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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
13.8K+ 89.04% |
$683K - $790K
|
29.3K
$686K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.8K+ 156.99% |
$683K - $790K
|
22.6K
$528K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.7K+ 56.59% |
$678K - $785K
|
37.9K
$887K
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
13.6K+ 118.9% |
$675K - $781K
|
25.1K
$588K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.5K+ 99.96% |
$668K - $773K
|
27K
$632K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.5K+ 96.25% |
$668K - $773K
|
27.5K
$644K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13.4K+ 106.98% |
$663K - $767K
|
25.9K
$606K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.4K+ 65.1% |
$663K - $767K
|
34K
$794K
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13.4K+ 100.0% |
$662K - $766K
|
26.8K
$626K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13.4K+ 100.0% |
$662K - $766K
|
26.8K
$626K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
13.1K+ 87.2% |
$651K - $753K
|
28.2K
$660K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13.1K+ 48.59% |
$649K - $750K
|
40.1K
$937K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13K+ 128.41% |
$643K - $744K
|
23.1K
$540K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12.9K+ 114.68% |
$640K - $740K
|
24.2K
$566K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.9K+ 154.15% |
$637K - $737K
|
21.2K
$496K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6K+ 116.23% |
$624K - $722K
|
23.4K
$549K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.6K+ 112.41% |
$622K - $720K
|
23.8K
$556K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12.5K+ 94.66% |
$621K - $719K
|
25.8K
$604K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
12.5K+ 87.8% |
$619K - $716K
|
26.7K
$626K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
12.5K+ 100.0% |
$618K - $715K
|
25K
$584K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
12.5K+ 274.55% |
$616K - $713K
|
17K
$397K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 100.0% |
$615K - $711K
|
24.8K
$581K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
12.4K+ 99.46% |
$615K - $711K
|
24.9K
$583K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12.4K+ 99.47% |
$614K - $711K
|
24.9K
$582K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.4K+ 93.21% |
$612K - $708K
|
25.6K
$600K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
- |
12.3K+ 94.82% |
$610K - $706K
|
25.3K
$593K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
12.3K+ 194.17% |
$607K - $702K
|
18.6K
$434K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
12.2K+ 89.65% |
$604K - $699K
|
25.8K
$604K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.1KNew |
$598K - $691K
|
12.1K
$282K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12.1K+ 110.19% |
$597K - $691K
|
23K
$538K
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
11.9K+ 52.06% |
$592K - $684K
|
34.9K
$817K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11.9K+ 67.5% |
$589K - $681K
|
29.5K
$691K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$583K - $674K
|
11.8K
$275K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.7K+ 105.94% |
$579K - $669K
|
22.7K
$532K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.7K+ 105.94% |
$579K - $669K
|
22.7K
$532K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.7K+ 119.01% |
$578K - $668K
|
21.5K
$503K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.7K+ 101.89% |
$577K - $667K
|
23.1K
$540K
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
11.6KNew |
$576K - $667K
|
11.6K
$272K
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11.6K+ 72.21% |
$572K - $662K
|
27.6K
$645K
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
11.5K+ 94.16% |
$570K - $660K
|
23.8K
$556K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4K+ 92.41% |
$567K - $656K
|
23.8K
$558K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.4K+ 100.0% |
$566K - $655K
|
22.9K
$535K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.4K+ 112.64% |
$566K - $654K
|
21.6K
$505K
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
11.4K+ 97.36% |
$565K - $653K
|
23.1K
$541K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.3K+ 100.19% |
$561K - $649K
|
22.6K
$530K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11.3KNew |
$561K - $648K
|
11.3K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
11.2K+ 100.45% |
$556K - $643K
|
22.4K
$524K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2K+ 84.17% |
$556K - $643K
|
24.6K
$575K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11.1K+ 100.41% |
$552K - $639K
|
22.3K
$521K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
11K+ 96.77% |
$547K - $632K
|
22.4K
$525K
|