Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.26M+ 112.6% |
$391M - $446M
|
17.5M
$409M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.16M+ 25.16% |
$260M - $297M
|
30.6M
$717M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.35M+ 67654.09% |
$226M - $258M
|
5.36M
$125M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.04M+ 2.17% |
$86.2M - $98.3M
|
96M
$2.25B
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.93M+ 4.86% |
$81.6M - $93M
|
41.6M
$974M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26M+ 113.98% |
$53M - $60.5M
|
2.36M
$55.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.18MNew |
$49.7M - $56.6M
|
1.18M
$27.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
872K+ 1574.13% |
$36.8M - $42M
|
927K
$21.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
830KNew |
$35.1M - $40M
|
830K
$19.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
758KNew |
$32M - $36.5M
|
758K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
611K+ 103.6% |
$25.8M - $29.4M
|
1.2M
$28.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
572K+ 184.54% |
$24.2M - $27.5M
|
882K
$20.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
558K+ 185.48% |
$23.6M - $26.9M
|
859K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
547K+ 9697.41% |
$23.1M - $26.3M
|
552K
$12.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
470KNew |
$19.9M - $22.6M
|
470K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
467K+ 145.45% |
$19.7M - $22.5M
|
788K
$18.4M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
451KNew |
$19.1M - $21.7M
|
451K
$10.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
428KNew |
$18.1M - $20.6M
|
428K
$10M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
424KNew |
$17.9M - $20.4M
|
424K
$9.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
359K+ 2114.81% |
$15.2M - $17.3M
|
376K
$8.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
348K+ 24.31% |
$14.7M - $16.8M
|
1.78M
$41.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
336K+ 42971.36% |
$14.2M - $16.2M
|
337K
$7.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
306KNew |
$12.9M - $14.7M
|
306K
$7.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
301K+ 22.4% |
$12.7M - $14.5M
|
1.65M
$38.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
285KNew |
$12.1M - $13.7M
|
285K
$6.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
278K+ 10.87% |
$11.8M - $13.4M
|
2.84M
$66.4M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
208K+ 795.73% |
$8.79M - $10M
|
234K
$5.48M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
208K+ 76.43% |
$8.77M - $9.99M
|
479K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
201KNew |
$8.51M - $9.7M
|
201K
$4.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
191K+ 15.6% |
$8.07M - $9.19M
|
1.41M
$33.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
181K+ 5.61% |
$7.64M - $8.71M
|
3.41M
$79.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
177K+ 728.51% |
$7.46M - $8.51M
|
201K
$4.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
176KNew |
$7.43M - $8.47M
|
176K
$4.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175K+ 54.14% |
$7.41M - $8.45M
|
499K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
169K+ 46.09% |
$7.14M - $8.14M
|
536K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
166K+ 1175.41% |
$6.99M - $7.97M
|
180K
$4.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
165K+ 2.08% |
$6.97M - $7.95M
|
8.12M
$190M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
164K+ 16.22% |
$6.91M - $7.88M
|
1.17M
$27.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
162KNew |
$6.83M - $7.78M
|
162K
$3.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
155KNew |
$6.53M - $7.45M
|
155K
$3.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
153K+ 94.7% |
$6.47M - $7.38M
|
315K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
152K+ 25.04% |
$6.44M - $7.34M
|
761K
$17.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
147K+ 85.6% |
$6.2M - $7.07M
|
318K
$7.45M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$5.71M - $6.51M
|
135K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
131KNew |
$5.53M - $6.3M
|
131K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
124K+ 10.44% |
$5.22M - $5.95M
|
1.31M
$30.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
122K+ 44.55% |
$5.17M - $5.9M
|
397K
$9.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
122KNew |
$5.17M - $5.9M
|
122K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
120K+ 2.99% |
$5.06M - $5.77M
|
4.12M
$96.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
119KNew |
$5.04M - $5.75M
|
119K
$2.79M
|