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 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-4.25KClosed |
$210K - $243K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.32K- 47.49% |
$214K - $247K
|
4.78K
$112K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.46K- 95.13% |
$221K - $255K
|
228
$5.34K
|
|
|
Apr 28, 2022
Q1 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-4.53KClosed |
$224K - $259K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.66KClosed |
$231K - $267K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.13KClosed |
$254K - $294K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.37KClosed |
$266K - $307K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7.22K- 29.7% |
$358K - $414K
|
17.1K
$400K
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.33KClosed |
$363K - $420K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-7.36KClosed |
$364K - $421K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.34KClosed |
$413K - $478K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.61KClosed |
$426K - $493K
|
0
$0
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-8.68K- 2.77% |
$429K - $497K
|
304K
$7.12M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.12K- 97.7% |
$452K - $522K
|
215
$5.03K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-11.6KClosed |
$576K - $667K
|
0
$0
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-12.8K- 14.39% |
$635K - $735K
|
76.3K
$1.79M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-13.4K- 48.55% |
$662K - $766K
|
14.2K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.5K- 12.43% |
$766K - $886K
|
109K
$2.55M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.2KClosed |
$852K - $985K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-18KClosed |
$891K - $1.03M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.8K- 65.31% |
$980K - $1.13M
|
10.5K
$246K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.8KClosed |
$1.08M - $1.25M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$1.16M - $1.34M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-29.4KClosed |
$1.46M - $1.69M
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-41.3K- 87.1% |
$2.05M - $2.37M
|
6.12K
$143K
|
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-79.5KClosed |
$3.94M - $4.55M
|
0
$0
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-80.9KClosed |
$4.01M - $4.63M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-83.5KClosed |
$4.14M - $4.78M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-85.1K- 20.97% |
$4.22M - $4.88M
|
321K
$7.51M
|
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-86.7KClosed |
$4.29M - $4.97M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-162KClosed |
$8.02M - $9.28M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-211K- 97.1% |
$10.4M - $12.1M
|
6.29K
$147K
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-552K- 80.37% |
$27.3M - $31.6M
|
135K
$3.15M
|
|
|
Apr 11, 2022
Q1 2022
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-570KClosed |
$28.2M - $32.6M
|
0
$0
|