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 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-499
- 9.44%
$21.6K - $27.2K
4.79K $112K
Aug 11, 2022 Q2 2022
Van Strum & Towne Inc.

San Francisco, CA
SELL
 -
-500
- 1.35%
$21.7K - $27.3K
36.5K $855K
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

SELL
 -
-507
- 0.5%
$22K - $27.6K
101K $2.36M
Jul 19, 2022 Q2 2022
Stone Point Wealth LLC

SELL
 -
-509
- 5.66%
$22.1K - $27.7K
8.49K $199K
May 09, 2023 Q2 2022
Cm Wealth Advisors LLC

Beachwood, OH
SELL
 -
-523
- 4.66%
$22.7K - $28.5K
10.7K $251K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-528
- 8.39%
$22.9K - $28.8K
5.77K $135K
Aug 12, 2022 Q2 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-539
- 1.16%
$23.4K - $29.4K
46K $1.08M
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-548
- 37.28%
$23.8K - $29.9K
922 $21.6K
Jul 28, 2022 Q2 2022
Slow Capital, Inc.

SELL
 -
-563
- 2.79%
$24.4K - $30.7K
19.6K $458K
Aug 15, 2022 Q2 2022
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-566
- 2.82%
$24.5K - $30.9K
19.5K $456K
Jul 12, 2022 Q2 2022
Elmwood Wealth Management, Inc.

SELL
 -
-594
- 1.13%
$25.7K - $32.4K
52K $1.22M
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-596
- 11.82%
$25.8K - $32.5K
4.45K $104K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-599
- 10.43%
$26K - $32.7K
5.14K $120K
Jul 27, 2022 Q2 2022
Hoyle Cohen, LLC

SELL
 -
-600
- 7.63%
$26K - $32.7K
7.26K $170K
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-601
- 3.55%
$26.1K - $32.8K
16.3K $382K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-611
- 35.36%
$26.5K - $33.3K
1.12K $26.1K
Aug 02, 2022 Q2 2022
Jacobsen Capital Management

SELL
 -
-619
- 4.42%
$26.8K - $33.7K
13.4K $313K
Aug 03, 2022 Q2 2022
Sja Financial Advisory, LLC

SELL
 -
-619
- 1.14%
$26.8K - $33.7K
53.8K $1.26M
Jul 22, 2022 Q2 2022
Element Wealth, LLC

SELL
 -
-650
- 0.52%
$28.2K - $35.4K
125K $2.92M
Jun 06, 2023 Q2 2022
Walker Financial Services, Inc.

Bowling Green, KY
SELL
 -
-658
- 3.89%
$28.5K - $35.9K
16.3K $381K
Jul 28, 2022 Q2 2022
Lyell Wealth Management, LP

SELL
 -
-664
- 4.58%
$28.8K - $36.2K
13.8K $324K
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-681
- 2.77%
$29.5K - $37.1K
23.9K $559K
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-685
- 0.58%
$29.7K - $37.3K
117K $2.73M
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-699
- 1.23%
$30.3K - $38.1K
56K $1.31M
Jul 15, 2022 Q2 2022
Transform Wealth, LLC

SELL
 -
-707
- 5.37%
$30.6K - $38.5K
12.5K $292K
Jul 15, 2022 Q2 2022
Kathleen S. Wright Associates Inc.

SELL
 -
-739
- 77.3%
$32K - $40.3K
217 $5.08K
Aug 09, 2022 Q2 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-769
- 0.24%
$33.3K - $41.9K
320K $7.49M
Aug 15, 2022 Q2 2022
Avant Capital LLC

Lafayette, LA
SELL
 -
-782
- 3.49%
$33.9K - $42.6K
21.6K $506K
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

SELL
 -
-802
- 4.24%
$34.8K - $43.7K
18.1K $424K
Aug 04, 2022 Q2 2022
Stordahl Capital Management, Inc.

SELL
 -
-875
- 1.98%
$37.9K - $47.7K
43.4K $1.01M
Aug 15, 2022 Q2 2022
Family Management Corp

New York, NY
SELL
 -
-940
- 2.98%
$40.7K - $51.2K
30.6K $716K
Jul 18, 2022 Q2 2022
Elm Partners Management LLC

SELL
 -
-968
Closed
$42K - $52.8K
0 $0
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

SELL
 -
-1K
- 0.33%
$43.5K - $54.7K
305K $7.14M
Aug 04, 2022 Q2 2022
Brighton Jones LLC

SELL
 -
-1.02K
- 2.05%
$44K - $55.4K
48.6K $1.14M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-1.02K
- 5.16%
$44.2K - $55.6K
18.8K $439K
Aug 15, 2022 Q2 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1.07K
Closed
$46.4K - $58.3K
0 $0
Jul 27, 2022 Q2 2022
Leisure Capital Management

SELL
 -
-1.11K
- 0.63%
$47.9K - $60.3K
175K $4.09M
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-1.11K
- 14.8%
$48K - $60.3K
6.38K $149K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1.12K
- 2.97%
$48.6K - $61.1K
36.6K $855K
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

SELL
 -
-1.13K
- 10.73%
$48.9K - $61.5K
9.39K $220K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-1.13K
- 4.74%
$49K - $61.7K
22.7K $531K
Aug 08, 2022 Q2 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-1.14K
- 5.09%
$49.3K - $62K
21.2K $496K
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

SELL
 -
-1.15K
- 8.33%
$49.9K - $62.7K
12.7K $296K
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-1.19K
- 1.92%
$51.5K - $64.7K
60.6K $1.42M
Jul 21, 2022 Q2 2022
Sandy Spring Bank

SELL
 -
-1.2K
- 6.16%
$52.1K - $65.5K
18.3K $429K
Aug 10, 2022 Q2 2022
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-1.22K
- 8.0%
$52.9K - $66.5K
14K $328K
Aug 04, 2022 Q2 2022
Vanguard Capital Wealth Advisors

SELL
 -
-1.23K
- 19.85%
$53.5K - $67.2K
4.98K $116K
Aug 10, 2022 Q2 2022
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-1.26K
- 10.14%
$54.8K - $68.8K
11.2K $262K
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-1.29K
Closed
$55.7K - $70.1K
0 $0

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