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 10, 2022 Q2 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
5.73K
+ 9.42%
$248K - $312K
66.5K $1.56M
Aug 15, 2022 Q2 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
5.6K
New
$243K - $305K
5.6K $131K
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
5.59K
+ 19.62%
$242K - $304K
34.1K $797K
Jul 27, 2022 Q2 2022
Klingman & Associates, LLC

BUY
 -
5.58K
New
$242K - $304K
5.58K $131K
Jul 14, 2022 Q2 2022
Newman & Schimel, LLC

BUY
 -
5.5K
+ 7.22%
$238K - $300K
81.6K $1.91M
Aug 04, 2022 Q2 2022
Retirement Group, LLC

BUY
 -
5.41K
+ 177.88%
$235K - $295K
8.45K $198K
Jul 26, 2022 Q2 2022
B & T Capital Management Dba Alpha Capital Management

BUY
 -
5.39K
+ 2.03%
$234K - $294K
270K $6.32M
Oct 21, 2022 Q2 2022
Cross Staff Investments Inc

BUY
 -
5.35K
+ 21.81%
$232K - $292K
29.9K $699K
Aug 16, 2022 Q2 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
5.33K
New
$231K - $291K
5.33K $125K
Aug 30, 2022 Q2 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
5.28K
New
$229K - $288K
5.28K $124K
Aug 11, 2022 Q2 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
5.1K
+ 33.32%
$221K - $278K
20.4K $478K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.97K
New
$215K - $271K
4.97K $116K
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.91K
New
$213K - $268K
4.91K $115K
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

BUY
 -
4.86K
+ 19.58%
$211K - $265K
29.7K $695K
Aug 04, 2022 Q2 2022
Madden Securities Corp

BUY
 -
4.77K
+ 4.42%
$207K - $260K
113K $2.64M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.77K
+ 2.16%
$207K - $260K
226K $5.28M
Jul 28, 2022 Q2 2022
Stockman Wealth Management, Inc.

BUY
 -
4.73K
+ 4.21%
$205K - $258K
117K $2.74M
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
4.7K
+ 3.41%
$204K - $256K
142K $3.33M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
4.7K
New
$204K - $256K
4.7K $110K
Jul 18, 2022 Q2 2022
Veery Capital, LLC

BUY
 -
4.59K
+ 1.1%
$199K - $250K
420K $9.83M
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
4.58K
New
$198K - $250K
4.58K $107K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
4.57K
+ 1.95%
$198K - $249K
239K $5.59M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

BUY
 -
4.56K
+ 8.08%
$198K - $249K
61K $1.43M
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

BUY
 -
4.55K
+ 1.34%
$197K - $248K
345K $8.07M
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

BUY
 -
4.55K
New
$197K - $248K
4.55K $106K
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

BUY
 -
4.51K
New
$195K - $246K
4.51K $105K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
4.45K
+ 13.85%
$193K - $242K
36.6K $855K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
4.42K
+ 18.86%
$192K - $241K
27.9K $652K
Jul 27, 2022 Q2 2022
True Wealth Advisors, LLC

BUY
 -
4.28K
+ 89.53%
$185K - $233K
9.05K $212K
Aug 04, 2022 Q2 2022
Summit Place Financial Advisors, LLC

BUY
 -
4.25K
+ 11.21%
$184K - $232K
42.2K $987K
Aug 01, 2022 Q2 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
4.21K
+ 22.6%
$183K - $230K
22.9K $535K
Aug 09, 2022 Q2 2022
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
4.11K
+ 0.53%
$178K - $224K
780K $18.3M
Aug 03, 2022 Q2 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
4.09K
+ 1.16%
$177K - $223K
358K $8.37M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.84K
New
$166K - $209K
3.84K $89.8K
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
3.81K
+ 51.06%
$165K - $208K
11.3K $264K
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
3.75K
+ 16.41%
$163K - $204K
26.6K $623K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
3.74K
+ 39.65%
$162K - $204K
13.2K $308K
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

BUY
 -
3.62K
New
$157K - $197K
3.62K $84.6K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.61K
+ 6.2%
$156K - $197K
61.8K $1.45M
Jul 22, 2022 Q2 2022
Retirement Guys Formula LLC

BUY
 -
3.53K
+ 32.85%
$153K - $193K
14.3K $334K
Aug 11, 2022 Q2 2022
Avion Wealth

The Woodlands, TX
BUY
 -
3.5K
+ 315.88%
$152K - $191K
4.61K $108K
Aug 02, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
3.5K
New
$152K - $191K
3.5K $81.9K
Jul 15, 2022 Q2 2022
Moseley Investment Management Inc

BUY
 -
3.48K
+ 56.07%
$151K - $190K
9.69K $227K
Aug 15, 2022 Q2 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
3.48K
+ 0.8%
$151K - $189K
441K $10.3M
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
BUY
 -
3.4K
+ 52.75%
$148K - $185K
9.85K $231K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
3.39K
+ 15.96%
$147K - $185K
24.6K $576K
Jul 13, 2022 Q2 2022
Guardian Financial Partners, LLC

BUY
 -
3.36K
+ 7.49%
$146K - $183K
48.2K $1.13M
Aug 11, 2022 Q2 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
3.29K
+ 2.06%
$143K - $179K
163K $3.81M
Jul 29, 2022 Q2 2022
Mitchell Capital Management CO

BUY
 -
3.25K
+ 4.61%
$141K - $177K
73.8K $1.73M

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