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 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$1.18K - $1.35K
|
28
$655
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
26+ 0.31% |
$1.1K - $1.25K
|
8.43K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.1% |
$1.1K - $1.25K
|
25.1K
$588K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25+ 0.11% |
$1.06K - $1.2K
|
22.5K
$526K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
24+ 0.37% |
$1.01K - $1.16K
|
6.45K
$151K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
24+ 0.17% |
$1.01K - $1.16K
|
13.9K
$326K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.43% |
$930 - $1.06K
|
5.15K
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
22+ 0.39% |
$930 - $1.06K
|
5.64K
$132K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
22New |
$930 - $1.06K
|
22
$515
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
22+ 0.17% |
$930 - $1.06K
|
13K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
21+ 0.44% |
$887 - $1.01K
|
4.76K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
21+ 0.32% |
$887 - $1.01K
|
6.57K
$154K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
21+ 0.17% |
$887 - $1.01K
|
12.7K
$297K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.41% |
$887 - $1.01K
|
5.19K
$121K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
16+ 0.06% |
$676 - $771
|
28.2K
$660K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$676 - $771
|
5.13K
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15+ 0.05% |
$634 - $722
|
28K
$656K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15+ 0.28% |
$634 - $722
|
5.37K
$126K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13+ 0.09% |
$549 - $626
|
14.6K
$341K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13+ 0.04% |
$549 - $626
|
29.6K
$694K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
13+ 0.22% |
$549 - $626
|
6.04K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 0.72% |
$549 - $626
|
1.82K
$42.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.23% |
$549 - $626
|
5.72K
$134K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.1% |
$549 - $626
|
12.4K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$549 - $626
|
6.4K
$150K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12+ 0.12% |
$507 - $578
|
10.1K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11+ 0.03% |
$465 - $530
|
34.5K
$808K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 0.43% |
$423 - $482
|
2.32K
$54.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$423 - $482
|
4.17K
$97.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.03% |
$338 - $385
|
31.3K
$733K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.68% |
$338 - $385
|
1.19K
$27.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 28.57% |
$338 - $385
|
36
$842
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
7+ 0.15% |
$296 - $337
|
4.8K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7New |
$296 - $337
|
7
$164
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$296 - $337
|
6.37K
$149K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.1% |
$254 - $289
|
6.21K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.16% |
$211 - $241
|
3.05K
$71.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.03% |
$211 - $241
|
18.7K
$438K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.01% |
$211 - $241
|
57.8K
$1.35M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.03% |
$211 - $241
|
18.7K
$438K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.47% |
$211 - $241
|
1.08K
$25.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.25% |
$169 - $193
|
1.63K
$38K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4+ 0.01% |
$169 - $193
|
30.6K
$717K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.0% |
$169 - $193
|
101K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.02% |
$169 - $193
|
21.3K
$497K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.17% |
$127 - $144
|
1.82K
$42.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.21% |
$127 - $144
|
1.46K
$34.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.25% |
$127 - $144
|
1.19K
$27.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3+ 0.02% |
$127 - $144
|
13.8K
$323K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$84.5 - $96.3
|
1K
$23.5K
|