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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.09K- 0.87% |
$88.3K - $106K
|
239K
$5.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.09K- 11.59% |
$88.7K - $107K
|
16K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.1K- 2.57% |
$88.8K - $107K
|
79.5K
$1.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.1K- 16.44% |
$88.8K - $107K
|
10.7K
$249K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 7.37% |
$92.7K - $112K
|
27.5K
$644K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.21K- 3.2% |
$93.7K - $113K
|
66.9K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 1.33% |
$95.5K - $115K
|
167K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.32K- 3.87% |
$98K - $118K
|
57.6K
$1.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.35K- 6.43% |
$99.6K - $120K
|
34.2K
$801K
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.36K- 14.33% |
$99.8K - $120K
|
14.1K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.42K- 11.66% |
$102K - $123K
|
18.3K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 4.86% |
$107K - $129K
|
49.4K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.54K- 5.1% |
$108K - $130K
|
47.3K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.58K- 2.83% |
$109K - $132K
|
88.6K
$2.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-2.58K- 2.94% |
$109K - $132K
|
85.3K
$2M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.6K- 3.45% |
$110K - $133K
|
72.8K
$1.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.65K- 1.48% |
$112K - $135K
|
176K
$4.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
SELL
|
- |
-2.68K- 8.86% |
$114K - $137K
|
27.6K
$646K
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.69K- 3.48% |
$114K - $137K
|
74.5K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.7K- 4.49% |
$114K - $138K
|
57.5K
$1.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.9K- 2.88% |
$123K - $148K
|
97.9K
$2.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.94K- 1.52% |
$125K - $150K
|
190K
$4.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.96K- 1.75% |
$125K - $151K
|
166K
$3.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.08K- 2.89% |
$130K - $157K
|
103K
$2.42M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.08K- 2.89% |
$130K - $157K
|
103K
$2.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.22K- 6.42% |
$136K - $164K
|
47K
$1.1M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.26KClosed |
$138K - $166K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.37K- 6.16% |
$143K - $172K
|
51.4K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.4K- 5.18% |
$144K - $173K
|
62.3K
$1.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.43K- 12.02% |
$145K - $175K
|
25.1K
$588K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.44K- 60.13% |
$146K - $175K
|
2.28K
$53.4K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.46K- 41.6% |
$146K - $176K
|
4.86K
$114K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.54K- 8.01% |
$150K - $181K
|
40.7K
$951K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-3.54K- 1.68% |
$150K - $181K
|
208K
$4.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.56K- 0.53% |
$151K - $182K
|
665K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.6K- 3.17% |
$152K - $183K
|
110K
$2.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.8K- 3.02% |
$161K - $194K
|
122K
$2.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.88K- 0.75% |
$164K - $198K
|
510K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.94K- 34.21% |
$167K - $201K
|
7.59K
$177K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4K- 4.02% |
$169K - $204K
|
95.6K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.1K- 28.26% |
$174K - $209K
|
10.4K
$243K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.16K- 1.2% |
$176K - $212K
|
342K
$8.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-4.32K- 18.22% |
$183K - $220K
|
19.4K
$454K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.35K- 33.04% |
$184K - $222K
|
8.81K
$206K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.48K- 3.88% |
$190K - $228K
|
111K
$2.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-4.53KClosed |
$192K - $231K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-4.58K- 0.83% |
$194K - $233K
|
544K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-4.68K- 7.04% |
$198K - $239K
|
61.8K
$1.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4.73K- 19.26% |
$200K - $241K
|
19.8K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.74K- 14.85% |
$201K - $242K
|
27.2K
$635K
|