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 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-59K- 29.83% |
$3.29M - $4.08M
|
139K
$3.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60.5K- 5.69% |
$3.38M - $4.19M
|
1M
$25.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-75K- 39.51% |
$4.18M - $5.19M
|
115K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-82.4K- 7.98% |
$4.6M - $5.7M
|
949K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-85.6K- 74.94% |
$4.78M - $5.93M
|
28.6K
$716K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-87.8K- 84.13% |
$4.9M - $6.08M
|
16.6K
$415K
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-90.8K- 43.38% |
$5.07M - $6.29M
|
118K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-116K- 21.31% |
$6.48M - $8.04M
|
429K
$10.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-122K- 11.57% |
$6.79M - $8.43M
|
930K
$23.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-179K- 91.28% |
$9.97M - $12.4M
|
17.1K
$427K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-183K- 2.95% |
$10.2M - $12.7M
|
6.02M
$151M
|
|
|
Feb 13, 2025
Q3 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-208K- 90.21% |
$11.6M - $14.4M
|
22.6K
$564K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-213K- 68.93% |
$11.9M - $14.8M
|
96.1K
$2.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-364K- 96.72% |
$20.3M - $25.2M
|
12.3K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-455K- 93.8% |
$25.4M - $31.5M
|
30.1K
$752K
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.41M- 99.24% |
$78.9M - $97.9M
|
10.8K
$270K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.72M- 9.27% |
$96.3M - $119M
|
16.9M
$422M
|