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 10, 2022 Q1 2022
Strategic Advisors LLC

BUY
 -
8.33K
+ 88.74%
$547K - $688K
17.7K $501K
Apr 21, 2022 Q1 2022
Dagco, Inc.

BUY
 -
8.24K
New
$541K - $681K
8.24K $233K
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

BUY
 -
8.22K
+ 100.35%
$539K - $679K
16.4K $464K
Apr 25, 2022 Q1 2022
Meritage Portfolio Management

BUY
 -
8.09K
+ 66.64%
$531K - $669K
20.2K $573K
May 09, 2022 Q1 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
8.06K
+ 51.96%
$529K - $666K
23.6K $667K
Apr 12, 2022 Q1 2022
Rda Financial Network

BUY
 -
7.97K
+ 551.59%
$523K - $658K
9.41K $266K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
7.95K
+ 108.64%
$521K - $656K
15.3K $432K
May 09, 2022 Q1 2022
Compass Advisory Group LLC

BUY
 -
7.91K
+ 112.37%
$519K - $654K
14.9K $423K
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
7.9K
+ 323.67%
$519K - $653K
10.3K $293K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
7.87K
+ 118.11%
$516K - $650K
14.5K $411K
Apr 12, 2022 Q1 2022
Ewg Elevate Inc.

BUY
 -
7.76K
+ 218.75%
$509K - $641K
11.3K $320K
May 04, 2022 Q1 2022
Precision Wealth Strategies, LLC

BUY
 -
7.71K
+ 165.07%
$506K - $637K
12.4K $350K
Apr 04, 2022 Q1 2022
Stillwater Investment Management, LLC

BUY
 -
7.7K
New
$505K - $636K
7.7K $218K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
7.63K
+ 74.96%
$501K - $631K
17.8K $504K
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
7.5K
+ 87.15%
$492K - $619K
16.1K $456K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.45K
+ 266.33%
$489K - $616K
10.3K $290K
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
7.44K
+ 65.72%
$488K - $615K
18.8K $531K
May 06, 2022 Q1 2022
Valley National Advisers Inc

BUY
 -
7.42K
+ 100.0%
$487K - $613K
14.8K $420K
Apr 28, 2022 Q1 2022
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
7.4K
+ 88.09%
$486K - $611K
15.8K $447K
Apr 25, 2022 Q1 2022
Bailard, Inc.

BUY
 -
7.34K
+ 100.0%
$481K - $606K
14.7K $415K
May 10, 2022 Q1 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
7.33K
+ 65.07%
$481K - $606K
18.6K $526K
Apr 21, 2022 Q1 2022
Hoese & CO LLP

BUY
 -
7.29K
+ 100.0%
$478K - $602K
14.6K $412K
Apr 15, 2022 Q1 2022
York Bridge Wealth Partners, LLC

BUY
 -
7.23K
+ 111.84%
$474K - $597K
13.7K $387K
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

BUY
 -
7.19K
+ 112.02%
$472K - $594K
13.6K $385K
May 12, 2022 Q1 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
7.11K
+ 96.97%
$467K - $587K
14.4K $409K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
7.07K
+ 8.39%
$464K - $584K
91.4K $2.58M
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
6.96K
+ 94.66%
$456K - $575K
14.3K $405K
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
6.9K
+ 109.66%
$453K - $570K
13.2K $373K
Apr 25, 2022 Q1 2022
Scott Capital Advisors, LLC

BUY
 -
6.87K
+ 413.61%
$451K - $567K
8.53K $241K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
6.84K
+ 94.3%
$449K - $565K
14.1K $398K
May 04, 2022 Q1 2022
Summit Financial Strategies, Inc.

BUY
 -
6.84K
+ 127.12%
$449K - $565K
12.2K $345K
May 13, 2022 Q1 2022
Paradigm Capital Management, LLC

Reno, NV
BUY
 -
6.82K
+ 75.06%
$447K - $563K
15.9K $450K
May 03, 2022 Q1 2022
Fusion Capital, LLC

BUY
 -
6.79K
+ 87.71%
$446K - $561K
14.5K $411K
May 04, 2022 Q1 2022
Windsor Group LTD

BUY
 -
6.72K
+ 93.0%
$441K - $556K
14K $395K
Apr 15, 2022 Q1 2022
Newman & Schimel, LLC

BUY
 -
6.69K
+ 97.85%
$439K - $553K
13.5K $383K
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6.61K
New
$434K - $546K
6.61K $187K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.55K
+ 161.92%
$430K - $541K
10.6K $300K
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6.51K
New
$427K - $538K
6.51K $184K
May 11, 2022 Q1 2022
Twelve Points Wealth Management LLC

BUY
 -
6.5K
New
$426K - $537K
6.5K $184K
May 16, 2022 Q1 2022
Wescott Financial Advisory Group, LLC

BUY
 -
6.44K
New
$423K - $532K
6.44K $182K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.4K
+ 101.99%
$420K - $529K
12.7K $359K
May 02, 2022 Q1 2022
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
6.35K
+ 96.73%
$417K - $525K
12.9K $365K
Apr 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
6.31K
+ 100.0%
$414K - $521K
12.6K $357K
May 13, 2022 Q1 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
6.3K
+ 140.32%
$414K - $521K
10.8K $305K
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
6.26K
+ 100.08%
$411K - $517K
12.5K $354K
Apr 20, 2022 Q1 2022
Essex LLC

BUY
 -
6.2K
+ 96.81%
$407K - $512K
12.6K $356K
May 16, 2022 Q1 2022
Jentner Corp

BUY
 -
6.2K
+ 99.23%
$407K - $512K
12.4K $352K
May 16, 2022 Q1 2022
Blue Barn Wealth, LLC

BUY
 -
6.19K
+ 87.22%
$406K - $511K
13.3K $376K
Apr 26, 2022 Q1 2022
Guardian Financial Partners, LLC

BUY
 -
6.18K
+ 125.11%
$406K - $511K
11.1K $315K

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