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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
118+ 1.18% |
$6.59K - $8.17K
|
10.1K
$289K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
113+ 11.3% |
$6.31K - $7.83K
|
1.11K
$31.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
113+ 1.47% |
$6.31K - $7.83K
|
7.8K
$222K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
104+ 1.82% |
$5.8K - $7.2K
|
5.83K
$166K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$5.58K - $6.93K
|
100
$2.85K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 0.94% |
$5.58K - $6.93K
|
10.7K
$306K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
95+ 1.34% |
$5.3K - $6.58K
|
7.16K
$204K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
90+ 11.46% |
$5.02K - $6.23K
|
875
$24.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
88+ 154.39% |
$4.91K - $6.09K
|
145
$4.13K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
86+ 1.74% |
$4.8K - $5.96K
|
5.02K
$143K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
82+ 4.22% |
$4.58K - $5.68K
|
2.03K
$57.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80+ 1.43% |
$4.46K - $5.54K
|
5.68K
$162K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
80+ 0.41% |
$4.46K - $5.54K
|
19.7K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
80+ 13.91% |
$4.46K - $5.54K
|
655
$18.6K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75+ 1.31% |
$4.19K - $5.19K
|
5.79K
$165K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
75+ 0.08% |
$4.19K - $5.19K
|
96.6K
$2.75M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
74New |
$4.13K - $5.12K
|
74
$2.11K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
70+ 0.68% |
$3.91K - $4.85K
|
10.4K
$296K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69+ 1725.0% |
$3.85K - $4.78K
|
73
$2.08K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
68New |
$3.8K - $4.71K
|
68
$1.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
62+ 1.19% |
$3.46K - $4.29K
|
5.27K
$150K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
57+ 1.3% |
$3.18K - $3.95K
|
4.43K
$126K
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
55+ 1.18% |
$3.07K - $3.81K
|
4.73K
$135K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
50+ 0.57% |
$2.79K - $3.46K
|
8.78K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
44+ 1.07% |
$2.46K - $3.05K
|
4.15K
$118K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
43+ 0.14% |
$2.4K - $2.98K
|
31.5K
$896K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 0.57% |
$2.18K - $2.7K
|
6.84K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 18.04% |
$1.95K - $2.42K
|
229
$6.52K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.05% |
$1.73K - $2.15K
|
57.3K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
30+ 0.22% |
$1.67K - $2.08K
|
13.4K
$380K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
29+ 0.11% |
$1.62K - $2.01K
|
26.9K
$767K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 6.13% |
$1.45K - $1.8K
|
450
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24+ 0.56% |
$1.34K - $1.66K
|
4.29K
$122K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.01% |
$1K - $1.25K
|
223K
$6.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 2.37% |
$893 - $1.11K
|
692
$19.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
15+ 0.1% |
$837 - $1.04K
|
14.5K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.14% |
$726 - $900
|
9.53K
$271K
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
12+ 0.11% |
$670 - $831
|
11.1K
$316K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12+ 0.06% |
$670 - $831
|
20.5K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
11+ 0.12% |
$614 - $762
|
8.92K
$254K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10+ 2.34% |
$558 - $693
|
437
$12.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.16% |
$558 - $693
|
6.45K
$184K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
9+ 0.14% |
$502 - $623
|
6.6K
$188K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
9+ 0.09% |
$502 - $623
|
9.63K
$274K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$446 - $554
|
5.32K
$152K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
6New |
$335 - $416
|
6
$171
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.12% |
$335 - $416
|
5.13K
$146K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.13% |
$279 - $346
|
3.75K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
5+ 0.12% |
$279 - $346
|
4.08K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5New |
$279 - $346
|
5
$142
|