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
Jul 21, 2022 Q2 2022
Means Investment Co., Inc.

SELL
 -
-1.3K
- 13.0%
$56.4K - $70.9K
8.7K $204K
Jul 22, 2022 Q2 2022
Tanglewood Wealth Management, Inc.

SELL
 -
-1.32K
- 11.58%
$57.2K - $72K
10.1K $236K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-1.33K
- 4.6%
$57.5K - $72.3K
27.5K $644K
Jul 27, 2022 Q2 2022
Fortress Wealth Management, Inc.

SELL
 -
-1.34K
- 20.58%
$58.1K - $73K
5.17K $121K
Aug 03, 2022 Q2 2022
Safeguard Financial, LLC

SELL
 -
-1.36K
- 7.87%
$58.8K - $73.9K
15.9K $372K
Aug 04, 2022 Q2 2022
Game Plan Financial Advisors, LLC

SELL
 -
-1.4K
- 3.96%
$60.7K - $76.3K
33.9K $794K
Aug 05, 2022 Q2 2022
Ascent Group, LLC

SELL
 -
-1.49K
- 12.3%
$64.4K - $81K
10.6K $248K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-1.5K
- 6.51%
$65.2K - $81.9K
21.6K $505K
Aug 03, 2022 Q2 2022
Landmark Financial Advisors, LLC

SELL
 -
-1.5K
- 4.02%
$65.2K - $82K
35.9K $840K
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-1.52K
- 6.59%
$66K - $83K
21.6K $505K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.59K
- 2.58%
$68.8K - $86.6K
59.9K $1.4M
Jul 26, 2022 Q2 2022
Spreng Capital Management, Inc.

SELL
 -
-1.62K
- 5.37%
$70.2K - $88.3K
28.5K $668K
Aug 10, 2022 Q2 2022
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-1.64K
- 0.91%
$71K - $89.3K
179K $4.18M
Jul 18, 2022 Q2 2022
Abacus Planning Group, Inc.

SELL
 -
-1.64K
- 4.86%
$71.1K - $89.4K
32.1K $751K
Jul 25, 2022 Q2 2022
Aspiriant, LLC

SELL
 -
-1.65K
- 1.73%
$71.4K - $89.8K
93.4K $2.18M
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.66K
- 23.38%
$71.8K - $90.3K
5.43K $127K
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-1.7K
- 3.79%
$73.7K - $92.7K
43.1K $1.01M
Jul 25, 2022 Q2 2022
Summit Financial Strategies, Inc.

SELL
 -
-1.71K
- 2.57%
$74K - $93.1K
64.7K $1.51M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-1.73K
- 3.15%
$75.2K - $94.5K
53.3K $1.25M
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-1.82K
- 5.37%
$79K - $99.3K
32.1K $752K
Jul 21, 2022 Q2 2022
D.B. Root & Company, LLC

SELL
 -
-1.83K
- 0.53%
$79.5K - $99.9K
347K $8.11M
Jul 11, 2022 Q2 2022
Triangle Securities Wealth Management

SELL
 -
-1.88K
- 1.69%
$81.4K - $102K
109K $2.56M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.91K
- 8.4%
$82.8K - $104K
20.8K $487K
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.91K
- 8.4%
$82.8K - $104K
20.8K $487K
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1.92K
- 21.38%
$83.1K - $105K
7.05K $165K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.93K
- 2.26%
$83.7K - $105K
83.4K $1.95M
Jul 13, 2022 Q2 2022
Domani Wealth, LLC

SELL
 -
-1.94K
- 0.63%
$84K - $106K
307K $7.19M
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-1.95K
- 0.67%
$84.4K - $106K
288K $6.73M
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-1.97K
- 15.01%
$85.3K - $107K
11.1K $261K
Jul 20, 2022 Q2 2022
Grant

SELL
 -
-1.98K
- 7.72%
$86K - $108K
23.7K $555K
Jul 13, 2022 Q2 2022
Retirement Planning Group

SELL
 -
-2.08K
- 10.32%
$90.1K - $113K
18.1K $423K
Aug 05, 2022 Q2 2022
Amg National Trust Bank

SELL
 -
-2.1K
- 10.68%
$91K - $114K
17.6K $411K
Aug 15, 2022 Q2 2022
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-2.18K
- 10.15%
$94.5K - $119K
19.3K $452K
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-2.18K
- 0.23%
$94.5K - $119K
934K $21.9M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-2.18K
- 0.23%
$94.5K - $119K
934K $21.9M
Aug 12, 2022 Q2 2022
Financial Advisors, LLC

Andover, MA
SELL
 -
-2.19K
- 2.32%
$94.7K - $119K
91.8K $2.15M
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

SELL
 -
-2.26K
- 4.34%
$98K - $123K
49.8K $1.17M
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-2.26K
- 28.35%
$98.1K - $123K
5.72K $134K
Jul 22, 2022 Q2 2022
Asset Planning Services Inc

SELL
 -
-2.3K
- 5.16%
$99.7K - $125K
42.2K $988K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.35K
- 17.83%
$102K - $128K
10.9K $254K
Aug 04, 2022 Q2 2022
Vishria Bird Financial Group, LLC

SELL
 -
-2.38K
- 1.34%
$103K - $130K
175K $4.1M
Jul 15, 2022 Q2 2022
Destiny Wealth Partners, LLC

SELL
 -
-2.4K
- 7.79%
$104K - $131K
28.4K $665K
Jul 19, 2022 Q2 2022
Mengis Capital Management, Inc.

SELL
 -
-2.47K
- 3.16%
$107K - $135K
75.7K $1.77M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-2.47K
- 11.61%
$107K - $135K
18.8K $441K
Aug 11, 2022 Q2 2022
Sandy Cove Advisors, LLC

Hingham, MA
SELL
 -
-2.5K
Closed
$108K - $136K
0 $0
Jul 29, 2022 Q2 2022
Madden Advisory Services, Inc.

SELL
 -
-2.54K
- 2.69%
$110K - $138K
91.6K $2.14M
Aug 15, 2022 Q2 2022
Titleist Asset Management, Ltd.

San Antonio, TX
SELL
 -
-2.68K
- 31.5%
$116K - $146K
5.82K $136K
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

SELL
 -
-2.68K
- 3.84%
$116K - $146K
67.2K $1.57M
Jul 18, 2022 Q2 2022
Carlson Capital Management

SELL
 -
-2.71K
- 4.31%
$118K - $148K
60.2K $1.41M

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