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 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
13.8K+ 3.53% |
$772K - $958K
|
405K
$11.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
13.7KNew |
$763K - $947K
|
13.7K
$389K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.6K+ 15.7% |
$761K - $945K
|
101K
$2.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13.6K+ 54.53% |
$760K - $944K
|
38.6K
$1.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.6K+ 12.13% |
$760K - $943K
|
126K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2KNew |
$739K - $917K
|
13.2K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1K+ 122.43% |
$731K - $907K
|
23.8K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
12.9KNew |
$721K - $895K
|
12.9K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.8K+ 17.0% |
$715K - $887K
|
88.1K
$2.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12.7K+ 4.01% |
$711K - $883K
|
330K
$9.41M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.7K+ 124.45% |
$709K - $880K
|
22.9K
$652K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.4K+ 17.14% |
$693K - $859K
|
84.8K
$2.41M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
11.6K+ 3.01% |
$648K - $804K
|
397K
$11.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11.6K+ 70.28% |
$645K - $801K
|
28K
$798K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
11.6KNew |
$645K - $800K
|
11.6K
$329K
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
11.2K+ 64.87% |
$624K - $775K
|
28.4K
$809K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 9.52% |
$623K - $773K
|
128K
$3.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$617K - $766K
|
11.1K
$315K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
11K+ 84.72% |
$616K - $764K
|
24.1K
$685K
|
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
10.9K+ 23.66% |
$607K - $753K
|
56.9K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
10.5K+ 9.98% |
$585K - $726K
|
116K
$3.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
10.1K+ 6.85% |
$566K - $702K
|
158K
$4.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9.99KNew |
$558K - $692K
|
9.99K
$285K
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
9.83K+ 23.19% |
$548K - $680K
|
52.2K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.81K+ 18.48% |
$547K - $679K
|
62.9K
$1.79M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
9.62K+ 8.29% |
$537K - $666K
|
126K
$3.58M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.43K+ 3.31% |
$526K - $653K
|
294K
$8.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.42K+ 132.67% |
$526K - $652K
|
16.5K
$470K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.42K+ 132.67% |
$526K - $652K
|
16.5K
$470K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
9.1K+ 3.64% |
$508K - $630K
|
259K
$7.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
8.62K+ 12.49% |
$481K - $597K
|
77.6K
$2.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.61K+ 77.5% |
$480K - $596K
|
19.7K
$561K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
8.53KNew |
$476K - $591K
|
8.53K
$243K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.08KNew |
$451K - $559K
|
8.08K
$230K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.03K+ 3.06% |
$448K - $556K
|
270K
$7.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
8.03K+ 152.97% |
$448K - $556K
|
13.3K
$378K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
7.83K+ 2.57% |
$437K - $542K
|
313K
$8.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.78KNew |
$434K - $539K
|
7.78K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 10.82% |
$431K - $535K
|
79.1K
$2.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.71KNew |
$430K - $534K
|
7.71K
$219K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.61K+ 1.75% |
$424K - $527K
|
442K
$12.6M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.48K+ 1.93% |
$418K - $518K
|
394K
$11.2M
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
7.32K+ 3.95% |
$408K - $507K
|
193K
$5.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.3K+ 4.13% |
$408K - $506K
|
184K
$5.24M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7.02K+ 5.4% |
$392K - $486K
|
137K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.92KNew |
$386K - $479K
|
6.92K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
6.76K+ 20.49% |
$377K - $468K
|
39.7K
$1.13M
|
|
|
Nov 16, 2022
Q3 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.74KNew |
$376K - $467K
|
6.74K
$192K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
6.65K+ 1.26% |
$371K - $461K
|
534K
$15.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.43K+ 58.68% |
$359K - $446K
|
17.4K
$495K
|