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 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-448- 1.58% |
$24.3K - $27.2K
|
27.9K
$764K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-482- 7.18% |
$26.2K - $29.3K
|
6.23K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-487- 11.63% |
$26.4K - $29.6K
|
3.7K
$101K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-489- 5.25% |
$26.6K - $29.7K
|
8.82K
$242K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-510- 0.58% |
$27.7K - $31K
|
87K
$2.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-524- 11.83% |
$28.5K - $31.8K
|
3.9K
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-542- 4.36% |
$29.4K - $32.9K
|
11.9K
$325K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-549- 2.28% |
$29.8K - $33.4K
|
23.5K
$644K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-599- 75.54% |
$32.5K - $36.4K
|
194
$5.32K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-609- 2.15% |
$33.1K - $37K
|
27.7K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-612- 1.29% |
$33.2K - $37.2K
|
47K
$1.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-640- 13.62% |
$34.8K - $38.9K
|
4.06K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-652- 3.93% |
$35.4K - $39.6K
|
15.9K
$436K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-654- 2.27% |
$35.5K - $39.7K
|
28.2K
$773K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-654- 2.27% |
$35.5K - $39.7K
|
28.2K
$773K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-664- 95.95% |
$36.1K - $40.3K
|
28
$767
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-665- 2.46% |
$36.1K - $40.4K
|
26.4K
$723K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-666- 3.86% |
$36.2K - $40.5K
|
16.6K
$455K
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-674- 3.07% |
$36.6K - $41K
|
21.3K
$584K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-682- 3.72% |
$37K - $41.4K
|
17.6K
$483K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-684- 1.56% |
$37.1K - $41.6K
|
43.1K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-688- 2.2% |
$37.4K - $41.8K
|
30.5K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-700- 1.45% |
$38K - $42.5K
|
47.7K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-706- 4.09% |
$38.3K - $42.9K
|
16.6K
$454K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-714- 3.06% |
$38.8K - $43.4K
|
22.6K
$619K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-729- 45.94% |
$39.6K - $44.3K
|
858
$23.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-745- 2.58% |
$40.5K - $45.3K
|
28.2K
$772K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-786- 1.7% |
$42.7K - $47.8K
|
45.3K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-798- 6.64% |
$43.3K - $48.5K
|
11.2K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-802- 14.4% |
$43.6K - $48.7K
|
4.77K
$131K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-856- 80.3% |
$46.5K - $52K
|
210
$5.75K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-889- 44.92% |
$48.3K - $54K
|
1.09K
$29.9K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-900- 1.68% |
$48.9K - $54.7K
|
52.8K
$1.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-951- 3.02% |
$51.6K - $57.8K
|
30.5K
$836K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.02K- 20.75% |
$55.3K - $61.9K
|
3.89K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.03K- 9.54% |
$55.7K - $62.3K
|
9.72K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.04K- 39.35% |
$56.5K - $63.2K
|
1.6K
$43.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.04K- 8.31% |
$56.5K - $63.2K
|
11.5K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.06K- 0.25% |
$57.5K - $64.3K
|
428K
$11.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 12.46% |
$58K - $64.9K
|
7.5K
$206K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 10.57% |
$58.1K - $65K
|
9.05K
$248K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.07K- 16.79% |
$58.1K - $65K
|
5.3K
$145K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.09K- 20.17% |
$59K - $66K
|
4.3K
$118K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.13K- 1.64% |
$61.2K - $68.4K
|
67.6K
$1.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.13K- 23.55% |
$61.3K - $68.5K
|
3.66K
$100K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-1.16K- 8.49% |
$62.9K - $70.4K
|
12.5K
$342K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.16K- 15.4% |
$63.1K - $70.6K
|
6.39K
$175K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.19K- 1.6% |
$64.6K - $72.3K
|
73.3K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.3K- 5.23% |
$70.5K - $78.9K
|
23.5K
$645K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 0.76% |
$71.5K - $80K
|
172K
$4.71M
|