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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$434 - $486
|
5.63K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
8+ 0.07% |
$434 - $486
|
11.6K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 3.49% |
$434 - $486
|
237
$6.49K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6+ 0.16% |
$326 - $365
|
3.76K
$103K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
4+ 0.09% |
$217 - $243
|
4.62K
$126K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.06% |
$217 - $243
|
7.12K
$195K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.1% |
$217 - $243
|
3.99K
$109K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 200.0% |
$217 - $243
|
6
$164
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$163 - $182
|
3
$82.2
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$163 - $182
|
8.74K
$240K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3+ 0.07% |
$163 - $182
|
4.21K
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$109 - $122
|
7.21K
$198K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.03% |
$109 - $122
|
6.82K
$187K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.1% |
$54.3 - $60.8
|
981
$26.9K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.15% |
$54.3 - $60.8
|
672
$18.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.03% |
$54.3 - $60.8
|
2.9K
$79.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.29% |
$54.3 - $60.8
|
348
$9.54K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.08% |
$54.3 - $60.8
|
1.32K
$36.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.02% |
$54.3 - $60.8
|
5.26K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$54.3 - $60.8
|
656
$18K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1+ 0.02% |
$54.3 - $60.8
|
5.26K
$144K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$54.3 - $60.8
|
760
$20.8K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.22% |
$54.3 - $60.8
|
451
$12.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.63% |
$54.3 - $60.8
|
161
$4.41K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$54.3 - $60.8
|
4.8K
$132K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
$54.3 - $60.8
|
4.23K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$163 - $182
|
7.71K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 0.17% |
$815 - $911
|
8.56K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.15% |
$869 - $972
|
10.8K
$295K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-17- 0.07% |
$923 - $1.03K
|
24.9K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-19- 0.27% |
$1.03K - $1.15K
|
7.14K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-32- 0.9% |
$1.74K - $1.94K
|
3.54K
$96.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-36- 1.27% |
$1.96K - $2.19K
|
2.8K
$76.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-36- 4.11% |
$1.96K - $2.19K
|
839
$23K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-38- 4.7% |
$2.06K - $2.31K
|
770
$21.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-40- 0.67% |
$2.17K - $2.43K
|
5.94K
$163K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-40- 0.74% |
$2.17K - $2.43K
|
5.37K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-53- 0.05% |
$2.88K - $3.22K
|
99.4K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-54- 0.61% |
$2.93K - $3.28K
|
8.87K
$243K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-60- 7.87% |
$3.26K - $3.65K
|
702
$19.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-64- 0.1% |
$3.48K - $3.89K
|
63.8K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-65- 0.63% |
$3.53K - $3.95K
|
10.2K
$280K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-67- 1.52% |
$3.64K - $4.07K
|
4.33K
$119K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77- 0.72% |
$4.18K - $4.68K
|
10.7K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-85- 6.97% |
$4.62K - $5.16K
|
1.13K
$31.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-86- 1.71% |
$4.67K - $5.23K
|
4.93K
$135K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-89- 0.14% |
$4.83K - $5.41K
|
64.3K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$5.43K - $6.08K
|
30.4K
$833K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-102- 0.08% |
$5.54K - $6.2K
|
126K
$3.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-112- 0.98% |
$6.08K - $6.81K
|
11.3K
$309K
|