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 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
434K+ 104.21% |
$21.5M - $24.8M
|
850K
$19.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
424K+ 92.63% |
$21M - $24.3M
|
882K
$20.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
415K+ 103.54% |
$20.5M - $23.7M
|
815K
$19.1M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
410KNew |
$20.3M - $23.5M
|
410K
$9.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
406K+ 102.03% |
$20.1M - $23.2M
|
803K
$18.8M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
394K+ 93.46% |
$19.5M - $22.5M
|
815K
$19.1M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
394K+ 93.46% |
$19.5M - $22.5M
|
815K
$19.1M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
392K+ 112.49% |
$19.4M - $22.4M
|
740K
$17.3M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
386K+ 97.91% |
$19.1M - $22.1M
|
781K
$18.3M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
386K+ 127.47% |
$19.1M - $22.1M
|
689K
$16.1M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
379K+ 100.14% |
$18.7M - $21.7M
|
756K
$17.7M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
365K+ 100.31% |
$18.1M - $20.9M
|
728K
$17M
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
351K+ 102.44% |
$17.4M - $20.1M
|
694K
$16.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
346K+ 108.19% |
$17.1M - $19.8M
|
666K
$15.6M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
344K+ 103.51% |
$17M - $19.7M
|
675K
$15.8M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
343K+ 104.31% |
$17M - $19.6M
|
672K
$15.7M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
339K+ 101.39% |
$16.8M - $19.4M
|
674K
$15.8M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
329K+ 142.39% |
$16.3M - $18.8M
|
560K
$13.1M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
326K+ 86.5% |
$16.2M - $18.7M
|
703K
$16.5M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
325K+ 105.95% |
$16.1M - $18.6M
|
631K
$14.8M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
315K+ 102.18% |
$15.6M - $18M
|
623K
$14.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
306K+ 2826.48% |
$15.2M - $17.5M
|
317K
$7.41M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
300KNew |
$14.9M - $17.2M
|
300K
$7.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
300K+ 117.17% |
$14.8M - $17.2M
|
556K
$13M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
285K+ 101.32% |
$14.1M - $16.3M
|
566K
$13.2M
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
282K+ 100.0% |
$13.9M - $16.1M
|
563K
$13.2M
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
282K+ 98.99% |
$13.9M - $16.1M
|
566K
$13.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
280K+ 117.08% |
$13.9M - $16M
|
519K
$12.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
279K+ 119.58% |
$13.8M - $16M
|
511K
$12M
|
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
BUY
|
- |
277K+ 96.46% |
$13.7M - $15.9M
|
564K
$13.2M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
270K+ 127.55% |
$13.4M - $15.4M
|
481K
$11.3M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
262K+ 115.45% |
$13M - $15M
|
489K
$11.5M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
258K+ 97.02% |
$12.8M - $14.8M
|
523K
$12.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
258K+ 111.8% |
$12.8M - $14.8M
|
488K
$11.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
254K+ 100.2% |
$12.6M - $14.6M
|
508K
$11.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
251K+ 105.35% |
$12.4M - $14.4M
|
490K
$11.5M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
251K+ 89.99% |
$12.4M - $14.4M
|
531K
$12.4M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
242K+ 101.16% |
$12M - $13.9M
|
482K
$11.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
242K+ 107.13% |
$12M - $13.9M
|
468K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
242K+ 333.67% |
$12M - $13.9M
|
314K
$7.36M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
238K+ 100.43% |
$11.8M - $13.6M
|
475K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
232K+ 99.29% |
$11.5M - $13.3M
|
466K
$10.9M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
231K+ 104.83% |
$11.4M - $13.2M
|
451K
$10.5M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
230K+ 63.55% |
$11.4M - $13.2M
|
591K
$13.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
228K+ 95.95% |
$11.3M - $13M
|
465K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
226K+ 94.16% |
$11.2M - $13M
|
467K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
224K+ 109.02% |
$11.1M - $12.8M
|
430K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
222K+ 73.25% |
$11M - $12.7M
|
526K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
221K+ 101.98% |
$10.9M - $12.6M
|
437K
$10.2M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
218K+ 99.11% |
$10.8M - $12.5M
|
437K
$10.2M
|