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 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 1.17% |
$2.84K - $3.42K
|
5.78K
$135K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
65+ 0.69% |
$2.75K - $3.32K
|
9.42K
$220K
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
63+ 0.6% |
$2.67K - $3.21K
|
10.6K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
63+ 0.28% |
$2.67K - $3.21K
|
22.8K
$534K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
60+ 0.17% |
$2.54K - $3.06K
|
36K
$842K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
59+ 0.33% |
$2.5K - $3.01K
|
18.2K
$426K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
59+ 0.43% |
$2.5K - $3.01K
|
13.9K
$325K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
59+ 1.02% |
$2.5K - $3.01K
|
5.86K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
58New |
$2.46K - $2.96K
|
58
$1.36K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
58New |
$2.46K - $2.96K
|
58
$1.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
46+ 0.58% |
$1.95K - $2.35K
|
7.92K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
46+ 0.43% |
$1.95K - $2.35K
|
10.6K
$249K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 1.94% |
$1.86K - $2.24K
|
2.31K
$54K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
42+ 0.83% |
$1.78K - $2.14K
|
5.11K
$120K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
39New |
$1.65K - $1.99K
|
39
$913
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31+ 0.95% |
$1.31K - $1.58K
|
3.31K
$77.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
29+ 0.17% |
$1.23K - $1.48K
|
17.6K
$412K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
28+ 0.23% |
$1.19K - $1.43K
|
12.4K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
27+ 0.19% |
$1.14K - $1.38K
|
14.3K
$334K
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
27+ 0.27% |
$1.14K - $1.38K
|
9.92K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
25+ 0.43% |
$1.06K - $1.28K
|
5.85K
$137K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
25+ 0.1% |
$1.06K - $1.28K
|
25.1K
$587K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
24+ 0.14% |
$1.02K - $1.22K
|
17.5K
$410K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
23+ 0.16% |
$974 - $1.17K
|
14.6K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.26% |
$932 - $1.12K
|
8.64K
$202K
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
21+ 0.42% |
$889 - $1.07K
|
5K
$117K
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
21+ 0.38% |
$889 - $1.07K
|
5.62K
$132K
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
20+ 0.33% |
$847 - $1.02K
|
6.15K
$144K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
20+ 0.42% |
$847 - $1.02K
|
4.74K
$111K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
20+ 0.03% |
$847 - $1.02K
|
75.1K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.39% |
$847 - $1.02K
|
5.16K
$121K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
17+ 0.35% |
$720 - $867
|
4.85K
$113K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
14+ 0.15% |
$593 - $714
|
9.59K
$224K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13+ 0.06% |
$551 - $663
|
20.5K
$479K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12+ 0.19% |
$508 - $612
|
6.39K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11+ 0.11% |
$466 - $561
|
10.1K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.14% |
$381 - $459
|
6.55K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.3% |
$381 - $459
|
3.04K
$71.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
8+ 0.13% |
$339 - $408
|
5.94K
$139K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.1% |
$254 - $306
|
6.2K
$145K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.03% |
$212 - $255
|
18.7K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.03% |
$212 - $255
|
18.7K
$438K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5+ 0.02% |
$212 - $255
|
20.7K
$483K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.39% |
$169 - $204
|
1.04K
$24.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4+ 0.01% |
$169 - $204
|
30.6K
$716K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.02% |
$169 - $204
|
21.2K
$497K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.03% |
$127 - $153
|
10.7K
$251K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.33% |
$127 - $153
|
925
$21.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.01% |
$127 - $153
|
41.5K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 0.01% |
$127 - $153
|
28.3K
$661K
|