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
|
Retirement Planning Group
|
SELL
|
- |
-456- 2.86% |
$19.3K - $22K
|
15.5K
$363K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-468- 5.72% |
$19.8K - $22.5K
|
7.72K
$181K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-471- 9.97% |
$19.9K - $22.7K
|
4.26K
$99.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-476- 1.01% |
$20.1K - $22.9K
|
46.5K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-488- 5.11% |
$20.6K - $23.5K
|
9.06K
$212K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-490- 0.96% |
$20.7K - $23.6K
|
50.7K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-520- 0.91% |
$22K - $25K
|
56.4K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-521- 1.39% |
$22K - $25.1K
|
36.9K
$863K
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-523- 4.66% |
$22.1K - $25.2K
|
10.7K
$251K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-526- 0.97% |
$22.2K - $25.3K
|
53.7K
$1.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-535- 2.5% |
$22.6K - $25.8K
|
20.8K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-559- 2.38% |
$23.6K - $26.9K
|
23K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-563- 2.42% |
$23.8K - $27.1K
|
22.7K
$531K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-564- 11.48% |
$23.8K - $27.2K
|
4.35K
$102K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-577- 0.79% |
$24.4K - $27.8K
|
72.3K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-585- 5.5% |
$24.7K - $28.2K
|
10.1K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-586- 15.12% |
$24.8K - $28.2K
|
3.29K
$77K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-590- 3.03% |
$24.9K - $28.4K
|
18.9K
$441K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-600- 2.8% |
$25.4K - $28.9K
|
20.9K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-608- 2.75% |
$25.7K - $29.3K
|
21.5K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-626- 0.72% |
$26.4K - $30.1K
|
86.4K
$2.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-655- 2.85% |
$27.7K - $31.5K
|
22.3K
$522K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-658- 0.63% |
$27.8K - $31.7K
|
104K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-659- 2.89% |
$27.8K - $31.7K
|
22.2K
$519K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-665- 17.87% |
$28.1K - $32K
|
3.06K
$71.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-680- 2.71% |
$28.7K - $32.7K
|
24.4K
$572K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-699- 5.13% |
$29.5K - $33.7K
|
12.9K
$303K
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-699- 0.23% |
$29.5K - $33.7K
|
309K
$7.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-732- 12.2% |
$30.9K - $35.3K
|
5.27K
$123K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-740- 11.69% |
$31.3K - $35.6K
|
5.59K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-761- 1.34% |
$32.2K - $36.6K
|
56K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-763- 6.88% |
$32.2K - $36.7K
|
10.3K
$242K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-766- 7.6% |
$32.4K - $36.9K
|
9.31K
$218K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-784- 1.35% |
$33.1K - $37.8K
|
57.2K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-821- 7.0% |
$34.7K - $39.5K
|
10.9K
$255K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-825- 3.14% |
$34.9K - $39.7K
|
25.4K
$595K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-869- 0.29% |
$36.7K - $41.9K
|
299K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-889- 7.37% |
$37.6K - $42.8K
|
11.2K
$261K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-898- 3.21% |
$37.9K - $43.2K
|
27K
$633K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-949- 0.54% |
$40.1K - $45.7K
|
175K
$4.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-964- 18.1% |
$40.7K - $46.4K
|
4.36K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-971- 1.32% |
$41K - $46.8K
|
72.5K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-997- 7.52% |
$42.1K - $48K
|
12.3K
$287K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1K- 5.61% |
$42.3K - $48.2K
|
16.8K
$394K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-1.08K- 10.21% |
$45.7K - $52.1K
|
9.52K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-1.11K- 3.29% |
$46.8K - $53.3K
|
32.6K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.12K- 3.62% |
$47.4K - $54K
|
29.9K
$699K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.13K- 0.71% |
$47.9K - $54.6K
|
158K
$3.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-1.15K- 1.07% |
$48.6K - $55.4K
|
107K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.16K- 1.06% |
$48.9K - $55.8K
|
108K
$2.53M
|