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
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

BUY
 -
7.25K
New
$404K - $555K
7.25K $194K
Jul 12, 2022 Q2 2022
Gpm Growth Investors, Inc.

BUY
 -
7.23K
+ 6.59%
$403K - $554K
117K $3.14M
Aug 08, 2022 Q2 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
7.12K
+ 3.37%
$397K - $545K
219K $5.87M
Jul 15, 2022 Q2 2022
Bell Bank

BUY
 -
7.1K
New
$396K - $544K
7.1K $191K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
7.1K
+ 3.51%
$396K - $543K
209K $5.61M
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
6.87K
+ 112.14%
$383K - $526K
13K $349K
Aug 08, 2022 Q2 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
6.75K
+ 94.58%
$376K - $517K
13.9K $373K
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
6.64K
+ 153.41%
$370K - $508K
11K $294K
Jul 18, 2022 Q2 2022
Von Berge Wealth Management Group, LLC

BUY
 -
6.41K
+ 12.38%
$357K - $491K
58.2K $1.56M
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6.4K
+ 5.84%
$357K - $490K
116K $3.11M
Jul 26, 2022 Q2 2022
Private Wealth Strategies, L.L.C.

BUY
 -
6.37K
+ 2.13%
$355K - $488K
305K $8.18M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
6.1K
New
$340K - $467K
6.1K $164K
Aug 15, 2022 Q2 2022
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
6.09K
+ 5.5%
$339K - $466K
117K $3.13M
Aug 09, 2022 Q2 2022
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
6.04K
+ 367.68%
$337K - $462K
7.68K $206K
Aug 03, 2022 Q2 2022
Boyd Wealth Management, LLC

BUY
 -
6K
+ 53.36%
$334K - $459K
17.2K $462K
Jul 13, 2022 Q2 2022
Scott Capital Advisors, LLC

BUY
 -
5.97K
+ 70.0%
$333K - $457K
14.5K $389K
Jul 28, 2022 Q2 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
5.94K
+ 24.03%
$331K - $454K
30.6K $822K
Aug 05, 2022 Q2 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
5.91K
+ 100.48%
$329K - $452K
11.8K $316K
Jul 15, 2022 Q2 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
5.9K
+ 8.51%
$329K - $451K
75.2K $2.02M
Jul 13, 2022 Q2 2022
Orgel Wealth Management, LLC

BUY
 -
5.89K
New
$328K - $451K
5.89K $158K
Aug 03, 2022 Q2 2022
Safeguard Financial, LLC

BUY
 -
5.89K
+ 16.13%
$328K - $450K
42.4K $1.14M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.66K
+ 7.4%
$316K - $434K
82.2K $2.2M
Feb 04, 2025 Q2 2022
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
5.65K
+ 3.39%
$315K - $432K
172K $4.61M
Aug 15, 2022 Q2 2022
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
5.63K
+ 96.01%
$314K - $431K
11.5K $308K
Aug 05, 2022 Q2 2022
Gds Wealth Management

BUY
 -
5.56K
New
$310K - $425K
5.56K $149K
Aug 08, 2022 Q2 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
5.46K
+ 9.96%
$304K - $418K
60.3K $1.62M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
5.35K
+ 17.78%
$298K - $410K
35.4K $950K
Jul 18, 2022 Q2 2022
Courage Miller Partners, LLC

BUY
 -
5.31K
+ 8.21%
$296K - $406K
69.9K $1.87M
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
5.03K
+ 80.64%
$280K - $385K
11.3K $302K
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

BUY
 -
4.98K
+ 66.94%
$278K - $381K
12.4K $333K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.97K
+ 81.35%
$277K - $380K
11.1K $297K
Aug 02, 2022 Q2 2022
Barden Capital Management, Inc.

BUY
 -
4.95K
+ 9.09%
$276K - $379K
59.4K $1.59M
Aug 08, 2022 Q2 2022
Truepoint, Inc.

BUY
 -
4.9K
+ 145.46%
$273K - $375K
8.27K $222K
Jul 22, 2022 Q2 2022
Brand Asset Management Group, Inc.

BUY
 -
4.75K
+ 9.74%
$265K - $364K
53.5K $1.43M
Jul 29, 2022 Q2 2022
Sunburst Financial Group, LLC

BUY
 -
4.27K
New
$238K - $327K
4.27K $115K
Jul 18, 2022 Q2 2022
Arthur M. Cohen & Associates, LLC

BUY
 -
4.27K
+ 100.0%
$238K - $327K
8.53K $229K
Aug 12, 2022 Q2 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
4.2K
+ 7.92%
$234K - $322K
57.3K $1.54M
Jul 08, 2022 Q2 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
4.19K
+ 6.11%
$233K - $320K
72.7K $1.95M
Feb 13, 2025 Q2 2022
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
4.11K
+ 27.53%
$229K - $314K
19K $510K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

BUY
 -
4.1K
+ 7.55%
$228K - $314K
58.4K $1.57M
Aug 04, 2022 Q2 2022
Madden Securities Corp

BUY
 -
4.05K
+ 8.41%
$225K - $310K
52.1K $1.4M
Jul 19, 2022 Q2 2022
Leeward Financial Partners, LLC

BUY
 -
3.96K
+ 6.84%
$220K - $303K
61.8K $1.66M
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

BUY
 -
3.92K
New
$219K - $300K
3.92K $105K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
3.9K
+ 0.86%
$217K - $298K
459K $12.3M
Aug 16, 2024 Q2 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
3.84K
+ 20.72%
$214K - $294K
22.4K $600K
Aug 11, 2022 Q2 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
3.83K
+ 8.34%
$214K - $293K
49.8K $1.33M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3.8K
+ 97.36%
$212K - $291K
7.71K $207K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
3.8K
+ 1689.33%
$212K - $291K
4.03K $108K
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.77K
+ 22.55%
$210K - $288K
20.5K $549K

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