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
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4K+ 1.98% |
$239K - $267K
|
227K
$6.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.36KNew |
$237K - $265K
|
4.36K
$119K
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.34K+ 3.6% |
$236K - $264K
|
125K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.3KNew |
$233K - $261K
|
4.3K
$118K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
4.21KNew |
$229K - $256K
|
4.21K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
4.2K+ 6.11% |
$228K - $255K
|
72.9K
$2M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.15K+ 5.19% |
$226K - $252K
|
84.2K
$2.31M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.14KNew |
$225K - $251K
|
4.14K
$113K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.12K+ 1.97% |
$224K - $250K
|
213K
$5.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.09K+ 1596.88% |
$222K - $248K
|
4.34K
$119K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.08K+ 65.89% |
$222K - $248K
|
10.3K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.05KNew |
$220K - $246K
|
4.05K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
4.02KNew |
$218K - $244K
|
4.02K
$110K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.97KNew |
$216K - $241K
|
3.97K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
3.97KNew |
$216K - $241K
|
3.97K
$109K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$215K - $240K
|
3.95K
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.94K+ 18.28% |
$214K - $240K
|
25.5K
$699K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.83KNew |
$208K - $233K
|
3.83K
$105K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.78K+ 14.58% |
$206K - $230K
|
29.7K
$815K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.74KNew |
$203K - $227K
|
3.74K
$103K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.73KNew |
$202K - $226K
|
3.73K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.69KNew |
$200K - $224K
|
3.69K
$101K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
3.69K+ 1.42% |
$200K - $224K
|
263K
$7.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.68KNew |
$200K - $224K
|
3.68K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
3.67KNew |
$199K - $223K
|
3.67K
$101K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
3.66KNew |
$199K - $223K
|
3.66K
$100K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.64K+ 13.4% |
$198K - $221K
|
30.8K
$845K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.6KNew |
$196K - $219K
|
3.6K
$98.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.57K+ 46.7% |
$194K - $217K
|
11.2K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.57K+ 62.76% |
$194K - $217K
|
9.25K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.56K+ 6.99% |
$193K - $216K
|
54.4K
$1.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.52K+ 96.49% |
$191K - $214K
|
7.16K
$196K
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
3.33K+ 2.82% |
$181K - $203K
|
121K
$3.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
3.33K+ 17.24% |
$181K - $202K
|
22.6K
$620K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.32KNew |
$181K - $202K
|
3.32K
$91.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
3.3K+ 59.6% |
$179K - $200K
|
8.83K
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.3K+ 21.82% |
$179K - $200K
|
18.4K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.28K+ 21.3% |
$178K - $199K
|
18.7K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.28K+ 56.28% |
$178K - $199K
|
9.11K
$250K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.2K+ 5.52% |
$174K - $194K
|
61.2K
$1.68M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.19KNew |
$173K - $194K
|
3.19K
$87.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.14K+ 4.5% |
$170K - $191K
|
72.8K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.06K+ 3.73% |
$166K - $186K
|
85.1K
$2.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.03K+ 1.62% |
$164K - $184K
|
190K
$5.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.02K+ 3.35% |
$164K - $183K
|
93.2K
$2.55M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.94K+ 66.67% |
$160K - $179K
|
7.36K
$202K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$157K - $176K
|
2.9K
$79.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
2.79K+ 1.46% |
$151K - $169K
|
194K
$5.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.77K+ 11.06% |
$151K - $169K
|
27.9K
$763K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.73K+ 6.36% |
$148K - $166K
|
45.7K
$1.25M
|