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 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
17.8K+ 155.84% |
$882K - $1.02M
|
29.2K
$684K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.6K+ 262.21% |
$872K - $1.01M
|
24.3K
$569K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
17.6K+ 102.06% |
$871K - $1.01M
|
34.8K
$815K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
17.5K+ 117.24% |
$868K - $1M
|
32.5K
$760K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
17.5K+ 114.06% |
$864K - $1M
|
32.8K
$767K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17.4K+ 130.24% |
$863K - $998K
|
30.8K
$721K
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
17.2KNew |
$853K - $987K
|
17.2K
$403K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
16.9K+ 94.91% |
$839K - $970K
|
34.8K
$814K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.9K+ 100.34% |
$837K - $968K
|
33.7K
$789K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.9K+ 89.82% |
$836K - $967K
|
35.7K
$835K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
16.7K+ 89.47% |
$826K - $955K
|
35.3K
$827K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.6K+ 107.25% |
$823K - $952K
|
32.1K
$751K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16.6K+ 108.01% |
$821K - $950K
|
31.9K
$747K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 97.15% |
$813K - $940K
|
33.3K
$780K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
16.4K+ 300.84% |
$811K - $939K
|
21.8K
$511K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.3K+ 83.28% |
$809K - $936K
|
36K
$842K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
16.1K+ 109.6% |
$797K - $922K
|
30.8K
$721K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16.1K+ 120.8% |
$795K - $919K
|
29.3K
$687K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
16K+ 92.8% |
$793K - $917K
|
33.3K
$779K
|
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
15.9K+ 99.02% |
$789K - $913K
|
32K
$750K
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.9K+ 125.35% |
$785K - $908K
|
28.5K
$667K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
15.7K+ 95.61% |
$776K - $898K
|
32.1K
$751K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
15.7K+ 100.2% |
$776K - $897K
|
31.3K
$732K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
15.7K+ 136.57% |
$775K - $897K
|
27.1K
$635K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
BUY
|
- |
15.6K+ 30.45% |
$774K - $895K
|
67K
$1.57M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
15.6K+ 50.46% |
$773K - $894K
|
46.5K
$1.09M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.6K+ 99.97% |
$771K - $892K
|
31.2K
$729K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
15.6K+ 100.62% |
$771K - $892K
|
31K
$727K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
15.5K+ 100.5% |
$769K - $889K
|
31K
$725K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.4K+ 122.62% |
$762K - $882K
|
28K
$654K
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.4K+ 91.18% |
$760K - $880K
|
32.2K
$754K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
15.3K+ 101.52% |
$756K - $875K
|
30.3K
$710K
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
15.2K+ 104.81% |
$754K - $872K
|
29.8K
$696K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.1K+ 100.26% |
$749K - $867K
|
30.2K
$707K
|
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
15.1K+ 100.0% |
$746K - $863K
|
30.1K
$705K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 178.37% |
$741K - $858K
|
23.4K
$547K
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14.8K+ 96.24% |
$732K - $847K
|
30.2K
$706K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14.7K+ 100.59% |
$730K - $844K
|
29.4K
$688K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.7K+ 287.41% |
$727K - $841K
|
19.8K
$463K
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
14.6K+ 85.66% |
$721K - $834K
|
31.6K
$738K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14.4K+ 112.64% |
$713K - $825K
|
27.2K
$636K
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
14.3K+ 317.86% |
$710K - $822K
|
18.9K
$441K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
14.3K+ 126.26% |
$710K - $821K
|
25.7K
$601K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
14.3K+ 100.0% |
$706K - $817K
|
28.5K
$668K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 96.35% |
$700K - $810K
|
28.8K
$675K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
14.1K+ 97.96% |
$697K - $807K
|
28.5K
$666K
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
14K+ 101.03% |
$695K - $804K
|
27.9K
$653K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
BUY
|
- |
13.9K+ 144.98% |
$689K - $797K
|
23.5K
$551K
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.9K+ 91.62% |
$689K - $797K
|
29.1K
$681K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.8K+ 184.45% |
$684K - $791K
|
21.3K
$499K
|