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 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-105- 0.53% |
$5.86K - $7.27K
|
19.8K
$508K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 0.37% |
$5.86K - $7.27K
|
28.3K
$726K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-110- 0.44% |
$6.14K - $7.62K
|
24.9K
$639K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.26% |
$6.53K - $8.1K
|
44.3K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-118- 1.55% |
$6.59K - $8.17K
|
7.5K
$192K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-126- 22.83% |
$7.03K - $8.73K
|
426
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-129- 0.88% |
$7.2K - $8.93K
|
14.6K
$373K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-135- 0.82% |
$7.53K - $9.35K
|
16.3K
$418K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-139- 0.53% |
$7.76K - $9.63K
|
26.2K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-139- 0.53% |
$7.76K - $9.63K
|
26.2K
$670K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-142- 0.82% |
$7.93K - $9.83K
|
17.3K
$443K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-142- 0.25% |
$7.93K - $9.83K
|
57.3K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-157- 1.0% |
$8.76K - $10.9K
|
15.5K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-161- 2.6% |
$8.99K - $11.1K
|
6.03K
$154K
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-164- 0.25% |
$9.15K - $11.4K
|
64.4K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-166- 4.15% |
$9.26K - $11.5K
|
3.83K
$98.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-195- 1.6% |
$10.9K - $13.5K
|
12K
$308K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-202- 3.95% |
$11.3K - $14K
|
4.92K
$126K
|
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-204- 4.95% |
$11.4K - $14.1K
|
3.92K
$100K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-217- 0.26% |
$12.1K - $15K
|
82.9K
$2.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-237- 0.29% |
$13.2K - $16.4K
|
81.2K
$2.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-239- 0.39% |
$13.3K - $16.6K
|
61.6K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-240- 0.13% |
$13.4K - $16.6K
|
191K
$4.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-247- 0.92% |
$13.8K - $17.1K
|
26.7K
$684K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-249- 4.52% |
$13.9K - $17.2K
|
5.26K
$135K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-251- 3.22% |
$14K - $17.4K
|
7.55K
$193K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-259- 0.31% |
$14.5K - $17.9K
|
83.9K
$2.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-262- 2.05% |
$14.6K - $18.1K
|
12.5K
$320K
|
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-272- 3.37% |
$15.2K - $18.8K
|
7.81K
$200K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-295- 3.98% |
$16.5K - $20.4K
|
7.12K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-297- 0.63% |
$16.6K - $20.6K
|
46.7K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-298- 2.53% |
$16.6K - $20.6K
|
11.5K
$294K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-300- 1.1% |
$16.7K - $20.8K
|
27.1K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-308- 0.25% |
$17.2K - $21.3K
|
125K
$3.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-309- 1.44% |
$17.2K - $21.4K
|
21.2K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-331- 8.49% |
$18.5K - $22.9K
|
3.57K
$91.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-335- 4.98% |
$18.7K - $23.2K
|
6.4K
$164K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-349- 6.56% |
$19.5K - $24.2K
|
4.97K
$127K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-365- 3.02% |
$20.4K - $25.3K
|
11.7K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-375- 15.34% |
$20.9K - $26K
|
2.07K
$53K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-381- 0.24% |
$21.3K - $26.4K
|
158K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-387- 0.33% |
$21.6K - $26.8K
|
116K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-411- 1.33% |
$22.9K - $28.5K
|
30.5K
$782K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-451- 11.17% |
$25.2K - $31.2K
|
3.59K
$91.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-459- 10.46% |
$25.6K - $31.8K
|
3.93K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-466- 0.21% |
$26K - $32.3K
|
227K
$5.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-510- 2.57% |
$28.5K - $35.3K
|
19.3K
$494K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-541- 13.06% |
$30.2K - $37.5K
|
3.6K
$92.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-557- 0.8% |
$31.1K - $38.6K
|
68.7K
$1.76M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-564- 2.01% |
$31.5K - $39.1K
|
27.5K
$705K
|