Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 16, 2023 Q4 2022
Gsb Wealth Management, LLC

BUY
 -
4.89K
+ 4.61%
$207K - $236K
111K $2.6M
Feb 06, 2023 Q4 2022
Rollins Financial

BUY
 -
4.88K
New
$206K - $235K
4.88K $114K
Feb 08, 2023 Q4 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
4.87K
+ 2.5%
$206K - $235K
200K $4.67M
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
4.86K
New
$205K - $234K
4.86K $114K
Jan 18, 2023 Q4 2022
Advocate Group LLC

BUY
 -
4.73K
New
$200K - $228K
4.73K $111K
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
4.71K
New
$199K - $227K
4.71K $110K
Feb 01, 2023 Q4 2022
Cap Wealth Advisors, LLC

BUY
 -
4.68K
New
$198K - $225K
4.68K $110K
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.64K
New
$196K - $223K
4.64K $109K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
4.63K
+ 1.25%
$196K - $223K
375K $8.78M
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
4.63K
+ 13.05%
$196K - $223K
40.1K $939K
Feb 13, 2023 Q4 2022
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
4.62K
+ 72.44%
$195K - $222K
11K $257K
Jan 18, 2023 Q4 2022
Sea Bridge Investment Advisors LLC

BUY
 -
4.6K
New
$194K - $222K
4.6K $108K
Feb 08, 2023 Q4 2022
Ameraudi Asset Management, Inc.

BUY
 -
4.59K
New
$194K - $221K
4.59K $107K
Jan 30, 2023 Q4 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
4.58K
New
$193K - $220K
4.58K $107K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
4.57K
New
$193K - $220K
4.57K $107K
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

BUY
 -
4.56K
New
$192K - $219K
4.56K $107K
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
4.53K
New
$191K - $218K
4.53K $106K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
4.53K
New
$191K - $218K
4.53K $106K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
4.53K
+ 5957.89%
$191K - $218K
4.6K $108K
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
4.48K
+ 9.53%
$189K - $216K
51.5K $1.2M
Jan 18, 2023 Q4 2022
Bennett Selby Investments LP

BUY
 -
4.47K
New
$189K - $215K
4.47K $105K
Jan 24, 2023 Q4 2022
Lafayette Investments, Inc.

BUY
 -
4.46K
New
$188K - $215K
4.46K $104K
Jan 25, 2023 Q4 2022
Fagan Associates, Inc.

BUY
 -
4.39K
+ 12.15%
$185K - $211K
40.5K $948K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
4.37K
+ 21.36%
$185K - $211K
24.8K $581K
Feb 14, 2023 Q4 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
4.37K
New
$185K - $210K
4.37K $102K
Jan 19, 2023 Q4 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
4.32K
New
$182K - $208K
4.32K $101K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
4.3K
+ 20.25%
$182K - $207K
25.5K $597K
Feb 06, 2023 Q4 2022
1900 Wealth Management LLC

BUY
 -
4.28K
+ 10.53%
$181K - $206K
44.9K $1.05M
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
4.2K
+ 39.23%
$178K - $202K
14.9K $349K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
4.19K
+ 64.98%
$177K - $202K
10.6K $249K
Feb 14, 2023 Q4 2022
Fwl Investment Management, LLC

BUY
 -
4.19K
New
$177K - $202K
4.19K $97.9K
Mar 06, 2023 Q4 2022
North Star Asset Management Inc

BUY
 -
4.07K
+ 2.28%
$172K - $196K
182K $4.27M
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
4.06K
+ 5.31%
$171K - $195K
80.5K $1.88M
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.03K
+ 14.84%
$170K - $194K
31.2K $730K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
3.95K
+ 406.79%
$167K - $190K
4.93K $115K
May 24, 2024 Q4 2022
Garrison Asset Management, LLC

BUY
 -
3.89K
+ 28.56%
$164K - $187K
17.5K $410K
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
3.87K
+ 11.7%
$163K - $186K
36.9K $865K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3.83K
+ 0.81%
$162K - $184K
478K $11.2M
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3.79K
+ 5.57%
$160K - $183K
71.8K $1.68M
Jan 20, 2023 Q4 2022
Powers Advisory Group, LLC

BUY
 -
3.74K
+ 0.99%
$158K - $180K
384K $8.97M
Feb 14, 2023 Q4 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
3.7K
+ 4.91%
$156K - $178K
79K $1.85M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
3.66K
New
$155K - $176K
3.66K $85.6K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
3.59K
+ 2.58%
$152K - $173K
143K $3.34M
Jan 30, 2023 Q4 2022
Essex LLC

BUY
 -
3.53K
+ 2.51%
$149K - $170K
144K $3.37M
Feb 10, 2023 Q4 2022
American Money Management, LLC

BUY
 -
3.48K
+ 3.12%
$147K - $168K
115K $2.69M
Jan 27, 2023 Q4 2022
Heritage Financial Services, LLC

BUY
 -
3.41K
+ 50.85%
$144K - $164K
10.1K $237K
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
3.38K
+ 5.44%
$143K - $163K
65.5K $1.53M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
3.37K
+ 134.12%
$143K - $162K
5.89K $138K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
3.3K
+ 13.96%
$140K - $159K
27K $631K

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