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 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
217KNew |
$10.7M - $12.4M
|
217K
$5.08M
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
215K+ 98.59% |
$10.7M - $12.3M
|
434K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
212K+ 54.8% |
$10.5M - $12.1M
|
599K
$14M
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
211K+ 90.62% |
$10.4M - $12.1M
|
443K
$10.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
210K+ 101.98% |
$10.4M - $12M
|
416K
$9.73M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
202K+ 133.13% |
$10M - $11.6M
|
354K
$8.27M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
197K+ 141.5% |
$9.77M - $11.3M
|
337K
$7.88M
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
193K+ 95.5% |
$9.54M - $11M
|
395K
$9.23M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
191K+ 106.22% |
$9.48M - $11M
|
372K
$8.7M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
191K+ 104.97% |
$9.47M - $11M
|
374K
$8.74M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
189K+ 110.81% |
$9.37M - $10.8M
|
360K
$8.43M
|
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
185K+ 96.35% |
$9.15M - $10.6M
|
377K
$8.81M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
180K+ 114.09% |
$8.93M - $10.3M
|
338K
$7.92M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
180K+ 93.88% |
$8.9M - $10.3M
|
371K
$8.69M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
179K+ 47.01% |
$8.88M - $10.3M
|
561K
$13.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
179K+ 75.14% |
$8.86M - $10.3M
|
417K
$9.76M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
178K+ 106.21% |
$8.79M - $10.2M
|
345K
$8.07M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
177K+ 91.35% |
$8.77M - $10.1M
|
371K
$8.69M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
177KNew |
$8.75M - $10.1M
|
177K
$4.14M
|
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
175K+ 6114.63% |
$8.65M - $10M
|
178K
$4.16M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
175K+ 100.4% |
$8.64M - $9.99M
|
348K
$8.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
172K+ 102.34% |
$8.52M - $9.86M
|
340K
$7.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
171K+ 104.68% |
$8.49M - $9.82M
|
335K
$7.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
171K+ 123.37% |
$8.48M - $9.81M
|
310K
$7.26M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
170K+ 128.27% |
$8.4M - $9.71M
|
302K
$7.06M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 100.52% |
$8.31M - $9.61M
|
335K
$7.84M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
167K+ 120.46% |
$8.28M - $9.58M
|
306K
$7.16M
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
167K+ 97.71% |
$8.27M - $9.56M
|
338K
$7.9M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
164K+ 1648.49% |
$8.1M - $9.37M
|
174K
$4.06M
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
163K+ 123.93% |
$8.09M - $9.35M
|
295K
$6.91M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
163K+ 125.01% |
$8.07M - $9.34M
|
294K
$6.87M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
162K+ 104.0% |
$8.02M - $9.28M
|
318K
$7.44M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
157K+ 102.48% |
$7.78M - $9M
|
311K
$7.27M
|
|
|
May 09, 2022
Q1 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
157K+ 101.93% |
$7.75M - $8.97M
|
310K
$7.26M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
154K+ 113.9% |
$7.65M - $8.85M
|
290K
$6.79M
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
154K+ 99.48% |
$7.64M - $8.84M
|
309K
$7.24M
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
154K+ 132.5% |
$7.62M - $8.82M
|
270K
$6.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
154K+ 101.65% |
$7.61M - $8.81M
|
305K
$7.14M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
154K+ 116.74% |
$7.61M - $8.81M
|
285K
$6.68M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
153K+ 102.43% |
$7.59M - $8.78M
|
303K
$7.09M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
151K+ 126.53% |
$7.49M - $8.66M
|
271K
$6.34M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144K+ 101.49% |
$7.13M - $8.25M
|
286K
$6.69M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
143K+ 186.76% |
$7.06M - $8.17M
|
219K
$5.13M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
142K+ 116.9% |
$7.04M - $8.14M
|
264K
$6.17M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
142KNew |
$7.01M - $8.11M
|
142K
$3.31M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
141K+ 98.27% |
$6.99M - $8.09M
|
285K
$6.67M
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
140K+ 112.3% |
$6.94M - $8.02M
|
265K
$6.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
134K+ 328.07% |
$6.64M - $7.68M
|
175K
$4.09M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
133K+ 98.28% |
$6.61M - $7.64M
|
269K
$6.3M
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
132K+ 100.98% |
$6.54M - $7.56M
|
263K
$6.15M
|