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 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
35.5K+ 96.99% |
$1.76M - $2.03M
|
72.1K
$1.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
35.4K+ 336.62% |
$1.75M - $2.03M
|
46K
$1.08M
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
35.2K+ 99.42% |
$1.74M - $2.01M
|
70.5K
$1.65M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
34.7K+ 98.56% |
$1.72M - $1.99M
|
69.9K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
34.7K+ 124.6% |
$1.72M - $1.98M
|
62.5K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
34.2KNew |
$1.7M - $1.96M
|
34.2K
$801K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
33.9K+ 352.99% |
$1.68M - $1.94M
|
43.5K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
33.8K+ 103.48% |
$1.67M - $1.93M
|
66.4K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
33.7K+ 92.32% |
$1.67M - $1.93M
|
70.3K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.5K+ 94.33% |
$1.66M - $1.92M
|
68.9K
$1.61M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
32.8K+ 97.17% |
$1.63M - $1.88M
|
66.6K
$1.56M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
32.8K+ 151.47% |
$1.62M - $1.88M
|
54.5K
$1.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
32.5K+ 129.6% |
$1.61M - $1.86M
|
57.5K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
32.2K+ 100.0% |
$1.59M - $1.84M
|
64.4K
$1.51M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
31.6K+ 1789.13% |
$1.57M - $1.81M
|
33.4K
$781K
|
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
31.3K+ 106.45% |
$1.55M - $1.8M
|
60.8K
$1.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.1K+ 105.65% |
$1.54M - $1.78M
|
60.5K
$1.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31K+ 94.85% |
$1.54M - $1.78M
|
63.7K
$1.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 126.85% |
$1.51M - $1.75M
|
54.7K
$1.28M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
30.3K+ 92.82% |
$1.5M - $1.73M
|
62.9K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
30.2K+ 94.12% |
$1.49M - $1.73M
|
62.2K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30K+ 102.12% |
$1.49M - $1.72M
|
59.4K
$1.39M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
29.4K+ 108.84% |
$1.46M - $1.68M
|
56.4K
$1.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
29K+ 93.78% |
$1.44M - $1.66M
|
59.9K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
28.9K+ 81.24% |
$1.43M - $1.66M
|
64.5K
$1.51M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
28.5K+ 104.55% |
$1.41M - $1.63M
|
55.8K
$1.31M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
28.5K+ 101.89% |
$1.41M - $1.63M
|
56.4K
$1.32M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
28.3K+ 98.38% |
$1.4M - $1.62M
|
57.2K
$1.34M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
28.3K+ 98.5% |
$1.4M - $1.62M
|
57K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
28.2K+ 99.88% |
$1.4M - $1.62M
|
56.5K
$1.32M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.1K+ 112.8% |
$1.39M - $1.61M
|
52.9K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.8K+ 91.31% |
$1.37M - $1.59M
|
58.2K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
27.7K+ 98.81% |
$1.37M - $1.59M
|
55.7K
$1.3M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
27.6K+ 93.35% |
$1.37M - $1.58M
|
57.2K
$1.34M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
27K+ 98.32% |
$1.33M - $1.54M
|
54.4K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26.9K+ 90.56% |
$1.33M - $1.54M
|
56.7K
$1.33M
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
26.9K+ 112.02% |
$1.33M - $1.54M
|
51K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
26.9K+ 77.7% |
$1.33M - $1.54M
|
61.5K
$1.44M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
26.8K+ 95.56% |
$1.33M - $1.53M
|
54.8K
$1.28M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
26.8K+ 148.44% |
$1.33M - $1.53M
|
44.8K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26.7K+ 105.44% |
$1.32M - $1.53M
|
52.1K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
26.3K+ 98.87% |
$1.3M - $1.5M
|
52.8K
$1.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26.2K+ 100.77% |
$1.3M - $1.5M
|
52.3K
$1.22M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.2K+ 91.12% |
$1.3M - $1.5M
|
55K
$1.29M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
25.9K+ 30.59% |
$1.28M - $1.48M
|
110K
$2.58M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.5KNew |
$1.26M - $1.46M
|
25.5K
$598K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
25.3K+ 91.2% |
$1.25M - $1.45M
|
53.1K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
25.3K+ 92.55% |
$1.25M - $1.45M
|
52.6K
$1.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
25.1K+ 100.53% |
$1.24M - $1.44M
|
50.2K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
24.9K+ 100.77% |
$1.23M - $1.43M
|
49.7K
$1.16M
|