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 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
72.1K+ 109.91% |
$3.57M - $4.13M
|
138K
$3.22M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
71.7K+ 94.53% |
$3.55M - $4.11M
|
148K
$3.45M
|
|
|
May 11, 2022
Q1 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
71.3K+ 116.05% |
$3.53M - $4.08M
|
133K
$3.1M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
70.6KNew |
$3.5M - $4.04M
|
70.6K
$1.65M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
70.2K+ 94.14% |
$3.47M - $4.02M
|
145K
$3.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
69.1K+ 113.98% |
$3.42M - $3.96M
|
130K
$3.03M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68.2K+ 97.49% |
$3.38M - $3.91M
|
138K
$3.23M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
68.2K+ 198.47% |
$3.37M - $3.9M
|
103K
$2.4M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
67.4K+ 142.81% |
$3.33M - $3.86M
|
115K
$2.68M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
67.2K+ 118.5% |
$3.33M - $3.85M
|
124K
$2.9M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
67K+ 107.38% |
$3.31M - $3.83M
|
129K
$3.03M
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
66.3K+ 93.37% |
$3.28M - $3.8M
|
137K
$3.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
66.3K+ 105.75% |
$3.28M - $3.79M
|
129K
$3.02M
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
66.2K+ 82.52% |
$3.28M - $3.79M
|
146K
$3.43M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
66K+ 100.24% |
$3.27M - $3.78M
|
132K
$3.08M
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
64.5K+ 133.02% |
$3.19M - $3.7M
|
113K
$2.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
64.3K+ 106.33% |
$3.18M - $3.68M
|
125K
$2.92M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
64.2K+ 93.12% |
$3.18M - $3.68M
|
133K
$3.11M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64K+ 139.78% |
$3.17M - $3.67M
|
110K
$2.57M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
63.8K+ 98.01% |
$3.16M - $3.65M
|
129K
$3.02M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
63.4K+ 75.59% |
$3.14M - $3.63M
|
147K
$3.45M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
62.5K+ 102.84% |
$3.1M - $3.58M
|
123K
$2.89M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
62.1K+ 99.87% |
$3.07M - $3.55M
|
124K
$2.91M
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
61.5K+ 189.34% |
$3.04M - $3.52M
|
93.9K
$2.2M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
61.2K+ 77.69% |
$3.03M - $3.51M
|
140K
$3.28M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
60.9K+ 97.66% |
$3.02M - $3.49M
|
123K
$2.89M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
60.8K+ 90.58% |
$3.01M - $3.48M
|
128K
$2.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
60.7K+ 93.74% |
$3M - $3.47M
|
125K
$2.93M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.6K+ 66.56% |
$3M - $3.47M
|
152K
$3.55M
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
59.4K+ 122.6% |
$2.94M - $3.4M
|
108K
$2.53M
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
59.4K+ 86.31% |
$2.94M - $3.4M
|
128K
$3M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
59.2K+ 102.17% |
$2.93M - $3.39M
|
117K
$2.74M
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
59K+ 85.14% |
$2.92M - $3.38M
|
128K
$3M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
59K+ 162.62% |
$2.92M - $3.38M
|
95.3K
$2.23M
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
58.5K+ 100.0% |
$2.9M - $3.35M
|
117K
$2.74M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
58K+ 19.08% |
$2.87M - $3.32M
|
362K
$8.46M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
57.8K+ 131.69% |
$2.86M - $3.31M
|
102K
$2.38M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
57.8K+ 131.69% |
$2.86M - $3.31M
|
102K
$2.38M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
57.4K+ 95.52% |
$2.84M - $3.29M
|
117K
$2.75M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
56.8K+ 87.66% |
$2.81M - $3.25M
|
122K
$2.84M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
56.6K+ 189.37% |
$2.8M - $3.24M
|
86.5K
$2.02M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
56.1K+ 101.55% |
$2.78M - $3.21M
|
111K
$2.6M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
54.4K+ 105.69% |
$2.69M - $3.11M
|
106K
$2.48M
|
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54.3K+ 95.74% |
$2.69M - $3.11M
|
111K
$2.6M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54.3K+ 95.74% |
$2.69M - $3.11M
|
111K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52.9K+ 123.34% |
$2.62M - $3.03M
|
95.8K
$2.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
52.8K+ 101.64% |
$2.62M - $3.03M
|
105K
$2.45M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
52.8K+ 75.89% |
$2.62M - $3.03M
|
122K
$2.87M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
52.5K+ 218.83% |
$2.6M - $3.01M
|
76.5K
$1.79M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.5K+ 110.09% |
$2.6M - $3.01M
|
100K
$2.35M
|