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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
2.43K+ 100.0% |
$120K - $139K
|
4.85K
$114K
|
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.36K+ 100.0% |
$117K - $135K
|
4.72K
$110K
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
2.36K+ 100.6% |
$117K - $135K
|
4.7K
$110K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.34K+ 97.01% |
$116K - $134K
|
4.75K
$111K
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 99.7% |
$115K - $133K
|
4.67K
$109K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.33K+ 104.35% |
$115K - $133K
|
4.56K
$107K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 100.0% |
$115K - $133K
|
4.65K
$109K
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
2.32K+ 100.0% |
$115K - $133K
|
4.63K
$108K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.31K+ 66.27% |
$114K - $132K
|
5.79K
$135K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.3K+ 100.0% |
$114K - $132K
|
4.6K
$108K
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.27K+ 100.0% |
$112K - $130K
|
4.53K
$106K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.26KNew |
$112K - $129K
|
2.26K
$52.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.26K+ 70.8% |
$112K - $129K
|
5.45K
$128K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.24K+ 100.0% |
$111K - $128K
|
4.47K
$105K
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.23K+ 97.04% |
$110K - $128K
|
4.53K
$106K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$108K - $125K
|
2.19K
$51.2K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.18K+ 0.23% |
$108K - $125K
|
937K
$21.9M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.17K+ 53.59% |
$107K - $124K
|
6.22K
$146K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.17K+ 100.0% |
$107K - $124K
|
4.33K
$101K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.16K+ 76.97% |
$107K - $124K
|
4.97K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.16K+ 97.74% |
$107K - $124K
|
4.37K
$102K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.16K+ 100.0% |
$107K - $124K
|
4.32K
$101K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
2.15K+ 100.0% |
$106K - $123K
|
4.3K
$101K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.15K+ 100.0% |
$106K - $123K
|
4.29K
$100K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 100.0% |
$105K - $121K
|
4.23K
$99.1K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.12K+ 96.05% |
$105K - $121K
|
4.32K
$101K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.1KNew |
$104K - $120K
|
2.1K
$49.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.1K+ 100.0% |
$104K - $120K
|
4.2K
$98.3K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.07K+ 38.3% |
$102K - $119K
|
7.47K
$175K
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
2.07K+ 100.0% |
$102K - $118K
|
4.13K
$96.7K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.01K+ 88.87% |
$99.6K - $115K
|
4.28K
$100K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 99.06% |
$99.5K - $115K
|
4.04K
$94.5K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2K+ 100.0% |
$99.2K - $115K
|
4.01K
$93.8K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2K+ 100.0% |
$99K - $115K
|
4K
$93.6K
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 100.0% |
$98K - $113K
|
3.96K
$92.6K
|
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.96K+ 13.07% |
$96.9K - $112K
|
16.9K
$396K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.96K+ 153.01% |
$96.9K - $112K
|
3.24K
$75.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.95K+ 104.46% |
$96.3K - $111K
|
3.81K
$89.1K
|
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.94K+ 107.94% |
$96.2K - $111K
|
3.75K
$87.6K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.94K+ 101.04% |
$95.8K - $111K
|
3.85K
$90.1K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.93K+ 90.59% |
$95.8K - $111K
|
4.07K
$95.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.91K+ 100.0% |
$94.6K - $109K
|
3.82K
$89.4K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.9K+ 100.58% |
$94.2K - $109K
|
3.8K
$88.8K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.87K+ 159.78% |
$92.6K - $107K
|
3.04K
$71.2K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.87K+ 18.76% |
$92.5K - $107K
|
11.8K
$277K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 55.61% |
$91.5K - $106K
|
5.17K
$121K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.81K+ 92.35% |
$89.7K - $104K
|
3.77K
$88.3K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.77K+ 58.24% |
$87.8K - $102K
|
4.82K
$113K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.77K+ 156.86% |
$87.7K - $101K
|
2.9K
$67.9K
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.76K+ 9.87% |
$87.3K - $101K
|
19.6K
$459K
|