Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q2 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
Jul 28, 2022 Q2 2022
Dagco, Inc.

BUY
 -
16.6K
+ 200.98%
$923K - $1.27M
24.8K $665K
Aug 11, 2022 Q2 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
16.2K
+ 6.02%
$900K - $1.24M
285K $7.64M
Jul 13, 2022 Q2 2022
Burleson & Company, LLC

BUY
 -
15.8K
+ 17.76%
$881K - $1.21M
105K $2.81M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
15.7K
+ 38.89%
$874K - $1.2M
56K $1.5M
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
15.5K
New
$865K - $1.19M
15.5K $416K
Aug 12, 2022 Q2 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
14.8K
+ 150.26%
$825K - $1.13M
24.7K $661K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
14.5K
+ 9.61%
$809K - $1.11M
166K $4.44M
Jul 22, 2022 Q2 2022
Capital Planning LLC

BUY
 -
14.5K
+ 6.14%
$806K - $1.11M
250K $6.71M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
14.3K
+ 13.99%
$797K - $1.1M
117K $3.13M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
13.2K
+ 7.9%
$737K - $1.01M
181K $4.84M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
13.1K
+ 22.06%
$729K - $1M
72.4K $1.94M
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
12.7K
+ 2.39%
$708K - $972K
545K $14.6M
Aug 11, 2022 Q2 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
12.5K
New
$699K - $960K
12.5K $336K
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
12.5K
New
$696K - $956K
12.5K $335K
Aug 08, 2022 Q2 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
12.1K
+ 4.96%
$677K - $930K
257K $6.9M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
12.1K
New
$674K - $926K
12.1K $324K
Feb 13, 2025 Q2 2022
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
11.8K
+ 12.43%
$656K - $901K
107K $2.86M
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
11.4K
+ 46.96%
$637K - $876K
35.8K $960K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
11.1K
+ 9.7%
$617K - $847K
125K $3.36M
Aug 01, 2022 Q2 2022
Sage Mountain Advisors LLC

BUY
 -
11K
+ 1457.26%
$616K - $846K
11.8K $317K
Aug 10, 2022 Q2 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
10.8K
New
$604K - $830K
10.8K $291K
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
10.7K
+ 48.46%
$598K - $821K
32.8K $881K
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
10.7K
New
$596K - $819K
10.7K $287K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
10.5K
+ 72.23%
$585K - $803K
25K $671K
Aug 03, 2022 Q2 2022
Athena Investment Management

BUY
 -
10.5K
+ 62.97%
$584K - $802K
27.1K $727K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
10.5K
+ 15.27%
$584K - $802K
79K $2.12M
Aug 05, 2022 Q2 2022
Souders Financial Advisors

BUY
 -
10.3K
+ 7.52%
$576K - $792K
148K $3.97M
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
10.2K
+ 6.52%
$566K - $778K
166K $4.45M
Jul 18, 2022 Q2 2022
Veery Capital, LLC

BUY
 -
10.1K
+ 17.48%
$564K - $775K
68K $1.82M
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
10K
+ 13.01%
$557K - $766K
86.9K $2.33M
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
9.84K
+ 4.62%
$548K - $753K
223K $5.97M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.6K
+ 0.16%
$535K - $735K
5.94M $159M
Aug 10, 2022 Q2 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
9.48K
+ 14.06%
$528K - $725K
76.9K $2.06M
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
9.43K
+ 47.5%
$525K - $721K
29.3K $785K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
9.4K
+ 114.91%
$524K - $720K
17.6K $472K
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
9.11K
New
$508K - $697K
9.11K $244K
Jul 21, 2022 Q2 2022
Pathway Financial Advisors LLC

BUY
 -
9.03K
New
$503K - $691K
9.03K $242K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
8.85K
New
$493K - $677K
8.85K $237K
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
8.55K
+ 91.05%
$477K - $655K
17.9K $481K
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
8.51K
+ 4.23%
$474K - $651K
209K $5.62M
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
8.46K
+ 7.86%
$471K - $647K
116K $3.11M
Aug 08, 2022 Q2 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
8.42K
+ 6.4%
$469K - $644K
140K $3.75M
Aug 04, 2022 Q2 2022
Westbourne Investment Advisors, Inc.

BUY
 -
8.28K
+ 20.05%
$462K - $634K
49.6K $1.33M
Jul 26, 2022 Q2 2022
B & T Capital Management Dba Alpha Capital Management

BUY
 -
8.13K
+ 4.59%
$453K - $623K
185K $4.97M
Jul 20, 2022 Q2 2022
Bishop & CO Investment Management, LLC

BUY
 -
8.08K
New
$450K - $619K
8.08K $217K
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
7.99K
+ 726.0%
$445K - $611K
9.09K $244K
Jul 11, 2022 Q2 2022
Affinity Capital Advisors, LLC

BUY
 -
7.63K
+ 7.39%
$425K - $584K
111K $2.97M
Aug 04, 2022 Q2 2022
Highland Financial Advisors, LLC

BUY
 -
7.58K
New
$423K - $580K
7.58K $203K
Jul 27, 2022 Q2 2022
True Wealth Advisors, LLC

BUY
 -
7.36K
+ 65.02%
$410K - $563K
18.7K $501K

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