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 13, 2022 Q2 2022
Santori & Peters, Inc.

BUY
 -
12.5K
+ 13.31%
$543K - $683K
107K $2.5M
Jul 29, 2022 Q2 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
12.4K
New
$536K - $674K
12.4K $290K
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

BUY
 -
12.2K
New
$530K - $666K
12.2K $286K
Jul 15, 2022 Q2 2022
Gilman Hill Asset Management, LLC

BUY
 -
12.2K
+ 283.38%
$527K - $663K
16.4K $385K
Aug 12, 2022 Q2 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
11.8K
New
$510K - $642K
11.8K $276K
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
11.3K
New
$492K - $619K
11.3K $266K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
11.2K
+ 3.51%
$484K - $608K
329K $7.7M
Jul 13, 2022 Q2 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
11K
+ 8.36%
$477K - $600K
143K $3.34M
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

BUY
 -
10.9K
+ 17.53%
$475K - $597K
73.4K $1.72M
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

BUY
 -
10.9K
+ 32.84%
$474K - $596K
44.2K $1.03M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
10.3K
+ 9.38%
$447K - $562K
120K $2.81M
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

BUY
 -
10.3K
+ 4.31%
$446K - $561K
249K $5.83M
Aug 05, 2022 Q2 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
10.1K
+ 1519.34%
$436K - $548K
10.7K $251K
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

BUY
 -
10.1K
+ 43.94%
$436K - $548K
32.9K $771K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
9.76K
+ 22.0%
$423K - $532K
54.1K $1.27M
Aug 15, 2022 Q2 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
9.61K
+ 1.72%
$417K - $524K
569K $13.3M
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
9.6K
+ 5.05%
$416K - $523K
200K $4.67M
Jul 13, 2022 Q2 2022
Red Door Wealth Management, LLC

BUY
 -
9.57K
+ 2.85%
$415K - $521K
345K $8.07M
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

BUY
 -
8.69K
+ 15.41%
$377K - $474K
65.1K $1.52M
Aug 10, 2022 Q2 2022
Financial Advisory Group

Houston, TX
BUY
 -
8.46K
+ 16.03%
$367K - $461K
61.3K $1.43M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
8.45K
New
$366K - $461K
8.45K $198K
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
8.42K
+ 71.22%
$365K - $459K
20.2K $474K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
7.96K
+ 149.05%
$345K - $434K
13.3K $311K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
7.76K
+ 49.65%
$336K - $423K
23.4K $547K
Aug 01, 2022 Q2 2022
Dfpg Investments, LLC

BUY
 -
7.61K
+ 41.25%
$330K - $415K
26.1K $610K
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
7.53K
+ 14.23%
$327K - $411K
60.5K $1.42M
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
7.51K
+ 13.6%
$326K - $409K
62.7K $1.47M
Jul 22, 2022 Q2 2022
Black Diamond Wealth Management Inc.

BUY
 -
7.34K
New
$318K - $400K
7.34K $172K
Jul 12, 2022 Q2 2022
Verity Wealth Advisors

BUY
 -
7.31K
+ 18.37%
$317K - $399K
47.1K $1.1M
Jul 25, 2022 Q2 2022
Godsey & Gibb Associates

BUY
 -
7.27K
New
$315K - $396K
7.27K $170K
Aug 05, 2022 Q2 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
7.16K
New
$310K - $390K
7.16K $168K
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
7K
New
$303K - $382K
7K $164K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
6.89K
New
$299K - $376K
6.89K $161K
Jul 14, 2022 Q2 2022
Steigerwald, Gordon & Koch Inc.

BUY
 -
6.68K
New
$289K - $364K
6.68K $156K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.55K
+ 4.32%
$284K - $357K
158K $3.7M
Jul 25, 2022 Q2 2022
Onyx Bridge Wealth Group LLC

BUY
 -
6.55K
New
$284K - $357K
6.55K $153K
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
6.47K
+ 349.46%
$280K - $352K
8.32K $195K
Jul 12, 2022 Q2 2022
Parkside Advisors LLC

BUY
 -
6.43K
New
$279K - $350K
6.43K $150K
Jul 19, 2022 Q2 2022
Powers Advisory Group, LLC

BUY
 -
6.43K
+ 1.78%
$279K - $350K
367K $8.58M
Aug 15, 2022 Q2 2022
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
6.38K
New
$276K - $348K
6.38K $149K
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
6.31K
+ 35050.0%
$273K - $344K
6.33K $148K
Jul 20, 2022 Q2 2022
Cfo4 Life Group, LLC

BUY
 -
6.19K
New
$268K - $338K
6.19K $145K
Jan 02, 2024 Q2 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
6.09K
+ 2.26%
$264K - $332K
275K $6.44M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.05K
+ 66.67%
$262K - $330K
15.1K $354K
Aug 05, 2022 Q2 2022
Jacobi Capital Management LLC

BUY
 -
6.02K
+ 8.09%
$261K - $328K
80.4K $1.88M
Aug 15, 2022 Q2 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
5.96K
New
$258K - $325K
5.96K $139K
Jul 22, 2022 Q2 2022
Grimes & Company, Inc.

BUY
 -
5.92K
+ 4.78%
$257K - $323K
130K $3.04M
Aug 05, 2022 Q2 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
5.84K
+ 3.18%
$253K - $318K
189K $4.43M
Dec 30, 2022 Q2 2022
Warther Private Wealth, LLC

Akron, OH
BUY
 -
5.75K
New
$249K - $314K
5.75K $135K

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