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 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.5K+ 2.9% |
$195K - $268K
|
124K
$3.53M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.49K+ 43.8% |
$195K - $267K
|
11.5K
$326K
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.47KNew |
$193K - $265K
|
3.47K
$98.7K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.46KNew |
$193K - $265K
|
3.46K
$98.4K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.36K+ 22.59% |
$187K - $257K
|
18.3K
$519K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.29K+ 0.29% |
$183K - $251K
|
1.14M
$32.6M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.21K+ 18.04% |
$179K - $246K
|
21K
$598K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.07K+ 1.19% |
$171K - $235K
|
262K
$7.46M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.06K+ 11.54% |
$171K - $234K
|
29.6K
$842K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.83K+ 19.43% |
$158K - $217K
|
17.4K
$496K
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.83K+ 21.28% |
$158K - $216K
|
16.1K
$458K
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.76K+ 3.8% |
$154K - $212K
|
75.4K
$2.15M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.72K+ 2.95% |
$151K - $208K
|
94.7K
$2.69M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.65K+ 5.57% |
$148K - $203K
|
50.2K
$1.43M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.64K+ 5.96% |
$147K - $202K
|
47K
$1.34M
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.64K+ 4.09% |
$147K - $202K
|
67K
$1.91M
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.61K+ 5.55% |
$145K - $199K
|
49.6K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.57K+ 247.88% |
$143K - $197K
|
3.61K
$103K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.52K+ 3.24% |
$140K - $193K
|
80.3K
$2.28M
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.3K+ 20.64% |
$128K - $176K
|
13.4K
$382K
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
2.24K+ 10.65% |
$125K - $172K
|
23.3K
$663K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.24K+ 9.85% |
$125K - $171K
|
25K
$711K
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.18K+ 4.89% |
$122K - $167K
|
46.8K
$1.33M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.15K+ 12.86% |
$120K - $165K
|
18.9K
$538K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
2.13K+ 787.08% |
$119K - $163K
|
2.4K
$68.4K
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.09K+ 30.98% |
$116K - $160K
|
8.83K
$251K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.07K+ 5.14% |
$115K - $158K
|
42.4K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.04KNew |
$114K - $156K
|
2.04K
$58.1K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.99KNew |
$111K - $153K
|
1.99K
$56.7K
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.92K+ 15.32% |
$107K - $147K
|
14.4K
$411K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.89K+ 6.24% |
$105K - $144K
|
32.1K
$914K
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.77K+ 15.44% |
$98.7K - $136K
|
13.2K
$377K
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.75K+ 19.02% |
$97.3K - $134K
|
10.9K
$311K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.74K+ 1.89% |
$96.9K - $133K
|
93.5K
$2.66M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.72K+ 9.37% |
$95.6K - $131K
|
20K
$569K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.65KNew |
$92K - $126K
|
1.65K
$46.9K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.51% |
$89.4K - $123K
|
315K
$8.97M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.58K+ 37.85% |
$87.9K - $121K
|
5.74K
$163K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.49K+ 7.38% |
$83.3K - $114K
|
21.7K
$618K
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.45K+ 49.4% |
$80.5K - $111K
|
4.37K
$124K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 6.49% |
$80K - $110K
|
23.6K
$670K
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.4K+ 31.96% |
$78K - $107K
|
5.78K
$164K
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.35K+ 9.88% |
$75.4K - $104K
|
15K
$428K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.31K+ 16325.0% |
$72.8K - $100K
|
1.31K
$37.4K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
1.3K+ 22.91% |
$72.3K - $99.4K
|
6.96K
$198K
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.29K+ 0.88% |
$71.9K - $98.7K
|
148K
$4.21M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.27K+ 6.9% |
$70.6K - $97K
|
19.6K
$559K
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
1.25K+ 29.35% |
$69.4K - $95.3K
|
5.49K
$156K
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 1.85% |
$67.9K - $93.2K
|
67.1K
$1.91M
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.22K+ 24.32% |
$67.7K - $93K
|
6.21K
$177K
|