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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-630- 0.32% |
$35.2K - $43.6K
|
195K
$5.56M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-636- 3.24% |
$35.5K - $44K
|
19K
$541K
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-650- 0.54% |
$36.3K - $45K
|
121K
$3.43M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-650- 4.9% |
$36.3K - $45K
|
12.6K
$359K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-700- 3.53% |
$39.1K - $48.5K
|
19.1K
$544K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-701- 23.63% |
$39.1K - $48.5K
|
2.27K
$64.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-754- 68.86% |
$42.1K - $52.2K
|
341
$9.71K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-777- 7.53% |
$43.4K - $53.8K
|
9.54K
$272K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-792- 1.29% |
$44.2K - $54.8K
|
60.8K
$1.73M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-815- 2.46% |
$45.5K - $56.4K
|
32.3K
$920K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-822- 8.75% |
$45.9K - $56.9K
|
8.57K
$244K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-844- 1.8% |
$47.1K - $58.4K
|
46.1K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-856- 4.77% |
$47.8K - $59.3K
|
17.1K
$486K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-857- 6.59% |
$47.8K - $59.3K
|
12.2K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-864- 40.68% |
$48.2K - $59.8K
|
1.26K
$35.9K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-910- 1.29% |
$50.8K - $63K
|
69.7K
$1.98M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-922- 2.87% |
$51.5K - $63.8K
|
31.2K
$889K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-950- 5.28% |
$53K - $65.8K
|
17K
$485K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-954- 23.01% |
$53.2K - $66.1K
|
3.19K
$90.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-954- 3.26% |
$53.2K - $66.1K
|
28.3K
$806K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-964- 45.43% |
$53.8K - $66.8K
|
1.16K
$33K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-999- 1.32% |
$55.8K - $69.2K
|
74.4K
$2.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 0.67% |
$56K - $69.5K
|
149K
$4.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.06K- 18.41% |
$59K - $73.2K
|
4.69K
$133K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 1.94% |
$59K - $73.3K
|
53.4K
$1.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
SELL
|
- |
-1.08K- 0.4% |
$60.2K - $74.7K
|
269K
$7.66M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.09K- 6.61% |
$61K - $75.7K
|
15.5K
$440K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.1K- 4.47% |
$61.4K - $76.2K
|
23.5K
$670K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.17K- 5.12% |
$65.1K - $80.8K
|
21.6K
$616K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.18K- 3.28% |
$66K - $81.9K
|
34.9K
$992K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-1.19K- 2.16% |
$66.1K - $82.1K
|
53.7K
$1.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1.2K- 5.52% |
$66.9K - $83K
|
20.5K
$585K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.22K- 2.16% |
$68.3K - $84.7K
|
55.5K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.25K- 19.6% |
$69.9K - $86.7K
|
5.14K
$146K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.26K- 2.97% |
$70.2K - $87K
|
41.1K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.31K- 4.34% |
$72.9K - $90.4K
|
28.8K
$819K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.34K- 15.56% |
$74.6K - $92.6K
|
7.25K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.35K- 1.64% |
$75.4K - $93.6K
|
80.9K
$2.3M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 7.28% |
$75.8K - $94.1K
|
17.3K
$493K
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.37K- 2.3% |
$76.3K - $94.7K
|
58K
$1.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.37K- 21.18% |
$76.5K - $94.9K
|
5.1K
$145K
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.37K- 3.51% |
$76.6K - $95K
|
37.7K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.41K- 4.39% |
$78.7K - $97.7K
|
30.7K
$874K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.46K- 10.0% |
$81.5K - $101K
|
13.1K
$374K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 35.68% |
$82.4K - $102K
|
2.66K
$75.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.5K- 1.32% |
$83.9K - $104K
|
112K
$3.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-1.53K- 8.13% |
$85.3K - $106K
|
17.3K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 23.68% |
$85.4K - $106K
|
4.93K
$140K
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.61K- 6.28% |
$89.9K - $112K
|
24K
$685K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.64K- 3.25% |
$91.7K - $114K
|
49K
$1.39M
|