Purchases and Sales Made in Q4 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 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 27, 2023 Q4 2022
Badgley Phelps Wealth Managers, LLC

SELL
 -
-114
- 1.69%
$6.19K - $6.93K
6.62K $181K
Feb 03, 2023 Q4 2022
Klingman & Associates, LLC

SELL
 -
-116
- 2.02%
$6.3K - $7.05K
5.63K $154K
Feb 14, 2023 Q4 2022
Herold Advisors, Inc.

SELL
 -
-120
- 0.63%
$6.52K - $7.29K
19K $521K
Jan 30, 2023 Q4 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
SELL
 -
-122
- 1.12%
$6.63K - $7.41K
10.8K $296K
Jan 12, 2023 Q4 2022
Eagle Capital Management, LLC

SELL
 -
-128
- 0.53%
$6.95K - $7.78K
23.9K $656K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

SELL
 -
-128
Closed
$6.95K - $7.78K
0 $0
Feb 07, 2023 Q4 2022
Financial Life Advisors

SELL
 -
-135
- 1.49%
$7.33K - $8.2K
8.93K $245K
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-139
- 2.73%
$7.55K - $8.45K
4.96K $136K
Jan 11, 2023 Q4 2022
Aprio Wealth Management, LLC

SELL
 -
-141
- 1.53%
$7.66K - $8.57K
9.09K $249K
Feb 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
SELL
 -
-149
- 0.57%
$8.09K - $9.05K
26.2K $717K
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-151
- 2.83%
$8.2K - $9.17K
5.18K $142K
Feb 14, 2023 Q4 2022
Win Advisors, Inc

SELL
 -
-152
- 44.57%
$8.26K - $9.24K
189 $5.18K
Feb 03, 2023 Q4 2022
Cutter & CO Brokerage, Inc.

SELL
 -
-166
- 1.49%
$9.02K - $10.1K
10.9K $300K
Jan 12, 2023 Q4 2022
Mason & Associates Inc

SELL
 -
-182
- 3.41%
$9.88K - $11.1K
5.15K $141K
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

SELL
 -
-193
- 1.65%
$10.5K - $11.7K
11.5K $316K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

SELL
 -
-195
- 1.2%
$10.6K - $11.8K
16.1K $440K
Jan 30, 2023 Q4 2022
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-196
- 1.0%
$10.6K - $11.9K
19.5K $534K
Jan 13, 2023 Q4 2022
Aurora Private Wealth, Inc.

SELL
 -
-196
- 3.57%
$10.6K - $11.9K
5.3K $145K
Jan 18, 2023 Q4 2022
Crew Capital Management, Ltd.

SELL
 -
-204
- 2.91%
$11.1K - $12.4K
6.81K $187K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-209
- 0.71%
$11.4K - $12.7K
29.3K $802K
Feb 03, 2023 Q4 2022
Smith, Salley & Associates

SELL
 -
-210
- 5.15%
$11.4K - $12.8K
3.87K $106K
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-214
- 3.35%
$11.6K - $13K
6.18K $169K
Jan 19, 2023 Q4 2022
Harbor Group, Inc.

SELL
 -
-221
- 0.09%
$12K - $13.4K
252K $6.9M
Jan 05, 2023 Q4 2022
Capital Investment Advisors, LLC

SELL
 -
-226
- 3.9%
$12.3K - $13.7K
5.56K $152K
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-232
- 0.89%
$12.6K - $14.1K
25.9K $711K
Feb 10, 2023 Q4 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-232
- 0.89%
$12.6K - $14.1K
25.9K $711K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

SELL
 -
-238
- 6.08%
$12.9K - $14.5K
3.67K $101K
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-240
- 3.0%
$13K - $14.6K
7.76K $213K
Jan 24, 2023 Q4 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-240
- 0.5%
$13K - $14.6K
47.3K $1.3M
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

SELL
 -
-242
- 7.14%
$13.1K - $14.7K
3.15K $86.2K
Jan 17, 2023 Q4 2022
Ahl Investment Management, Inc.

SELL
 -
-271
- 6.33%
$14.7K - $16.5K
4.01K $110K
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
SELL
 -
-274
- 26.94%
$14.9K - $16.6K
743 $20.4K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

SELL
 -
-284
- 5.94%
$15.4K - $17.3K
4.49K $123K
Jan 30, 2023 Q4 2022
Essex LLC

SELL
 -
-297
- 2.39%
$16.1K - $18K
12.1K $333K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-302
- 2.15%
$16.4K - $18.3K
13.8K $377K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-327
- 2.86%
$17.8K - $19.9K
11.1K $304K
Jan 11, 2023 Q4 2022
Praetorian Wealth Management, Inc.

SELL
 -
-328
- 7.19%
$17.8K - $19.9K
4.23K $116K
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

SELL
 -
-329
- 12.83%
$17.9K - $20K
2.24K $61.3K
Feb 10, 2023 Q4 2022
Fingerlakes Wealth Management, Inc.

SELL
 -
-332
- 2.68%
$18K - $20.2K
12.1K $330K
Feb 06, 2023 Q4 2022
Lutz Financial Services LLC

SELL
 -
-339
- 4.44%
$18.4K - $20.6K
7.29K $200K
Feb 14, 2023 Q4 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-349
- 0.4%
$19K - $21.2K
87.7K $2.4M
Feb 13, 2023 Q4 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-400
- 2.35%
$21.7K - $24.3K
16.6K $456K
Feb 09, 2023 Q4 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-403
- 3.97%
$21.9K - $24.5K
9.74K $267K
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
SELL
 -
-404
- 6.7%
$21.9K - $24.5K
5.62K $154K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
SELL
 -
-411
- 99.76%
$22.3K - $25K
1 $27.4
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-426
- 5.29%
$23.1K - $25.9K
7.63K $209K
Jan 31, 2023 Q4 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
SELL
 -
-436
- 8.49%
$23.7K - $26.5K
4.7K $129K
Jan 24, 2023 Q4 2022
National Bank Of Canada

SELL
 -
-440
- 42.19%
$23.9K - $26.7K
603 $16.5K
Jan 23, 2023 Q4 2022
Waypoint Capital Advisors, LLC

SELL
 -
-444
- 0.42%
$24.1K - $27K
106K $2.89M

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