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 12, 2022 Q1 2022
Peak Asset Management, LLC

Louisville, CO
BUY
 -
8.33K
+ 93.26%
$413K - $477K
17.3K $404K
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
8.12K
+ 98.18%
$402K - $465K
16.4K $384K
May 03, 2022 Q1 2022
Fort Washington Investment Advisors Inc

BUY
 -
8.12K
New
$402K - $465K
8.12K $190K
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
8.05K
New
$399K - $461K
8.05K $188K
Apr 12, 2022 Q1 2022
Caprock Group, Inc.

BUY
 -
8.04K
+ 100.02%
$398K - $461K
16.1K $376K
Apr 12, 2022 Q1 2022
Ht Partners LLC

BUY
 -
8.03K
+ 100.0%
$397K - $460K
16.1K $376K
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

BUY
 -
7.96K
+ 53.37%
$394K - $456K
22.9K $535K
May 10, 2022 Q1 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
7.65K
+ 100.0%
$379K - $438K
15.3K $358K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
7.63K
+ 116.14%
$378K - $437K
14.2K $332K
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
7.59K
+ 55.68%
$376K - $435K
21.2K $497K
May 11, 2022 Q1 2022
Leo H. Evart, Inc.

BUY
 -
7.43K
New
$368K - $425K
7.43K $174K
Apr 21, 2022 Q1 2022
Jacobsen Capital Management

BUY
 -
7.36K
+ 110.58%
$364K - $421K
14K $328K
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
7.32K
+ 226.78%
$362K - $419K
10.5K $247K
May 04, 2022 Q1 2022
Lyell Wealth Management, LP

BUY
 -
7.27K
+ 100.58%
$360K - $416K
14.5K $339K
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
7.27K
+ 185.46%
$360K - $416K
11.2K $262K
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
7.23K
+ 100.0%
$358K - $414K
14.5K $339K
May 09, 2022 Q1 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
7.17K
+ 88.76%
$355K - $411K
15.2K $357K
May 11, 2022 Q1 2022
Heritage Wealth Advisors

BUY
 -
7.12K
+ 99.99%
$353K - $408K
14.2K $333K
Apr 21, 2022 Q1 2022
Wade Financial Advisory, Inc

BUY
 -
7.09K
+ 103.44%
$351K - $406K
13.9K $326K
Apr 29, 2022 Q1 2022
All Season Financial Advisors, Inc.

BUY
 -
7.08K
+ 95.15%
$351K - $406K
14.5K $340K
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

BUY
 -
7.06K
+ 100.0%
$349K - $404K
14.1K $330K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
7.06K
+ 100.0%
$349K - $404K
14.1K $330K
Apr 26, 2022 Q1 2022
Gs Investments, Inc.

BUY
 -
7.05K
+ 96.3%
$349K - $404K
14.4K $336K
May 02, 2022 Q1 2022
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
6.97K
+ 95.22%
$345K - $399K
14.3K $335K
May 06, 2022 Q1 2022
Papp L Roy & Associates

BUY
 -
6.97K
+ 100.0%
$345K - $399K
13.9K $326K
Apr 25, 2022 Q1 2022
Burleson & Company, LLC

BUY
 -
6.91K
+ 32.01%
$342K - $396K
28.5K $667K
Apr 25, 2022 Q1 2022
Orcam Financial Group

Encinitas, CA
BUY
 -
6.89K
+ 100.0%
$341K - $395K
13.8K $322K
May 11, 2022 Q1 2022
Red Cedar Capital, LLC

BUY
 -
6.89K
+ 100.0%
$341K - $394K
13.8K $322K
May 09, 2022 Q1 2022
Novare Capital Management LLC

BUY
 -
6.8K
+ 97.09%
$337K - $390K
13.8K $323K
May 03, 2022 Q1 2022
Heritage Investment Group, Inc.

BUY
 -
6.77K
+ 106.11%
$335K - $388K
13.2K $308K
May 06, 2022 Q1 2022
Blooom, Inc.

BUY
 -
6.67K
+ 95.07%
$330K - $382K
13.7K $320K
Apr 13, 2022 Q1 2022
Carret Asset Management, LLC

BUY
 -
6.63K
+ 100.0%
$328K - $380K
13.3K $310K
Apr 25, 2022 Q1 2022
Transform Wealth, LLC

BUY
 -
6.58K
+ 100.0%
$326K - $377K
13.2K $308K
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
6.5K
+ 90.82%
$322K - $372K
13.7K $320K
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
6.44K
+ 96.42%
$319K - $369K
13.1K $307K
May 06, 2022 Q1 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
6.3K
+ 100.0%
$312K - $361K
12.6K $295K
May 13, 2022 Q1 2022
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
6.29K
+ 101.98%
$311K - $360K
12.5K $292K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
6.22K
+ 718.96%
$308K - $356K
7.08K $166K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.09K
+ 97.97%
$301K - $349K
12.3K $288K
May 12, 2022 Q1 2022
Maryland Capital Management

Towson, MD
BUY
 -
6.05K
+ 57.54%
$299K - $346K
16.6K $387K
May 25, 2022 Q1 2022
L.M. Kohn & Company

BUY
 -
5.91K
New
$293K - $339K
5.91K $138K
May 09, 2022 Q1 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
5.9K
+ 73.13%
$292K - $338K
14K $327K
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
5.88K
+ 105.93%
$291K - $336K
11.4K $267K
Apr 28, 2022 Q1 2022
Single Point Partners, LLC

BUY
 -
5.87K
+ 98.36%
$291K - $336K
11.8K $277K
May 10, 2022 Q1 2022
Ascent Group, LLC

BUY
 -
5.86K
+ 94.26%
$290K - $336K
12.1K $283K
Jul 18, 2022 Q1 2022
Retirement Guys Formula LLC

BUY
 -
5.78K
+ 116.36%
$286K - $331K
10.8K $252K
May 19, 2022 Q1 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
5.77K
+ 100.0%
$286K - $330K
11.5K $270K
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
5.75K
+ 85.16%
$285K - $329K
12.5K $293K
Apr 27, 2022 Q1 2022
American Financial Advisors, LLC

BUY
 -
5.72K
+ 98.84%
$283K - $328K
11.5K $269K

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