Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
835M+ 146562.44% |
$45.4B - $50.7B
|
836M
$22.9B
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.41M+ 19.28% |
$76.8M - $85.9M
|
8.75M
$240M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.26M+ 74.44% |
$68.6M - $76.7M
|
2.96M
$81.1M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.18M+ 15.26% |
$64.1M - $71.7M
|
8.91M
$244M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02M+ 26.05% |
$55.3M - $61.8M
|
4.92M
$135M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
859KNew |
$46.6M - $52.2M
|
859K
$23.5M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
777K+ 206.84% |
$42.2M - $47.2M
|
1.15M
$31.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
649K+ 5417.55% |
$35.2M - $39.4M
|
661K
$18.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
643KNew |
$34.9M - $39M
|
643K
$17.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
628K+ 7934.9% |
$34.1M - $38.2M
|
636K
$17.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
622K+ 10.34% |
$33.8M - $37.8M
|
6.64M
$182M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
462K+ 39.79% |
$25.1M - $28.1M
|
1.62M
$44.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
451K+ 843.75% |
$24.5M - $27.4M
|
504K
$13.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
402K+ 1309.9% |
$21.8M - $24.4M
|
433K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
392K+ 6.51% |
$21.3M - $23.8M
|
6.41M
$176M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
384K+ 106.88% |
$20.8M - $23.3M
|
742K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
381K+ 12.25% |
$20.7M - $23.2M
|
3.49M
$95.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
334K+ 299.9% |
$18.1M - $20.3M
|
445K
$12.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
327K+ 1699.9% |
$17.7M - $19.9M
|
346K
$9.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
323KNew |
$17.6M - $19.6M
|
323K
$8.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
303K+ 50.84% |
$16.5M - $18.4M
|
899K
$24.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
297K+ 28.87% |
$16.1M - $18M
|
1.33M
$36.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
293KNew |
$15.9M - $17.8M
|
293K
$8.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
283KNew |
$15.4M - $17.2M
|
283K
$7.75M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
276KNew |
$15M - $16.8M
|
276K
$7.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
248KNew |
$13.5M - $15.1M
|
248K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
241KNew |
$13.1M - $14.6M
|
241K
$6.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
230K+ 229.61% |
$12.5M - $14M
|
331K
$9.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 11.25% |
$11.9M - $13.3M
|
2.16M
$59.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
217K+ 55.01% |
$11.8M - $13.2M
|
612K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
217K+ 137.47% |
$11.8M - $13.2M
|
374K
$10.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
205K+ 311.66% |
$11.1M - $12.4M
|
270K
$7.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
204K+ 143.56% |
$11.1M - $12.4M
|
345K
$9.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
203K+ 902.3% |
$11M - $12.3M
|
225K
$6.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
195KNew |
$10.6M - $11.9M
|
195K
$5.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
176KNew |
$9.56M - $10.7M
|
176K
$4.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
166KNew |
$8.99M - $10.1M
|
166K
$4.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
163K+ 38.09% |
$8.86M - $9.92M
|
592K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
152K+ 91.41% |
$8.27M - $9.26M
|
319K
$8.74M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
149K+ 85.64% |
$8.08M - $9.03M
|
322K
$8.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
148KNew |
$8.05M - $9M
|
148K
$4.06M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
144KNew |
$7.8M - $8.72M
|
144K
$3.93M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
139K+ 14.9% |
$7.55M - $8.44M
|
1.07M
$29.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
138K+ 1065.87% |
$7.48M - $8.37M
|
151K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
130K+ 110.21% |
$7.05M - $7.89M
|
248K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
124KNew |
$6.72M - $7.52M
|
124K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
123KNew |
$6.68M - $7.47M
|
123K
$3.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
121K+ 34.33% |
$6.57M - $7.35M
|
473K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 22.9% |
$6.48M - $7.25M
|
640K
$17.5M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
110KNew |
$5.98M - $6.69M
|
110K
$3.02M
|