Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.54% |
$127 - $153
|
555
$13K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.17% |
$127 - $153
|
1.82K
$42.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.48% |
$84.7 - $102
|
420
$9.83K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2+ 0.01% |
$84.7 - $102
|
13.8K
$323K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.08% |
$84.7 - $102
|
2.62K
$61.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$84.7 - $102
|
1.46K
$34.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 2.27% |
$42.4 - $51
|
45
$1.05K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$42.4 - $51
|
16.3K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1+ 0.01% |
$42.4 - $51
|
8.13K
$190K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.0% |
$42.4 - $51
|
40.7K
$953K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$42.4 - $51
|
21.4K
$501K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.18% |
$42.4 - $51
|
566
$13.2K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 1.89% |
$84.7 - $102
|
104
$2.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3- 0.01% |
$127 - $153
|
56K
$1.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-10- 0.08% |
$424 - $510
|
12.7K
$296K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-10- 0.08% |
$424 - $510
|
12K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-11- 0.01% |
$466 - $561
|
91.6K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-17- 1.41% |
$720 - $867
|
1.19K
$27.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-24- 5.29% |
$1.02K - $1.22K
|
430
$10.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-28- 0.14% |
$1.19K - $1.43K
|
20.2K
$473K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-32- 3.93% |
$1.36K - $1.63K
|
782
$18.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.52% |
$1.4K - $1.68K
|
6.36K
$149K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-36- 0.42% |
$1.52K - $1.84K
|
8.53K
$200K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-45- 5.19% |
$1.91K - $2.3K
|
822
$19.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-46- 0.22% |
$1.95K - $2.35K
|
20.6K
$482K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-50- 0.2% |
$2.12K - $2.55K
|
25.5K
$596K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-50- 0.07% |
$2.12K - $2.55K
|
67.8K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-53- 2.86% |
$2.24K - $2.7K
|
1.8K
$42.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-56- 9.76% |
$2.37K - $2.86K
|
518
$12.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
SELL
|
- |
-59- 8.77% |
$2.5K - $3.01K
|
614
$14.4K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 1.01% |
$2.58K - $3.11K
|
6K
$140K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-64- 0.27% |
$2.71K - $3.26K
|
23.6K
$553K
|
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
SELL
|
- |
-66- 0.06% |
$2.8K - $3.37K
|
113K
$2.64M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-73- 3.25% |
$3.09K - $3.72K
|
2.17K
$50.8K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-73- 40.78% |
$3.09K - $3.72K
|
106
$2.48K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-78- 7.23% |
$3.3K - $3.98K
|
1K
$23.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-87- 0.03% |
$3.68K - $4.44K
|
307K
$7.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-90- 0.62% |
$3.81K - $4.59K
|
14.4K
$336K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-100- 18.98% |
$4.24K - $5.1K
|
427
$9.99K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-101- 1.43% |
$4.28K - $5.15K
|
6.98K
$163K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-102- 0.36% |
$4.32K - $5.2K
|
28.3K
$662K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-106- 23.4% |
$4.49K - $5.41K
|
347
$8.12K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-110- 1.0% |
$4.66K - $5.61K
|
10.9K
$256K
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-123- 0.11% |
$5.21K - $6.27K
|
108K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 1.99% |
$5.29K - $6.38K
|
6.15K
$144K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-125- 0.45% |
$5.29K - $6.38K
|
27.9K
$654K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-128- 1.58% |
$5.42K - $6.53K
|
7.98K
$187K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-128- 0.19% |
$5.42K - $6.53K
|
67.1K
$1.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-148- 1.4% |
$6.27K - $7.55K
|
10.4K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-161- 3.02% |
$6.82K - $8.21K
|
5.17K
$121K
|