Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
68.8M+ 103.51% |
$3.41B - $3.94B
|
135M
$3.17B
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.1M+ 110.25% |
$947M - $1.1B
|
36.5M
$854M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.9M+ 101.35% |
$738M - $854M
|
29.6M
$693M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.94M+ 127.71% |
$344M - $398M
|
12.4M
$290M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.26M+ 138.78% |
$310M - $358M
|
10.8M
$252M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.21M+ 170.71% |
$308M - $356M
|
9.86M
$231M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.23M+ 99.46% |
$210M - $242M
|
8.49M
$199M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
3.9M+ 99.18% |
$193M - $224M
|
7.84M
$183M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.5M+ 101.54% |
$173M - $200M
|
6.94M
$162M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
2.24M+ 100.14% |
$111M - $128M
|
4.48M
$105M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.22M+ 89.5% |
$110M - $127M
|
4.7M
$110M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.05M+ 156.49% |
$102M - $117M
|
3.36M
$78.7M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.02M+ 103.43% |
$100M - $116M
|
3.98M
$93M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.93M+ 532.55% |
$95.8M - $111M
|
2.3M
$53.8M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.82M+ 122.87% |
$89.9M - $104M
|
3.29M
$77M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.76M+ 115.85% |
$87.2M - $101M
|
3.28M
$76.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67M+ 99.38% |
$82.5M - $95.4M
|
3.34M
$78.2M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.6M+ 190.46% |
$79.4M - $91.9M
|
2.45M
$57.3M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.49M+ 109.12% |
$73.9M - $85.5M
|
2.86M
$66.9M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.38M+ 117.6% |
$68.4M - $79.1M
|
2.56M
$59.8M
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
1.31M+ 109.14% |
$64.8M - $75M
|
2.51M
$58.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
998K+ 92.43% |
$49.4M - $57.1M
|
2.08M
$48.6M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
978K+ 96.64% |
$48.4M - $56M
|
1.99M
$46.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
905K+ 139.82% |
$44.8M - $51.8M
|
1.55M
$36.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
895K+ 118.18% |
$44.3M - $51.3M
|
1.65M
$38.7M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
864K+ 111.53% |
$42.8M - $49.5M
|
1.64M
$38.4M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
788K+ 74.72% |
$39M - $45.1M
|
1.84M
$43.1M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
773K+ 96.03% |
$38.3M - $44.3M
|
1.58M
$36.9M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
727K+ 104.05% |
$36M - $41.6M
|
1.43M
$33.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
704K+ 102.2% |
$34.8M - $40.3M
|
1.39M
$32.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
697K+ 65.16% |
$34.5M - $39.9M
|
1.77M
$41.3M
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
687KNew |
$34M - $39.3M
|
687K
$16.1M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
680K+ 6311.48% |
$33.6M - $38.9M
|
690K
$16.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
669K+ 100.33% |
$33.1M - $38.3M
|
1.34M
$31.2M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
668K+ 96.61% |
$33.1M - $38.2M
|
1.36M
$31.8M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
651K+ 102.73% |
$32.2M - $37.3M
|
1.28M
$30.1M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
638K+ 74.17% |
$31.6M - $36.5M
|
1.5M
$35M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
636K+ 55.31% |
$31.5M - $36.4M
|
1.79M
$41.8M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
603K+ 120.39% |
$29.9M - $34.5M
|
1.1M
$25.8M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
597K+ 103.21% |
$29.5M - $34.2M
|
1.17M
$27.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
564K+ 109.14% |
$27.9M - $32.3M
|
1.08M
$25.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
542K+ 500.2% |
$26.8M - $31M
|
650K
$15.2M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
526K+ 128.3% |
$26.1M - $30.1M
|
937K
$21.9M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
506K+ 87.36% |
$25.1M - $29M
|
1.09M
$25.4M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
490K+ 495.69% |
$24.2M - $28M
|
588K
$13.8M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
487KNew |
$24.1M - $27.9M
|
487K
$11.4M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
481K+ 100.68% |
$23.8M - $27.5M
|
959K
$22.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
480K+ 480.0% |
$23.8M - $27.5M
|
580K
$13.6M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
478K+ 160.03% |
$23.6M - $27.4M
|
776K
$18.2M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
457K+ 104.95% |
$22.6M - $26.2M
|
893K
$20.9M
|