Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
75.6K+ 15.43% |
$3.28M - $4.12M
|
566K
$13.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
73.9K+ 8.69% |
$3.2M - $4.03M
|
924K
$21.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
BUY
|
- |
72.7K+ 771.97% |
$3.15M - $3.96M
|
82.1K
$1.92M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
72.1K+ 11.09% |
$3.12M - $3.93M
|
722K
$16.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
71.6K+ 22.58% |
$3.1M - $3.9M
|
388K
$9.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
70KNew |
$3.03M - $3.81M
|
70K
$1.64M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
68.8K+ 213.56% |
$2.98M - $3.75M
|
101K
$2.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
68.6K+ 605.93% |
$2.97M - $3.74M
|
79.9K
$1.87M
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
67.6K+ 52.7% |
$2.93M - $3.69M
|
196K
$4.59M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
66.3KNew |
$2.88M - $3.62M
|
66.3K
$1.55M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
65.5KNew |
$2.84M - $3.57M
|
65.5K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
65.5KNew |
$2.84M - $3.57M
|
65.5K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
65.1K+ 4.87% |
$2.82M - $3.55M
|
1.4M
$32.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
64.9KNew |
$2.81M - $3.54M
|
64.9K
$1.52M
|
|
|
Jul 11, 2022
Q2 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
64.2K+ 31.17% |
$2.78M - $3.5M
|
270K
$6.33M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.7K+ 1.82% |
$2.59M - $3.26M
|
3.34M
$78.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.4K+ 59.3% |
$2.58M - $3.24M
|
160K
$3.74M
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
56.9K+ 21.0% |
$2.47M - $3.1M
|
328K
$7.67M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
52.6K+ 7.1% |
$2.28M - $2.86M
|
792K
$18.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.3K+ 4.45% |
$2.27M - $2.85M
|
1.23M
$28.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.2K+ 4.63% |
$2.18M - $2.74M
|
1.14M
$26.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48.8K+ 34.37% |
$2.12M - $2.66M
|
191K
$4.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
48.2K+ 320.78% |
$2.09M - $2.63M
|
63.3K
$1.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
47.2K+ 718.29% |
$2.05M - $2.57M
|
53.7K
$1.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.1K+ 53.47% |
$2.04M - $2.57M
|
135K
$3.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46.2K+ 26.11% |
$2M - $2.52M
|
223K
$5.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
44.3K+ 8.66% |
$1.92M - $2.41M
|
556K
$13M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
44K+ 35.88% |
$1.91M - $2.4M
|
166K
$3.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
43.3K+ 129.56% |
$1.87M - $2.36M
|
76.6K
$1.79M
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
42.9K+ 14.53% |
$1.86M - $2.34M
|
338K
$7.91M
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
41.1KNew |
$1.78M - $2.24M
|
41.1K
$962K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
40.4K+ 32.39% |
$1.75M - $2.2M
|
165K
$3.86M
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
40.2K+ 9.81% |
$1.74M - $2.19M
|
451K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
40.1K+ 7.14% |
$1.74M - $2.18M
|
601K
$14.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$1.73M - $2.18M
|
40K
$936K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
39.6K+ 13.88% |
$1.71M - $2.16M
|
325K
$7.59M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
39.5K+ 33.77% |
$1.71M - $2.16M
|
157K
$3.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
38K+ 76.23% |
$1.65M - $2.07M
|
87.9K
$2.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
37.6KNew |
$1.63M - $2.05M
|
37.6K
$881K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
37.4K+ 5.92% |
$1.62M - $2.04M
|
669K
$15.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
37.1K+ 11.03% |
$1.61M - $2.02M
|
374K
$8.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
36.4K+ 35.39% |
$1.58M - $1.98M
|
139K
$3.26M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
36.3K+ 7.42% |
$1.58M - $1.98M
|
526K
$12.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
34.2K+ 6.6% |
$1.48M - $1.86M
|
553K
$12.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
33.3K+ 4.94% |
$1.44M - $1.81M
|
707K
$16.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
32.5K+ 2.53% |
$1.41M - $1.77M
|
1.32M
$30.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
32.2K+ 0.41% |
$1.39M - $1.75M
|
7.87M
$184M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
32.2KNew |
$1.39M - $1.75M
|
32.2K
$753K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.4K+ 41.75% |
$1.36M - $1.71M
|
107K
$2.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
31.2K+ 578.03% |
$1.35M - $1.7M
|
36.5K
$855K
|