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 16, 2022 Q1 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
506
+ 100.0%
$25.1K - $29K
1.01K $23.7K
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
494
+ 100.0%
$24.5K - $28.3K
988 $23.1K
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
486
+ 100.0%
$24.1K - $27.8K
972 $22.7K
Apr 25, 2022 Q1 2022
Hoey Investments, Inc

Coatesville, PA
BUY
 -
484
+ 100.0%
$24K - $27.7K
968 $22.7K
Apr 22, 2022 Q1 2022
Bogart Wealth, LLC

BUY
 -
480
+ 86.64%
$23.8K - $27.5K
1.03K $24.2K
Apr 29, 2022 Q1 2022
Kathleen S. Wright Associates Inc.

BUY
 -
465
+ 94.7%
$23K - $26.6K
956 $22.4K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
465
+ 100.0%
$23K - $26.6K
930 $21.8K
May 16, 2022 Q1 2022
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
464
+ 90.63%
$23K - $26.6K
976 $22.8K
May 05, 2022 Q1 2022
Washington Trust CO

BUY
 -
454
New
$22.5K - $26K
454 $10.6K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
440
+ 100.0%
$21.8K - $25.2K
880 $20.6K
Apr 22, 2022 Q1 2022
Gleason Group, Inc.

BUY
 -
408
+ 100.49%
$20.2K - $23.4K
814 $19K
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
408
+ 11.26%
$20.2K - $23.4K
4.03K $94.4K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
383
+ 17.54%
$19K - $21.9K
2.57K $60K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
376
New
$18.6K - $21.5K
376 $8.8K
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
350
+ 100.0%
$17.3K - $20K
700 $16.4K
Apr 13, 2022 Q1 2022
Baldwin Brothers LLC

BUY
 -
349
+ 100.0%
$17.3K - $20K
698 $16.3K
Apr 29, 2022 Q1 2022
Choate Investment Advisors

Boston, MA
BUY
 -
346
+ 100.0%
$17.1K - $19.8K
692 $16.2K
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
341
+ 105.9%
$16.9K - $19.5K
663 $15.5K
Apr 08, 2022 Q1 2022
Contravisory Investment Management, Inc.

BUY
 -
338
+ 123.36%
$16.7K - $19.4K
612 $14.3K
Apr 07, 2022 Q1 2022
Gpwm LLC

BUY
 -
328
+ 89.62%
$16.2K - $18.8K
694 $16.2K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
326
New
$16.1K - $18.7K
326 $7.63K
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
323
+ 100.0%
$16K - $18.5K
646 $15.1K
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
304
+ 100.0%
$15.1K - $17.4K
608 $14.2K
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
283
+ 100.0%
$14K - $16.2K
566 $13.2K
Apr 25, 2022 Q1 2022
High Mark Wealth Management LLC

BUY
 -
276
+ 100.73%
$13.7K - $15.8K
550 $12.9K
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
262
+ 100.0%
$13K - $15K
524 $12.3K
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
258
New
$12.8K - $14.8K
258 $6.04K
May 12, 2022 Q1 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
255
+ 100.0%
$12.6K - $14.6K
510 $11.9K
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
242
+ 53.3%
$12K - $13.9K
696 $16.3K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
240
New
$11.9K - $13.7K
240 $5.62K
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
225
+ 106.64%
$11.1K - $12.9K
436 $10.2K
May 02, 2022 Q1 2022
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
223
+ 100.0%
$11K - $12.8K
446 $10.4K
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
214
+ 194.55%
$10.6K - $12.3K
324 $7.58K
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

BUY
 -
213
+ 99.53%
$10.5K - $12.2K
427 $9.99K
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

BUY
 -
208
+ 100.0%
$10.3K - $11.9K
416 $9.73K
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
176
+ 1353.85%
$8.71K - $10.1K
189 $4.42K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
173
New
$8.57K - $9.91K
173 $4.05K
May 09, 2022 Q1 2022
Jackson Hole Capital Partners, LLC

BUY
 -
154
+ 100.0%
$7.62K - $8.82K
308 $7.21K
Apr 12, 2022 Q1 2022
Global Trust Asset Management, LLC

BUY
 -
150
New
$7.43K - $8.59K
150 $3.51K
May 10, 2022 Q1 2022
Horan Securities, Inc.

BUY
 -
145
+ 100.0%
$7.18K - $8.3K
290 $6.79K
Apr 14, 2022 Q1 2022
De Dora Capital, Inc.

BUY
 -
128
New
$6.34K - $7.33K
128 $3K
May 13, 2022 Q1 2022
Covington Capital Management

BUY
 -
125
+ 91.24%
$6.19K - $7.16K
262 $6.13K
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
123
+ 141.38%
$6.09K - $7.04K
210 $4.91K
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
122
+ 321.05%
$6.04K - $6.99K
160 $3.74K
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
116
New
$5.74K - $6.64K
116 $2.71K
Apr 26, 2022 Q1 2022
Marquette Asset Management, LLC

BUY
 -
109
+ 100.0%
$5.4K - $6.24K
218 $5.1K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
106
+ 100.0%
$5.25K - $6.07K
212 $4.96K
Apr 20, 2022 Q1 2022
Horrell Capital Management, Inc.

BUY
 -
101
+ 100.0%
$5K - $5.78K
202 $4.73K
Apr 14, 2022 Q1 2022
Cutler Group LP

BUY
 -
100
New
$4.95K - $5.73K
100 $2.34K

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