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
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
2.85K
+ 75.15%
$159K - $197K
6.63K $189K
Oct 14, 2022 Q3 2022
Powers Advisory Group, LLC

BUY
 -
2.83K
+ 6.04%
$158K - $196K
49.6K $1.41M
Nov 01, 2022 Q3 2022
Fagan Associates, Inc.

BUY
 -
2.74K
+ 11.75%
$153K - $190K
26K $741K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
2.73K
+ 12.2%
$152K - $189K
25.1K $715K
Oct 12, 2022 Q3 2022
Veery Capital, LLC

BUY
 -
2.66K
+ 3.91%
$149K - $184K
70.7K $2.01M
Oct 13, 2022 Q3 2022
Madden Securities Corp

BUY
 -
2.61K
+ 5.02%
$146K - $181K
54.7K $1.56M
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
2.54K
+ 67.23%
$142K - $176K
6.32K $180K
Nov 09, 2022 Q3 2022
Allen Capital Group, LLC

BUY
 -
2.54K
+ 20.41%
$142K - $176K
15K $426K
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.53K
+ 2.19%
$141K - $175K
118K $3.37M
Nov 03, 2022 Q3 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
2.48K
+ 4.6%
$138K - $172K
56.5K $1.61M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
2.43K
New
$136K - $168K
2.43K $69.1K
Nov 02, 2022 Q3 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
2.42K
+ 11.11%
$135K - $167K
24.2K $688K
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
2.42K
+ 1.84%
$135K - $167K
134K $3.81M
Oct 13, 2022 Q3 2022
Von Berge Wealth Management Group, LLC

BUY
 -
2.41K
+ 4.15%
$135K - $167K
60.6K $1.72M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.4K
+ 54.35%
$134K - $166K
6.81K $194K
Dec 28, 2022 Q3 2022
Headinvest, LLC

Portland, ME
BUY
 -
2.37K
+ 38.08%
$132K - $164K
8.58K $244K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
2.34K
+ 16.8%
$131K - $162K
16.3K $463K
Oct 26, 2022 Q3 2022
Blue Barn Wealth, LLC

BUY
 -
2.28K
+ 14.15%
$127K - $158K
18.4K $524K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
2.26K
+ 110.72%
$126K - $157K
4.3K $123K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
2.18K
+ 2.22%
$121K - $151K
100K $2.86M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
2.09K
+ 4.33%
$116K - $144K
50.3K $1.43M
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
2.06K
+ 11.46%
$115K - $143K
20K $570K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.03K
+ 2.47%
$113K - $140K
84.2K $2.4M
Oct 24, 2022 Q3 2022
Segment Wealth Management, LLC

BUY
 -
2.01K
+ 22.44%
$112K - $139K
11K $313K
Oct 31, 2022 Q3 2022
James Investment Research Inc

BUY
 -
2K
+ 83.03%
$111K - $138K
4.4K $125K
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

BUY
 -
1.95K
+ 1.57%
$109K - $135K
126K $3.59M
Nov 15, 2022 Q3 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.93K
+ 1.38%
$108K - $134K
142K $4.04M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.93K
+ 7.88%
$107K - $133K
26.4K $751K
Apr 06, 2023 Q3 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.91K
+ 5.43%
$107K - $133K
37.2K $1.06M
Oct 11, 2022 Q3 2022
Rda Financial Network

BUY
 -
1.91K
+ 20.16%
$106K - $132K
11.4K $324K
Oct 18, 2022 Q3 2022
Courage Miller Partners, LLC

BUY
 -
1.86K
+ 2.66%
$104K - $129K
71.8K $2.04M
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
1.8K
+ 179900.0%
$100K - $125K
1.8K $51.2K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.77K
+ 2.94%
$99K - $123K
62.1K $1.77M
Oct 24, 2022 Q3 2022
Northern Capital Management, Inc.

BUY
 -
1.69K
+ 0.48%
$94.4K - $117K
357K $10.2M
Nov 10, 2022 Q3 2022
Hc Advisors, LLC

BUY
 -
1.68K
+ 2.71%
$93.9K - $117K
63.9K $1.82M
Oct 18, 2022 Q3 2022
Guardian Financial Partners, LLC

BUY
 -
1.68K
+ 12.55%
$93.9K - $117K
15.1K $430K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.67K
+ 8.03%
$93.3K - $116K
22.5K $640K
Nov 09, 2022 Q3 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
1.67K
+ 7.07%
$93.2K - $116K
25.3K $720K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
1.58K
+ 1.0%
$88.3K - $110K
160K $4.56M
Oct 05, 2022 Q3 2022
Curbstone Financial Management Corp

BUY
 -
1.54K
+ 1.04%
$85.9K - $107K
150K $4.26M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
1.53K
+ 6.11%
$85.3K - $106K
26.5K $756K
Oct 13, 2022 Q3 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
1.5K
+ 2.23%
$83.6K - $104K
68.6K $1.95M
Oct 07, 2022 Q3 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
1.45K
+ 3.49%
$80.9K - $100K
42.9K $1.22M
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
1.35K
+ 1.29%
$75.4K - $93.6K
106K $3.02M
Dec 19, 2024 Q3 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.34K
+ 2.27%
$74.6K - $92.6K
60.2K $1.71M
Nov 02, 2022 Q3 2022
Westbourne Investment Advisors, Inc.

BUY
 -
1.29K
+ 2.61%
$72.2K - $89.5K
50.9K $1.45M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.26K
+ 23.76%
$70K - $86.9K
6.54K $186K
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
1.24K
+ 25.0%
$69.2K - $85.9K
6.2K $177K
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
1.22K
+ 17.49%
$68K - $84.3K
8.18K $233K

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