Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 09, 2022 Q1 2022
Garrison Asset Management, LLC

BUY
 -
10.9K
+ 164.04%
$541K - $626K
17.6K $412K
May 11, 2022 Q1 2022
Loveless Wealth Management LLC

BUY
 -
10.8K
+ 116.53%
$535K - $619K
20.1K $470K
Apr 21, 2022 Q1 2022
Keystone Wealth Services, LLC

BUY
 -
10.6K
+ 85.56%
$527K - $609K
23.1K $540K
Apr 19, 2022 Q1 2022
Berkshire Money Management, Inc.

BUY
 -
10.5K
New
$520K - $602K
10.5K $246K
May 03, 2022 Q1 2022
Ifrah Financial Services, Inc.

BUY
 -
10.5K
+ 85.53%
$520K - $601K
22.8K $533K
Apr 18, 2022 Q1 2022
Eagle Capital Management, LLC

BUY
 -
10.4K
+ 37.85%
$517K - $598K
38.1K $890K
May 10, 2022 Q1 2022
Amg National Trust Bank

BUY
 -
10.4K
+ 111.39%
$513K - $593K
19.7K $460K
Apr 22, 2022 Q1 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
10.4K
+ 100.0%
$513K - $593K
20.7K $484K
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
10.3K
+ 92.21%
$510K - $590K
21.5K $503K
Apr 14, 2022 Q1 2022
Schwab Charitable Fund

BUY
 -
10.2K
+ 484.17%
$507K - $587K
12.4K $289K
Dec 30, 2022 Q1 2022
Warther Private Wealth, LLC

Akron, OH
BUY
 -
10.1K
New
$498K - $576K
10.1K $235K
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
10K
+ 182.87%
$495K - $573K
15.5K $362K
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
10K
+ 182.87%
$495K - $573K
15.5K $362K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
9.95K
+ 103.47%
$493K - $570K
19.6K $458K
May 02, 2022 Q1 2022
Slow Capital, Inc.

BUY
 -
9.92K
+ 96.86%
$491K - $568K
20.2K $472K
Apr 19, 2022 Q1 2022
Retirement Planning Group

BUY
 -
9.91K
+ 96.82%
$491K - $567K
20.1K $471K
May 03, 2022 Q1 2022
Column Capital Advisors, LLC

BUY
 -
9.89K
+ 85.81%
$489K - $566K
21.4K $501K
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
9.82K
+ 101.21%
$486K - $562K
19.5K $457K
Apr 20, 2022 Q1 2022
Ironwood Financial, LLC

BUY
 -
9.8K
+ 99.3%
$485K - $561K
19.7K $460K
Apr 18, 2022 Q1 2022
Everhart Financial Group, Inc.

BUY
 -
9.71K
+ 93.95%
$481K - $556K
20K $469K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.7K
+ 77.42%
$480K - $556K
22.2K $520K
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

BUY
 -
9.69K
+ 100.0%
$480K - $555K
19.4K $453K
May 09, 2022 Q1 2022
Tenret CO LLC

BUY
 -
9.57K
+ 100.0%
$474K - $548K
19.1K $448K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
9.53K
New
$472K - $546K
9.53K $223K
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

BUY
 -
9.53K
+ 208.9%
$472K - $546K
14.1K $330K
May 16, 2022 Q1 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
9.52K
+ 100.0%
$471K - $545K
19K $445K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
9.49K
+ 25.4%
$470K - $544K
46.9K $1.1M
Apr 28, 2022 Q1 2022
Highland Private Wealth Management

BUY
 -
9.47K
+ 82.61%
$469K - $542K
20.9K $490K
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
9.41K
+ 98.84%
$466K - $539K
18.9K $443K
May 06, 2022 Q1 2022
Camden Capital, LLC

BUY
 -
9.4K
+ 188.64%
$465K - $538K
14.4K $337K
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

BUY
 -
9.27K
+ 650.35%
$459K - $531K
10.7K $250K
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

BUY
 -
9.2K
+ 99.46%
$456K - $527K
18.5K $432K
Apr 14, 2022 Q1 2022
Yhb Investment Advisors, Inc.

BUY
 -
9.15K
+ 92.58%
$453K - $524K
19K $445K
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
9.15K
+ 96.33%
$453K - $524K
18.6K $436K
May 11, 2022 Q1 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
9.12K
+ 83.27%
$451K - $522K
20.1K $470K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
8.98K
+ 112.01%
$445K - $514K
17K $398K
May 09, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
8.91K
+ 126.75%
$441K - $510K
15.9K $373K
May 10, 2022 Q1 2022
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
8.85K
+ 65.58%
$438K - $507K
22.4K $523K
May 05, 2022 Q1 2022
Gen Wealth Group, Inc.

BUY
 -
8.83K
+ 151.8%
$437K - $506K
14.7K $343K
Apr 12, 2022 Q1 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
8.81K
+ 61.99%
$436K - $505K
23K $539K
May 04, 2022 Q1 2022
Evolution Advisers, Inc.

BUY
 -
8.81K
+ 26700.0%
$436K - $505K
8.84K $207K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
8.79K
+ 98.92%
$435K - $503K
17.7K $413K
May 04, 2022 Q1 2022
Bfsg, LLC

BUY
 -
8.74K
+ 109.69%
$433K - $501K
16.7K $391K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
8.73K
New
$432K - $500K
8.73K $204K
Apr 27, 2022 Q1 2022
Advisory Services & Investments, LLC

BUY
 -
8.7K
+ 330.46%
$431K - $498K
11.3K $265K
Apr 22, 2022 Q1 2022
Dfpg Investments, LLC

BUY
 -
8.63K
+ 87.94%
$427K - $494K
18.5K $432K
May 05, 2022 Q1 2022
North Rock Partners, LLC

BUY
 -
8.6K
+ 103.4%
$426K - $492K
16.9K $396K
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
8.51K
New
$421K - $487K
8.51K $199K
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
8.44K
+ 35.04%
$418K - $483K
32.5K $761K

Track Institutional and Insider Activities on SCHX

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHX shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHX shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHX