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 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
29.6K
New
$1.28M - $1.62M
29.6K $693K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
29.5K
+ 8.8%
$1.28M - $1.61M
364K $8.53M
Jul 27, 2022 Q2 2022
Sharkey, Howes & Javer

BUY
 -
28.1K
+ 22.97%
$1.22M - $1.53M
151K $3.52M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
27.3K
+ 7.92%
$1.18M - $1.49M
372K $8.71M
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
27.2K
+ 5.35%
$1.18M - $1.48M
535K $12.5M
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
27K
+ 5.78%
$1.17M - $1.47M
495K $11.6M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
26.9K
+ 115.16%
$1.17M - $1.47M
50.3K $1.18M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
26.7K
+ 24.45%
$1.16M - $1.45M
136K $3.17M
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
26.6K
+ 6.14%
$1.15M - $1.45M
460K $10.8M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

BUY
 -
26.1K
+ 394.99%
$1.13M - $1.42M
32.7K $765K
Jan 12, 2023 Q2 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
25.6K
+ 78.7%
$1.11M - $1.4M
58.1K $1.36M
Aug 15, 2022 Q2 2022
Zacks Investment Management

Chicago, IL
BUY
 -
24.9K
+ 84.78%
$1.08M - $1.36M
54.2K $1.27M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
24.5K
+ 26.39%
$1.06M - $1.34M
117K $2.75M
Jul 19, 2022 Q2 2022
Joule Financial, LLC

BUY
 -
23.7K
New
$1.03M - $1.29M
23.7K $554K
Jul 27, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
22.4K
New
$973K - $1.22M
22.4K $525K
Jul 12, 2022 Q2 2022
Flower City Capital

BUY
 -
22.3K
+ 25.52%
$967K - $1.22M
110K $2.57M
Jul 22, 2022 Q2 2022
Charles Schwab Trust CO

BUY
 -
22.1K
+ 147.58%
$957K - $1.2M
37K $867K
Aug 05, 2022 Q2 2022
Capital Advisors, Ltd. LLC

BUY
 -
21.8K
+ 10135.81%
$945K - $1.19M
22K $515K
Jul 28, 2022 Q2 2022
Shelton Wealth Management, LLC

BUY
 -
21.8K
+ 15.85%
$943K - $1.19M
159K $3.72M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
21.7K
+ 65.05%
$940K - $1.18M
55K $1.29M
Jul 12, 2022 Q2 2022
Gpm Growth Investors, Inc.

BUY
 -
21.6K
New
$937K - $1.18M
21.6K $506K
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

BUY
 -
21.3K
+ 8.08%
$924K - $1.16M
285K $6.67M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
21.3K
+ 2.22%
$922K - $1.16M
980K $22.9M
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
20.9K
+ 6.17%
$904K - $1.14M
359K $8.39M
Aug 01, 2022 Q2 2022
St. Louis Trust CO

BUY
 -
20.5K
+ 17.88%
$888K - $1.12M
135K $3.16M
Jul 21, 2022 Q2 2022
Investors Research Corp

BUY
 -
20.1K
+ 21.14%
$873K - $1.1M
115K $2.7M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
19.8K
+ 1.28%
$860K - $1.08M
1.57M $36.8M
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
19.6K
New
$848K - $1.07M
19.6K $458K
Aug 02, 2022 Q2 2022
Northwest Capital Management Inc

BUY
 -
19.5K
+ 9.37%
$846K - $1.06M
228K $5.33M
Aug 02, 2022 Q2 2022
American Money Management, LLC

BUY
 -
19.2K
+ 21.69%
$831K - $1.04M
107K $2.52M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
18.7K
New
$810K - $1.02M
18.7K $437K
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
17.7K
+ 78.87%
$768K - $965K
40.2K $940K
Jul 13, 2022 Q2 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
17.6K
+ 5.22%
$765K - $962K
356K $8.33M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
16.5K
+ 16.14%
$717K - $902K
119K $2.79M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
16.5K
+ 416.87%
$715K - $900K
20.5K $479K
Jul 08, 2022 Q2 2022
Appleton Partners Inc

BUY
 -
16.3K
+ 2.62%
$707K - $889K
640K $15M
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
15.8K
+ 6.24%
$683K - $859K
268K $6.28M
Aug 08, 2022 Q2 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
15.4K
+ 2.23%
$666K - $838K
705K $16.5M
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
15.3K
+ 6.41%
$665K - $836K
255K $5.96M
Jul 18, 2022 Q2 2022
Provident Wealth Management, LLC

BUY
 -
15K
+ 4.85%
$652K - $819K
325K $7.61M
Aug 10, 2022 Q2 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
14.9K
+ 59.15%
$644K - $810K
40K $935K
Aug 12, 2024 Q2 2022
Abound Wealth Management

Franklin, TN
BUY
 -
14.5K
+ 5.62%
$629K - $791K
273K $6.38M
Jul 22, 2022 Q2 2022
Legacy Wealth Management, Inc

BUY
 -
13.7K
+ 14.63%
$595K - $749K
108K $2.52M
Aug 09, 2022 Q2 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
13.6K
+ 3.11%
$589K - $741K
451K $10.6M
Aug 02, 2022 Q2 2022
Barden Capital Management, Inc.

BUY
 -
13.4K
+ 11.89%
$583K - $733K
126K $2.96M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
13.4K
+ 18.08%
$579K - $728K
87.3K $2.04M
Jul 14, 2022 Q2 2022
Praetorian Wealth Management, Inc.

BUY
 -
12.9K
New
$561K - $706K
12.9K $303K
Aug 01, 2022 Q2 2022
Sage Mountain Advisors LLC

BUY
 -
12.8K
+ 16.81%
$556K - $699K
89.1K $2.09M
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

BUY
 -
12.7K
+ 2.6%
$550K - $692K
501K $11.7M

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