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 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
6.13KNew |
$403K - $507K
|
6.13K
$171K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.13K+ 85.32% |
$402K - $506K
|
13.3K
$370K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.12KNew |
$402K - $506K
|
6.12K
$170K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.02K+ 120.04% |
$395K - $497K
|
11K
$307K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
6K+ 36.3% |
$393K - $495K
|
22.5K
$627K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
5.98K+ 223.26% |
$392K - $494K
|
8.66K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.98K+ 106.67% |
$392K - $494K
|
11.6K
$322K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
5.9K+ 183.15% |
$387K - $488K
|
9.12K
$254K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.88K+ 100.0% |
$386K - $486K
|
11.8K
$328K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.88K+ 109.66% |
$386K - $486K
|
11.2K
$313K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.85K+ 64.28% |
$384K - $484K
|
15K
$416K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5.7K+ 100.0% |
$374K - $471K
|
11.4K
$317K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5.62K+ 98.25% |
$369K - $464K
|
11.3K
$316K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.59K+ 98.38% |
$367K - $461K
|
11.3K
$314K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.56K+ 101.0% |
$365K - $459K
|
11.1K
$308K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.55K+ 100.2% |
$364K - $459K
|
11.1K
$309K
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.52K+ 95.17% |
$362K - $456K
|
11.3K
$315K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
5.5K+ 94.84% |
$361K - $454K
|
11.3K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.49K+ 101.03% |
$360K - $453K
|
10.9K
$304K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
5.44K+ 100.0% |
$357K - $450K
|
10.9K
$303K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
5.42K+ 100.0% |
$356K - $448K
|
10.8K
$302K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.39K+ 73.27% |
$353K - $445K
|
12.7K
$355K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.36KNew |
$352K - $443K
|
5.36K
$149K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.36K+ 152.55% |
$352K - $443K
|
8.88K
$247K
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.36K+ 109.12% |
$352K - $443K
|
10.3K
$286K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.35K+ 75.66% |
$351K - $442K
|
12.4K
$346K
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.35K+ 100.0% |
$351K - $442K
|
10.7K
$298K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
5.34KNew |
$350K - $441K
|
5.34K
$149K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5.29K+ 67.14% |
$347K - $437K
|
13.2K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.24K+ 205.53% |
$344K - $433K
|
7.79K
$217K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.22K+ 98.08% |
$342K - $431K
|
10.5K
$293K
|
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
5.2K+ 100.0% |
$341K - $430K
|
10.4K
$290K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.16K+ 445.72% |
$338K - $426K
|
6.31K
$176K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.15K+ 102.28% |
$338K - $426K
|
10.2K
$284K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
5.15K+ 90.47% |
$338K - $426K
|
10.9K
$302K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
5.12KNew |
$336K - $423K
|
5.12K
$142K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
5.09K+ 65.04% |
$334K - $421K
|
12.9K
$360K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
5.09KNew |
$334K - $421K
|
5.09K
$142K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.99K+ 191.27% |
$328K - $413K
|
7.61K
$212K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.97K+ 100.16% |
$326K - $411K
|
9.93K
$277K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.96K+ 94.62% |
$326K - $410K
|
10.2K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4.93K+ 100.0% |
$323K - $407K
|
9.85K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4.76K+ 100.21% |
$312K - $393K
|
9.51K
$265K
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.68K+ 95.24% |
$307K - $387K
|
9.6K
$267K
|
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.67KNew |
$307K - $386K
|
4.67K
$130K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.62K+ 129.8% |
$303K - $382K
|
8.18K
$228K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
4.6K+ 375.06% |
$302K - $380K
|
5.83K
$162K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.6K+ 2.82% |
$302K - $380K
|
167K
$4.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.59K+ 100.0% |
$301K - $379K
|
9.18K
$256K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.57K+ 349.62% |
$300K - $378K
|
5.88K
$164K
|