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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
24.8KNew |
$1.23M - $1.42M
|
24.8K
$580K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
24.5K+ 85.92% |
$1.21M - $1.41M
|
53.1K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
24.1K+ 99.88% |
$1.19M - $1.38M
|
48.2K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.7K+ 38.49% |
$1.17M - $1.36M
|
85.4K
$2M
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
23.5K+ 110.03% |
$1.16M - $1.35M
|
44.9K
$1.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23.4K+ 41.52% |
$1.16M - $1.34M
|
79.9K
$1.87M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
23.4K+ 93.82% |
$1.16M - $1.34M
|
48.4K
$1.13M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
23.3K+ 100.0% |
$1.15M - $1.33M
|
46.5K
$1.09M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
23KNew |
$1.14M - $1.32M
|
23K
$538K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23K+ 214.55% |
$1.14M - $1.32M
|
33.7K
$789K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22.8K+ 105.33% |
$1.13M - $1.31M
|
44.4K
$1.04M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
BUY
|
- |
22.8K+ 104.71% |
$1.13M - $1.3M
|
44.5K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$1.12M - $1.3M
|
22.7K
$530K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.7K+ 104.43% |
$1.12M - $1.3M
|
44.3K
$1.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22.5KNew |
$1.11M - $1.29M
|
22.5K
$525K
|
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22.4KNew |
$1.11M - $1.29M
|
22.4K
$525K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
22K+ 100.0% |
$1.09M - $1.26M
|
44K
$1.03M
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
22K+ 104.94% |
$1.09M - $1.26M
|
42.9K
$1M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
22KNew |
$1.09M - $1.26M
|
22K
$514K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
21.9K+ 100.06% |
$1.09M - $1.26M
|
43.9K
$1.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
21.9K+ 100.0% |
$1.09M - $1.26M
|
43.9K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
21.6K+ 95.66% |
$1.07M - $1.24M
|
44.2K
$1.03M
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
21.4K+ 93.58% |
$1.06M - $1.23M
|
44.4K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 82.19% |
$1.06M - $1.23M
|
47.5K
$1.11M
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
21.2K+ 99.53% |
$1.05M - $1.22M
|
42.5K
$995K
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
21.2K+ 101.62% |
$1.05M - $1.21M
|
42.1K
$985K
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
21.2K+ 194.85% |
$1.05M - $1.21M
|
32K
$750K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
20.8K+ 100.14% |
$1.03M - $1.19M
|
41.7K
$975K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
20.8K+ 75.01% |
$1.03M - $1.19M
|
48.5K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
20.7K+ 100.52% |
$1.02M - $1.18M
|
41.2K
$964K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
20.5K+ 133.51% |
$1.02M - $1.18M
|
35.9K
$841K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.3K+ 103.04% |
$1M - $1.16M
|
39.9K
$935K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
20.1K+ 104.61% |
$993K - $1.15M
|
39.2K
$918K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
19.9K+ 100.0% |
$985K - $1.14M
|
39.8K
$931K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
19.9K+ 92.5% |
$984K - $1.14M
|
41.4K
$968K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 57.21% |
$978K - $1.13M
|
54.3K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 112.84% |
$977K - $1.13M
|
37.2K
$871K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19.7K+ 100.0% |
$973K - $1.13M
|
39.3K
$920K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
19.5K+ 70.78% |
$968K - $1.12M
|
47.2K
$1.1M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
19.4K+ 99.99% |
$959K - $1.11M
|
38.7K
$906K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
19.2KNew |
$950K - $1.1M
|
19.2K
$449K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.2K+ 77.04% |
$950K - $1.1M
|
44.1K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18.8K+ 99.53% |
$930K - $1.08M
|
37.7K
$882K
|
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
18.6K+ 101.2% |
$922K - $1.07M
|
37K
$867K
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 95.31% |
$916K - $1.06M
|
37.9K
$887K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
18.4K+ 28.57% |
$913K - $1.06M
|
83K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
18.2K+ 95.16% |
$903K - $1.04M
|
37.4K
$876K
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18K+ 89.92% |
$891K - $1.03M
|
38K
$890K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18K+ 115.97% |
$890K - $1.03M
|
33.5K
$783K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
17.9K+ 168.94% |
$886K - $1.02M
|
28.5K
$667K
|