Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Sky Oak Wealth, LLC

BUY
 -
37.4K
+ 49.55%
$2.08M - $2.59M
113K $3.21M
Oct 09, 2024 Q3 2022
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
37K
+ 67.19%
$2.06M - $2.56M
92K $2.62M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
36.8K
+ 11.68%
$2.06M - $2.55M
352K $10M
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
36.8K
New
$2.05M - $2.55M
36.8K $1.05M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
36.2K
+ 2115.91%
$2.02M - $2.51M
37.9K $1.08M
Oct 12, 2022 Q3 2022
Keudell

BUY
 -
32.8K
New
$1.83M - $2.27M
32.8K $933K
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

BUY
 -
32.5K
+ 9.12%
$1.82M - $2.25M
389K $11.1M
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
31.6K
+ 2.13%
$1.76M - $2.19M
1.51M $43.1M
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
31.1K
+ 2.84%
$1.74M - $2.15M
1.13M $32.1M
Nov 03, 2022 Q3 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
31K
New
$1.73M - $2.15M
31K $882K
Oct 31, 2022 Q3 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
30.1K
+ 39.17%
$1.68M - $2.09M
107K $3.05M
Nov 14, 2022 Q3 2022
Apexium Financial, LP

BUY
 -
29.4K
+ 45.39%
$1.64M - $2.04M
94.2K $2.68M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
28.8K
+ 56.12%
$1.61M - $1.99M
80.1K $2.28M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
28.8K
+ 11.84%
$1.61M - $1.99M
272K $7.73M
Nov 10, 2022 Q3 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
27.2K
+ 5.57%
$1.52M - $1.88M
515K $14.7M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
27.2K
+ 5.5%
$1.52M - $1.88M
521K $14.8M
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
26.4K
+ 25.83%
$1.47M - $1.83M
128K $3.66M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
26.2K
+ 15.11%
$1.46M - $1.81M
199K $5.68M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
25.1K
New
$1.4M - $1.74M
25.1K $714K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
24.4K
+ 5.36%
$1.36M - $1.69M
479K $13.7M
Oct 25, 2022 Q3 2022
Precision Wealth Strategies, LLC

BUY
 -
23.5K
+ 177.19%
$1.31M - $1.63M
36.8K $1.05M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
23.5K
+ 4.79%
$1.31M - $1.63M
515K $14.7M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
23.2K
+ 24.46%
$1.29M - $1.6M
118K $3.35M
Nov 09, 2022 Q3 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
23.1K
+ 204.81%
$1.29M - $1.6M
34.3K $978K
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
22.1K
New
$1.23M - $1.53M
22.1K $628K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
21.4K
+ 12.94%
$1.2M - $1.48M
187K $5.33M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
21.2K
New
$1.18M - $1.47M
21.2K $604K
Oct 20, 2022 Q3 2022
Provident Wealth Management, LLC

BUY
 -
20.9K
+ 8.55%
$1.17M - $1.45M
266K $7.56M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
20.6K
+ 36.68%
$1.15M - $1.42M
76.6K $2.18M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
20.5K
+ 3.77%
$1.14M - $1.42M
565K $16.1M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
20.5K
+ 1.5%
$1.14M - $1.42M
1.38M $39.4M
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
20.3K
New
$1.13M - $1.41M
20.3K $578K
Oct 17, 2022 Q3 2022
Bms Financial Advisors, LLC

BUY
 -
19.6K
New
$1.09M - $1.35M
19.6K $557K
Nov 08, 2022 Q3 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
19.3K
+ 4.14%
$1.08M - $1.34M
485K $13.8M
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
19.2K
+ 167.13%
$1.07M - $1.33M
30.6K $872K
Oct 24, 2022 Q3 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
16.5K
+ 88.88%
$918K - $1.14M
35K $995K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
16K
+ 8.5%
$894K - $1.11M
205K $5.83M
Nov 10, 2022 Q3 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
15.8K
+ 145.45%
$880K - $1.09M
26.6K $758K
Nov 15, 2022 Q3 2022
Highland Financial Advisors, LLC

BUY
 -
15.7K
+ 207.54%
$878K - $1.09M
23.3K $664K
Oct 06, 2022 Q3 2022
Marquette Asset Management, LLC

BUY
 -
15.6K
+ 1.36%
$871K - $1.08M
1.16M $33M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
15.5K
+ 57.9%
$863K - $1.07M
42.2K $1.2M
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
15.5K
+ 57.9%
$863K - $1.07M
42.2K $1.2M
Oct 05, 2022 Q3 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
15.2K
+ 121.58%
$851K - $1.06M
27.8K $791K
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
15.1K
+ 5.88%
$844K - $1.05M
272K $7.75M
Nov 14, 2022 Q3 2022
Financial Advisors Network, Inc.

BUY
 -
15K
+ 8.3%
$839K - $1.04M
196K $5.59M
Oct 21, 2022 Q3 2022
Tria Gen Wealth Management LLC

BUY
 -
15K
+ 22.31%
$835K - $1.04M
82K $2.33M
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
14.1K
+ 95.27%
$786K - $976K
28.9K $822K
Nov 14, 2022 Q3 2022
Marshall Wace, LLP

London, X0
BUY
 -
13.9K
New
$776K - $963K
13.9K $396K
Oct 21, 2022 Q3 2022
Cra Financial Services, LLC

BUY
 -
13.8K
+ 8.11%
$772K - $958K
184K $5.25M

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