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 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-85K- 1.03% |
$3.6M - $4.34M
|
8.17M
$217M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-90.9K- 5.76% |
$3.85M - $4.64M
|
1.49M
$39.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-92.9K- 9.48% |
$3.93M - $4.74M
|
887K
$23.5M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-109K- 80.64% |
$4.61M - $5.55M
|
26.1K
$693K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-123K- 60.13% |
$5.2M - $6.27M
|
81.4K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 7.02% |
$5.5M - $6.62M
|
1.72M
$45.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-137K- 2.51% |
$5.8M - $6.99M
|
5.31M
$141M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-139K- 8.86% |
$5.9M - $7.1M
|
1.43M
$38M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 66.67% |
$8.47M - $10.2M
|
100K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-239K- 42.66% |
$10.1M - $12.2M
|
321K
$8.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-250K- 8.34% |
$10.6M - $12.8M
|
2.75M
$72.9M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-252K- 15.83% |
$10.7M - $12.9M
|
1.34M
$35.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-258K- 6.75% |
$10.9M - $13.1M
|
3.56M
$94.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-409K- 92.23% |
$17.3M - $20.9M
|
34.5K
$914K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-412K- 11.33% |
$17.5M - $21M
|
3.23M
$85.6M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-466K- 72.31% |
$19.7M - $23.8M
|
178K
$4.73M
|