Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.01M+ 17066.11% |
$56.1M - $69.6M
|
1.01M
$28.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
979K+ 90.99% |
$54.6M - $67.8M
|
2.05M
$58.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
713K+ 29.73% |
$39.8M - $49.4M
|
3.11M
$88.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
687K+ 4707.75% |
$38.3M - $47.6M
|
701K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
641K+ 67.75% |
$35.8M - $44.4M
|
1.59M
$45.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
478K+ 6.59% |
$26.7M - $33.1M
|
7.73M
$220M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
457K+ 1595.23% |
$25.5M - $31.6M
|
485K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
401K+ 191.37% |
$22.4M - $27.8M
|
610K
$17.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
388K+ 11.02% |
$21.6M - $26.8M
|
3.91M
$111M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
273K+ 148.12% |
$15.2M - $18.9M
|
458K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
253K+ 3.57% |
$14.1M - $17.5M
|
7.34M
$209M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
241K+ 60.89% |
$13.4M - $16.7M
|
636K
$18.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
188K+ 169.68% |
$10.5M - $13M
|
299K
$8.53M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
179K+ 170.68% |
$9.97M - $12.4M
|
283K
$8.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
174K+ 40.54% |
$9.69M - $12M
|
602K
$17.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 26.98% |
$9.22M - $11.4M
|
777K
$22.1M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
142KNew |
$7.93M - $9.83M
|
142K
$4.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
142K+ 576.03% |
$7.92M - $9.83M
|
167K
$4.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 7.38% |
$7.45M - $9.24M
|
1.94M
$55.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
120K+ 13.23% |
$6.71M - $8.32M
|
1.03M
$29.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
94.5K+ 25.79% |
$5.27M - $6.54M
|
461K
$13.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
84.9K+ 10.18% |
$4.74M - $5.88M
|
919K
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.9K+ 9.99% |
$4.63M - $5.74M
|
913K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.8K+ 43.1% |
$4.34M - $5.39M
|
258K
$7.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.8K+ 1.31% |
$4.34M - $5.39M
|
6.02M
$171M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77.3K+ 1060.2% |
$4.32M - $5.36M
|
84.6K
$2.41M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75K+ 807.5% |
$4.18M - $5.19M
|
84.2K
$2.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74K+ 4.56% |
$4.13M - $5.12M
|
1.7M
$48.3M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
74K+ 1212.29% |
$4.13M - $5.12M
|
80.1K
$2.28M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
71KNew |
$3.96M - $4.92M
|
71K
$2.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
70.6K+ 26.43% |
$3.94M - $4.89M
|
338K
$9.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
70K+ 13.31% |
$3.91M - $4.85M
|
596K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.2K+ 8.24% |
$3.69M - $4.58M
|
869K
$24.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
65.6KNew |
$3.66M - $4.55M
|
65.6K
$1.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
61.3K+ 2.79% |
$3.42M - $4.24M
|
2.26M
$64.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.2K+ 6.78% |
$3.3M - $4.1M
|
933K
$26.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.4K+ 19.45% |
$3.26M - $4.05M
|
359K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
55.1KNew |
$3.08M - $3.82M
|
55.1K
$1.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
54.8K+ 4.08% |
$3.06M - $3.8M
|
1.4M
$39.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
54.3K+ 14.9% |
$3.03M - $3.76M
|
419K
$11.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51.1K+ 19.39% |
$2.85M - $3.54M
|
314K
$8.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.2K+ 25.1% |
$2.75M - $3.41M
|
245K
$6.98M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.7K+ 37.88% |
$2.72M - $3.37M
|
177K
$5.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
48.2K+ 530.75% |
$2.69M - $3.34M
|
57.3K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
47.9K+ 964.75% |
$2.67M - $3.32M
|
52.9K
$1.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
45.4K+ 21.67% |
$2.53M - $3.14M
|
255K
$7.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.1K+ 67.17% |
$2.35M - $2.92M
|
105K
$2.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
41.2K+ 14.52% |
$2.3M - $2.85M
|
325K
$9.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
40.1KNew |
$2.24M - $2.78M
|
40.1K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38KNew |
$2.12M - $2.63M
|
38K
$1.08M
|