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 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
20.6K
+ 104.85%
$1.36M - $1.71M
40.3K $1.12M
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
20.6K
+ 18395.54%
$1.35M - $1.7M
20.7K $577K
May 10, 2022 Q1 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
20.5K
New
$1.35M - $1.7M
20.5K $571K
Apr 25, 2022 Q1 2022
Grant

BUY
 -
20.5K
+ 74.39%
$1.34M - $1.69M
48K $1.34M
Apr 21, 2022 Q1 2022
Sja Financial Advisory, LLC

BUY
 -
20.4K
+ 102.36%
$1.34M - $1.68M
40.3K $1.12M
May 11, 2022 Q1 2022
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
20.3K
+ 101.88%
$1.33M - $1.67M
40.1K $1.12M
Dec 11, 2023 Q1 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
19.6K
+ 100.58%
$1.29M - $1.62M
39.2K $1.09M
Apr 18, 2022 Q1 2022
Dopkins Wealth Management, LLC

BUY
 -
19.3K
+ 96.31%
$1.27M - $1.6M
39.4K $1.1M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
19K
+ 105.82%
$1.25M - $1.57M
36.9K $1.03M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
18.8K
+ 53.26%
$1.24M - $1.56M
54.2K $1.51M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
18.4K
+ 45.47%
$1.21M - $1.52M
58.8K $1.64M
Apr 07, 2022 Q1 2022
My Legacy Advisors, LLC

BUY
 -
18.3K
New
$1.2M - $1.51M
18.3K $509K
May 10, 2022 Q1 2022
Sage Mountain Advisors LLC

BUY
 -
18.1K
+ 511.51%
$1.19M - $1.5M
21.7K $604K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
17.5K
+ 73.76%
$1.15M - $1.45M
41.3K $1.15M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
16.9K
+ 325.76%
$1.11M - $1.4M
22.1K $616K
May 16, 2022 Q1 2022
Paradigm Financial Partners, LLC

BUY
 -
16.7K
+ 126.19%
$1.09M - $1.38M
29.9K $831K
May 16, 2022 Q1 2022
Athena Investment Management

BUY
 -
16.6K
New
$1.09M - $1.37M
16.6K $463K
Apr 28, 2022 Q1 2022
Townsend Asset Management Corp

BUY
 -
16.4K
+ 100.15%
$1.08M - $1.36M
32.8K $914K
May 05, 2022 Q1 2022
Gen Wealth Group, Inc.

BUY
 -
16.2K
+ 112.21%
$1.06M - $1.34M
30.6K $852K
May 06, 2022 Q1 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
16K
+ 97.7%
$1.05M - $1.32M
32.3K $899K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
15.7K
+ 102.47%
$1.03M - $1.3M
31K $863K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
15.7K
+ 144.84%
$1.03M - $1.3M
26.5K $738K
May 16, 2022 Q1 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
15.5K
+ 100.0%
$1.01M - $1.28M
30.9K $861K
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
15.5K
+ 503.48%
$1.01M - $1.28M
18.5K $516K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
15.3K
+ 159.85%
$1M - $1.26M
24.9K $692K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
15.3K
+ 124.22%
$1M - $1.26M
27.6K $767K
May 11, 2022 Q1 2022
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
14.8K
+ 100.0%
$971K - $1.22M
29.6K $824K
Apr 28, 2022 Q1 2022
Acas, LLC

BUY
 -
14.8K
+ 83.77%
$969K - $1.22M
32.4K $902K
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
14.6K
New
$957K - $1.21M
14.6K $406K
May 16, 2022 Q1 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
14.4K
+ 101.04%
$947K - $1.19M
28.7K $799K
May 02, 2022 Q1 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
14.4K
+ 98.06%
$944K - $1.19M
29.1K $809K
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
14.3K
+ 93.0%
$941K - $1.18M
29.7K $828K
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

BUY
 -
14K
+ 99.81%
$918K - $1.16M
28K $779K
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
14K
+ 85.93%
$917K - $1.15M
30.2K $842K
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
14K
+ 99.01%
$916K - $1.15M
28.1K $781K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
13.7K
+ 100.0%
$901K - $1.13M
27.5K $764K
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
13.7K
+ 100.0%
$901K - $1.13M
27.5K $764K
May 04, 2022 Q1 2022
Liberty Capital Management, Inc.

BUY
 -
13.7K
+ 97.03%
$897K - $1.13M
27.7K $772K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
13.7K
+ 135.0%
$897K - $1.13M
23.8K $662K
Oct 09, 2024 Q1 2022
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
13.5K
+ 170.14%
$885K - $1.11M
21.4K $596K
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
13.3K
+ 79.67%
$876K - $1.1M
30.1K $838K
May 11, 2022 Q1 2022
Advisor Os, LLC

BUY
 -
13.3K
New
$874K - $1.1M
13.3K $371K
May 06, 2022 Q1 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
13.2K
+ 484.6%
$870K - $1.09M
16K $445K
May 10, 2022 Q1 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
13.2K
+ 99.98%
$869K - $1.09M
26.5K $737K
May 11, 2022 Q1 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
13.2K
+ 99.98%
$869K - $1.09M
26.5K $737K
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
13.2K
+ 428.29%
$868K - $1.09M
16.3K $454K
May 10, 2022 Q1 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
12.9K
+ 185.52%
$846K - $1.07M
19.8K $552K
Apr 27, 2022 Q1 2022
Jmg Financial Group, Ltd.

BUY
 -
12.9K
+ 114.31%
$845K - $1.06M
24.1K $672K
Apr 20, 2022 Q1 2022
Oxinas Partners Wealth Management LLC

BUY
 -
12.7K
+ 159.51%
$832K - $1.05M
20.6K $575K

Track Institutional and Insider Activities on SCHG

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHG shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHG shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHG