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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 2.35% |
$8.67K - $10.9K
|
8.31K
$195K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-202- 1.92% |
$8.76K - $11K
|
10.3K
$241K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-205- 3.48% |
$8.89K - $11.2K
|
5.68K
$133K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-208- 0.21% |
$9.02K - $11.3K
|
96.7K
$2.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-209- 0.97% |
$9.06K - $11.4K
|
21.4K
$500K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-212- 1.47% |
$9.19K - $11.6K
|
14.3K
$334K
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-222- 1.13% |
$9.62K - $12.1K
|
19.4K
$454K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-228Closed |
$9.88K - $12.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-230- 2.1% |
$9.97K - $12.5K
|
10.7K
$251K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-240Closed |
$10.4K - $13.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-247- 0.26% |
$10.7K - $13.5K
|
94.1K
$2.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-257- 1.8% |
$11.1K - $14K
|
14K
$327K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-258Closed |
$11.2K - $14.1K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-268- 51.15% |
$11.6K - $14.6K
|
256
$5.99K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-273- 7.09% |
$11.8K - $14.9K
|
3.58K
$83.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-275- 0.7% |
$11.9K - $15K
|
39K
$912K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-278- 1.33% |
$12.1K - $15.2K
|
20.6K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-278- 0.81% |
$12.1K - $15.2K
|
34K
$795K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-280- 1.28% |
$12.1K - $15.3K
|
21.6K
$504K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-283- 5.69% |
$12.3K - $15.4K
|
4.69K
$110K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-284- 38.53% |
$12.3K - $15.5K
|
453
$10.6K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-286- 0.69% |
$12.4K - $15.6K
|
41.1K
$961K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-326Closed |
$14.1K - $17.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-333- 0.44% |
$14.4K - $18.2K
|
75.4K
$1.77M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-333- 0.01% |
$14.4K - $18.2K
|
2.86M
$66.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-350- 0.36% |
$15.2K - $19.1K
|
98.2K
$2.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-350- 0.82% |
$15.2K - $19.1K
|
42.2K
$987K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-350- 52.79% |
$15.2K - $19.1K
|
313
$7.32K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-360- 0.63% |
$15.6K - $19.6K
|
56.8K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-361- 1.04% |
$15.6K - $19.7K
|
34.4K
$805K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-362- 0.58% |
$15.7K - $19.7K
|
61.8K
$1.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-365- 5.35% |
$15.8K - $19.9K
|
6.46K
$151K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-375- 12.91% |
$16.3K - $20.4K
|
2.53K
$59.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-380- 1.19% |
$16.5K - $20.7K
|
31.7K
$741K
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-383- 7.63% |
$16.6K - $20.9K
|
4.64K
$109K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-395- 1.86% |
$17.1K - $21.5K
|
20.8K
$487K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-402- 5.89% |
$17.4K - $21.9K
|
6.42K
$150K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-407- 0.38% |
$17.6K - $22.2K
|
105K
$2.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-423- 5.91% |
$18.3K - $23.1K
|
6.74K
$158K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-427- 1.22% |
$18.5K - $23.3K
|
34.5K
$807K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-432- 13.75% |
$18.7K - $23.5K
|
2.71K
$63.4K
|
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-442- 0.57% |
$19.2K - $24.1K
|
77.2K
$1.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-446- 1.99% |
$19.3K - $24.3K
|
22K
$515K
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-451- 0.22% |
$19.6K - $24.6K
|
206K
$4.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-454- 3.16% |
$19.7K - $24.7K
|
13.9K
$326K
|
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
SELL
|
- |
-464- 3.39% |
$20.1K - $25.3K
|
13.2K
$309K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-471- 0.47% |
$20.4K - $25.7K
|
99.8K
$2.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-473- 1.15% |
$20.5K - $25.8K
|
40.7K
$953K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-491- 6.94% |
$21.3K - $26.8K
|
6.59K
$154K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-498- 2.2% |
$21.6K - $27.1K
|
22.2K
$519K
|