Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-411- 0.16% |
$22.9K - $31.5K
|
250K
$7.1M
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-431- 8.07% |
$24K - $33K
|
4.91K
$140K
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-436- 9.33% |
$24.3K - $33.4K
|
4.24K
$121K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-444- 2.41% |
$24.7K - $34K
|
18K
$511K
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-449- 0.51% |
$25K - $34.4K
|
86.9K
$2.47M
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-451- 3.69% |
$25.1K - $34.5K
|
11.8K
$335K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-490- 1.65% |
$27.3K - $37.5K
|
29.3K
$832K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-504- 9.32% |
$28.1K - $38.6K
|
4.9K
$139K
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-504- 1.65% |
$28.1K - $38.6K
|
30.1K
$856K
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-515- 7.68% |
$28.7K - $39.4K
|
6.19K
$176K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-530Closed |
$29.5K - $40.6K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-551- 1.13% |
$30.7K - $42.2K
|
48.2K
$1.37M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-554- 0.66% |
$30.9K - $42.4K
|
83.1K
$2.37M
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-561- 1.95% |
$31.3K - $42.9K
|
28.2K
$801K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-570- 17.83% |
$31.8K - $43.6K
|
2.63K
$74.7K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-604- 96.33% |
$33.7K - $46.2K
|
23
$654
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-605- 3.25% |
$33.7K - $46.3K
|
18K
$512K
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-617- 0.81% |
$34.4K - $47.2K
|
75.4K
$2.14M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-630- 2.25% |
$35.1K - $48.2K
|
27.4K
$779K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-641- 37.55% |
$35.7K - $49.1K
|
1.07K
$30.3K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-675- 29.63% |
$37.6K - $51.7K
|
1.6K
$45.6K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-686- 13.18% |
$38.2K - $52.5K
|
4.52K
$129K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-695- 8.92% |
$38.7K - $53.2K
|
7.1K
$202K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-697- 5.24% |
$38.8K - $53.4K
|
12.6K
$359K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-700- 6.17% |
$39K - $53.6K
|
10.6K
$303K
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-701- 13.77% |
$39.1K - $53.7K
|
4.39K
$125K
|
|
Aug 03, 2022
Q2 2022
|
Schaeffer Financial LLC
|
SELL
|
- |
-720- 1.54% |
$40.1K - $55.1K
|
46K
$1.31M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-749- 2.73% |
$41.7K - $57.3K
|
26.7K
$760K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-749- 2.73% |
$41.7K - $57.3K
|
26.7K
$760K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-757- 24.04% |
$42.2K - $57.9K
|
2.39K
$68.1K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-762- 1.01% |
$42.5K - $58.3K
|
75K
$2.13M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-767- 2.9% |
$42.7K - $58.7K
|
25.7K
$731K
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-852- 0.72% |
$47.5K - $65.2K
|
117K
$3.34M
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-870- 46.82% |
$48.5K - $66.6K
|
988
$28.1K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-870- 2.69% |
$48.5K - $66.6K
|
31.5K
$895K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-870- 2.69% |
$48.5K - $66.6K
|
31.5K
$895K
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-873- 14.23% |
$48.7K - $66.8K
|
5.26K
$150K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-894- 0.59% |
$49.8K - $68.4K
|
151K
$4.28M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-904- 2.45% |
$50.4K - $69.2K
|
36K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-909- 0.86% |
$50.7K - $69.6K
|
105K
$2.99M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-968- 9.44% |
$53.9K - $74.1K
|
9.28K
$264K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-969- 0.61% |
$54K - $74.2K
|
159K
$4.51M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-973- 8.62% |
$54.2K - $74.5K
|
10.3K
$294K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-995- 1.59% |
$55.5K - $76.2K
|
61.6K
$1.75M
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1K- 20.83% |
$55.7K - $76.6K
|
3.8K
$108K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.07KClosed |
$59.7K - $82.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 1.69% |
$61.7K - $84.7K
|
64.5K
$1.84M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.13K- 1.6% |
$62.7K - $86.1K
|
69.2K
$1.97M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.13K- 12.92% |
$63.2K - $86.8K
|
7.65K
$218K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 10.83% |
$63.6K - $87.3K
|
9.39K
$267K
|