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
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
227K
+ 97.73%
$14.9M - $18.7M
459K $12.8M
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
227K
+ 97.73%
$14.9M - $18.7M
459K $12.8M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
225K
+ 97.93%
$14.8M - $18.6M
455K $12.7M
Apr 19, 2022 Q1 2022
Revolve Wealth Partners, LLC

BUY
 -
221K
+ 204.91%
$14.5M - $18.3M
329K $9.16M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
216K
+ 102.15%
$14.2M - $17.9M
428K $11.9M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
212K
+ 111.69%
$13.9M - $17.5M
401K $11.2M
May 13, 2022 Q1 2022
Aj Wealth Strategies, LLC

BUY
 -
210K
+ 751.43%
$13.8M - $17.3M
238K $6.62M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
204K
+ 102.4%
$13.4M - $16.9M
404K $11.3M
May 12, 2022 Q1 2022
Invst, LLC

Indianapolis, IN
BUY
 -
199K
+ 99.45%
$13M - $16.4M
398K $11.1M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
198K
+ 140.86%
$13M - $16.3M
338K $9.42M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
193K
+ 210.8%
$12.6M - $15.9M
284K $7.91M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
192K
+ 88.15%
$12.6M - $15.9M
411K $11.4M
May 05, 2022 Q1 2022
Nadler Financial Group, Inc.

BUY
 -
187K
+ 113.28%
$12.3M - $15.5M
352K $9.81M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
187K
+ 94.03%
$12.3M - $15.5M
386K $10.7M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
187K
+ 91.69%
$12.2M - $15.4M
390K $10.9M
Apr 19, 2022 Q1 2022
Cornerstone Wealth Advisors, Inc.

BUY
 -
183K
+ 97.71%
$12M - $15.1M
370K $10.3M
May 02, 2022 Q1 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
178K
+ 118.13%
$11.7M - $14.7M
328K $9.14M
May 09, 2022 Q1 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
168K
+ 102.46%
$11M - $13.9M
332K $9.24M
May 09, 2022 Q1 2022
Parsec Financial Management, Inc.

BUY
 -
167K
+ 91.19%
$11M - $13.8M
351K $9.77M
Apr 26, 2022 Q1 2022
Northern Capital Management, Inc.

BUY
 -
166K
+ 99.89%
$10.9M - $13.7M
332K $9.23M
May 02, 2022 Q1 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
165K
+ 102.3%
$10.8M - $13.6M
327K $9.1M
May 10, 2022 Q1 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
164K
+ 111.95%
$10.8M - $13.5M
310K $8.64M
Apr 19, 2022 Q1 2022
Ackerman Capital Advisors, LLC

BUY
 -
159K
+ 236.43%
$10.4M - $13.1M
226K $6.3M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
156K
New
$10.2M - $12.9M
156K $4.34M
Apr 29, 2022 Q1 2022
Private Wealth Strategies, L.L.C.

BUY
 -
155K
+ 107.72%
$10.2M - $12.8M
299K $8.31M
Jun 08, 2022 Q1 2022
Systelligence, LLC

BUY
 -
151K
+ 155.63%
$9.94M - $12.5M
249K $6.92M
May 03, 2022 Q1 2022
Appleton Group, LLC

BUY
 -
151K
+ 100.25%
$9.93M - $12.5M
302K $8.41M
May 10, 2022 Q1 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
150K
+ 157.01%
$9.82M - $12.4M
245K $6.82M
May 05, 2022 Q1 2022
Janiczek Wealth Management, LLC

BUY
 -
144K
+ 90.53%
$9.44M - $11.9M
303K $8.43M
May 02, 2022 Q1 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
143K
+ 152.39%
$9.35M - $11.8M
236K $6.57M
May 13, 2022 Q1 2022
Financial Advisors Network, Inc.

BUY
 -
142K
+ 110.12%
$9.34M - $11.8M
271K $7.56M
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
141K
+ 36.11%
$9.27M - $11.7M
532K $14.8M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
140K
+ 114.49%
$9.2M - $11.6M
263K $7.31M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
138K
+ 97.67%
$9.06M - $11.4M
279K $7.78M
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
136K
+ 103.12%
$8.95M - $11.3M
269K $7.48M
Apr 22, 2022 Q1 2022
Goepper Burkhardt LLC

BUY
 -
136K
+ 99.92%
$8.89M - $11.2M
271K $7.55M
Apr 27, 2022 Q1 2022
Advisory Services & Investments, LLC

BUY
 -
135K
+ 98.21%
$8.88M - $11.2M
273K $7.61M
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
133K
+ 106.15%
$8.75M - $11M
259K $7.21M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
131K
+ 210.87%
$8.61M - $10.8M
193K $5.39M
Apr 13, 2022 Q1 2022
Vista Private Wealth Partners. LLC

BUY
 -
129K
+ 101.93%
$8.43M - $10.6M
255K $7.09M
Apr 22, 2022 Q1 2022
Capital Planning LLC

BUY
 -
124K
+ 110.42%
$8.11M - $10.2M
236K $6.56M
Apr 25, 2022 Q1 2022
Harbor Group, Inc.

BUY
 -
123K
+ 96.35%
$8.05M - $10.1M
250K $6.96M
May 27, 2022 Q1 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
121K
+ 195.53%
$7.96M - $10M
183K $5.11M
Apr 21, 2022 Q1 2022
Ballast Advisors LLC

BUY
 -
121K
+ 98.36%
$7.92M - $9.97M
243K $6.78M
May 05, 2022 Q1 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
120K
+ 130.54%
$7.91M - $9.95M
213K $5.92M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
120K
+ 149.16%
$7.9M - $9.94M
201K $5.6M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
120K
+ 219.24%
$7.84M - $9.87M
174K $4.85M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
118K
+ 32.57%
$7.77M - $9.79M
482K $13.4M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
109K
+ 132.29%
$7.15M - $9M
191K $5.33M

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