Purchases and Sales Made in Q2 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 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 18, 2022 Q2 2022
Psi Advisors, LLC

SELL
 -
-1.15K
- 35.11%
$64K - $87.9K
2.12K $60.4K
Jul 18, 2022 Q2 2022
Camelot Portfolios, LLC

SELL
 -
-1.17K
- 10.3%
$64.9K - $89.2K
10.1K $289K
Jul 27, 2022 Q2 2022
Annex Advisory Services, LLC

SELL
 -
-1.17K
- 21.66%
$65.1K - $89.5K
4.23K $120K
Jul 20, 2022 Q2 2022
Capital Insight Partners, LLC

SELL
 -
-1.18K
- 9.26%
$65.7K - $90.3K
11.6K $329K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-1.18K
- 4.29%
$65.9K - $90.5K
26.4K $750K
Jul 26, 2022 Q2 2022
Aprio Wealth Management, LLC

SELL
 -
-1.2K
- 11.79%
$66.7K - $91.6K
8.96K $255K
Aug 08, 2022 Q2 2022
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-1.2K
- 7.6%
$66.9K - $91.9K
14.6K $415K
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

SELL
 -
-1.21K
- 21.96%
$67.7K - $92.9K
4.32K $123K
Jul 21, 2022 Q2 2022
Savior LLC

SELL
 -
-1.21K
- 29.73%
$67.7K - $92.9K
2.87K $81.7K
Aug 09, 2022 Q2 2022
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-1.22K
- 12.92%
$68.2K - $93.6K
8.24K $235K
Aug 01, 2022 Q2 2022
Acas, LLC

SELL
 -
-1.32K
- 4.07%
$73.5K - $101K
31.1K $884K
Jul 12, 2022 Q2 2022
Hoese & CO LLP

SELL
 -
-1.32K
- 9.06%
$73.6K - $101K
13.3K $377K
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

SELL
 -
-1.4K
- 4.26%
$78K - $107K
31.4K $894K
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-1.41K
- 2.61%
$78.5K - $108K
52.5K $1.49M
Aug 11, 2022 Q2 2022
Hartline Investment Corp

Winnetka, IL
SELL
 -
-1.46K
Closed
$81.1K - $111K
0 $0
Feb 16, 2023 Q2 2022
Bensler, LLC

Bellevue, WA
SELL
 -
-1.46K
- 2.03%
$81.4K - $112K
70.6K $2.01M
Jul 21, 2022 Q2 2022
Ogorek Anthony Joseph

SELL
 -
-1.46K
- 16.5%
$81.6K - $112K
7.41K $211K
Aug 02, 2022 Q2 2022
Sage Financial Management Group, Inc.

SELL
 -
-1.48K
- 0.75%
$82.3K - $113K
195K $5.54M
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-1.48K
- 1.79%
$82.7K - $114K
81.4K $2.32M
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-1.52K
- 1.66%
$84.8K - $117K
90.2K $2.57M
Jul 28, 2022 Q2 2022
Reston Wealth Management LLC

SELL
 -
-1.53K
- 2.27%
$85.4K - $117K
65.8K $1.87M
Jul 25, 2022 Q2 2022
First Personal Financial Services

SELL
 -
-1.61K
- 2.85%
$89.7K - $123K
54.8K $1.56M
Jul 21, 2022 Q2 2022
Rtd Financial Advisors, Inc.

SELL
 -
-1.62K
- 1.88%
$90.1K - $124K
84.1K $2.39M
Dec 11, 2023 Q2 2022
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-1.66K
- 4.23%
$92.4K - $127K
37.5K $1.07M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-1.69K
- 10.79%
$93.9K - $129K
13.9K $396K
Jul 08, 2022 Q2 2022
Appleton Partners Inc

SELL
 -
-1.69K
- 28.94%
$94K - $129K
4.14K $118K
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-1.71K
- 11.21%
$95.4K - $131K
13.5K $385K
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-1.72K
- 12.35%
$96.1K - $132K
12.2K $348K
Aug 04, 2022 Q2 2022
Cutler Group LP

SELL
 -
-1.77K
- 99.94%
$98.7K - $136K
1 $28.5
Jul 18, 2022 Q2 2022
Bigelow Investment Advisors, LLC

SELL
 -
-1.79K
- 5.28%
$99.9K - $137K
32.2K $915K
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-1.8K
- 80.55%
$100K - $138K
435 $12.4K
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-1.93K
- 28.53%
$108K - $148K
4.83K $138K
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

SELL
 -
-2.08K
- 14.54%
$116K - $159K
12.2K $348K
Aug 05, 2022 Q2 2022
Amg National Trust Bank

SELL
 -
-2.11K
- 38.97%
$118K - $162K
3.31K $94.1K
Apr 06, 2023 Q2 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-2.25K
- 6.01%
$126K - $173K
35.3K $1M
Jul 19, 2022 Q2 2022
Sym Financial Corp

SELL
 -
-2.27K
- 53.91%
$127K - $174K
1.94K $55.3K
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

SELL
 -
-2.41K
- 20.04%
$134K - $185K
9.63K $274K
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-2.42K
- 2.26%
$135K - $185K
105K $2.98M
Jul 05, 2022 Q2 2022
Modus Advisors, LLC

SELL
 -
-2.43K
- 3.24%
$136K - $186K
72.6K $2.07M
Aug 08, 2022 Q2 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-2.5K
- 10.63%
$140K - $192K
21.1K $599K
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-2.51K
- 9.2%
$140K - $192K
24.8K $705K
Aug 15, 2022 Q2 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.52K
- 4.65%
$141K - $193K
51.7K $1.47M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.57K
- 10.99%
$143K - $197K
20.8K $592K
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-2.6K
- 29.24%
$145K - $199K
6.29K $179K
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-2.63K
- 2.97%
$146K - $201K
85.8K $2.44M
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

SELL
 -
-2.72K
- 8.86%
$152K - $208K
28K $796K
Aug 08, 2022 Q2 2022
Vista Capital Partners, Inc.

SELL
 -
-2.73K
Closed
$152K - $209K
0 $0
Aug 05, 2022 Q2 2022
Staley Capital Advisers Inc

SELL
 -
-2.73K
Closed
$152K - $209K
0 $0
Jul 13, 2022 Q2 2022
Red Door Wealth Management, LLC

SELL
 -
-2.73K
Closed
$152K - $209K
0 $0

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