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 02, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
3.15K
+ 19.77%
$137K - $172K
19.1K $447K
Nov 14, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
3.15K
+ 18.88%
$137K - $172K
19.8K $464K
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
3.12K
+ 22.87%
$135K - $170K
16.8K $393K
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
3.08K
+ 0.41%
$134K - $168K
760K $17.8M
Aug 03, 2022 Q2 2022
St. Johns Investment Management Company, LLC

BUY
 -
3.08K
+ 0.7%
$134K - $168K
446K $10.4M
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
2.95K
+ 0.79%
$128K - $161K
374K $8.76M
Aug 10, 2022 Q2 2022
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
2.93K
+ 4.07%
$127K - $160K
75K $1.76M
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

BUY
 -
2.82K
+ 25.0%
$122K - $154K
14.1K $330K
Jul 18, 2022 Q2 2022
Courage Miller Partners, LLC

BUY
 -
2.79K
+ 0.38%
$121K - $152K
731K $17.1M
Jul 19, 2022 Q2 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
2.79K
+ 0.26%
$121K - $152K
1.08M $25.3M
Jul 28, 2022 Q2 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
2.76K
+ 5.05%
$120K - $151K
57.5K $1.34M
Jul 22, 2022 Q2 2022
Ironwood Wealth Management, Llc.

BUY
 -
2.76K
+ 2.63%
$120K - $150K
108K $2.52M
Aug 03, 2022 Q2 2022
Ddd Partners, LLC

BUY
 -
2.76K
+ 5.41%
$120K - $150K
53.7K $1.26M
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
2.74K
+ 2.9%
$119K - $149K
97.2K $2.27M
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.7K
+ 4.54%
$117K - $147K
62.1K $1.45M
Aug 12, 2022 Q2 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
2.68K
+ 3.63%
$116K - $146K
76.4K $1.79M
Aug 01, 2022 Q2 2022
Essex LLC

BUY
 -
2.57K
+ 1.98%
$111K - $140K
132K $3.09M
Aug 09, 2022 Q2 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
2.46K
+ 9.53%
$107K - $134K
28.3K $661K
Aug 04, 2022 Q2 2022
Curbstone Financial Management Corp

BUY
 -
2.43K
+ 2.91%
$105K - $132K
86K $2.01M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
2.39K
+ 27.27%
$104K - $130K
11.2K $261K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
2.38K
+ 27.59%
$103K - $130K
11K $257K
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
2.36K
+ 6.34%
$102K - $129K
39.6K $926K
Jul 27, 2022 Q2 2022
Human Investing LLC

BUY
 -
2.36K
+ 8.44%
$102K - $128K
30.3K $709K
Nov 14, 2024 Q2 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
2.29K
+ 44.07%
$99.1K - $125K
7.48K $175K
Aug 08, 2022 Q2 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
2.23K
New
$96.8K - $122K
2.23K $52.3K
Jul 21, 2022 Q2 2022
Bowling Portfolio Management LLC

BUY
 -
2.21K
+ 1.72%
$95.8K - $121K
130K $3.05M
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
2.16K
+ 2163.0%
$93.8K - $118K
2.26K $53K
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
2.16K
+ 7.3%
$93.4K - $117K
31.7K $741K
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
2.13K
+ 4.96%
$92.4K - $116K
45.1K $1.05M
Aug 09, 2022 Q2 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
2.13K
+ 45.72%
$92.1K - $116K
6.77K $158K
Aug 11, 2022 Q2 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.09K
+ 10.91%
$90.7K - $114K
21.3K $498K
Jul 13, 2022 Q2 2022
Parkside Financial Bank & Trust

BUY
 -
2.06K
+ 19.22%
$89.2K - $112K
12.8K $299K
Jul 15, 2022 Q2 2022
Capital Advisors Inc

BUY
 -
2K
+ 7.1%
$86.9K - $109K
30.2K $707K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
1.99K
+ 5.96%
$86.4K - $109K
35.5K $830K
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

BUY
 -
1.98K
+ 5.23%
$85.9K - $108K
39.9K $933K
Jul 25, 2022 Q2 2022
Cooper/Haims Advisors, LLC

BUY
 -
1.95K
+ 0.97%
$84.6K - $106K
204K $4.77M
Jul 18, 2022 Q2 2022
First National Corp

BUY
 -
1.94K
+ 1.02%
$84.2K - $106K
193K $4.51M
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
1.94K
+ 22.17%
$83.9K - $105K
10.7K $249K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.93K
+ 11.33%
$83.5K - $105K
18.9K $443K
Aug 03, 2022 Q2 2022
Fagan Associates, Inc.

BUY
 -
1.91K
+ 6.7%
$82.7K - $104K
30.4K $711K
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
1.86K
New
$80.5K - $101K
1.86K $43.4K
Jul 28, 2022 Q2 2022
True North Advisors, LLC

BUY
 -
1.81K
+ 5.51%
$78.3K - $98.5K
34.6K $809K
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

BUY
 -
1.78K
+ 2.67%
$77.1K - $97K
68.4K $1.6M
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

BUY
 -
1.71K
+ 17.11%
$74.2K - $93.3K
11.7K $274K
Aug 04, 2022 Q2 2022
Gw Henssler & Associates LTD

BUY
 -
1.69K
+ 3.19%
$73.3K - $92.2K
54.7K $1.28M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
1.65K
+ 1.56%
$71.6K - $90K
107K $2.51M
Aug 10, 2022 Q2 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
1.65K
+ 16.67%
$71.4K - $89.8K
11.5K $270K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.62K
New
$70.1K - $88.2K
1.62K $37.9K
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.47K
+ 5.36%
$63.9K - $80.3K
29K $678K

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