09, 2022 Q1 2022
Summitry LLC

Foster City, CA
BUY
 -
3.99K
New
$198K - $229K
3.99K $93.4K
May 13, 2022 Q1 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
3.99K
+ 80.06%
$197K - $228K
8.97K $210K
Apr 28, 2022 Q1 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
3.97K
New
$197K - $227K
3.97K $92.9K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.94K
+ 125.27%
$195K - $225K
7.08K $166K
Apr 04, 2022 Q1 2022
Mc Alister, Sweet & Associates, Inc.

BUY
 -
3.93K
+ 99.39%
$195K - $225K
7.89K $185K
Jan 03, 2023 Q1 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
3.93K
+ 85.25%
$195K - $225K
8.54K $200K
May 16, 2022 Q1 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.91K
+ 99.64%
$194K - $224K
7.84K $184K
May 03, 2022 Q1 2022
Hoyle Cohen, LLC

BUY
 -
3.9K
+ 98.51%
$193K - $223K
7.86K $184K
May 10, 2022 Q1 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
3.87K
+ 92.23%
$192K - $222K
8.07K $189K
May 03, 2022 Q1 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
3.85K
New
$191K - $220K
3.85K $90K
Apr 04, 2022 Q1 2022
Private Asset Management Inc

BUY
 -
3.82K
+ 97.95%
$189K - $219K
7.72K $181K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
3.79K
+ 100.24%
$188K - $217K
7.57K $177K
Feb 14, 2023 Q1 2022
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
3.77K
New
$187K - $216K
3.77K $88.3K
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
3.74K
+ 100.11%
$185K - $214K
7.48K $175K
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
3.74K
New
$185K - $214K
3.74K $87.5K
May 09, 2022 Q1 2022
M&T Bank Corp

BUY
 -
3.73K
+ 100.0%
$185K - $214K
7.46K $175K
Apr 29, 2022 Q1 2022
Gratus Capital LLC

BUY
 -
3.68K
+ 129.24%
$182K - $211K
6.53K $153K
May 13, 2022 Q1 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
3.63K
+ 100.08%
$180K - $208K
7.26K $170K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
3.63K
+ 99.51%
$180K - $208K
7.28K $170K
Apr 25, 2022 Q1 2022
Patten & Patten Inc

BUY
 -
3.6K
+ 100.0%
$178K - $206K
7.19K $168K
May 10, 2022 Q1 2022
Tanglewood Wealth Management, Inc.

BUY
 -
3.54K
+ 44.97%
$175K - $203K
11.4K $267K
May 06, 2022 Q1 2022
Independent Advisor Alliance

BUY
 -
3.53K
+ 96.97%
$175K - $202K
7.16K $168K
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

BUY
 -
3.46K
+ 100.0%
$171K - $198K
6.92K $162K
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

BUY
 -
3.42K
+ 39.11%
$170K - $196K
12.2K $285K
Apr 21, 2022 Q1 2022
Flagship Private Wealth, LLC

BUY
 -
3.41K
+ 100.03%
$169K - $196K
6.83K $160K
May 06, 2022 Q1 2022
Mirador Capital Partners LP

BUY
 -
3.41K
+ 99.88%
$169K - $195K
6.82K $160K
Apr 14, 2022 Q1 2022
Reitz Capital Advisors LLC

BUY
 -
3.38K
+ 39.15%
$168K - $194K
12K $281K
Apr 19, 2022 Q1 2022
Regent Investment Management LLC

BUY
 -
3.37K
+ 117.26%
$167K - $193K
6.24K $146K
May 05, 2022 Q1 2022
Armbruster Capital Management, Inc.

BUY
 -
3.37K
+ 99.97%
$167K - $193K
6.73K $158K
Aug 30, 2022 Q1 2022
Heritage Financial Services, LLC

BUY
 -
3.35K
+ 100.0%
$166K - $192K
6.7K $157K
Apr 15, 2022 Q1 2022
Mayport, LLC

BUY
 -
3.35K
+ 105.05%
$166K - $192K
6.53K $153K
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
3.33K
+ 79.73%
$165K - $191K
7.5K $176K
May 10, 2022 Q1 2022
Armor Investment Advisors, LLC

BUY
 -
3.3K
+ 94.66%
$163K - $189K
6.78K $159K
May 13, 2022 Q1 2022
E Rn Financial, LLC

BUY
 -
3.27K
+ 100.68%
$162K - $187K
6.52K $152K
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
3.25K
+ 98.96%
$161K - $186K
6.54K $153K
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
3.24K
+ 85.06%
$160K - $185K
7.05K $165K
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
3.21K
+ 100.0%
$159K - $184K
6.42K $150K
May 11, 2022 Q1 2022
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
3.17K
+ 98.75%
$157K - $182K
6.38K $149K
Apr 15, 2022 Q1 2022
Colorado Capital Management, Inc.

BUY
 -
3.17K
+ 103.26%
$157K - $181K
6.23K $146K
Apr 22, 2022 Q1 2022
Goepper Burkhardt LLC

BUY
 -
3.17K
+ 100.0%
$157K - $181K
6.33K $148K
Apr 28, 2022 Q1 2022
Acas, LLC

BUY
 -
3.15K
+ 98.84%
$156K - $180K
6.34K $148K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
3.13K
+ 85.27%
$155K - $179K
6.8K $159K

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