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
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
129K+ 103.98% |
$6.37M - $7.37M
|
253K
$5.91M
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
128K+ 100.0% |
$6.33M - $7.33M
|
256K
$5.99M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
128K+ 79.01% |
$6.33M - $7.32M
|
289K
$6.77M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
127K+ 113.05% |
$6.28M - $7.27M
|
239K
$5.6M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
123K+ 94.03% |
$6.1M - $7.06M
|
254K
$5.95M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
121K+ 42.74% |
$5.99M - $6.93M
|
404K
$9.46M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
121K+ 96.34% |
$5.99M - $6.93M
|
246K
$5.77M
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
121K+ 137.57% |
$5.97M - $6.91M
|
208K
$4.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
120K+ 100.76% |
$5.93M - $6.86M
|
239K
$5.59M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
120K+ 94.6% |
$5.93M - $6.86M
|
246K
$5.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
120K+ 138.04% |
$5.92M - $6.84M
|
206K
$4.82M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
119K+ 103.75% |
$5.91M - $6.83M
|
234K
$5.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
118K+ 210.17% |
$5.87M - $6.79M
|
175K
$4.09M
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
117K+ 106.4% |
$5.79M - $6.7M
|
227K
$5.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
115K+ 184.12% |
$5.67M - $6.56M
|
177K
$4.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
113K+ 78.44% |
$5.6M - $6.48M
|
257K
$6.02M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
111K+ 100.67% |
$5.49M - $6.35M
|
221K
$5.17M
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
109K+ 111.49% |
$5.4M - $6.25M
|
207K
$4.84M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
107K+ 99.61% |
$5.28M - $6.11M
|
214K
$5M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
105K+ 123.67% |
$5.2M - $6.02M
|
190K
$4.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
103K+ 151.45% |
$5.1M - $5.9M
|
171K
$4M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
101KNew |
$5.02M - $5.8M
|
101K
$2.37M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
101K+ 86.73% |
$5.01M - $5.8M
|
218K
$5.1M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
99.3K+ 2801.3% |
$4.91M - $5.68M
|
103K
$2.41M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
98.2KNew |
$4.86M - $5.62M
|
98.2K
$2.3M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
93.4K+ 103.6% |
$4.63M - $5.35M
|
184K
$4.3M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
93K+ 94.95% |
$4.61M - $5.33M
|
191K
$4.47M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
88.7K+ 99.9% |
$4.39M - $5.08M
|
177K
$4.15M
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
88.7K+ 97.1% |
$4.39M - $5.08M
|
180K
$4.21M
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
87.7K+ 99.44% |
$4.34M - $5.02M
|
176K
$4.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
BUY
|
- |
87.4KNew |
$4.33M - $5M
|
87.4K
$2.04M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
87.2K+ 100.03% |
$4.32M - $5M
|
174K
$4.08M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
86.3K+ 98.33% |
$4.27M - $4.94M
|
174K
$4.07M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
85.7K+ 73.71% |
$4.24M - $4.91M
|
202K
$4.73M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
85.1K+ 113.96% |
$4.21M - $4.87M
|
160K
$3.74M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
83.5K+ 100.0% |
$4.13M - $4.78M
|
167K
$3.91M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
81.2K+ 641.87% |
$4.02M - $4.65M
|
93.9K
$2.2M
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
81K+ 81.45% |
$4.01M - $4.64M
|
180K
$4.22M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
80.9K+ 81.56% |
$4M - $4.63M
|
180K
$4.21M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
80.8K+ 105.28% |
$4M - $4.63M
|
158K
$3.69M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
80.7K+ 96.68% |
$3.99M - $4.62M
|
164K
$3.84M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
80K+ 108.41% |
$3.96M - $4.58M
|
154K
$3.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
79.8K+ 187.05% |
$3.95M - $4.57M
|
123K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
78.5K+ 94.77% |
$3.88M - $4.49M
|
161K
$3.77M
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
78.2K+ 85.24% |
$3.87M - $4.48M
|
170K
$3.98M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
77.7K+ 374.11% |
$3.85M - $4.45M
|
98.5K
$2.31M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
76K+ 255.35% |
$3.76M - $4.35M
|
106K
$2.48M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
75.1K+ 94.44% |
$3.72M - $4.3M
|
155K
$3.62M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
74K+ 130.24% |
$3.66M - $4.24M
|
131K
$3.06M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
72.8K+ 105.16% |
$3.61M - $4.17M
|
142K
$3.32M
|