Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q2 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
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
5.18M
+ 52.52%
$224M - $282M
15M $352M
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.53M
+ 6.92%
$110M - $138M
39M $913M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.09M
+ 62.05%
$90.4M - $114M
5.45M $127M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.08M
+ 19.33%
$90.2M - $113M
12.9M $301M
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.97M
+ 117.92%
$85.4M - $107M
3.64M $85.2M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
1.76M
+ 14.23%
$76.3M - $96M
14.1M $331M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
747K
+ 22.69%
$32.4M - $40.7M
4.04M $94.5M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
731K
New
$31.7M - $39.8M
731K $17.1M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
711K
+ 29.07%
$30.8M - $38.8M
3.16M $73.9M
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
710K
+ 90.88%
$30.8M - $38.7M
1.49M $34.9M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
647K
+ 150.51%
$28M - $35.2M
1.08M $25.2M
Aug 15, 2022 Q2 2022
Sei Investments CO

Oaks, PA
BUY
 -
618K
+ 2.09%
$26.8M - $33.7M
30.2M $708M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
588K
New
$25.5M - $32.1M
588K $13.8M
Jul 29, 2022 Q2 2022
Ashford Advisors, LLC

BUY
 -
584K
New
$25.3M - $31.8M
584K $13.7M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
566K
+ 330.88%
$24.5M - $30.8M
736K $17.2M
Jul 20, 2022 Q2 2022
Adams Wealth Management

BUY
 -
489K
+ 19.49%
$21.2M - $26.7M
3M $70.1M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
475K
+ 14.21%
$20.6M - $25.9M
3.82M $89.3M
Jul 13, 2022 Q2 2022
Orgel Wealth Management, LLC

BUY
 -
440K
+ 65.08%
$19.1M - $24M
1.11M $26.1M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
410K
+ 1215.81%
$17.8M - $22.3M
444K $10.4M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
331K
+ 151.24%
$14.4M - $18.1M
550K $12.9M
Jul 29, 2022 Q2 2022
Destination Wealth Management

BUY
 -
327K
+ 140.44%
$14.2M - $17.8M
560K $13.1M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
298K
+ 44.4%
$12.9M - $16.3M
970K $22.7M
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
295K
New
$12.8M - $16.1M
295K $6.89M
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
252K
New
$10.9M - $13.7M
252K $5.89M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
244K
+ 168.92%
$10.6M - $13.3M
389K $9.11M
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
195K
+ 345.78%
$8.47M - $10.7M
252K $5.89M
Aug 10, 2022 Q2 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
193K
New
$8.38M - $10.5M
193K $4.52M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
172K
+ 113.17%
$7.45M - $9.37M
324K $7.58M
Aug 08, 2022 Q2 2022
Truepoint, Inc.

BUY
 -
170K
New
$7.36M - $9.26M
170K $3.98M
Aug 16, 2022 Q2 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
161K
+ 70.79%
$6.96M - $8.75M
387K $9.07M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
154K
+ 682.68%
$6.68M - $8.4M
177K $4.14M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
145K
+ 35.89%
$6.29M - $7.91M
549K $12.9M
Aug 11, 2022 Q2 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
134K
New
$5.81M - $7.3M
134K $3.13M
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
133K
+ 191.45%
$5.78M - $7.27M
203K $4.75M
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

BUY
 -
131K
+ 72.81%
$5.68M - $7.14M
311K $7.28M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
129K
+ 7.0%
$5.59M - $7.03M
1.97M $46.1M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
125K
New
$5.43M - $6.83M
125K $2.93M
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
123K
+ 1.77%
$5.31M - $6.68M
7.06M $165M
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
114K
New
$4.93M - $6.19M
114K $2.66M
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
113K
New
$4.89M - $6.15M
113K $2.64M
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
105K
+ 86.46%
$4.57M - $5.74M
227K $5.32M
Mar 11, 2024 Q2 2022
Nepc LLC

Boston, MA
BUY
 -
102K
+ 100.0%
$4.42M - $5.55M
204K $4.77M
Aug 08, 2022 Q2 2022
Strategic Wealth Investment Group, LLC

BUY
 -
98.4K
+ 2613.82%
$4.26M - $5.36M
102K $2.39M
Aug 16, 2022 Q2 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
92.3K
+ 30.25%
$4M - $5.03M
397K $9.3M
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
88.5K
+ 14.77%
$3.83M - $4.82M
688K $16.1M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
85.1K
+ 349.48%
$3.69M - $4.64M
109K $2.56M
Aug 08, 2022 Q2 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
83.7K
New
$3.63M - $4.56M
83.7K $1.96M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
82.8K
+ 4.69%
$3.59M - $4.51M
1.85M $43.3M
Jul 28, 2022 Q2 2022
North Star Asset Management Inc

BUY
 -
78K
+ 13.78%
$3.38M - $4.25M
644K $15.1M

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