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 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-3.69K- 7.69% |
$206K - $283K
|
44.3K
$1.25M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76K- 29.62% |
$209K - $288K
|
8.93K
$253K
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.78K- 1.22% |
$210K - $289K
|
307K
$8.67M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.86K- 6.15% |
$215K - $295K
|
58.9K
$1.67M
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-3.99K- 13.93% |
$222K - $305K
|
24.6K
$697K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.13KClosed |
$230K - $316K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.16KClosed |
$232K - $319K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.17K- 4.53% |
$233K - $319K
|
88K
$2.49M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.17K- 4.53% |
$233K - $319K
|
88K
$2.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.2KClosed |
$234K - $322K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.21K- 38.26% |
$234K - $322K
|
6.79K
$192K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.34KClosed |
$242K - $333K
|
0
$0
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.35K- 1.61% |
$243K - $333K
|
267K
$7.55M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.38KClosed |
$244K - $336K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.51K- 41.11% |
$251K - $345K
|
6.46K
$183K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.63K- 28.73% |
$258K - $354K
|
11.5K
$325K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.63K- 44.78% |
$258K - $355K
|
5.71K
$162K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.86K- 54.79% |
$271K - $372K
|
4.01K
$114K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.87K- 35.79% |
$271K - $373K
|
8.74K
$247K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.91K- 15.83% |
$274K - $376K
|
26.1K
$738K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.95K- 23.97% |
$276K - $379K
|
15.7K
$444K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.97KClosed |
$277K - $381K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.98K- 5.21% |
$278K - $382K
|
90.7K
$2.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.07KClosed |
$282K - $388K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.09KClosed |
$284K - $390K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.09KClosed |
$284K - $390K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.36KClosed |
$299K - $411K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.43KClosed |
$302K - $415K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-5.44K- 19.01% |
$303K - $416K
|
23.2K
$655K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.55K- 4.64% |
$309K - $425K
|
114K
$3.22M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-5.76K- 52.93% |
$321K - $441K
|
5.12K
$145K
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.96KClosed |
$332K - $456K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6K- 52.09% |
$334K - $459K
|
5.52K
$156K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.24K- 50.23% |
$348K - $478K
|
6.18K
$175K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.31KClosed |
$352K - $483K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-6.34K- 1.19% |
$353K - $485K
|
527K
$14.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.36K- 1.04% |
$354K - $487K
|
604K
$17.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.65K- 3.48% |
$371K - $509K
|
184K
$5.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-6.98K- 43.94% |
$389K - $535K
|
8.91K
$252K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-7K- 64.54% |
$390K - $536K
|
3.85K
$109K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.37K- 1.91% |
$411K - $564K
|
379K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.9KClosed |
$440K - $605K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-8.75K- 30.65% |
$488K - $670K
|
19.8K
$560K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-8.78K- 67.96% |
$489K - $672K
|
4.14K
$117K
|
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-8.82K- 4.29% |
$492K - $675K
|
197K
$5.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.08KClosed |
$506K - $695K
|
0
$0
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9.21K- 15.4% |
$513K - $705K
|
50.6K
$1.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-9.37KClosed |
$522K - $718K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-9.45K- 15.36% |
$526K - $723K
|
52K
$1.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-9.48K- 42.13% |
$529K - $726K
|
13K
$369K
|