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 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
15.4K+ 4.47% |
$652K - $743K
|
361K
$8.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
14.8K+ 15.08% |
$627K - $714K
|
113K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.6K+ 11.81% |
$617K - $704K
|
138K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
14.4K+ 3.11% |
$610K - $695K
|
479K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.2K+ 15.22% |
$602K - $686K
|
108K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
13.6K+ 138.17% |
$576K - $656K
|
23.5K
$550K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
13.6K+ 61.45% |
$575K - $656K
|
35.8K
$837K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 1.25% |
$570K - $650K
|
1.1M
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.5K+ 20.93% |
$570K - $649K
|
77.9K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$558K - $636K
|
13.2K
$309K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13KNew |
$550K - $627K
|
13K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
12.6K+ 13.37% |
$533K - $607K
|
107K
$2.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.6K+ 6.49% |
$532K - $607K
|
207K
$4.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
12.6K+ 2.02% |
$531K - $606K
|
634K
$14.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.3K+ 14.03% |
$520K - $592K
|
100K
$2.34M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.3K+ 4.18% |
$518K - $590K
|
305K
$7.14M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.2K+ 3.38% |
$517K - $589K
|
374K
$8.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.2K+ 12.97% |
$515K - $587K
|
106K
$2.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 38.02% |
$506K - $577K
|
43.5K
$1.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
11.5K+ 6.09% |
$487K - $555K
|
201K
$4.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11.5K+ 4.15% |
$485K - $553K
|
288K
$6.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$477K - $544K
|
11.3K
$264K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
11.2K+ 33.27% |
$473K - $539K
|
44.8K
$1.05M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
11.2KNew |
$472K - $537K
|
11.2K
$261K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11K+ 0.76% |
$464K - $529K
|
1.45M
$34M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
10.6K+ 127.65% |
$447K - $510K
|
18.9K
$442K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10.6K+ 8.15% |
$447K - $509K
|
140K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$442K - $504K
|
10.5K
$245K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$441K - $503K
|
10.4K
$244K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
10K+ 48.0% |
$423K - $482K
|
30.8K
$722K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
9.89K+ 7.61% |
$418K - $476K
|
140K
$3.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
9.79K+ 2.35% |
$413K - $471K
|
425K
$9.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
9.65K+ 183.37% |
$408K - $465K
|
14.9K
$349K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.3K+ 30.75% |
$393K - $448K
|
39.5K
$925K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.16K+ 39.84% |
$387K - $441K
|
32.2K
$753K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.16KNew |
$387K - $441K
|
9.16K
$214K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
9.12KNew |
$385K - $439K
|
9.12K
$213K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9K+ 2.48% |
$380K - $433K
|
372K
$8.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.84K+ 2.24% |
$374K - $426K
|
404K
$9.45M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
8.73KNew |
$369K - $420K
|
8.73K
$204K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8.44KNew |
$357K - $407K
|
8.44K
$198K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.42K+ 8.05% |
$356K - $405K
|
113K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
8.35K+ 3.24% |
$353K - $402K
|
267K
$6.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
8.32KNew |
$352K - $401K
|
8.32K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.32K+ 1.94% |
$351K - $400K
|
436K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.29K+ 3.27% |
$350K - $399K
|
262K
$6.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.26KNew |
$349K - $398K
|
8.26K
$193K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.15K+ 4.88% |
$344K - $392K
|
175K
$4.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8.12K+ 37.91% |
$343K - $391K
|
29.5K
$691K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.12K+ 38.01% |
$343K - $391K
|
29.5K
$689K
|