Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHX)
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 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
28New |
$1.21K - $1.53K
|
28
$655
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
23+ 0.27% |
$997 - $1.25K
|
8.57K
$200K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.03% |
$954 - $1.2K
|
68.4K
$1.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
21+ 0.34% |
$910 - $1.14K
|
6.2K
$145K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 0.23% |
$867 - $1.09K
|
8.72K
$204K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
20+ 0.31% |
$867 - $1.09K
|
6.54K
$153K
|
|
|
Feb 07, 2023
Q2 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
20+ 0.36% |
$867 - $1.09K
|
5.6K
$131K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20+ 0.29% |
$867 - $1.09K
|
6.82K
$160K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 0.35% |
$867 - $1.09K
|
5.72K
$134K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 0.21% |
$867 - $1.09K
|
9.58K
$224K
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
20+ 0.03% |
$867 - $1.09K
|
76.6K
$1.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
19+ 0.4% |
$824 - $1.04K
|
4.72K
$110K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
17+ 0.06% |
$737 - $927
|
30.3K
$710K
|
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
17+ 0.0% |
$737 - $927
|
466K
$10.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
17+ 0.05% |
$737 - $927
|
32.5K
$760K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15+ 7.14% |
$650 - $818
|
225
$5.27K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 0.22% |
$564 - $709
|
5.8K
$136K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.16% |
$520 - $654
|
7.58K
$177K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
12+ 0.07% |
$520 - $654
|
17.3K
$404K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 0.07% |
$477 - $600
|
16.1K
$377K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$434 - $545
|
5.18K
$121K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.1% |
$434 - $545
|
10K
$235K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9+ 0.08% |
$390 - $491
|
11.4K
$267K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.06% |
$347 - $436
|
14.5K
$340K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.25% |
$217 - $273
|
2.03K
$47.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.39% |
$173 - $218
|
1.04K
$24.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.25% |
$130 - $164
|
1.2K
$28.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$130 - $164
|
4.67K
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2+ 0.02% |
$86.7 - $109
|
8.12K
$190K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.48% |
$86.7 - $109
|
418
$9.78K
|
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2+ 0.01% |
$86.7 - $109
|
13.8K
$322K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$86.7 - $109
|
9.32K
$218K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$86.7 - $109
|
10.5K
$247K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$86.7 - $109
|
1.46K
$34K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.36% |
$86.7 - $109
|
552
$12.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.18% |
$43.4 - $54.5
|
567
$13.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$43.4 - $54.5
|
3.03K
$71K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 1.03% |
$43.4 - $54.5
|
98
$2.29K
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$43.4 - $54.5
|
23.1K
$541K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$43.4 - $54.5
|
21.4K
$501K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 2.83% |
$130 - $164
|
103
$2.41K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4- 4.65% |
$173 - $218
|
82
$1.92K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4- 2.78% |
$173 - $218
|
140
$3.28K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.05% |
$434 - $545
|
19K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-11- 2.52% |
$477 - $600
|
425
$9.95K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$520 - $654
|
0
$0
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13Closed |
$564 - $709
|
0
$0
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-17- 0.09% |
$737 - $927
|
18.7K
$437K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-17- 0.34% |
$737 - $927
|
4.96K
$116K
|
|
|
Jul 18, 2022
Q2 2022
|
Gpwm LLC
|
SELL
|
- |
-21- 3.03% |
$910 - $1.14K
|
673
$15.7K
|