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 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
4+ 0.09% |
$223 - $277
|
4.61K
$131K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4+ 0.11% |
$223 - $277
|
3.75K
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.1% |
$223 - $277
|
3.99K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.05% |
$223 - $277
|
7.39K
$210K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.03% |
$167 - $208
|
9.31K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$167 - $208
|
7.71K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$167 - $208
|
8.74K
$249K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$167 - $208
|
4.02K
$114K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$167 - $208
|
7.21K
$205K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
2+ 0.04% |
$112 - $139
|
5.34K
$152K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.08% |
$112 - $139
|
2.39K
$68.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.08% |
$112 - $139
|
2.57K
$73K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.1% |
$55.8 - $69.3
|
980
$27.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.0% |
$55.8 - $69.3
|
46.1K
$1.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$55.8 - $69.3
|
759
$21.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.41% |
$55.8 - $69.3
|
242
$6.89K
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$55.8 - $69.3
|
3.83K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 4.35% |
$55.8 - $69.3
|
24
$683
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.45% |
$55.8 - $69.3
|
221
$6.29K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$55.8 - $69.3
|
4.23K
$120K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.08% |
$55.8 - $69.3
|
1.32K
$37.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.14% |
$279 - $346
|
3.61K
$103K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$279 - $346
|
3.91K
$111K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-6- 25.0% |
$335 - $416
|
18
$512
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7- 0.57% |
$391 - $485
|
1.22K
$34.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 80.0% |
$446 - $554
|
2
$56.9
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9- 0.09% |
$502 - $623
|
10.5K
$300K
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-9- 0.05% |
$502 - $623
|
19.7K
$561K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 55.56% |
$558 - $693
|
8
$228
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-10- 0.12% |
$558 - $693
|
8.12K
$231K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-13- 0.1% |
$726 - $900
|
12.4K
$354K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-14- 0.11% |
$781 - $970
|
12.6K
$359K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-16- 6.48% |
$893 - $1.11K
|
231
$6.58K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-30- 0.41% |
$1.67K - $2.08K
|
7.24K
$206K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 1.71% |
$1.9K - $2.35K
|
1.95K
$55.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-35- 6.19% |
$1.95K - $2.42K
|
530
$15.1K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-37- 1.29% |
$2.06K - $2.56K
|
2.83K
$80.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-43- 0.6% |
$2.4K - $2.98K
|
7.08K
$201K
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-51- 0.41% |
$2.85K - $3.53K
|
12.4K
$354K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-56- 1.16% |
$3.13K - $3.88K
|
4.78K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-57- 0.69% |
$3.18K - $3.95K
|
8.19K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-62- 1.2% |
$3.46K - $4.29K
|
5.1K
$145K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-70- 6.26% |
$3.91K - $4.85K
|
1.05K
$29.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-81- 1.19% |
$4.52K - $5.61K
|
6.71K
$191K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-87- 0.1% |
$4.86K - $6.02K
|
87.5K
$2.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-89- 0.77% |
$4.97K - $6.16K
|
11.4K
$325K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-90- 1.86% |
$5.02K - $6.23K
|
4.75K
$135K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-100- 1.79% |
$5.58K - $6.93K
|
5.49K
$156K
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-105- 0.53% |
$5.86K - $7.27K
|
19.8K
$565K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 0.37% |
$5.86K - $7.27K
|
28.3K
$807K
|