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
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-41.4K
- 88.4%
$1.8M - $2.26M
5.44K $127K
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

SELL
 -
-41.5K
- 29.3%
$1.8M - $2.26M
100K $2.34M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-41.8K
- 88.1%
$1.81M - $2.28M
5.64K $132K
Aug 09, 2022 Q2 2022
Rational Advisors LLC

Huntington, NY
SELL
 -
-46.8K
- 6.82%
$2.03M - $2.55M
640K $15M
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
SELL
 -
-46.9K
- 2.86%
$2.03M - $2.56M
1.59M $37.3M
Oct 09, 2024 Q2 2022
Martel Wealth Advisors Inc

Vancouver, WA
SELL
 -
-47.7K
- 12.08%
$2.07M - $2.6M
347K $8.12M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-48.4K
- 60.29%
$2.1M - $2.64M
31.9K $746K
Jul 29, 2022 Q2 2022
Opus Capital Group, LLC

SELL
 -
-50.2K
Closed
$2.17M - $2.73M
0 $0
Aug 08, 2022 Q2 2022
Edge Capital Group, LLC

SELL
 -
-54.5K
- 97.67%
$2.36M - $2.97M
1.3K $30.5K
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

SELL
 -
-57.2K
Closed
$2.48M - $3.12M
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-59.2K
- 76.41%
$2.57M - $3.23M
18.3K $428K
Jul 25, 2022 Q2 2022
Smith Anglin Financial, LLC

SELL
 -
-59.2K
- 48.71%
$2.57M - $3.23M
62.3K $1.46M
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

SELL
 -
-62.4K
- 8.87%
$2.7M - $3.4M
641K $15M
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

SELL
 -
-62.9K
- 89.07%
$2.73M - $3.43M
7.72K $181K
Jul 12, 2022 Q2 2022
Consilium Wealth Advisory, LLC

SELL
 -
-68.5K
- 41.36%
$2.97M - $3.74M
97.2K $2.27M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-69.3K
- 13.24%
$3M - $3.78M
454K $10.6M
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

SELL
 -
-76K
- 61.6%
$3.29M - $4.14M
47.4K $1.11M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-76.5K
Closed
$3.32M - $4.17M
0 $0
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-87K
- 53.95%
$3.77M - $4.74M
74.3K $1.74M
Aug 18, 2023 Q2 2022
Northeast Financial Group, Inc.

Tannersville, PA
SELL
 -
-88.1K
- 15.56%
$3.82M - $4.8M
478K $11.2M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-88.5K
- 6.51%
$3.84M - $4.82M
1.27M $29.7M
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-101K
Closed
$4.39M - $5.52M
0 $0
Aug 08, 2022 Q2 2022
Apriem Advisors

Irvine, CA
SELL
 -
-102K
- 6.83%
$4.44M - $5.58M
1.4M $32.7M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-105K
- 4.59%
$4.57M - $5.75M
2.19M $51.3M
Jul 27, 2022 Q2 2022
Paradigm Financial Partners, LLC

SELL
 -
-107K
- 81.88%
$4.64M - $5.84M
23.7K $555K
Aug 11, 2022 Q2 2022
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-122K
- 83.24%
$5.28M - $6.64M
24.5K $574K
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-122K
- 70.35%
$5.29M - $6.65M
51.4K $1.2M
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

SELL
 -
-131K
- 6.32%
$5.69M - $7.15M
1.95M $45.5M
Jul 08, 2022 Q2 2022
Kohmann Bosshard Financial Services, LLC

SELL
 -
-134K
- 16.43%
$5.81M - $7.3M
681K $15.9M
Aug 15, 2022 Q2 2022
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-135K
Closed
$5.84M - $7.35M
0 $0
Aug 02, 2022 Q2 2022
Campbell Wealth Management

SELL
 -
-144K
- 3.21%
$6.25M - $7.85M
4.34M $102M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-169K
- 45.33%
$7.34M - $9.23M
204K $4.78M
Jul 22, 2022 Q2 2022
Capital Planning LLC

SELL
 -
-175K
Closed
$7.58M - $9.53M
0 $0
Jul 15, 2022 Q2 2022
Mc Adam, LLC

SELL
 -
-187K
- 7.3%
$8.09M - $10.2M
2.37M $55.4M
Aug 09, 2022 Q2 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-197K
- 63.43%
$8.54M - $10.7M
114K $2.66M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-208K
- 66.05%
$9M - $11.3M
107K $2.5M
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-209K
- 11.68%
$9.04M - $11.4M
1.58M $36.9M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-239K
- 79.2%
$10.4M - $13M
62.8K $1.47M
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-240K
- 2.82%
$10.4M - $13.1M
8.25M $193M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-274K
- 52.01%
$11.9M - $14.9M
252K $5.91M
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-352K
- 51.03%
$15.3M - $19.2M
338K $7.91M
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-371K
Closed
$16.1M - $20.2M
0 $0
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-409K
- 28.69%
$17.7M - $22.3M
1.02M $23.8M
Jul 21, 2022 Q2 2022
Tradewinds Capital Management, LLC

SELL
 -
-548K
- 98.68%
$23.8M - $29.9M
7.31K $171K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-588K
Closed
$25.5M - $32.1M
0 $0
Aug 04, 2022 Q2 2022
Aj Wealth Strategies, LLC

SELL
 -
-1.29M
- 27.53%
$56.1M - $70.6M
3.41M $79.7M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-1.58M
- 96.17%
$68.4M - $86M
62.8K $1.47M
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-42.4M
- 31.35%
$1.84B - $2.31B
92.9M $2.17B

Track Institutional and Insider Activities on SCHX

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHX shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHX shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHX