Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHG)
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 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
9+ 0.14% |
$502 - $689
|
6.59K
$177K
|
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 0.19% |
$446 - $612
|
4.12K
$110K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6+ 33.33% |
$334 - $459
|
24
$644
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$334 - $459
|
5.32K
$143K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6+ 0.14% |
$334 - $459
|
4.26K
$114K
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.11% |
$279 - $383
|
4.68K
$125K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.13% |
$279 - $383
|
3.74K
$100K
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
5+ 0.12% |
$279 - $383
|
4.08K
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.14% |
$223 - $306
|
2.82K
$75.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4+ 0.01% |
$223 - $306
|
46K
$1.23M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.05% |
$223 - $306
|
7.39K
$198K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.01% |
$223 - $306
|
28.4K
$763K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.03% |
$167 - $230
|
8.59K
$230K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
3New |
$167 - $230
|
3
$80.5
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.07% |
$167 - $230
|
4.61K
$124K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3+ 0.08% |
$167 - $230
|
3.75K
$101K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.08% |
$167 - $230
|
3.98K
$107K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$111 - $153
|
7.21K
$193K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$111 - $153
|
5.16K
$138K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.05% |
$111 - $153
|
4.15K
$111K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$55.7 - $76.6
|
6.44K
$173K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.16% |
$55.7 - $76.6
|
624
$16.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.46% |
$55.7 - $76.6
|
217
$5.82K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
1+ 0.0% |
$55.7 - $76.6
|
87.6K
$2.35M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.03% |
$55.7 - $76.6
|
2.89K
$77.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.04% |
$55.7 - $76.6
|
2.56K
$68.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.1% |
$55.7 - $76.6
|
979
$26.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.02% |
$55.7 - $76.6
|
6.52K
$175K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.12% |
$55.7 - $76.6
|
841
$22.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$55.7 - $76.6
|
6.13K
$165K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$55.7 - $76.6
|
575
$15.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$55.7 - $76.6
|
6.8K
$182K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-16Closed |
$892 - $1.22K
|
0
$0
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-16- 6.48% |
$892 - $1.22K
|
231
$6.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-19- 0.48% |
$1.06K - $1.45K
|
3.97K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.17% |
$1.06K - $1.45K
|
10.9K
$292K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21- 5.2% |
$1.17K - $1.61K
|
383
$10.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-26- 0.45% |
$1.45K - $1.99K
|
5.73K
$154K
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-31- 0.59% |
$1.73K - $2.37K
|
5.27K
$141K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-36- 2.85% |
$2.01K - $2.76K
|
1.23K
$32.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 0.9% |
$2.23K - $3.06K
|
4.38K
$118K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-41- 0.64% |
$2.28K - $3.14K
|
6.34K
$170K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-46- 0.31% |
$2.56K - $3.52K
|
14.8K
$397K
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-48- 0.88% |
$2.68K - $3.67K
|
5.41K
$145K
|
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-50- 1.4% |
$2.79K - $3.83K
|
3.53K
$94.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 4.52% |
$2.95K - $4.06K
|
1.12K
$30K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-58- 35.58% |
$3.23K - $4.44K
|
105
$2.82K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-59- 0.97% |
$3.29K - $4.52K
|
6.01K
$161K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-65- 1.53% |
$3.62K - $4.98K
|
4.19K
$112K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-68- 10.06% |
$3.79K - $5.21K
|
608
$16.3K
|