Purchases and Sales Made in Q3 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 Q3 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
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
9.45M
+ 62.88%
$400M - $482M
24.5M $573M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
3.93M
+ 27.81%
$167M - $201M
18.1M $423M
Nov 14, 2022 Q3 2022
Janus Henderson Group PLC

London, X0
BUY
 -
3.82M
New
$162M - $195M
3.82M $89.5M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.35M
+ 26.05%
$142M - $171M
16.2M $379M
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

BUY
 -
1.46M
+ 42.94%
$62M - $74.6M
4.87M $114M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.36M
+ 425.63%
$57.6M - $69.4M
1.68M $39.3M
Nov 10, 2022 Q3 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
1.22M
+ 909.18%
$51.6M - $62.1M
1.35M $31.6M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.16M
+ 16.48%
$49.3M - $59.3M
8.22M $192M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.05M
+ 1.13%
$44.5M - $53.6M
93.9M $2.2B
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.05M
+ 1.13%
$44.5M - $53.6M
93.9M $2.2B
Nov 14, 2022 Q3 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
672K
+ 1.72%
$28.5M - $34.3M
39.7M $929M
Oct 25, 2022 Q3 2022
Orgel Wealth Management, LLC

BUY
 -
615K
+ 55.14%
$26M - $31.4M
1.73M $40.5M
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
555K
+ 1.83%
$23.5M - $28.3M
30.8M $721M
Nov 14, 2022 Q3 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
485K
+ 85.15%
$20.5M - $24.7M
1.05M $24.7M
Nov 09, 2022 Q3 2022
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
443K
+ 56.81%
$18.8M - $22.6M
1.22M $28.6M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
407K
+ 55.22%
$17.2M - $20.7M
1.14M $26.7M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
382K
New
$16.2M - $19.5M
382K $8.94M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
331K
+ 10.49%
$14M - $16.9M
3.49M $81.7M
Nov 14, 2022 Q3 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
314K
+ 106.69%
$13.3M - $16M
609K $14.2M
Oct 18, 2022 Q3 2022
Charles Schwab Trust CO

BUY
 -
264K
+ 712.29%
$11.2M - $13.5M
301K $7.04M
Nov 14, 2022 Q3 2022
Koss Olinger Consulting, LLC

BUY
 -
233K
+ 8.15%
$9.87M - $11.9M
3.09M $72.4M
Oct 17, 2022 Q3 2022
Jmg Financial Group, Ltd.

BUY
 -
224K
+ 9.59%
$9.5M - $11.4M
2.56M $59.9M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
212K
+ 38.48%
$8.97M - $10.8M
762K $17.8M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
207K
New
$8.75M - $10.5M
207K $4.83M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
204K
+ 5.04%
$8.62M - $10.4M
4.24M $99.3M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
194K
+ 20.75%
$8.21M - $9.89M
1.13M $26.4M
Nov 09, 2022 Q3 2022
Sws Partners

BUY
 -
190K
New
$8.03M - $9.67M
190K $4.43M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
181K
+ 3861.53%
$7.69M - $9.26M
186K $4.36M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
180K
+ 14.67%
$7.62M - $9.18M
1.41M $32.9M
Nov 09, 2022 Q3 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
175K
New
$7.41M - $8.93M
175K $4.09M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
175K
+ 787.56%
$7.39M - $8.9M
197K $4.6M
Nov 08, 2022 Q3 2022
Appleton Group, LLC

BUY
 -
162K
New
$6.85M - $8.25M
162K $3.78M
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
150K
+ 20.83%
$6.37M - $7.67M
872K $20.4M
Oct 20, 2022 Q3 2022
Financial Consulate, Inc

BUY
 -
148K
+ 26.59%
$6.26M - $7.54M
703K $16.5M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
143K
+ 7.25%
$6.05M - $7.29M
2.11M $49.5M
Nov 02, 2022 Q3 2022
Mc Alister, Sweet & Associates, Inc.

BUY
 -
134K
+ 1657.51%
$5.69M - $6.85M
142K $3.33M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
132K
+ 6.03%
$5.6M - $6.75M
2.32M $54.4M
Nov 09, 2022 Q3 2022
Sanford Advisory Services, LLC

BUY
 -
128K
+ 312.26%
$5.44M - $6.55M
169K $3.97M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
115K
New
$4.87M - $5.87M
115K $2.69M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
93.6K
+ 619.69%
$3.97M - $4.78M
109K $2.54M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
84.4K
+ 9.14%
$3.57M - $4.3M
1.01M $23.6M
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
80.7K
+ 1.03%
$3.42M - $4.12M
7.95M $186M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
76.9K
+ 2.3%
$3.26M - $3.92M
3.42M $80M
Oct 25, 2022 Q3 2022
Diversified, LLC

BUY
 -
75.8K
+ 19.51%
$3.21M - $3.87M
464K $10.9M
Oct 24, 2022 Q3 2022
Mc Adam, LLC

BUY
 -
66.1K
+ 2.79%
$2.8M - $3.37M
2.44M $57M
Nov 14, 2022 Q3 2022
Fortis Capital Management LLC

BUY
 -
59K
+ 25.04%
$2.5M - $3.01M
294K $6.89M
Nov 02, 2022 Q3 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
56.9K
+ 52.01%
$2.41M - $2.9M
166K $3.89M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
54.9K
New
$2.33M - $2.8M
54.9K $1.29M
Nov 04, 2022 Q3 2022
Winthrop Advisory Group LLC

BUY
 -
54.3K
New
$2.3M - $2.77M
54.3K $1.27M

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