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 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
284
+ 1.22%
$12K - $14.5K
23.7K $628K
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
275
+ 0.84%
$11.6K - $14K
33.1K $878K
Oct 25, 2022 Q3 2022
Morris Financial Concepts, Inc.

BUY
 -
259
+ 0.08%
$11K - $13.2K
345K $9.16M
Nov 14, 2022 Q3 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
256
+ 2.28%
$10.8K - $13.1K
11.5K $305K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
256
+ 0.92%
$10.8K - $13.1K
28K $743K
Oct 18, 2022 Q3 2022
Abacus Planning Group, Inc.

BUY
 -
256
+ 0.8%
$10.8K - $13.1K
32.4K $858K
Nov 14, 2022 Q3 2022
Cordant, Inc.

Portland, OR
BUY
 -
254
New
$10.8K - $13K
254 $6.74K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
253
+ 1.04%
$10.7K - $12.9K
24.7K $655K
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
249
+ 4.81%
$10.5K - $12.7K
5.43K $144K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
233
+ 408.77%
$9.87K - $11.9K
290 $7.69K
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
206
+ 2.21%
$8.72K - $10.5K
9.54K $253K
Nov 03, 2022 Q3 2022
Financial Management Network Inc

BUY
 -
200
+ 2.42%
$8.47K - $10.2K
8.48K $225K
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
195
+ 0.82%
$8.26K - $9.95K
24.1K $639K
Oct 28, 2022 Q3 2022
Peak Financial Management, Inc.

BUY
 -
193
+ 0.24%
$8.17K - $9.84K
80.7K $2.14M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
189
New
$8K - $9.64K
189 $5.01K
Nov 09, 2022 Q3 2022
Hwg Holdings LP

Houston, TX
BUY
 -
187
New
$7.92K - $9.54K
187 $4.96K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
177
+ 0.18%
$7.5K - $9.03K
98.4K $2.61M
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
171
+ 1.52%
$7.24K - $8.72K
11.4K $303K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
166
+ 0.55%
$7.03K - $8.47K
30.2K $802K
Oct 27, 2022 Q3 2022
Alley Investment Management Company, LLC

BUY
 -
165
+ 0.75%
$6.99K - $8.42K
22.2K $588K
Nov 03, 2022 Q3 2022
Resource Planning Group

BUY
 -
156
+ 3.36%
$6.61K - $7.96K
4.79K $127K
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
152
+ 1.2%
$6.44K - $7.75K
12.8K $339K
Nov 10, 2022 Q3 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
148
+ 2.07%
$6.27K - $7.55K
7.31K $194K
Nov 09, 2022 Q3 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
146
+ 0.75%
$6.18K - $7.45K
19.6K $521K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
145
+ 0.27%
$6.14K - $7.4K
53.4K $1.42M
Nov 14, 2022 Q3 2022
Robbins Farley LLC

Manchester, NH
BUY
 -
145
+ 4.05%
$6.14K - $7.4K
3.72K $98.7K
Nov 09, 2022 Q3 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
143
+ 6.4%
$6.06K - $7.29K
2.38K $63K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
142
New
$6.01K - $7.24K
142 $3.77K
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
141
+ 2.42%
$5.97K - $7.19K
5.97K $158K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
141
+ 2.96%
$5.97K - $7.19K
4.91K $130K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
132
+ 0.56%
$5.59K - $6.73K
23.5K $624K
Nov 02, 2022 Q3 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
128
+ 0.43%
$5.42K - $6.53K
29.6K $786K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
126
+ 5.42%
$5.34K - $6.43K
2.45K $65K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
126
New
$5.34K - $6.43K
126 $3.34K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
124
+ 2.28%
$5.25K - $6.33K
5.55K $147K
Nov 09, 2022 Q3 2022
Sawgrass Asset Management LLC

BUY
 -
120
+ 0.14%
$5.08K - $6.12K
87.7K $2.33M
Oct 18, 2022 Q3 2022
Regent Investment Management LLC

BUY
 -
120
+ 1.93%
$5.08K - $6.12K
6.33K $168K
Oct 28, 2022 Q3 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
119
+ 1.36%
$5.04K - $6.07K
8.84K $235K
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
118
+ 0.58%
$5K - $6.02K
20.5K $545K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
BUY
 -
113
+ 0.45%
$4.79K - $5.76K
25.1K $665K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
106
+ 0.24%
$4.49K - $5.41K
44.8K $1.19M
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
96
+ 84.21%
$4.07K - $4.9K
210 $5.57K
Nov 14, 2022 Q3 2022
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
94
+ 0.84%
$3.98K - $4.79K
11.3K $299K
Oct 20, 2022 Q3 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
90
+ 13.64%
$3.81K - $4.59K
750 $19.9K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
87
New
$3.68K - $4.44K
87 $2.31K
Nov 07, 2022 Q3 2022
Ifrah Financial Services, Inc.

BUY
 -
86
+ 0.38%
$3.64K - $4.39K
22.9K $609K
Oct 14, 2022 Q3 2022
Santori & Peters, Inc.

BUY
 -
86
+ 0.08%
$3.64K - $4.39K
107K $2.83M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
80
New
$3.39K - $4.08K
80 $2.12K
Nov 10, 2022 Q3 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
75
+ 1.33%
$3.18K - $3.83K
5.7K $151K

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