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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.6K+ 5.42% |
$2.71M - $3.72M
|
947K
$26.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.6K+ 5.42% |
$2.71M - $3.72M
|
947K
$26.9M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48.2K+ 4.6% |
$2.69M - $3.69M
|
1.1M
$31.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.6K+ 5.76% |
$2.65M - $3.64M
|
873K
$24.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
46.1K+ 28.26% |
$2.57M - $3.53M
|
209K
$5.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.8K+ 48.13% |
$2.33M - $3.2M
|
129K
$3.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40.5K+ 621.6% |
$2.26M - $3.1M
|
47K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.7K+ 33.54% |
$2.21M - $3.04M
|
158K
$4.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38K+ 9.76% |
$2.12M - $2.91M
|
428K
$12.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
38K+ 28.15% |
$2.12M - $2.91M
|
173K
$4.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
37.4K+ 75.82% |
$2.08M - $2.86M
|
86.6K
$2.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
35.6K+ 342.21% |
$1.98M - $2.72M
|
46K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
34.9K+ 51.92% |
$1.94M - $2.67M
|
102K
$2.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.1K+ 19.61% |
$1.9M - $2.61M
|
208K
$5.92M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34.1K+ 7.45% |
$1.9M - $2.61M
|
492K
$14M
|
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
33.6K+ 157.02% |
$1.87M - $2.57M
|
55K
$1.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
33.3K+ 9.44% |
$1.85M - $2.55M
|
386K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
33KNew |
$1.84M - $2.52M
|
33K
$938K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
31.1K+ 13.16% |
$1.73M - $2.38M
|
267K
$7.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.9K+ 111.97% |
$1.72M - $2.37M
|
58.6K
$1.67M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
30.8K+ 33.83% |
$1.72M - $2.36M
|
122K
$3.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.7K+ 112.01% |
$1.6M - $2.2M
|
54.3K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.5K+ 40.89% |
$1.59M - $2.18M
|
98.2K
$2.79M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
28.4K+ 19.96% |
$1.58M - $2.17M
|
171K
$4.85M
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
28.1K+ 5.76% |
$1.57M - $2.15M
|
516K
$14.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
27.6K+ 8.39% |
$1.54M - $2.11M
|
357K
$10.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27.5K+ 6.42% |
$1.53M - $2.1M
|
455K
$12.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
26.3K+ 10.32% |
$1.46M - $2.01M
|
281K
$7.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
25.1K+ 312.15% |
$1.4M - $1.92M
|
33.1K
$943K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.3K+ 5.24% |
$1.36M - $1.86M
|
488K
$13.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.35M - $1.85M
|
24.2K
$688K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24.2K+ 54.8% |
$1.35M - $1.85M
|
68.3K
$1.94M
|
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
24.1K+ 7.27% |
$1.34M - $1.84M
|
356K
$10.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24K+ 226.75% |
$1.34M - $1.84M
|
34.6K
$984K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
22.2K+ 20.29% |
$1.24M - $1.7M
|
131K
$3.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
21.7K+ 4.89% |
$1.21M - $1.66M
|
466K
$13.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
21.6K+ 5.83% |
$1.2M - $1.65M
|
391K
$11.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
21.5K+ 8.66% |
$1.2M - $1.65M
|
270K
$7.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
21.3K+ 13.11% |
$1.19M - $1.63M
|
184K
$5.22M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
20.9K+ 4.56% |
$1.17M - $1.6M
|
480K
$13.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
20.9K+ 4.56% |
$1.17M - $1.6M
|
480K
$13.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
20.4K+ 8.37% |
$1.13M - $1.56M
|
264K
$7.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.9K+ 5.33% |
$1.11M - $1.52M
|
393K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.3K+ 1.08% |
$1.07M - $1.47M
|
1.81M
$51.5M
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
19.2K+ 249.56% |
$1.07M - $1.47M
|
26.9K
$765K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
18.5K+ 76.68% |
$1.03M - $1.42M
|
42.7K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.5KNew |
$1.03M - $1.42M
|
18.5K
$527K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
18.1K+ 9.85% |
$1.01M - $1.39M
|
202K
$5.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
17.1K+ 31.48% |
$953K - $1.31M
|
71.4K
$2.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16.7K+ 33.39% |
$928K - $1.28M
|
66.6K
$1.89M
|