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 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
52.4K+ 107.19% |
$2.6M - $3M
|
101K
$2.37M
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
51.7K+ 211.95% |
$2.56M - $2.96M
|
76.1K
$1.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
51.7K+ 62.56% |
$2.56M - $2.96M
|
134K
$3.14M
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
51.6K+ 85.05% |
$2.56M - $2.96M
|
112K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
51.6K+ 113.89% |
$2.56M - $2.96M
|
96.9K
$2.27M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.1K+ 99.99% |
$2.48M - $2.87M
|
100K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
49.9K+ 127.23% |
$2.47M - $2.86M
|
89.1K
$2.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
49.8K+ 42.95% |
$2.47M - $2.85M
|
166K
$3.88M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
49K+ 177.66% |
$2.43M - $2.81M
|
76.6K
$1.79M
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
48.7K+ 86.43% |
$2.41M - $2.79M
|
105K
$2.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
48.7K+ 110.18% |
$2.41M - $2.79M
|
92.8K
$2.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
48.1K+ 103.88% |
$2.38M - $2.76M
|
94.5K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
48.1K+ 96.87% |
$2.38M - $2.75M
|
97.7K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
48K+ 103.67% |
$2.38M - $2.75M
|
94.3K
$2.21M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
47.5K+ 93.01% |
$2.35M - $2.72M
|
98.6K
$2.31M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
47.4K+ 101.25% |
$2.35M - $2.71M
|
94.2K
$2.2M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
47.3K+ 101.3% |
$2.34M - $2.71M
|
94K
$2.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
47.3K+ 156.89% |
$2.34M - $2.71M
|
77.4K
$1.81M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
47.3K+ 79.55% |
$2.34M - $2.71M
|
107K
$2.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.8K+ 101.62% |
$2.32M - $2.68M
|
92.9K
$2.17M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
46.4K+ 97.84% |
$2.3M - $2.66M
|
93.8K
$2.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
46.2K+ 96.31% |
$2.29M - $2.65M
|
94.2K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.1K+ 158.24% |
$2.28M - $2.64M
|
75.2K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
45.8K+ 24.5% |
$2.27M - $2.62M
|
233K
$5.45M
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
45.5K+ 96.76% |
$2.25M - $2.6M
|
92.4K
$2.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
45K+ 138.37% |
$2.23M - $2.58M
|
77.5K
$1.81M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
45K+ 103.85% |
$2.23M - $2.58M
|
88.3K
$2.07M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
44.9K+ 191.38% |
$2.22M - $2.57M
|
68.4K
$1.6M
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
44.2K+ 102.02% |
$2.19M - $2.53M
|
87.4K
$2.05M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
44.1K+ 86.43% |
$2.18M - $2.52M
|
95K
$2.22M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.9K+ 99.34% |
$2.17M - $2.51M
|
88.1K
$2.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
43.9K+ 110.42% |
$2.17M - $2.51M
|
83.6K
$1.96M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
43.7K+ 95.86% |
$2.17M - $2.5M
|
89.4K
$2.09M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
43.7K+ 95.86% |
$2.17M - $2.5M
|
89.4K
$2.09M
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
42.8K+ 159.12% |
$2.12M - $2.45M
|
69.7K
$1.63M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
42.4K+ 132.32% |
$2.1M - $2.43M
|
74.4K
$1.74M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
41.8K+ 130.93% |
$2.07M - $2.39M
|
73.7K
$1.72M
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
40.8K+ 110.65% |
$2.02M - $2.34M
|
77.7K
$1.82M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
39.2K+ 95.45% |
$1.94M - $2.25M
|
80.3K
$1.88M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39.1K+ 107.5% |
$1.93M - $2.24M
|
75.4K
$1.76M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38.8K+ 93.37% |
$1.92M - $2.22M
|
80.3K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
38.8K+ 98.38% |
$1.92M - $2.22M
|
78.2K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38.6K+ 232.58% |
$1.91M - $2.21M
|
55.2K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
38.6K+ 91.12% |
$1.91M - $2.21M
|
80.9K
$1.89M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
37.3K+ 96.75% |
$1.84M - $2.13M
|
75.8K
$1.77M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.2K+ 139.77% |
$1.84M - $2.13M
|
63.9K
$1.49M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.7K+ 108.21% |
$1.82M - $2.1M
|
70.7K
$1.65M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
36.4K+ 143.38% |
$1.8M - $2.09M
|
61.8K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
36.3K+ 94.53% |
$1.8M - $2.08M
|
74.7K
$1.75M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
35.7K+ 93.43% |
$1.77M - $2.04M
|
73.9K
$1.73M
|