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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
227New |
$9.59K - $10.9K
|
227
$5.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
225New |
$9.51K - $10.8K
|
225
$5.27K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
224+ 5.97% |
$9.46K - $10.8K
|
3.98K
$93.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
224+ 2.1% |
$9.46K - $10.8K
|
10.9K
$254K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
218New |
$9.21K - $10.5K
|
218
$5.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
217+ 0.43% |
$9.17K - $10.5K
|
50.8K
$1.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
215+ 0.59% |
$9.08K - $10.4K
|
36.7K
$860K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
214+ 0.53% |
$9.04K - $10.3K
|
40.9K
$958K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
212+ 3.49% |
$8.96K - $10.2K
|
6.28K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
212+ 290.41% |
$8.96K - $10.2K
|
285
$6.67K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
194+ 0.54% |
$8.2K - $9.34K
|
35.8K
$838K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
192+ 2.53% |
$8.11K - $9.25K
|
7.77K
$182K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
175+ 5.59% |
$7.39K - $8.43K
|
3.31K
$77.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
171New |
$7.22K - $8.24K
|
171
$4K
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
171+ 0.02% |
$7.22K - $8.24K
|
702K
$16.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
157+ 0.02% |
$6.63K - $7.56K
|
665K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
144+ 0.26% |
$6.08K - $6.94K
|
55.4K
$1.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
143+ 2.34% |
$6.04K - $6.89K
|
6.24K
$146K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
125New |
$5.28K - $6.02K
|
125
$2.93K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
123+ 1.18% |
$5.2K - $5.92K
|
10.5K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
113+ 3.42% |
$4.77K - $5.44K
|
3.42K
$80K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
113+ 13.75% |
$4.77K - $5.44K
|
935
$21.9K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
113New |
$4.77K - $5.44K
|
113
$2.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
112+ 0.76% |
$4.73K - $5.39K
|
14.9K
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
108+ 0.25% |
$4.56K - $5.2K
|
42.6K
$997K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
93New |
$3.93K - $4.48K
|
93
$2.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
90+ 0.2% |
$3.8K - $4.33K
|
44.9K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
89+ 1.88% |
$3.76K - $4.29K
|
4.82K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
89+ 1.17% |
$3.76K - $4.29K
|
7.67K
$180K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
85+ 0.35% |
$3.59K - $4.09K
|
24.1K
$565K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
79New |
$3.34K - $3.8K
|
79
$1.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
76+ 0.96% |
$3.21K - $3.66K
|
8K
$187K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
74New |
$3.13K - $3.56K
|
74
$1.73K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
69+ 93.24% |
$2.92K - $3.32K
|
143
$3.35K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
67+ 0.7% |
$2.83K - $3.23K
|
9.59K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
66New |
$2.79K - $3.18K
|
66
$1.54K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
63+ 0.45% |
$2.66K - $3.03K
|
14.1K
$331K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
60+ 0.33% |
$2.54K - $2.89K
|
18.2K
$427K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
59New |
$2.49K - $2.84K
|
59
$1.38K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
57+ 0.1% |
$2.41K - $2.75K
|
57.3K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
50+ 0.89% |
$2.11K - $2.41K
|
5.65K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
49+ 0.25% |
$2.07K - $2.36K
|
19.7K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
45+ 0.16% |
$1.9K - $2.17K
|
28K
$656K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
43New |
$1.82K - $2.07K
|
43
$1.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
36New |
$1.52K - $1.73K
|
36
$842
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.68% |
$1.35K - $1.54K
|
4.77K
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
30+ 0.06% |
$1.27K - $1.44K
|
53.3K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
29+ 0.16% |
$1.23K - $1.4K
|
17.6K
$412K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.23K - $1.4K
|
12.4K
$291K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
28+ 0.52% |
$1.18K - $1.35K
|
5.37K
$126K
|