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 25, 2022 Q1 2022
Collective Family Office LLC

BUY
 -
1.75K
+ 36.0%
$86.5K - $100K
6.6K $155K
Apr 14, 2022 Q1 2022
Gilman Hill Asset Management, LLC

BUY
 -
1.74K
+ 68.39%
$86.2K - $99.8K
4.29K $100K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.65K
+ 2235.14%
$81.9K - $94.7K
1.73K $40.4K
May 02, 2022 Q1 2022
Macroview Investment Management LLC

BUY
 -
1.65K
+ 109.57%
$81.6K - $94.4K
3.15K $73.8K
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.65K
+ 35.12%
$81.6K - $94.4K
6.34K $148K
Apr 21, 2022 Q1 2022
Palouse Capital Management, Inc.

BUY
 -
1.65K
+ 54.05%
$81.5K - $94.3K
4.69K $110K
May 09, 2022 Q1 2022
Proffitt & Goodson Inc

BUY
 -
1.6K
+ 100.0%
$79.4K - $91.9K
3.21K $75.1K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.54K
+ 54.32%
$76K - $87.9K
4.36K $102K
Apr 26, 2022 Q1 2022
Heartwood Wealth Advisors LLC

BUY
 -
1.53K
+ 60.91%
$75.9K - $87.8K
4.05K $94.8K
May 16, 2022 Q1 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
1.52K
+ 100.0%
$75.1K - $86.8K
3.03K $70.9K
Apr 25, 2022 Q1 2022
Sugarloaf Wealth Management, LLC

BUY
 -
1.47K
+ 100.0%
$72.7K - $84.1K
2.94K $68.7K
May 10, 2022 Q1 2022
Steel Peak Wealth Management LLC

BUY
 -
1.47K
+ 61.99%
$72.7K - $84.1K
3.84K $89.8K
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.46K
+ 40.88%
$72.4K - $83.8K
5.04K $118K
Apr 26, 2022 Q1 2022
Strategic Wealth Investment Group, LLC

BUY
 -
1.44K
+ 61.71%
$71.1K - $82.2K
3.76K $88.1K
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
1.42K
+ 45.15%
$70.5K - $81.6K
4.58K $107K
May 04, 2022 Q1 2022
Hc Financial Advisors Inc

BUY
 -
1.38K
+ 90.8%
$68.4K - $79.1K
2.9K $68K
May 04, 2022 Q1 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.35K
+ 75.53%
$66.9K - $77.4K
3.14K $73.5K
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
1.29K
New
$63.7K - $73.6K
1.29K $30.1K
May 04, 2022 Q1 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
1.25K
+ 100.0%
$61.9K - $71.6K
2.5K $58.5K
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

BUY
 -
1.19K
+ 107.42%
$58.8K - $68K
2.29K $53.6K
May 13, 2022 Q1 2022
Rice Partnership, LLC

BUY
 -
1.17K
+ 100.0%
$57.9K - $67K
2.34K $54.8K
May 05, 2022 Q1 2022
Prestige Wealth Management Group LLC

BUY
 -
1.15K
+ 61.78%
$57.1K - $66.1K
3.02K $70.7K
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
1.15K
+ 100.0%
$56.9K - $65.9K
2.3K $53.8K
May 03, 2022 Q1 2022
Sterling Investment Advisors, Ltd.

BUY
 -
1.14K
+ 111.8%
$56.3K - $65.1K
2.15K $50.4K
Apr 28, 2022 Q1 2022
Legacy Bridge, LLC

BUY
 -
1.09K
+ 100.0%
$54K - $62.4K
2.18K $51K
Apr 28, 2022 Q1 2022
Pittenger & Anderson Inc

BUY
 -
1.07K
+ 82.11%
$52.7K - $61K
2.36K $55.3K
May 03, 2022 Q1 2022
Goal Vest Advisory LLC

BUY
 -
1.06K
New
$52.3K - $60.5K
1.06K $24.7K
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
1.03K
+ 35.17%
$51K - $59K
3.96K $92.6K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.01K
+ 218.87%
$50K - $57.8K
1.47K $34.4K
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

BUY
 -
1K
+ 100.0%
$49.5K - $57.3K
2K $46.8K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
992
+ 215.18%
$49.1K - $56.8K
1.45K $34K
May 13, 2022 Q1 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
980
+ 96.08%
$48.5K - $56.1K
2K $46.8K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
976
+ 16.52%
$48.3K - $55.9K
6.88K $161K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
975
+ 144.87%
$48.3K - $55.8K
1.65K $38.6K
Apr 21, 2022 Q1 2022
Elm Partners Management LLC

BUY
 -
968
New
$47.9K - $55.4K
968 $22.7K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
925
+ 0.95%
$45.8K - $53K
98.8K $2.31M
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
888
+ 100.0%
$44K - $50.9K
1.78K $41.6K
Apr 08, 2022 Q1 2022
Level Financial Advisors, Inc.

BUY
 -
874
+ 67.23%
$43.3K - $50.1K
2.17K $50.9K
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
855
+ 100.0%
$42.3K - $49K
1.71K $40K
May 12, 2022 Q1 2022
Bison Wealth, LLC

BUY
 -
851
+ 72.43%
$42.1K - $48.7K
2.03K $47.4K
May 04, 2022 Q1 2022
Tfc Financial Management

BUY
 -
807
+ 375.35%
$40K - $46.2K
1.02K $23.9K
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

BUY
 -
725
+ 169.79%
$35.9K - $41.5K
1.15K $27K
Apr 13, 2022 Q1 2022
Hexagon Capital Partners LLC

BUY
 -
700
+ 100.0%
$34.7K - $40.1K
1.4K $32.8K
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
662
New
$32.8K - $37.9K
662 $15.5K
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
660
New
$32.7K - $37.8K
660 $15.4K
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 -
658
+ 832.91%
$32.6K - $37.7K
737 $17.2K
May 13, 2022 Q1 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
590
+ 96.88%
$29.2K - $33.8K
1.2K $28.1K
May 04, 2022 Q1 2022
Avion Wealth

The Woodlands, TX
BUY
 -
554
+ 100.0%
$27.4K - $31.7K
1.11K $25.9K
Apr 25, 2022 Q1 2022
Life Planning Partners, Inc

BUY
 -
535
+ 100.0%
$26.5K - $30.6K
1.07K $25K

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