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
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
2K
New
$84.5K - $102K
2K $46.7K
Nov 01, 2022 Q3 2022
Leisure Capital Management

BUY
 -
1.93K
+ 1.11%
$81.9K - $98.6K
177K $4.13M
Nov 14, 2022 Q3 2022
M&T Bank Corp

BUY
 -
1.92K
+ 16.99%
$81.1K - $97.7K
13.2K $309K
Nov 08, 2022 Q3 2022
Barden Capital Management, Inc.

BUY
 -
1.91K
+ 1.51%
$80.9K - $97.4K
128K $3M
Oct 07, 2022 Q3 2022
Bcs Wealth Management

BUY
 -
1.91K
+ 0.76%
$80.8K - $97.4K
254K $5.95M
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
1.9K
New
$80.5K - $97K
1.9K $44.5K
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
1.76K
+ 18.86%
$74.4K - $89.6K
11.1K $259K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.76K
+ 27.73%
$74.4K - $89.6K
8.09K $189K
Nov 07, 2022 Q3 2022
Stockman Wealth Management, Inc.

BUY
 -
1.73K
+ 1.48%
$73.2K - $88.1K
119K $2.78M
Oct 06, 2022 Q3 2022
Legacy Private Trust Co.

BUY
 -
1.72K
+ 1.09%
$72.6K - $87.5K
158K $3.71M
Nov 10, 2022 Q3 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.68K
+ 328.43%
$70.9K - $85.4K
2.19K $51.1K
Nov 14, 2022 Q3 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
1.64K
+ 7.59%
$69.5K - $83.7K
23.3K $544K
Nov 09, 2022 Q3 2022
Jacobi Capital Management LLC

BUY
 -
1.6K
+ 1.99%
$67.8K - $81.7K
82.1K $1.92M
Oct 18, 2022 Q3 2022
Tradewinds Capital Management, LLC

BUY
 -
1.59K
+ 21.74%
$67.3K - $81.1K
8.9K $208K
Nov 09, 2022 Q3 2022
Ddd Partners, LLC

BUY
 -
1.56K
+ 2.91%
$66.1K - $79.6K
55.3K $1.29M
Oct 28, 2022 Q3 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
1.54K
+ 3.57%
$65.3K - $78.7K
44.7K $1.05M
Nov 04, 2022 Q3 2022
Independent Advisor Alliance

BUY
 -
1.52K
+ 22.61%
$64.5K - $77.7K
8.26K $193K
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
1.52K
+ 3.41%
$64.2K - $77.3K
45.9K $1.07M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
1.49K
+ 1.41%
$63.1K - $76.1K
107K $2.5M
Oct 19, 2022 Q3 2022
Triangle Securities Wealth Management

BUY
 -
1.48K
+ 1.35%
$62.8K - $75.6K
111K $2.6M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.46K
+ 36.43%
$61.8K - $74.5K
5.47K $128K
Oct 20, 2022 Q3 2022
Sfmg, LLC

BUY
 -
1.31K
+ 1.72%
$55.5K - $66.9K
77.4K $1.81M
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
1.24K
+ 777.5%
$52.7K - $63.5K
1.4K $32.9K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
1.24K
+ 44.27%
$52.6K - $63.3K
4.04K $94.6K
Nov 10, 2022 Q3 2022
Geller Advisors LLC

New York, NY
BUY
 -
1.18K
+ 20.17%
$50K - $60.2K
7.03K $165K
Nov 21, 2022 Q3 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
1.17K
+ 1.91%
$49.5K - $59.6K
62.3K $1.46M
Oct 24, 2022 Q3 2022
Sigma Investment Counselors Inc

BUY
 -
1.14K
+ 2.15%
$48.3K - $58.2K
54.2K $1.27M
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
1.13K
+ 1.85%
$47.9K - $57.7K
62.1K $1.45M
Oct 21, 2022 Q3 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
1.13K
+ 2.82%
$47.8K - $57.6K
41.1K $962K
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.1K
+ 4.11%
$46.5K - $56.1K
27.9K $652K
Nov 07, 2022 Q3 2022
Simon Quick Advisors, LLC

BUY
 -
1.1K
+ 5.13%
$46.4K - $55.9K
22.5K $525K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.09K
+ 1.77%
$46.3K - $55.8K
62.9K $1.47M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.08K
+ 21.66%
$45.6K - $54.9K
6.04K $141K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.07K
New
$45.5K - $54.8K
1.07K $25.1K
Oct 14, 2022 Q3 2022
Carolina Wealth Advisors, LLC

BUY
 -
1.04K
+ 1.05%
$43.9K - $52.8K
100K $2.34M
Nov 07, 2022 Q3 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.03K
+ 1.71%
$43.7K - $52.7K
61.3K $1.43M
Nov 14, 2022 Q3 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
1.01K
+ 2.19%
$42.7K - $51.4K
47K $1.1M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
1K
+ 18.46%
$42.5K - $51.2K
6.44K $151K
Oct 24, 2022 Q3 2022
Calamos Advisors LLC

BUY
 -
981
+ 3.78%
$41.5K - $50K
26.9K $630K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
968
+ 1.37%
$41K - $49.4K
71.7K $1.68M
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
965
+ 444.7%
$40.9K - $49.2K
1.18K $27.7K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
952
+ 1.36%
$40.3K - $48.6K
70.8K $1.66M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
948
New
$40.1K - $48.4K
948 $22.2K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
942
+ 1.35%
$39.9K - $48.1K
70.9K $1.66M
Oct 24, 2022 Q3 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
939
+ 0.09%
$39.8K - $47.9K
1.08M $25.4M
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
894
+ 1.22%
$37.9K - $45.6K
74.3K $1.74M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
871
+ 3.17%
$36.9K - $44.4K
28.4K $664K
Nov 04, 2022 Q3 2022
Mengis Capital Management, Inc.

BUY
 -
864
+ 1.14%
$36.6K - $44.1K
76.6K $1.79M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
859
+ 2.42%
$36.4K - $43.8K
36.3K $850K

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