Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) 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
Collective Family Office LLC

SELL
 -
-531
- 5.64%
$34.8K - $43.9K
8.89K $247K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-608
Closed
$39.9K - $50.2K
0 $0
May 11, 2022 Q1 2022
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-957
- 2.21%
$62.8K - $79.1K
42.4K $1.18M
Apr 29, 2022 Q1 2022
Atwood & Palmer Inc

SELL
 -
-1K
Closed
$65.6K - $82.6K
0 $0
May 04, 2022 Q1 2022
Slate Stone Wealth, LLC

SELL
 -
-1.22K
Closed
$80.2K - $101K
0 $0
May 09, 2022 Q1 2022
Check Capital Management Inc

SELL
 -
-1.23K
Closed
$80.4K - $101K
0 $0
May 09, 2022 Q1 2022
Canandaigua National Corp

SELL
 -
-1.24K
Closed
$81.5K - $103K
0 $0
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

SELL
 -
-1.25K
Closed
$82.2K - $103K
0 $0
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

SELL
 -
-1.25K
Closed
$82.3K - $104K
0 $0
May 16, 2022 Q1 2022
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-1.26K
Closed
$82.8K - $104K
0 $0
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-1.3K
Closed
$85.1K - $107K
0 $0
Apr 22, 2022 Q1 2022
Everett Harris & CO

SELL
 -
-1.3K
Closed
$85.3K - $107K
0 $0
May 06, 2022 Q1 2022
Equitable Trust CO

SELL
 -
-1.32K
Closed
$86.4K - $109K
0 $0
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-1.32K
Closed
$86.8K - $109K
0 $0
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

SELL
 -
-1.32K
Closed
$86.9K - $109K
0 $0
May 06, 2022 Q1 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-1.33K
Closed
$87.2K - $110K
0 $0
Sep 07, 2023 Q1 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
SELL
 -
-1.34K
Closed
$87.7K - $110K
0 $0
May 09, 2022 Q1 2022
Ingalls & Snyder LLC

New York, NY
SELL
 -
-1.34K
Closed
$88.2K - $111K
0 $0
May 06, 2022 Q1 2022
Grimes & Company, Inc.

SELL
 -
-1.37K
Closed
$90.1K - $113K
0 $0
May 04, 2022 Q1 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-1.43K
- 32.74%
$93.6K - $118K
2.93K $81.6K
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

SELL
 -
-1.47K
- 31.27%
$96.7K - $122K
3.24K $90.1K
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-1.5K
Closed
$98.1K - $124K
0 $0
May 11, 2022 Q1 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-1.5K
Closed
$98.4K - $124K
0 $0
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

SELL
 -
-1.52K
Closed
$100K - $126K
0 $0
May 04, 2022 Q1 2022
Lyell Wealth Management, LP

SELL
 -
-1.53K
Closed
$101K - $127K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.56K
- 21.74%
$102K - $129K
5.6K $156K
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

SELL
 -
-1.63K
Closed
$107K - $135K
0 $0
Apr 28, 2022 Q1 2022
Friedenthal Financial

SELL
 -
-1.64K
Closed
$108K - $135K
0 $0
Apr 20, 2022 Q1 2022
Well Done, LLC

SELL
 -
-1.94K
Closed
$127K - $160K
0 $0
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-2.06K
Closed
$135K - $170K
0 $0
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-2.49K
Closed
$163K - $206K
0 $0
Mar 23, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-2.53K
Closed
$166K - $209K
0 $0
May 10, 2022 Q1 2022
Wrapmanager Inc

SELL
 -
-2.56K
Closed
$168K - $212K
0 $0
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-2.59K
Closed
$170K - $214K
0 $0
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

SELL
 -
-2.72K
Closed
$179K - $225K
0 $0
Apr 20, 2022 Q1 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-2.74K
Closed
$180K - $226K
0 $0
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-3.33K
- 5.39%
$219K - $275K
58.5K $1.63M
May 09, 2022 Q1 2022
Wayfinding Financial, LLC

Lynnwood, WA
SELL
 -
-3.89K
Closed
$255K - $322K
0 $0
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-4.4K
- 50.32%
$289K - $364K
4.34K $121K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-4.91K
Closed
$322K - $406K
0 $0
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-5.98K
- 13.64%
$393K - $494K
37.9K $1.05M
Apr 25, 2022 Q1 2022
Fifth Third Securities, Inc.

SELL
 -
-6.07K
Closed
$398K - $501K
0 $0
Apr 14, 2022 Q1 2022
Foster Victor Wealth Advisors, LLC

SELL
 -
-6.96K
- 13.82%
$457K - $575K
43.4K $1.21M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-7.15K
- 20.98%
$469K - $591K
26.9K $750K
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

SELL
 -
-7.44K
- 39.66%
$488K - $615K
11.3K $315K
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

SELL
 -
-8.78K
Closed
$576K - $725K
0 $0
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-8.83K
- 93.37%
$579K - $729K
627 $17.5K
May 12, 2022 Q1 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-10.5K
Closed
$690K - $868K
0 $0
May 16, 2022 Q1 2022
Marshall Wace, LLP

London, X0
SELL
 -
-10.7K
Closed
$700K - $881K
0 $0

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