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 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
105K+ 98.99% |
$6.91M - $8.7M
|
212K
$5.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
105K+ 10404.08% |
$6.87M - $8.65M
|
106K
$2.99M
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
102K+ 1701.96% |
$6.67M - $8.4M
|
108K
$3.04M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101K+ 112.61% |
$6.62M - $8.34M
|
191K
$5.39M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
101K+ 98.99% |
$6.6M - $8.31M
|
202K
$5.72M
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
99.9K+ 94.53% |
$6.56M - $8.25M
|
206K
$5.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
99.4K+ 102.71% |
$6.52M - $8.21M
|
196K
$5.55M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
99.1K+ 440.23% |
$6.5M - $8.19M
|
122K
$3.44M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
98.6K+ 115.31% |
$6.47M - $8.15M
|
184K
$5.21M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
96.4K+ 60.97% |
$6.33M - $7.96M
|
254K
$7.2M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
95.4K+ 96.59% |
$6.26M - $7.88M
|
194K
$5.49M
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
94.5K+ 114.25% |
$6.2M - $7.81M
|
177K
$5.01M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
91.9K+ 162.86% |
$6.03M - $7.6M
|
148K
$4.2M
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
90.6K+ 122.3% |
$5.95M - $7.49M
|
165K
$4.66M
|
|
|
May 11, 2022
Q1 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
88.5K+ 101.27% |
$5.81M - $7.31M
|
176K
$4.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
88.1K+ 85.47% |
$5.78M - $7.28M
|
191K
$5.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
88K+ 96.99% |
$5.77M - $7.27M
|
179K
$5.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
85.3K+ 109.31% |
$5.6M - $7.04M
|
163K
$4.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
82.7K+ 103.95% |
$5.43M - $6.83M
|
162K
$4.59M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
82.3K+ 93.16% |
$5.4M - $6.8M
|
171K
$4.83M
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
81.9K+ 103.58% |
$5.38M - $6.77M
|
161K
$4.55M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
81.9K+ 118.24% |
$5.37M - $6.76M
|
151K
$4.27M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
80.3K+ 101.28% |
$5.27M - $6.63M
|
159K
$4.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
80K+ 145.05% |
$5.25M - $6.61M
|
135K
$3.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
75.3K+ 105.37% |
$4.94M - $6.22M
|
147K
$4.15M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
74.4K+ 96.67% |
$4.88M - $6.15M
|
151K
$4.28M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
73.7K+ 107.42% |
$4.83M - $6.09M
|
142K
$4.02M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
73.2K+ 156.35% |
$4.81M - $6.05M
|
120K
$3.4M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
72.8K+ 95.75% |
$4.78M - $6.02M
|
149K
$4.21M
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
72.6K+ 111.65% |
$4.76M - $6M
|
138K
$3.89M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
72KNew |
$4.73M - $5.95M
|
72K
$2.04M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
69.1K+ 110.62% |
$4.53M - $5.71M
|
131K
$3.72M
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
66K+ 103.1% |
$4.33M - $5.45M
|
130K
$3.68M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.5K+ 120.01% |
$4.24M - $5.33M
|
118K
$3.35M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
64K+ 113.09% |
$4.2M - $5.28M
|
121K
$3.41M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
63.8K+ 151.01% |
$4.18M - $5.27M
|
106K
$3M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
62.1K+ 87.23% |
$4.08M - $5.13M
|
133K
$3.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
61.5KNew |
$4.04M - $5.08M
|
61.5K
$1.74M
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60.9K+ 40.56% |
$4M - $5.03M
|
211K
$5.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
60.4K+ 101.92% |
$3.97M - $4.99M
|
120K
$3.39M
|
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
60K+ 99.31% |
$3.94M - $4.96M
|
120K
$3.41M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
59.6K+ 109.29% |
$3.91M - $4.92M
|
114K
$3.23M
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
57.8K+ 109.34% |
$3.79M - $4.77M
|
111K
$3.13M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57.8K+ 117.61% |
$3.79M - $4.77M
|
107K
$3.02M
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
57.1K+ 91.42% |
$3.74M - $4.71M
|
119K
$3.38M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56.1K+ 105.16% |
$3.68M - $4.64M
|
110K
$3.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
53.8K+ 96.22% |
$3.53M - $4.45M
|
110K
$3.11M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
53.2K+ 140.37% |
$3.49M - $4.39M
|
91.1K
$2.58M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
52.5K+ 96.21% |
$3.45M - $4.34M
|
107K
$3.03M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
51.5K+ 164.26% |
$3.38M - $4.26M
|
82.9K
$2.35M
|