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 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 55.61% |
$91.5K - $106K
|
5.17K
$114K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.81K+ 92.35% |
$89.7K - $104K
|
3.77K
$82.9K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.77K+ 58.24% |
$87.8K - $102K
|
4.82K
$106K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.77K+ 156.86% |
$87.7K - $101K
|
2.9K
$63.7K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.76K+ 9.87% |
$87.3K - $101K
|
19.6K
$431K
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.75K+ 36.0% |
$86.5K - $100K
|
6.6K
$145K
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.74K+ 68.39% |
$86.2K - $99.8K
|
4.29K
$94.2K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 2235.14% |
$81.9K - $94.7K
|
1.73K
$37.9K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1.65K+ 109.57% |
$81.6K - $94.4K
|
3.15K
$69.2K
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.65K+ 35.12% |
$81.6K - $94.4K
|
6.34K
$139K
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.65K+ 54.05% |
$81.5K - $94.3K
|
4.69K
$103K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.6K+ 100.0% |
$79.4K - $91.9K
|
3.21K
$70.4K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.54K+ 54.32% |
$76K - $87.9K
|
4.36K
$95.8K
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.53K+ 60.91% |
$75.9K - $87.8K
|
4.05K
$88.9K
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.52K+ 100.0% |
$75.1K - $86.8K
|
3.03K
$66.6K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1.48K+ 100.0% |
$73.3K - $84.8K
|
2.96K
$65K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.47K+ 100.0% |
$72.7K - $84.1K
|
2.94K
$64.5K
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.47K+ 61.99% |
$72.7K - $84.1K
|
3.84K
$84.2K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.46K+ 40.88% |
$72.4K - $83.8K
|
5.04K
$111K
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.44K+ 61.71% |
$71.1K - $82.2K
|
3.76K
$82.6K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.42K+ 45.15% |
$70.5K - $81.6K
|
4.58K
$101K
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.38K+ 90.8% |
$68.4K - $79.1K
|
2.9K
$63.8K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.35K+ 75.53% |
$66.9K - $77.4K
|
3.14K
$69K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.29KNew |
$63.7K - $73.6K
|
1.29K
$28.2K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.25K+ 100.0% |
$61.9K - $71.6K
|
2.5K
$54.9K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.19K+ 107.42% |
$58.8K - $68K
|
2.29K
$50.3K
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
1.17K+ 100.0% |
$57.9K - $67K
|
2.34K
$51.4K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.15K+ 61.78% |
$57.1K - $66.1K
|
3.02K
$66.4K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 100.0% |
$56.9K - $65.9K
|
2.3K
$50.5K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.14K+ 111.8% |
$56.3K - $65.1K
|
2.15K
$47.3K
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
1.09K+ 100.0% |
$54K - $62.4K
|
2.18K
$47.9K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.07K+ 82.11% |
$52.7K - $61K
|
2.36K
$51.9K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.06KNew |
$52.3K - $60.5K
|
1.06K
$23.2K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.03K+ 35.17% |
$51K - $59K
|
3.96K
$86.9K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.01K+ 218.87% |
$50K - $57.8K
|
1.47K
$32.3K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1K+ 100.0% |
$49.5K - $57.3K
|
2K
$43.9K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
992+ 215.18% |
$49.1K - $56.8K
|
1.45K
$31.9K
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
980+ 96.08% |
$48.5K - $56.1K
|
2K
$43.9K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
976+ 16.52% |
$48.3K - $55.9K
|
6.88K
$151K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
975+ 144.87% |
$48.3K - $55.8K
|
1.65K
$36.2K
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
968New |
$47.9K - $55.4K
|
968
$21.3K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
925+ 0.95% |
$45.8K - $53K
|
98.8K
$2.17M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
888+ 100.0% |
$44K - $50.9K
|
1.78K
$39K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
874+ 67.23% |
$43.3K - $50.1K
|
2.17K
$47.7K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
855+ 100.0% |
$42.3K - $49K
|
1.71K
$37.6K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
851+ 72.43% |
$42.1K - $48.7K
|
2.03K
$44.5K
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
807+ 375.35% |
$40K - $46.2K
|
1.02K
$22.4K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
725+ 169.79% |
$35.9K - $41.5K
|
1.15K
$25.3K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
700+ 100.0% |
$34.7K - $40.1K
|
1.4K
$30.7K
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
662New |
$32.8K - $37.9K
|
662
$14.5K
|