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 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
570
+ 2.53%
$31.8K - $39.5K
23.1K $657K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
564
New
$31.5K - $39.1K
564 $16.1K
Nov 07, 2022 Q3 2022
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
562
+ 10.38%
$31.4K - $38.9K
5.98K $170K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
544
New
$30.4K - $37.7K
544 $15.5K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
540
+ 2.57%
$30.1K - $37.4K
21.6K $614K
Oct 18, 2022 Q3 2022
York Bridge Wealth Partners, LLC

BUY
 -
533
+ 3.54%
$29.7K - $36.9K
15.6K $443K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
526
+ 4.83%
$29.4K - $36.4K
11.4K $325K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
505
+ 3.25%
$28.2K - $35K
16K $456K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
504
+ 1400.0%
$28.1K - $34.9K
540 $15.4K
Nov 02, 2022 Q3 2022
North Rock Partners, LLC

BUY
 -
497
+ 11.0%
$27.7K - $34.4K
5.02K $143K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
481
+ 18.31%
$26.8K - $33.3K
3.11K $88.5K
Oct 12, 2022 Q3 2022
Rba Wealth Management, LLC

BUY
 -
474
+ 9.0%
$26.5K - $32.8K
5.74K $163K
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
462
New
$25.8K - $32K
462 $13.2K
Nov 14, 2022 Q3 2022
Goepper Burkhardt LLC

BUY
 -
456
+ 0.17%
$25.4K - $31.6K
267K $7.61M
Oct 27, 2022 Q3 2022
Signal Point Asset Management, LLC

BUY
 -
453
+ 5.99%
$25.3K - $31.4K
8.02K $228K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
435
+ 71.55%
$24.3K - $30.1K
1.04K $29.7K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
412
New
$23K - $28.5K
412 $11.7K
Oct 25, 2022 Q3 2022
Newman & Schimel, LLC

BUY
 -
400
+ 3.02%
$22.3K - $27.7K
13.6K $388K
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
379
+ 5.89%
$21.2K - $26.2K
6.82K $194K
Oct 12, 2022 Q3 2022
Affinity Capital Advisors, LLC

BUY
 -
372
+ 0.34%
$20.8K - $25.8K
111K $3.17M
Nov 15, 2022 Q3 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
347
+ 0.4%
$19.4K - $24K
86.3K $2.46M
Nov 09, 2022 Q3 2022
Glassman Wealth Services

BUY
 -
342
+ 11.59%
$19.1K - $23.7K
3.29K $93.8K
Oct 21, 2022 Q3 2022
Lutz Financial Services LLC

BUY
 -
341
+ 4.68%
$19K - $23.6K
7.63K $217K
Nov 10, 2022 Q3 2022
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
332
+ 8.21%
$18.5K - $23K
4.38K $125K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
299
+ 6.66%
$16.7K - $20.7K
4.79K $136K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
289
+ 0.32%
$16.1K - $20K
90.5K $2.58M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
286
+ 2.4%
$16K - $19.8K
12.2K $348K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
273
+ 8.77%
$15.2K - $18.9K
3.39K $96.4K
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
273
+ 20.78%
$15.2K - $18.9K
1.59K $45.2K
Oct 13, 2022 Q3 2022
Aprio Wealth Management, LLC

BUY
 -
273
+ 3.05%
$15.2K - $18.9K
9.23K $263K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
269
+ 4.25%
$15K - $18.6K
6.6K $188K
Aug 18, 2023 Q3 2022
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
268
+ 0.24%
$15K - $18.6K
113K $3.22M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
254
+ 2.42%
$14.2K - $17.6K
10.7K $306K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
254
New
$14.2K - $17.6K
254 $7.23K
Nov 07, 2022 Q3 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
243
+ 0.53%
$13.6K - $16.8K
46.2K $1.32M
Nov 08, 2022 Q3 2022
Alpha Omega Group, Inc.

BUY
 -
235
+ 0.18%
$13.1K - $16.3K
133K $3.78M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
227
+ 10.62%
$12.7K - $15.7K
2.36K $67.3K
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
220
+ 0.68%
$12.3K - $15.2K
32.4K $924K
Nov 14, 2022 Q3 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
218
+ 0.74%
$12.2K - $15.1K
29.5K $839K
Nov 04, 2022 Q3 2022
Pathway Financial Advisors LLC

BUY
 -
217
+ 2.4%
$12.1K - $15K
9.25K $263K
Oct 20, 2022 Q3 2022
Signet Investment Advisory Group, Inc.

BUY
 -
174
+ 0.99%
$9.71K - $12K
17.8K $507K
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
173
+ 1.01%
$9.66K - $12K
17.2K $491K
Nov 09, 2022 Q3 2022
Mokosak Advisory Group, LLC

BUY
 -
168
+ 0.05%
$9.38K - $11.6K
343K $9.78M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
161
+ 1.24%
$8.99K - $11.1K
13.2K $375K
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
160
New
$8.93K - $11.1K
160 $4.56K
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
131
+ 2.52%
$7.31K - $9.07K
5.33K $152K
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
126
New
$7.03K - $8.73K
126 $3.59K
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
120
+ 1.89%
$6.7K - $8.31K
6.47K $184K
Oct 28, 2022 Q3 2022
Financial Life Advisors

BUY
 -
119
+ 1.33%
$6.64K - $8.24K
9.07K $258K

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