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 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-19.3K- 5.22% |
$817K - $931K
|
351K
$8.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.2K- 3.31% |
$852K - $971K
|
589K
$13.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20.4K- 6.28% |
$861K - $981K
|
304K
$7.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-21.4K- 8.49% |
$903K - $1.03M
|
230K
$5.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-21.7K- 13.31% |
$917K - $1.05M
|
141K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-21.7K- 13.68% |
$918K - $1.05M
|
137K
$3.21M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-22.7K- 32.21% |
$960K - $1.09M
|
47.8K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-23K- 40.64% |
$971K - $1.11M
|
33.6K
$786K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-23.7K- 3.91% |
$1M - $1.14M
|
583K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-24.1K- 5.66% |
$1.02M - $1.16M
|
401K
$9.39M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-24.2K- 49.74% |
$1.02M - $1.16M
|
24.4K
$571K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-24.2K- 15.27% |
$1.02M - $1.16M
|
134K
$3.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-26.4K- 17.97% |
$1.12M - $1.27M
|
121K
$2.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-26.7K- 27.94% |
$1.13M - $1.29M
|
68.9K
$1.61M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-30.5K- 8.91% |
$1.29M - $1.47M
|
312K
$7.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-32.5K- 17.69% |
$1.37M - $1.56M
|
151K
$3.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-33.8K- 5.27% |
$1.43M - $1.63M
|
608K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-38.2K- 50.0% |
$1.61M - $1.84M
|
38.2K
$894K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-39.3K- 60.96% |
$1.66M - $1.89M
|
25.2K
$589K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-41.4K- 28.83% |
$1.75M - $2M
|
102K
$2.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-43.2K- 40.42% |
$1.83M - $2.08M
|
63.7K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-43.9K- 23.95% |
$1.85M - $2.11M
|
139K
$3.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46.6K- 87.18% |
$1.97M - $2.24M
|
6.85K
$160K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-51K- 6.12% |
$2.15M - $2.45M
|
782K
$18.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-57.3K- 48.22% |
$2.42M - $2.76M
|
61.5K
$1.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-58.1K- 9.05% |
$2.45M - $2.8M
|
584K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-60.6K- 4.03% |
$2.56M - $2.92M
|
1.44M
$33.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-61K- 5.34% |
$2.58M - $2.94M
|
1.08M
$25.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-68.3K- 48.04% |
$2.89M - $3.29M
|
73.9K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-71.1K- 11.58% |
$3.01M - $3.43M
|
543K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-75K- 42.86% |
$3.17M - $3.61M
|
100K
$2.34M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-77.7K- 27.94% |
$3.28M - $3.74M
|
200K
$4.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-80.1K- 4.03% |
$3.39M - $3.86M
|
1.91M
$44.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-86.9K- 77.16% |
$3.67M - $4.19M
|
25.7K
$602K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.7K- 2.61% |
$3.92M - $4.47M
|
3.47M
$81.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.6K- 90.71% |
$4.17M - $4.75M
|
10.1K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-101K- 54.5% |
$4.29M - $4.89M
|
84.7K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-106K- 80.7% |
$4.49M - $5.12M
|
25.4K
$595K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-119K- 8.86% |
$5.01M - $5.72M
|
1.22M
$28.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-122K- 33.9% |
$5.14M - $5.85M
|
237K
$5.55M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-128K- 26.12% |
$5.4M - $6.16M
|
362K
$8.46M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-134K- 94.42% |
$5.68M - $6.48M
|
7.95K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-138K- 24.5% |
$5.83M - $6.65M
|
426K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-153K- 13.52% |
$6.44M - $7.35M
|
976K
$22.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-163K- 66.14% |
$6.9M - $7.86M
|
83.6K
$1.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-197K- 34.13% |
$8.32M - $9.48M
|
380K
$8.89M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-204K- 75.02% |
$8.63M - $9.83M
|
68K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-250K- 8.08% |
$10.6M - $12M
|
2.84M
$66.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-281K- 16.75% |
$11.9M - $13.6M
|
1.4M
$32.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-294K- 3.6% |
$12.4M - $14.2M
|
7.87M
$184M
|