Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Large C (SCHG)
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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.5KClosed |
$755K - $950K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12K- 56.92% |
$787K - $991K
|
9.08K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12K- 66.15% |
$790K - $994K
|
6.16K
$171K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.3K- 70.86% |
$808K - $1.02M
|
5.07K
$141K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-13.5KClosed |
$885K - $1.11M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-15.9K- 15.02% |
$1.04M - $1.31M
|
90K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-18.5KClosed |
$1.21M - $1.53M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-19.4K- 27.95% |
$1.27M - $1.6M
|
50K
$1.39M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-19.6K- 80.78% |
$1.29M - $1.62M
|
4.67K
$130K
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-20.9K- 96.5% |
$1.37M - $1.73M
|
758
$21.1K
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-22.5K- 69.17% |
$1.48M - $1.86M
|
10K
$280K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-23K- 42.84% |
$1.51M - $1.9M
|
30.7K
$854K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.9K- 24.97% |
$2.16M - $2.72M
|
99K
$2.76M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-36.3K- 51.06% |
$2.38M - $3M
|
34.7K
$967K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37.8K- 53.03% |
$2.48M - $3.12M
|
33.4K
$931K
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-39.9KClosed |
$2.62M - $3.3M
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-45.1K- 32.53% |
$2.96M - $3.73M
|
93.6K
$2.61M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-45.2KClosed |
$2.97M - $3.73M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.6K- 5.14% |
$3.19M - $4.02M
|
898K
$25M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-58KClosed |
$3.8M - $4.79M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-61.5K- 68.17% |
$4.03M - $5.08M
|
28.7K
$799K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68.4KClosed |
$4.49M - $5.65M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71.8KClosed |
$4.71M - $5.93M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-79.3KClosed |
$5.2M - $6.55M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-94.7K- 99.79% |
$6.21M - $7.82M
|
202
$5.62K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-95.2KClosed |
$6.25M - $7.86M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-127KClosed |
$8.32M - $10.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-127KClosed |
$8.35M - $10.5M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-172KClosed |
$11.3M - $14.2M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-190KClosed |
$12.5M - $15.7M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-208KClosed |
$13.7M - $17.2M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.31M- 98.55% |
$217M - $274M
|
48.8K
$1.36M
|