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
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.79K- 1.85% |
$203K - $245K
|
254K
$5.95M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-4.82K- 5.47% |
$204K - $246K
|
83.2K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.84K- 8.64% |
$205K - $247K
|
51.1K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-5.12K- 11.37% |
$217K - $261K
|
39.9K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.19K- 0.58% |
$220K - $265K
|
885K
$20.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.21K- 4.59% |
$221K - $266K
|
108K
$2.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-5.22K- 2.1% |
$221K - $266K
|
244K
$5.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.41K- 1.51% |
$229K - $276K
|
352K
$8.24M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5.41K- 1.99% |
$229K - $276K
|
267K
$6.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.63K- 11.2% |
$238K - $287K
|
44.7K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.71K- 9.44% |
$242K - $291K
|
54.8K
$1.28M
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.91K- 2.41% |
$250K - $302K
|
239K
$5.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.43K- 1.41% |
$272K - $328K
|
450K
$10.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6.72K- 0.92% |
$285K - $343K
|
724K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.73K- 26.91% |
$285K - $343K
|
18.3K
$428K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.74K- 25.85% |
$285K - $344K
|
19.3K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-6.8K- 7.4% |
$288K - $347K
|
85K
$1.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.87K- 2.77% |
$291K - $350K
|
241K
$5.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.88K- 4.57% |
$291K - $351K
|
144K
$3.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.99K- 5.67% |
$296K - $356K
|
116K
$2.72M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.99K- 4.12% |
$296K - $357K
|
163K
$3.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.13K- 33.04% |
$302K - $364K
|
14.5K
$338K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.66K- 3.04% |
$324K - $391K
|
244K
$5.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.67K- 10.33% |
$325K - $391K
|
66.6K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.69K- 57.83% |
$326K - $392K
|
5.61K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-7.75K- 91.68% |
$328K - $395K
|
703
$16.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7.79K- 8.28% |
$330K - $397K
|
86.3K
$2.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8.06K- 2.13% |
$341K - $411K
|
370K
$8.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-8.08K- 5.08% |
$342K - $412K
|
151K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-8.45K- 7.7% |
$358K - $431K
|
101K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.54K- 13.12% |
$362K - $436K
|
56.6K
$1.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-8.64K- 4.18% |
$366K - $441K
|
198K
$4.63M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.65K- 44.63% |
$366K - $441K
|
10.7K
$251K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.78K- 4.4% |
$372K - $448K
|
191K
$4.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-9.2K- 1.41% |
$390K - $469K
|
642K
$15M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-9.64K- 5.79% |
$408K - $492K
|
157K
$3.67M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.76K- 0.91% |
$413K - $498K
|
1.07M
$25M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-9.92K- 4.86% |
$420K - $506K
|
194K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-10.1K- 3.16% |
$429K - $516K
|
310K
$7.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.4K- 12.11% |
$440K - $530K
|
75.4K
$1.76M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.4K- 12.11% |
$440K - $530K
|
75.4K
$1.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.5K- 16.15% |
$444K - $534K
|
54.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-11.1K- 6.52% |
$469K - $565K
|
159K
$3.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.1K- 17.94% |
$470K - $566K
|
50.7K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-11.2K- 2.24% |
$475K - $572K
|
489K
$11.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-11.2K- 3.93% |
$476K - $573K
|
275K
$6.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12K- 13.43% |
$510K - $615K
|
77.7K
$1.82M
|
|
|
Oct 12, 2022
Q3 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-12.2K- 4.5% |
$515K - $620K
|
258K
$6.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-12.4K- 6.31% |
$524K - $631K
|
184K
$4.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.7K- 11.91% |
$538K - $649K
|
94K
$2.2M
|