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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9.21K- 15.4% |
$513K - $705K
|
50.6K
$1.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-9.37KClosed |
$522K - $718K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-9.45K- 15.36% |
$526K - $723K
|
52K
$1.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-9.48K- 42.13% |
$529K - $726K
|
13K
$349K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-9.7K- 7.87% |
$541K - $742K
|
114K
$3.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.2K- 62.29% |
$566K - $778K
|
6.15K
$165K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10.7K- 3.26% |
$597K - $820K
|
318K
$8.52M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11K- 93.58% |
$616K - $846K
|
758
$20.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.3K- 2.83% |
$628K - $863K
|
387K
$10.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.7KClosed |
$654K - $899K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.9KClosed |
$662K - $910K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11.9K- 11.25% |
$663K - $910K
|
93.8K
$2.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.7K- 1.08% |
$710K - $975K
|
1.17M
$31.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.2K- 32.04% |
$738K - $1.01M
|
28.1K
$753K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-13.6K- 4.1% |
$758K - $1.04M
|
318K
$8.54M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-14.1K- 4.01% |
$784K - $1.08M
|
337K
$9.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15KClosed |
$834K - $1.15M
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-15K- 15.44% |
$838K - $1.15M
|
82.3K
$2.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-15.3KClosed |
$854K - $1.17M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-15.5K- 57.43% |
$862K - $1.18M
|
11.5K
$308K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16.1K- 5.33% |
$899K - $1.23M
|
287K
$7.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-16.7K- 39.48% |
$933K - $1.28M
|
25.7K
$688K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.9K- 7.48% |
$942K - $1.29M
|
209K
$5.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-17.7KClosed |
$988K - $1.36M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.6K- 3.63% |
$1.04M - $1.42M
|
494K
$13.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-20.5KClosed |
$1.14M - $1.57M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.7K- 9.87% |
$1.15M - $1.58M
|
189K
$5.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-20.7KClosed |
$1.15M - $1.59M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-21.7K- 21.38% |
$1.21M - $1.66M
|
79.9K
$2.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-22.5KClosed |
$1.26M - $1.72M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 3.39% |
$1.3M - $1.78M
|
665K
$17.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-23.4K- 81.42% |
$1.3M - $1.79M
|
5.33K
$143K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.9K- 2.27% |
$1.33M - $1.83M
|
1.03M
$27.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25.8K- 2.76% |
$1.44M - $1.98M
|
908K
$24.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-26.1K- 87.54% |
$1.46M - $2M
|
3.72K
$99.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.1K- 78.19% |
$1.46M - $2M
|
7.29K
$196K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.7K- 45.34% |
$1.49M - $2.04M
|
32.1K
$862K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.5K- 14.96% |
$1.59M - $2.18M
|
162K
$4.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.3K- 2.68% |
$1.63M - $2.25M
|
1.06M
$28.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-31.4K- 40.51% |
$1.75M - $2.4M
|
46.1K
$1.24M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-33.8K- 37.54% |
$1.88M - $2.59M
|
56.2K
$1.51M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34.6K- 48.74% |
$1.93M - $2.65M
|
36.4K
$976K
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-34.6K- 36.98% |
$1.93M - $2.65M
|
59K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.8K- 32.52% |
$1.94M - $2.66M
|
72.1K
$1.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-37.3K- 25.17% |
$2.08M - $2.86M
|
111K
$2.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-38KClosed |
$2.12M - $2.91M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-43.1K- 24.52% |
$2.4M - $3.3M
|
133K
$3.56M
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-45.1K- 33.81% |
$2.51M - $3.45M
|
88.2K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.4K- 69.68% |
$2.53M - $3.48M
|
19.8K
$530K
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-47.2K- 27.64% |
$2.63M - $3.61M
|
123K
$3.31M
|