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 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.21K
+ 335.56%
$67.4K - $83.7K
1.57K $44.6K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
1.21K
+ 19.58%
$67.3K - $83.4K
7.36K $210K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
1.2K
+ 0.3%
$66.9K - $83K
394K $11.2M
Nov 09, 2022 Q3 2022
Rollins Financial

BUY
 -
1.18K
+ 11.18%
$66K - $81.9K
11.8K $335K
Oct 17, 2022 Q3 2022
Jmg Financial Group, Ltd.

BUY
 -
1.18K
+ 2.76%
$65.7K - $81.5K
43.8K $1.25M
Oct 12, 2022 Q3 2022
Gpm Growth Investors, Inc.

BUY
 -
1.17K
+ 1.0%
$65.2K - $81K
118K $3.36M
Nov 15, 2022 Q3 2022
Pittenger & Anderson Inc

BUY
 -
1.04K
+ 64.88%
$58K - $72K
2.64K $75.2K
Nov 10, 2022 Q3 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
1.03K
+ 0.87%
$57.2K - $71K
118K $3.37M
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.02K
New
$56.8K - $70.4K
1.02K $29K
Nov 10, 2022 Q3 2022
Rkl Wealth Management LLC

BUY
 -
1.02K
+ 0.5%
$56.8K - $70.4K
203K $5.79M
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
981
+ 6.8%
$54.7K - $67.9K
15.4K $439K
Jan 02, 2024 Q3 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
967
+ 58.57%
$54K - $67K
2.62K $74.5K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
956
+ 8.34%
$53.4K - $66.2K
12.4K $354K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
940
+ 150.64%
$52.5K - $65.1K
1.56K $44.5K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
905
+ 8.18%
$50.5K - $62.7K
12K $341K
Nov 09, 2022 Q3 2022
Athena Investment Management

BUY
 -
903
+ 3.33%
$50.4K - $62.5K
28K $798K
Oct 28, 2022 Q3 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
895
+ 14.9%
$49.9K - $62K
6.9K $196K
Oct 31, 2022 Q3 2022
Armor Investment Advisors, LLC

BUY
 -
889
+ 81.56%
$49.6K - $61.6K
1.98K $56.3K
Oct 21, 2022 Q3 2022
Hengehold Capital Management LLC

BUY
 -
878
+ 1.48%
$49K - $60.8K
60.3K $1.72M
Nov 08, 2022 Q3 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
862
+ 1.73%
$48.1K - $59.7K
50.6K $1.44M
Nov 14, 2022 Q3 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
853
+ 0.89%
$47.6K - $59.1K
96.5K $2.75M
Nov 15, 2022 Q3 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
840
+ 21.63%
$46.9K - $58.2K
4.72K $134K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
811
New
$45.3K - $56.2K
811 $23.1K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
809
+ 1.96%
$45.2K - $56K
42K $1.2M
Nov 14, 2022 Q3 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
802
+ 16.83%
$44.8K - $55.5K
5.57K $159K
Oct 26, 2022 Q3 2022
B&D White Capital Company, LLC

BUY
 -
802
+ 2.5%
$44.8K - $55.5K
32.9K $938K
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
792
+ 20.19%
$44.2K - $54.8K
4.72K $134K
Oct 13, 2022 Q3 2022
Schwab Charitable Fund

BUY
 -
778
+ 14.79%
$43.4K - $53.9K
6.04K $172K
Oct 17, 2022 Q3 2022
John W. Brooker & Co., Cp As

BUY
 -
767
+ 0.96%
$42.8K - $53.1K
81.1K $2.31M
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

BUY
 -
759
+ 17.76%
$42.4K - $52.6K
5.03K $143K
Nov 03, 2022 Q3 2022
Integrity Financial Corp

BUY
 -
756
+ 22.96%
$42.2K - $52.4K
4.05K $115K
Nov 14, 2022 Q3 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
754
+ 2.68%
$42.1K - $52.2K
28.9K $823K
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
738
+ 6.03%
$41.2K - $51.1K
13K $369K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
735
+ 16.77%
$41K - $50.9K
5.12K $146K
Nov 09, 2022 Q3 2022
Madden Advisory Services, Inc.

BUY
 -
716
+ 1.5%
$40K - $49.6K
48.4K $1.38M
Nov 08, 2022 Q3 2022
Appleton Group, LLC

BUY
 -
696
+ 5.22%
$38.8K - $48.2K
14K $400K
Oct 31, 2022 Q3 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
696
+ 1.4%
$38.8K - $48.2K
50.3K $1.43M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
671
New
$37.4K - $46.5K
671 $19.1K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
656
+ 2.65%
$36.6K - $45.4K
25.4K $724K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
645
+ 3.67%
$36K - $44.7K
18.2K $519K
Oct 19, 2022 Q3 2022
Atlas Financial Advisors, Inc.

BUY
 -
643
+ 18.23%
$35.9K - $44.5K
4.17K $119K
Nov 02, 2022 Q3 2022
Retirement Guys Formula LLC

BUY
 -
638
+ 6.51%
$35.6K - $44.2K
10.4K $297K
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

BUY
 -
628
+ 1.4%
$35K - $43.5K
45.5K $1.29M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
615
New
$34.3K - $42.6K
615 $17.5K
Nov 10, 2022 Q3 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
614
+ 2.39%
$34.3K - $42.5K
26.3K $749K
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
607
+ 372.39%
$33.9K - $42K
770 $21.9K
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
600
+ 310.88%
$33.5K - $41.6K
793 $22.6K
Dec 11, 2023 Q3 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
599
+ 1.6%
$33.4K - $41.5K
38.1K $1.09M
Oct 28, 2022 Q3 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
594
+ 5.04%
$33.2K - $41.1K
12.4K $353K

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