Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Large C (SCHX)
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 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.13KNew |
$155K - $179K
|
3.13K
$73.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.12K+ 100.0% |
$154K - $179K
|
6.24K
$146K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 89.83% |
$154K - $178K
|
6.57K
$154K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
3.09K+ 96.86% |
$153K - $177K
|
6.27K
$147K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
3.08K+ 107.7% |
$152K - $176K
|
5.93K
$139K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.02K+ 50.04% |
$150K - $173K
|
9.07K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
3.02K+ 100.0% |
$150K - $173K
|
6.05K
$141K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3K+ 100.0% |
$149K - $172K
|
6K
$140K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.98K+ 84.27% |
$147K - $171K
|
6.51K
$152K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.98K+ 92.97% |
$147K - $170K
|
6.18K
$144K
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.93K+ 100.0% |
$145K - $168K
|
5.85K
$137K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.92K+ 84.89% |
$145K - $167K
|
6.36K
$149K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.92K+ 100.0% |
$144K - $167K
|
5.83K
$136K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.91K+ 104.08% |
$144K - $166K
|
5.7K
$133K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
2.9K+ 100.0% |
$144K - $166K
|
5.81K
$136K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
2.88K+ 87.52% |
$143K - $165K
|
6.18K
$145K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.88K+ 100.38% |
$142K - $165K
|
5.74K
$134K
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.86K+ 99.97% |
$141K - $164K
|
5.72K
$134K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.85K+ 100.0% |
$141K - $163K
|
5.71K
$134K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
2.85K+ 79.34% |
$141K - $163K
|
6.44K
$151K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
2.84K+ 93.36% |
$141K - $163K
|
5.89K
$138K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
2.83K+ 84.0% |
$140K - $162K
|
6.21K
$145K
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.81K+ 101.23% |
$139K - $161K
|
5.58K
$131K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.8K+ 100.0% |
$139K - $160K
|
5.6K
$131K
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.8K+ 97.22% |
$138K - $160K
|
5.67K
$133K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.75K+ 100.0% |
$136K - $157K
|
5.5K
$129K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 96.79% |
$136K - $157K
|
5.57K
$130K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.74K+ 100.7% |
$135K - $157K
|
5.45K
$128K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.7K+ 104.25% |
$134K - $154K
|
5.28K
$124K
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.7K+ 100.0% |
$133K - $154K
|
5.39K
$126K
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.69K+ 100.0% |
$133K - $154K
|
5.38K
$126K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.66K+ 100.0% |
$132K - $153K
|
5.33K
$125K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
2.62K+ 100.0% |
$130K - $150K
|
5.24K
$123K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.62K+ 108.28% |
$130K - $150K
|
5.03K
$118K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.61K+ 100.0% |
$129K - $149K
|
5.21K
$122K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.6K+ 77.39% |
$129K - $149K
|
5.96K
$140K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.6K+ 100.0% |
$129K - $149K
|
5.2K
$122K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.6K+ 100.0% |
$129K - $149K
|
5.2K
$122K
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.6K+ 100.0% |
$128K - $149K
|
5.19K
$121K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.55K+ 100.12% |
$126K - $146K
|
5.1K
$119K
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 102.88% |
$126K - $145K
|
5K
$117K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 88.59% |
$124K - $144K
|
5.34K
$125K
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
2.5K+ 100.0% |
$124K - $143K
|
5K
$117K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.5K+ 29.72% |
$124K - $143K
|
10.9K
$255K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.49K+ 50.88% |
$123K - $143K
|
7.38K
$173K
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.49K+ 100.0% |
$123K - $142K
|
4.97K
$116K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 100.0% |
$122K - $141K
|
4.92K
$115K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
2.46K+ 95.98% |
$122K - $141K
|
5.02K
$117K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
2.46K+ 98.12% |
$122K - $141K
|
4.96K
$116K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.45K+ 83.42% |
$121K - $140K
|
5.39K
$126K
|