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 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-175- 0.73% |
$7.39K - $8.43K
|
24K
$561K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-177- 1.33% |
$7.48K - $8.52K
|
13.2K
$308K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-178- 3.34% |
$7.52K - $8.57K
|
5.16K
$121K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-179- 69.92% |
$7.56K - $8.62K
|
77
$1.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-181- 0.11% |
$7.65K - $8.72K
|
166K
$3.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-183- 3.21% |
$7.73K - $8.81K
|
5.52K
$129K
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-189- 0.77% |
$7.99K - $9.1K
|
24.4K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-190- 4.2% |
$8.03K - $9.15K
|
4.33K
$101K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-191- 0.71% |
$8.07K - $9.2K
|
26.7K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-197- 0.69% |
$8.32K - $9.49K
|
28.2K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-199- 3.17% |
$8.41K - $9.58K
|
6.08K
$142K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-206- 0.49% |
$8.7K - $9.92K
|
41.9K
$981K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-206- 2.58% |
$8.7K - $9.92K
|
7.78K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-211- 20.65% |
$8.91K - $10.2K
|
811
$19K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-218- 0.95% |
$9.21K - $10.5K
|
22.7K
$532K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-218- 0.53% |
$9.21K - $10.5K
|
40.9K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220- 0.27% |
$9.3K - $10.6K
|
81.8K
$1.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-223- 0.21% |
$9.42K - $10.7K
|
108K
$2.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-224- 0.26% |
$9.46K - $10.8K
|
86.1K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-226- 41.17% |
$9.55K - $10.9K
|
323
$7.56K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-233- 0.56% |
$9.84K - $11.2K
|
41.1K
$961K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-243- 1.62% |
$10.3K - $11.7K
|
14.7K
$345K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-243- 1.62% |
$10.3K - $11.7K
|
14.7K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-247- 0.63% |
$10.4K - $11.9K
|
38.7K
$906K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-248- 2.48% |
$10.5K - $11.9K
|
9.77K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-256- 2.22% |
$10.8K - $12.3K
|
11.3K
$263K
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-266- 2.68% |
$11.2K - $12.8K
|
9.65K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-284- 1.0% |
$12K - $13.7K
|
28K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-287- 0.64% |
$12.1K - $13.8K
|
44.4K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-316- 5.41% |
$13.4K - $15.2K
|
5.52K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-325- 3.76% |
$13.7K - $15.7K
|
8.31K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-340- 11.25% |
$14.4K - $16.4K
|
2.68K
$62.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-344- 4.2% |
$14.5K - $16.6K
|
7.85K
$184K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-349- 3.95% |
$14.7K - $16.8K
|
8.49K
$199K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-351- 1.46% |
$14.8K - $16.9K
|
23.7K
$555K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-365- 0.87% |
$15.4K - $17.6K
|
41.4K
$969K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-369- 7.0% |
$15.6K - $17.8K
|
4.9K
$115K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-375- 1.04% |
$15.8K - $18.1K
|
35.6K
$833K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-396- 2.11% |
$16.7K - $19.1K
|
18.4K
$430K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-410- 0.08% |
$17.3K - $19.7K
|
482K
$11.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-416- 0.82% |
$17.6K - $20K
|
50.3K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-425- 3.23% |
$18K - $20.5K
|
12.7K
$298K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-431- 0.27% |
$18.2K - $20.8K
|
159K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-434- 83.78% |
$18.3K - $20.9K
|
84
$1.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-439- 2.14% |
$18.5K - $21.1K
|
20.1K
$470K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-444- 20.43% |
$18.8K - $21.4K
|
1.73K
$40.5K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-446Closed |
$18.8K - $21.5K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-447- 63.95% |
$18.9K - $21.5K
|
252
$5.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-447- 0.84% |
$18.9K - $21.5K
|
53.1K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-454- 2.67% |
$19.2K - $21.9K
|
16.6K
$387K
|