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
|
Spreng Capital Management, Inc.
|
BUY
|
- |
32.8K+ 83.38% |
$2.15M - $2.71M
|
72.2K
$2.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
32.7K+ 103.24% |
$2.15M - $2.7M
|
64.4K
$1.82M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.1K+ 87.9% |
$2.11M - $2.65M
|
68.6K
$1.94M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
31.9K+ 142.77% |
$2.1M - $2.64M
|
54.3K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.8K+ 95.08% |
$2.09M - $2.63M
|
65.2K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
31.5K+ 147.44% |
$2.07M - $2.6M
|
52.8K
$1.49M
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
31.3K+ 115.05% |
$2.05M - $2.59M
|
58.5K
$1.66M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
31.2K+ 82.35% |
$2.05M - $2.58M
|
69.1K
$1.96M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30.5K+ 106.19% |
$2M - $2.52M
|
59.3K
$1.68M
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
30.4K+ 93.76% |
$1.99M - $2.51M
|
62.7K
$1.77M
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
29.9K+ 44.26% |
$1.96M - $2.47M
|
97.4K
$2.75M
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
29.6K+ 113.0% |
$1.94M - $2.45M
|
55.8K
$1.58M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
29.5K+ 103.77% |
$1.93M - $2.43M
|
57.8K
$1.64M
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
29.4K+ 80.99% |
$1.93M - $2.43M
|
65.6K
$1.86M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
29.2K+ 96.08% |
$1.91M - $2.41M
|
59.5K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
28.6KNew |
$1.88M - $2.36M
|
28.6K
$809K
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
28.5K+ 110.03% |
$1.87M - $2.36M
|
54.4K
$1.54M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
28.4K+ 98.26% |
$1.87M - $2.35M
|
57.4K
$1.62M
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
27.7K+ 133.16% |
$1.82M - $2.29M
|
48.4K
$1.37M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
27.5K+ 122.72% |
$1.8M - $2.27M
|
49.9K
$1.41M
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
27.4K+ 89.71% |
$1.8M - $2.26M
|
57.9K
$1.64M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
26.7K+ 92.77% |
$1.75M - $2.21M
|
55.6K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26.6K+ 100.42% |
$1.75M - $2.2M
|
53.1K
$1.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.6K+ 75.19% |
$1.74M - $2.2M
|
61.9K
$1.75M
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 95.17% |
$1.74M - $2.19M
|
54.3K
$1.54M
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
26.3K+ 103.36% |
$1.73M - $2.17M
|
51.8K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
25.8K+ 140.44% |
$1.69M - $2.13M
|
44.1K
$1.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.7K+ 153.06% |
$1.69M - $2.12M
|
42.5K
$1.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
25.6K+ 114.18% |
$1.68M - $2.12M
|
48.1K
$1.36M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25.4K+ 101.1% |
$1.67M - $2.1M
|
50.6K
$1.43M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
25.3K+ 88.8% |
$1.66M - $2.09M
|
53.8K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
25K+ 127.57% |
$1.64M - $2.07M
|
44.6K
$1.26M
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
25K+ 49.8% |
$1.64M - $2.06M
|
75.1K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
24.7K+ 1198.01% |
$1.62M - $2.04M
|
26.8K
$757K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24.6K+ 83.91% |
$1.61M - $2.03M
|
53.9K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
24.5K+ 108.93% |
$1.61M - $2.02M
|
47K
$1.33M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24.2K+ 371.6% |
$1.59M - $2M
|
30.8K
$870K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
24K+ 73.89% |
$1.57M - $1.98M
|
56.5K
$1.6M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
23.7K+ 99.71% |
$1.56M - $1.96M
|
47.5K
$1.34M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
23.6K+ 105.58% |
$1.55M - $1.95M
|
45.9K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.8K+ 71.31% |
$1.5M - $1.89M
|
54.9K
$1.55M
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
22.8K+ 122.78% |
$1.49M - $1.88M
|
41.3K
$1.17M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
22.7K+ 97.72% |
$1.49M - $1.88M
|
46K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22.7K+ 104.77% |
$1.49M - $1.87M
|
44.3K
$1.25M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
22.7K+ 111.8% |
$1.49M - $1.87M
|
43K
$1.22M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
22.6K+ 103.91% |
$1.48M - $1.86M
|
44.3K
$1.25M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
21.8K+ 324.6% |
$1.43M - $1.8M
|
28.6K
$808K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.8K+ 76.86% |
$1.43M - $1.8M
|
50.2K
$1.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
21.7K+ 113.45% |
$1.42M - $1.79M
|
40.7K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21.5K+ 81.68% |
$1.41M - $1.77M
|
47.8K
$1.35M
|