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 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-139K- 8.86% |
$5.9M - $7.1M
|
1.43M
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 66.67% |
$8.47M - $10.2M
|
100K
$2.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-239K- 42.66% |
$10.1M - $12.2M
|
321K
$7.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-250K- 8.34% |
$10.6M - $12.8M
|
2.75M
$64.3M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-252K- 15.83% |
$10.7M - $12.9M
|
1.34M
$31.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-258K- 6.75% |
$10.9M - $13.1M
|
3.56M
$83.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-409K- 92.23% |
$17.3M - $20.9M
|
34.5K
$806K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-412K- 11.33% |
$17.5M - $21M
|
3.23M
$75.5M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-466K- 72.31% |
$19.7M - $23.8M
|
178K
$4.17M
|