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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
51.2K+ 105.32% |
$3.36M - $4.23M
|
99.8K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50.9K+ 124.52% |
$3.34M - $4.21M
|
91.8K
$2.6M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
50.3K+ 96.8% |
$3.3M - $4.15M
|
102K
$2.89M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50.2K+ 137.06% |
$3.29M - $4.15M
|
86.8K
$2.46M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
49.8K+ 93.45% |
$3.27M - $4.12M
|
103K
$2.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
48.4K+ 119.24% |
$3.18M - $4M
|
89.1K
$2.52M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48K+ 109.27% |
$3.15M - $3.97M
|
92K
$2.6M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
47.2K+ 85.2% |
$3.1M - $3.9M
|
103K
$2.9M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
46.4K+ 102.14% |
$3.05M - $3.84M
|
91.9K
$2.6M
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
45.8K+ 91.94% |
$3.01M - $3.79M
|
95.7K
$2.71M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
45.6K+ 62.83% |
$2.99M - $3.77M
|
118K
$3.34M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
45.6K+ 113.57% |
$2.99M - $3.77M
|
85.7K
$2.43M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
45.1K+ 106.56% |
$2.96M - $3.72M
|
87.4K
$2.47M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
45K+ 144.85% |
$2.95M - $3.71M
|
76K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.9K+ 128.19% |
$2.88M - $3.62M
|
78.1K
$2.21M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
43.7K+ 99.46% |
$2.87M - $3.61M
|
87.6K
$2.48M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
43.6K+ 89.9% |
$2.86M - $3.6M
|
92.2K
$2.61M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
43.6K+ 89.9% |
$2.86M - $3.6M
|
92.2K
$2.61M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
43.6K+ 97.07% |
$2.86M - $3.6M
|
88.4K
$2.5M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
43.3K+ 181.86% |
$2.84M - $3.58M
|
67.2K
$1.9M
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
43.3K+ 103.35% |
$2.84M - $3.58M
|
85.1K
$2.41M
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
42.4K+ 119.85% |
$2.78M - $3.5M
|
77.8K
$2.2M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
41.7K+ 99.44% |
$2.74M - $3.45M
|
83.7K
$2.37M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
41.7K+ 94.73% |
$2.74M - $3.45M
|
85.7K
$2.43M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
41.5K+ 98.53% |
$2.73M - $3.43M
|
83.7K
$2.37M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41.1K+ 114.84% |
$2.7M - $3.4M
|
76.9K
$2.18M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.9KNew |
$2.68M - $3.38M
|
40.9K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.5K+ 112.32% |
$2.66M - $3.34M
|
76.5K
$2.16M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
40.4K+ 78.85% |
$2.65M - $3.34M
|
91.7K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
39.9K+ 121.56% |
$2.62M - $3.29M
|
72.7K
$2.06M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
39.6K+ 136.79% |
$2.6M - $3.27M
|
68.5K
$1.94M
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
39.3K+ 46.77% |
$2.58M - $3.25M
|
123K
$3.49M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.2K+ 141.96% |
$2.57M - $3.24M
|
66.9K
$1.89M
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
38.6K+ 98.36% |
$2.53M - $3.19M
|
77.8K
$2.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
38.4K+ 124.58% |
$2.52M - $3.17M
|
69.3K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.2K+ 121.21% |
$2.51M - $3.15M
|
69.7K
$1.97M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
37.5K+ 58.56% |
$2.46M - $3.1M
|
102K
$2.88M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
37.1K+ 319.71% |
$2.44M - $3.07M
|
48.8K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
36.9K+ 94.83% |
$2.42M - $3.04M
|
75.7K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
36.5K+ 50.21% |
$2.4M - $3.02M
|
109K
$3.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
36.5KNew |
$2.39M - $3.01M
|
36.5K
$1.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
36.4K+ 123.24% |
$2.39M - $3M
|
65.9K
$1.86M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
36.2K+ 115.72% |
$2.37M - $2.99M
|
67.4K
$1.91M
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
35.9K+ 86.25% |
$2.36M - $2.97M
|
77.5K
$2.19M
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
35.1K+ 108.93% |
$2.31M - $2.9M
|
67.4K
$1.91M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
34.6K+ 96.55% |
$2.27M - $2.86M
|
70.4K
$1.99M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.1KNew |
$2.24M - $2.82M
|
34.1K
$964K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
33.7K+ 109.25% |
$2.21M - $2.79M
|
64.6K
$1.83M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
33.4K+ 209.37% |
$2.19M - $2.76M
|
49.3K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
33K+ 111.07% |
$2.16M - $2.72M
|
62.6K
$1.77M
|