Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHX)
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 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
612+ 0.21% |
$26.5K - $33.4K
|
286K
$6.69M
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
610+ 4.38% |
$26.4K - $33.3K
|
14.5K
$340K
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
604+ 1.38% |
$26.2K - $32.9K
|
44.5K
$1.04M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
602+ 2.38% |
$26.1K - $32.8K
|
25.9K
$607K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
598+ 4.86% |
$25.9K - $32.6K
|
12.9K
$302K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
571+ 8.97% |
$24.8K - $31.1K
|
6.94K
$162K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
559+ 8.55% |
$24.2K - $30.5K
|
7.1K
$166K
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
558+ 0.64% |
$24.2K - $30.4K
|
88K
$2.06M
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
556+ 1.46% |
$24.1K - $30.3K
|
38.6K
$903K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
545+ 257.08% |
$23.6K - $29.7K
|
757
$17.7K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
518+ 2.58% |
$22.5K - $28.2K
|
20.6K
$482K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
517+ 6.38% |
$22.4K - $28.2K
|
8.62K
$202K
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
517+ 0.35% |
$22.4K - $28.2K
|
148K
$3.46M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
484+ 1.1% |
$21K - $26.4K
|
44.4K
$1.04M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
476+ 485.71% |
$20.6K - $25.9K
|
574
$13.4K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
457+ 0.35% |
$19.8K - $24.9K
|
130K
$3.04M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
450+ 2.74% |
$19.5K - $24.5K
|
16.8K
$394K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
436+ 1.7% |
$18.9K - $23.8K
|
26.1K
$610K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
433+ 257.74% |
$18.8K - $23.6K
|
601
$14.1K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
410+ 8.69% |
$17.8K - $22.3K
|
5.13K
$120K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
410+ 9.4% |
$17.8K - $22.3K
|
4.77K
$112K
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
403+ 3.46% |
$17.5K - $22K
|
12K
$282K
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
400+ 4.76% |
$17.3K - $21.8K
|
8.81K
$206K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
400+ 90.91% |
$17.3K - $21.8K
|
840
$19.7K
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
357New |
$15.5K - $19.5K
|
357
$8.35K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
340+ 0.57% |
$14.7K - $18.5K
|
60.3K
$1.41M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
325+ 14.18% |
$14.1K - $17.7K
|
2.62K
$61.2K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
318New |
$13.8K - $17.3K
|
318
$7.44K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
301New |
$13K - $16.4K
|
301
$7.04K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
294+ 6.94% |
$12.7K - $16K
|
4.53K
$106K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
288+ 9.14% |
$12.5K - $15.7K
|
3.44K
$80.5K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
277+ 0.09% |
$12K - $15.1K
|
294K
$6.87M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
276+ 1380.0% |
$12K - $15K
|
296
$6.93K
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
255+ 41.67% |
$11.1K - $13.9K
|
867
$20.3K
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
245+ 0.55% |
$10.6K - $13.4K
|
44.7K
$1.05M
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
228+ 5.0% |
$9.88K - $12.4K
|
4.79K
$112K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
226+ 0.41% |
$9.8K - $12.3K
|
56K
$1.31M
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
225+ 0.77% |
$9.75K - $12.3K
|
29.3K
$687K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
224+ 2.08% |
$9.71K - $12.2K
|
11K
$257K
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
220+ 1.91% |
$9.54K - $12K
|
11.7K
$274K
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
220+ 2.25% |
$9.54K - $12K
|
9.98K
$234K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
216+ 100.0% |
$9.36K - $11.8K
|
432
$10.1K
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
215+ 2.73% |
$9.32K - $11.7K
|
8.1K
$190K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
206New |
$8.93K - $11.2K
|
206
$4.82K
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
203+ 4.5% |
$8.8K - $11.1K
|
4.71K
$110K
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
201+ 0.75% |
$8.71K - $11K
|
26.9K
$630K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
198+ 3.32% |
$8.58K - $10.8K
|
6.16K
$144K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
196New |
$8.5K - $10.7K
|
196
$4.59K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
192+ 2.52% |
$8.32K - $10.5K
|
7.82K
$183K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
180+ 1.96% |
$7.8K - $9.81K
|
9.36K
$219K
|