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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
107K+ 115.98% |
$5.8M - $6.48M
|
199K
$5.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105K+ 13.46% |
$5.68M - $6.36M
|
882K
$22.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
101K+ 29.93% |
$5.49M - $6.14M
|
439K
$11.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
99.5K+ 344.64% |
$5.41M - $6.05M
|
128K
$3.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
99KNew |
$5.37M - $6.01M
|
99K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.7K+ 21.42% |
$5.36M - $6M
|
560K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
89.8K+ 16.82% |
$4.88M - $5.46M
|
624K
$16M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
80.1K+ 2.57% |
$4.35M - $4.87M
|
3.19M
$82M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80K+ 30.94% |
$4.34M - $4.86M
|
338K
$8.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
76.3KNew |
$4.14M - $4.63M
|
76.3K
$1.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
72.1KNew |
$3.91M - $4.38M
|
72.1K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
71.5KNew |
$3.88M - $4.35M
|
71.5K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
68.4K+ 1341.51% |
$3.72M - $4.16M
|
73.5K
$1.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
66.8K+ 128.01% |
$3.63M - $4.06M
|
119K
$3.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
66.2K+ 16.67% |
$3.6M - $4.02M
|
464K
$11.9M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
62K+ 208.35% |
$3.36M - $3.76M
|
91.7K
$2.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
61.5KNew |
$3.34M - $3.74M
|
61.5K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
59.1K+ 19.73% |
$3.21M - $3.59M
|
359K
$9.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
58.9K+ 6.33% |
$3.2M - $3.58M
|
989K
$25.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
55.9K+ 17.19% |
$3.04M - $3.4M
|
381K
$9.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
53.9K+ 27.05% |
$2.93M - $3.28M
|
253K
$6.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
53.3K+ 12.07% |
$2.9M - $3.24M
|
495K
$12.7M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
52.3K+ 21.23% |
$2.84M - $3.18M
|
298K
$7.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
50.3K+ 251.24% |
$2.73M - $3.06M
|
70.3K
$1.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
50.3KNew |
$2.73M - $3.05M
|
50.3K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
50.1K+ 7.7% |
$2.72M - $3.04M
|
701K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
47.9KNew |
$2.6M - $2.91M
|
47.9K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
47.9K+ 9.18% |
$2.6M - $2.91M
|
570K
$14.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.9K+ 44.79% |
$2.55M - $2.85M
|
152K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.5K+ 16.37% |
$2.41M - $2.7M
|
316K
$8.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
42.3KNew |
$2.3M - $2.57M
|
42.3K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
42.1KNew |
$2.29M - $2.56M
|
42.1K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.1K+ 4.61% |
$2.29M - $2.56M
|
955K
$24.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
39.6K+ 72.37% |
$2.15M - $2.41M
|
94.3K
$2.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 29.6% |
$2.15M - $2.41M
|
173K
$4.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
38.8K+ 30.85% |
$2.11M - $2.36M
|
165K
$4.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
38.1K+ 1.69% |
$2.07M - $2.32M
|
2.3M
$59M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
37.5KNew |
$2.04M - $2.28M
|
37.5K
$964K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
37K+ 201.08% |
$2.01M - $2.25M
|
55.4K
$1.42M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
36.7KNew |
$1.99M - $2.23M
|
36.7K
$943K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
36.7K+ 12.17% |
$1.99M - $2.23M
|
338K
$8.69M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
34.7KNew |
$1.88M - $2.11M
|
34.7K
$891K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
34.2KNew |
$1.86M - $2.08M
|
34.2K
$878K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
34.2K+ 11.62% |
$1.86M - $2.08M
|
328K
$8.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
33.7K+ 40.62% |
$1.83M - $2.05M
|
117K
$3M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
32.9K+ 103.47% |
$1.79M - $2M
|
64.8K
$1.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
32.8K+ 716.27% |
$1.78M - $2M
|
37.4K
$961K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32K+ 6.21% |
$1.74M - $1.94M
|
547K
$14.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
30.2K+ 10.62% |
$1.64M - $1.83M
|
314K
$8.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
28.4K+ 96.21% |
$1.54M - $1.72M
|
57.9K
$1.49M
|