Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
19.6K
+ 23.48%
$830K - $999K
103K $2.41M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
18.7K
+ 8.28%
$792K - $953K
245K $5.72M
Nov 07, 2022 Q3 2022
Northwest Capital Management Inc

BUY
 -
18.6K
+ 8.15%
$787K - $948K
246K $5.77M
Oct 26, 2022 Q3 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
18.2K
+ 4.58%
$771K - $929K
416K $9.72M
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

BUY
 -
18.1K
+ 3.38%
$767K - $923K
554K $13M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
18K
+ 7.07%
$762K - $918K
273K $6.38M
Dec 19, 2024 Q3 2022
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
17.9K
+ 8.03%
$757K - $912K
241K $5.63M
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
17.9K
+ 7.09%
$756K - $911K
270K $6.31M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
17.8K
+ 1.75%
$752K - $906K
1.03M $24.2M
Oct 18, 2022 Q3 2022
Gsb Wealth Management, LLC

BUY
 -
17.7K
+ 19.96%
$748K - $900K
106K $2.48M
Oct 28, 2022 Q3 2022
Grimes & Company, Inc.

BUY
 -
17.1K
+ 13.2%
$726K - $874K
147K $3.44M
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
17K
+ 238.91%
$718K - $865K
24K $563K
Nov 08, 2022 Q3 2022
Black Diamond Financial, LLC

BUY
 -
16.5K
+ 5.73%
$698K - $841K
304K $7.11M
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
16.3K
+ 47.16%
$691K - $832K
50.9K $1.19M
Nov 14, 2022 Q3 2022
Ballast Advisors LLC

BUY
 -
16.2K
+ 3.28%
$687K - $828K
511K $12M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
15.3K
New
$649K - $782K
15.3K $359K
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
15.2K
+ 16.11%
$642K - $773K
109K $2.56M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
14.7K
New
$623K - $751K
14.7K $344K
Oct 12, 2022 Q3 2022
Veery Capital, LLC

BUY
 -
14.6K
+ 3.46%
$616K - $742K
435K $10.2M
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
14.5K
+ 12.55%
$613K - $739K
130K $3.04M
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
13.5K
+ 62.66%
$572K - $689K
35.1K $820K
Oct 14, 2022 Q3 2022
Powers Advisory Group, LLC

BUY
 -
13.1K
+ 3.58%
$557K - $670K
380K $8.89M
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
12.7K
+ 18.41%
$539K - $650K
81.9K $1.92M
Oct 26, 2022 Q3 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
12.3K
+ 3.44%
$519K - $625K
368K $8.62M
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
12.1K
New
$511K - $615K
12.1K $282K
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
11.9K
+ 41.63%
$504K - $607K
40.5K $947K
Aug 18, 2023 Q3 2022
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
11.8K
+ 2.47%
$499K - $601K
490K $11.5M
Nov 04, 2022 Q3 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
11.6K
+ 31.64%
$490K - $590K
48.1K $1.13M
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

BUY
 -
11.5K
+ 639.62%
$488K - $588K
13.3K $312K
Nov 14, 2022 Q3 2022
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
11.2K
+ 9.29%
$474K - $571K
132K $3.08M
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
11.1K
+ 1.74%
$470K - $566K
651K $15.2M
Nov 14, 2022 Q3 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
11.1K
New
$469K - $565K
11.1K $259K
Nov 14, 2022 Q3 2022
Tempus Wealth Planning, LLC

BUY
 -
11.1K
New
$468K - $564K
11.1K $259K
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
11K
+ 14.41%
$468K - $563K
87.7K $2.05M
Nov 09, 2022 Q3 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
10.9K
+ 169.46%
$461K - $555K
17.3K $405K
Nov 08, 2022 Q3 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
10.7K
+ 2.38%
$455K - $548K
462K $10.8M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
10.5K
+ 4.24%
$445K - $536K
258K $6.04M
Nov 14, 2022 Q3 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
10.4K
+ 2.36%
$441K - $531K
451K $10.6M
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
10.4K
+ 26.08%
$441K - $531K
50.3K $1.18M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
10.2K
New
$431K - $519K
10.2K $238K
Nov 08, 2022 Q3 2022
Fort Pitt Capital Group, LLC

BUY
 -
9.96K
+ 69.66%
$422K - $508K
24.2K $567K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
9.77K
+ 6.85%
$414K - $499K
152K $3.57M
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
9.5K
+ 22.29%
$402K - $484K
52.1K $1.22M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
9.22K
+ 117.73%
$391K - $470K
17.1K $399K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
9.22K
+ 5.22%
$390K - $470K
186K $4.35M
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
8.65K
+ 3.22%
$366K - $441K
277K $6.48M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
8.4K
+ 75.21%
$356K - $428K
19.6K $458K
Nov 07, 2022 Q3 2022
Essex LLC

BUY
 -
8.24K
+ 6.23%
$349K - $420K
140K $3.29M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
8.18K
+ 5.74%
$346K - $417K
151K $3.52M

Track Institutional and Insider Activities on SCHX

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHX shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHX shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHX