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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.74K- 2.97% |
$97.2K - $121K
|
56.8K
$1.62M
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.76K- 28.38% |
$97.9K - $122K
|
4.43K
$126K
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.76K- 5.74% |
$98.2K - $122K
|
28.9K
$822K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.78K- 58.86% |
$99.3K - $123K
|
1.24K
$35.4K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.89K- 38.34% |
$106K - $131K
|
3.04K
$86.7K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.96K- 32.66% |
$109K - $136K
|
4.04K
$115K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.99K- 41.44% |
$111K - $138K
|
2.81K
$80.1K
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.99K- 11.08% |
$111K - $138K
|
16K
$455K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2.03K- 25.7% |
$113K - $141K
|
5.87K
$167K
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.03K- 12.55% |
$113K - $141K
|
14.2K
$403K
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-2.06K- 4.07% |
$115K - $143K
|
48.6K
$1.38M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.1K- 3.99% |
$117K - $145K
|
50.4K
$1.44M
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.15K- 18.59% |
$120K - $149K
|
9.41K
$268K
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-2.29K- 2.6% |
$128K - $159K
|
86K
$2.45M
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.45K- 4.15% |
$137K - $169K
|
56.5K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-2.48K- 0.94% |
$139K - $172K
|
261K
$7.44M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.53K- 8.55% |
$141K - $175K
|
27.1K
$770K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.55K- 1.54% |
$142K - $177K
|
164K
$4.65M
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.56K- 27.03% |
$143K - $177K
|
6.91K
$197K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.57K- 9.84% |
$143K - $178K
|
23.5K
$670K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.59K- 9.83% |
$145K - $179K
|
23.8K
$677K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.6K- 8.27% |
$145K - $180K
|
28.9K
$822K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.6K- 8.27% |
$145K - $180K
|
28.9K
$822K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.68K- 19.77% |
$150K - $186K
|
10.9K
$309K
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.7K- 10.67% |
$151K - $187K
|
22.6K
$643K
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.71K- 20.48% |
$151K - $188K
|
10.5K
$300K
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.76K- 3.09% |
$154K - $191K
|
86.3K
$2.46M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.79K- 24.52% |
$156K - $193K
|
8.6K
$245K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.8K- 25.93% |
$156K - $194K
|
8K
$228K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.83K- 5.48% |
$158K - $196K
|
48.9K
$1.39M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.91K- 2.35% |
$162K - $201K
|
121K
$3.43M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.98K- 21.44% |
$166K - $206K
|
10.9K
$311K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.07K- 15.35% |
$172K - $213K
|
16.9K
$482K
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.19K- 6.28% |
$178K - $221K
|
47.6K
$1.36M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.64K- 3.17% |
$203K - $252K
|
111K
$3.17M
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.65K- 4.21% |
$204K - $253K
|
83K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-3.65K- 44.17% |
$204K - $253K
|
4.62K
$131K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.75K- 8.45% |
$209K - $260K
|
40.6K
$1.16M
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.84K- 0.89% |
$214K - $266K
|
426K
$12.1M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-3.88K- 96.37% |
$217K - $269K
|
146
$4.16K
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.89K- 5.63% |
$217K - $269K
|
65.2K
$1.86M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.32K- 2.39% |
$241K - $299K
|
176K
$5.02M
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-4.37K- 9.85% |
$244K - $302K
|
40K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.89K- 1.59% |
$273K - $338K
|
302K
$8.59M
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.98K- 15.49% |
$278K - $345K
|
27.2K
$774K
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.02K- 5.54% |
$280K - $348K
|
85.7K
$2.44M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.16K- 6.52% |
$288K - $357K
|
73.9K
$2.1M
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.26K- 51.83% |
$294K - $364K
|
4.89K
$139K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-5.42K- 7.23% |
$302K - $375K
|
69.5K
$1.98M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.7KClosed |
$318K - $395K
|
0
$0
|