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 11, 2022 Q3 2022
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
6.19K
New
$346K - $429K
6.19K $177K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
6.15K
+ 17.34%
$343K - $426K
41.6K $1.19M
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
6.12K
+ 3.33%
$341K - $424K
190K $5.42M
Oct 24, 2022 Q3 2022
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
5.96K
+ 1.16%
$333K - $413K
522K $14.9M
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
5.92K
+ 6.33%
$330K - $410K
99.4K $2.84M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.92K
+ 25.1%
$330K - $410K
29.5K $843K
Oct 28, 2022 Q3 2022
Grimes & Company, Inc.

BUY
 -
5.83K
New
$326K - $404K
5.83K $167K
Oct 12, 2022 Q3 2022
Everhart Financial Group, Inc.

BUY
 -
5.79K
+ 5.73%
$323K - $401K
107K $3.05M
Oct 05, 2022 Q3 2022
Modus Advisors, LLC

BUY
 -
5.71K
+ 7.86%
$319K - $395K
78.3K $2.24M
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

BUY
 -
5.68K
+ 3320.47%
$317K - $393K
5.85K $167K
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
5.54K
New
$309K - $383K
5.54K $158K
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
5.19K
+ 105.27%
$290K - $359K
10.1K $289K
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
5.08K
New
$284K - $352K
5.08K $145K
Nov 08, 2022 Q3 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
4.91K
New
$274K - $340K
4.91K $140K
Nov 08, 2022 Q3 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
4.89K
New
$273K - $339K
4.89K $140K
Nov 14, 2022 Q3 2022
Tempus Wealth Planning, LLC

BUY
 -
4.8K
New
$268K - $332K
4.8K $137K
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
4.79K
New
$267K - $332K
4.79K $137K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
4.7K
+ 12.1%
$263K - $326K
43.6K $1.25M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
4.7K
New
$262K - $325K
4.7K $134K
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

BUY
 -
4.59K
New
$256K - $318K
4.59K $131K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.58K
+ 3.06%
$255K - $317K
154K $4.41M
Oct 18, 2022 Q3 2022
Praetorian Wealth Management, Inc.

BUY
 -
4.56K
New
$255K - $316K
4.56K $130K
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
4.45K
+ 510.78%
$249K - $308K
5.33K $152K
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
4.33K
+ 5.17%
$242K - $300K
88.1K $2.52M
Nov 01, 2022 Q3 2022
Dagco, Inc.

BUY
 -
4.29K
+ 17.3%
$239K - $297K
29.1K $832K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
4.09K
+ 3.35%
$228K - $283K
126K $3.61M
Oct 24, 2022 Q3 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
4.04K
+ 5.37%
$225K - $280K
79.2K $2.26M
Nov 30, 2022 Q3 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
4.04K
+ 1.67%
$225K - $280K
246K $7.04M
Nov 10, 2022 Q3 2022
Destination Wealth Management

BUY
 -
3.98K
+ 55.99%
$222K - $275K
11.1K $317K
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
3.9K
New
$217K - $270K
3.9K $111K
Feb 04, 2025 Q3 2022
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
3.79K
+ 2.2%
$211K - $262K
176K $5.03M
Nov 09, 2022 Q3 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
3.78K
+ 17.96%
$211K - $262K
24.8K $710K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
3.78K
+ 33.38%
$211K - $262K
15.1K $432K
Oct 18, 2022 Q3 2022
Kaizen Financial Strategies

BUY
 -
3.75K
+ 6.3%
$210K - $260K
63.3K $1.81M
Nov 08, 2022 Q3 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.71K
New
$207K - $257K
3.71K $106K
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

BUY
 -
3.65K
New
$203K - $252K
3.65K $104K
Oct 14, 2022 Q3 2022
First National Bank Sioux Falls

BUY
 -
3.61K
New
$201K - $250K
3.61K $103K
Oct 17, 2022 Q3 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
3.6K
+ 95.09%
$201K - $249K
7.39K $211K
Oct 13, 2022 Q3 2022
Vista Private Wealth Partners. LLC

BUY
 -
3.42K
+ 1.22%
$191K - $237K
284K $8.13M
Nov 08, 2022 Q3 2022
Camden Capital, LLC

BUY
 -
3.39K
+ 5.16%
$189K - $235K
69.1K $1.97M
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
3.35K
+ 1.05%
$187K - $232K
322K $9.2M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.29K
New
$184K - $228K
3.29K $94.2K
Nov 08, 2022 Q3 2022
Harvest Group Wealth Management, LLC

BUY
 -
3.29K
+ 3.5%
$183K - $228K
97.1K $2.78M
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
3.22K
+ 5.51%
$180K - $223K
61.6K $1.76M
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
3.2K
+ 3.68%
$179K - $222K
90.1K $2.58M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.13K
+ 35.11%
$175K - $217K
12.1K $345K
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
3.09K
+ 2.53%
$172K - $214K
125K $3.57M
Nov 14, 2022 Q3 2022
Reston Wealth Management LLC

BUY
 -
2.91K
+ 4.43%
$163K - $202K
68.7K $1.97M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
2.89K
+ 45.87%
$161K - $200K
9.17K $262K

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