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 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-13K- 2.18% |
$703K - $787K
|
581K
$15M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-13K- 39.66% |
$706K - $789K
|
19.8K
$511K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-13.4K- 10.66% |
$729K - $816K
|
113K
$2.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-15.2K- 8.12% |
$826K - $924K
|
172K
$4.45M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15.6K- 77.36% |
$845K - $946K
|
4.56K
$118K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.6K- 18.58% |
$850K - $951K
|
68.6K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17K- 5.1% |
$921K - $1.03M
|
316K
$8.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-18.2K- 65.6% |
$990K - $1.11M
|
9.56K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-18.4K- 37.7% |
$1M - $1.12M
|
30.4K
$787K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-19.1K- 4.83% |
$1.04M - $1.16M
|
375K
$9.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-20.8K- 17.54% |
$1.13M - $1.26M
|
97.7K
$2.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21.7K- 70.8% |
$1.18M - $1.32M
|
8.95K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-24.5K- 14.99% |
$1.33M - $1.49M
|
139K
$3.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-25.5K- 6.97% |
$1.38M - $1.55M
|
340K
$8.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-27.2K- 39.33% |
$1.48M - $1.65M
|
41.9K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-30.2K- 21.23% |
$1.64M - $1.84M
|
112K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.4K- 34.54% |
$1.65M - $1.85M
|
57.7K
$1.49M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-32K- 87.02% |
$1.74M - $1.95M
|
4.78K
$123K
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-37.9K- 14.07% |
$2.06M - $2.3M
|
231K
$5.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-38.9K- 67.87% |
$2.11M - $2.36M
|
18.4K
$476K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-53.2K- 86.48% |
$2.89M - $3.23M
|
8.32K
$215K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-55.4K- 70.67% |
$3.01M - $3.36M
|
23K
$594K
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-56K- 52.33% |
$3.04M - $3.4M
|
51.1K
$1.32M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-64.1K- 48.11% |
$3.48M - $3.89M
|
69.1K
$1.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-82.7K- 5.98% |
$4.49M - $5.03M
|
1.3M
$33.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-83.1K- 19.51% |
$4.52M - $5.05M
|
343K
$8.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-98.9K- 45.75% |
$5.37M - $6.01M
|
117K
$3.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-103K- 73.98% |
$5.57M - $6.23M
|
36.1K
$933K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-129K- 13.62% |
$7.02M - $7.86M
|
820K
$21.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-157K- 30.39% |
$8.51M - $9.52M
|
359K
$9.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-172K- 30.48% |
$9.35M - $10.5M
|
393K
$10.1M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-187K- 66.02% |
$10.2M - $11.4M
|
96.2K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-190K- 31.56% |
$10.3M - $11.5M
|
412K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-192K- 19.12% |
$10.4M - $11.7M
|
812K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-196K- 86.66% |
$10.7M - $11.9M
|
30.2K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-229K- 32.59% |
$12.4M - $13.9M
|
473K
$12.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-243K- 89.04% |
$13.2M - $14.7M
|
29.9K
$772K
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-295K- 93.89% |
$16M - $17.9M
|
19.2K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-424K- 26.7% |
$23M - $25.8M
|
1.16M
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-433K- 2.57% |
$23.5M - $26.3M
|
16.4M
$425M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-755K- 53.88% |
$41M - $45.9M
|
646K
$16.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-848K- 41.26% |
$46M - $51.5M
|
1.21M
$31.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-988K- 97.67% |
$53.7M - $60M
|
23.6K
$610K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.44M- 95.17% |
$78.2M - $87.5M
|
73K
$1.89M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-836M- 100.0% |
$45.4B - $50.8B
|
7.91K
$204K
|