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 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.05K- 1.85% |
$44.6K - $53.7K
|
55.9K
$1.31M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.08K- 29.98% |
$45.6K - $54.9K
|
2.52K
$58.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.13K- 17.12% |
$47.7K - $57.4K
|
5.45K
$128K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 1.28% |
$48K - $57.8K
|
87.4K
$2.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.13K- 1.28% |
$48K - $57.8K
|
87.4K
$2.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.2K- 4.34% |
$50.6K - $61K
|
26.3K
$616K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.21K- 2.24% |
$51.1K - $61.5K
|
52.6K
$1.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 3.24% |
$51.2K - $61.7K
|
36.1K
$845K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.21K- 0.93% |
$51.2K - $61.7K
|
129K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 17.19% |
$51.3K - $61.8K
|
5.84K
$137K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.21K- 0.69% |
$51.4K - $61.9K
|
174K
$4.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.24K- 5.03% |
$52.5K - $63.2K
|
23.4K
$547K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.24K- 1.33% |
$52.6K - $63.4K
|
92.1K
$2.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.3K- 12.58% |
$55.1K - $66.3K
|
9.04K
$211K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.31K- 5.5% |
$55.3K - $66.6K
|
22.4K
$524K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.33K- 6.32% |
$56.4K - $67.9K
|
19.8K
$462K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.34K- 1.95% |
$56.6K - $68.2K
|
67.1K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.36K- 1.08% |
$57.4K - $69.2K
|
124K
$2.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.36K- 20.76% |
$57.6K - $69.3K
|
5.19K
$121K
|
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.38K- 0.44% |
$58.3K - $70.2K
|
310K
$7.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.41K- 6.17% |
$59.8K - $72K
|
21.5K
$502K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.43K- 4.86% |
$60.6K - $72.9K
|
28K
$655K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 0.38% |
$60.6K - $72.9K
|
371K
$8.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.46K- 5.31% |
$61.7K - $74.3K
|
26K
$607K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.46K- 5.79% |
$61.8K - $74.4K
|
23.8K
$556K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.52K- 0.68% |
$64.5K - $77.7K
|
221K
$5.18M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.53K- 19.82% |
$64.8K - $78K
|
6.19K
$145K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.53K- 21.09% |
$64.9K - $78.1K
|
5.73K
$134K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.55K- 20.5% |
$65.8K - $79.3K
|
6.03K
$141K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.58K- 17.39% |
$66.7K - $80.4K
|
7.49K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.59K- 7.47% |
$67.3K - $81.1K
|
19.7K
$461K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.62K- 5.21% |
$68.7K - $82.7K
|
29.5K
$691K
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.63K- 4.22% |
$68.9K - $83K
|
36.9K
$865K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.64K- 19.21% |
$69.3K - $83.5K
|
6.88K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.65K- 3.65% |
$69.7K - $84K
|
43.4K
$1.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.67K- 5.2% |
$70.8K - $85.2K
|
30.5K
$714K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.7K- 5.67% |
$71.8K - $86.5K
|
28.2K
$660K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.77K- 1.1% |
$75K - $90.3K
|
160K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.77K- 8.35% |
$75K - $90.3K
|
19.4K
$455K
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.8K- 18.03% |
$76.2K - $91.8K
|
8.18K
$192K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.8K- 12.29% |
$76.3K - $91.9K
|
12.9K
$301K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 8.46% |
$78.5K - $94.5K
|
20.1K
$469K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.87K- 1.5% |
$79.3K - $95.5K
|
123K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.94K- 4.36% |
$82.1K - $98.9K
|
42.5K
$996K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-1.95K- 12.11% |
$82.6K - $99.5K
|
14.1K
$331K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2K- 19.39% |
$84.7K - $102K
|
8.32K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.04K- 1.83% |
$86.4K - $104K
|
109K
$2.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 30.19% |
$86.6K - $104K
|
4.73K
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.06K- 5.63% |
$87.2K - $105K
|
34.5K
$807K
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.08K- 28.29% |
$87.9K - $106K
|
5.26K
$123K
|