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 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.25K+ 18.57% |
$137K - $156K
|
20.7K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.23K+ 55.63% |
$136K - $155K
|
9.03K
$211K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.19K+ 1.92% |
$135K - $154K
|
169K
$3.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.12K+ 1.84% |
$132K - $150K
|
173K
$4.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
3.07K+ 1.21% |
$129K - $148K
|
257K
$6.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.01K+ 1.85% |
$127K - $145K
|
166K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
2.93K+ 24.33% |
$124K - $141K
|
15K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.86K+ 3.84% |
$121K - $138K
|
77.2K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.81K+ 2.81% |
$119K - $135K
|
103K
$2.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.8K+ 8.9% |
$118K - $135K
|
34.3K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.77K+ 41.59% |
$117K - $133K
|
9.43K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.55K+ 3.06% |
$108K - $123K
|
85.7K
$2.01M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
2.54K+ 3.75% |
$107K - $122K
|
70.3K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.52K+ 31.03% |
$107K - $121K
|
10.6K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.33K+ 9.75% |
$98.4K - $112K
|
26.2K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.32KNew |
$98K - $112K
|
2.32K
$54.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.3K+ 2.36% |
$97.2K - $111K
|
100K
$2.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.29KNew |
$96.5K - $110K
|
2.29K
$53.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$95.9K - $109K
|
2.27K
$53.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.24K+ 29.26% |
$94.6K - $108K
|
9.89K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.24K+ 0.48% |
$94.5K - $108K
|
464K
$10.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
2.2K+ 2.24% |
$92.7K - $106K
|
100K
$2.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.11K+ 0.11% |
$89.1K - $102K
|
1.97M
$46.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08K+ 8.43% |
$87.9K - $100K
|
26.8K
$626K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
2.08K+ 6.31% |
$87.7K - $100K
|
35K
$819K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 37.64% |
$87K - $99.1K
|
7.53K
$176K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2.03K+ 700.0% |
$85.8K - $97.8K
|
2.32K
$54.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.98K+ 16.86% |
$83.4K - $95.1K
|
13.7K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.96K+ 36.34% |
$82.8K - $94.4K
|
7.35K
$172K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.93KNew |
$81.6K - $93K
|
1.93K
$45.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.92K+ 3.65% |
$81.1K - $92.5K
|
54.5K
$1.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
1.92K+ 6.91% |
$81K - $92.4K
|
29.7K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.92K+ 5.29% |
$81K - $92.3K
|
38.1K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.9K+ 19.88% |
$80.2K - $91.4K
|
11.4K
$268K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.86K+ 2.13% |
$78.8K - $89.8K
|
89.2K
$2.09M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.86K+ 2.13% |
$78.8K - $89.8K
|
89.2K
$2.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.78K+ 1.79% |
$75.3K - $85.9K
|
101K
$2.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.77K+ 4.25% |
$74.6K - $85K
|
43.3K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.75K+ 5.8% |
$73.8K - $84.1K
|
31.9K
$746K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.71K+ 22.41% |
$72.2K - $82.3K
|
9.33K
$218K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.64K+ 2.01% |
$69.3K - $79K
|
83.1K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 1.44% |
$67K - $76.4K
|
112K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.52K+ 3.45% |
$64.3K - $73.3K
|
45.5K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.52K+ 4.33% |
$64.1K - $73.1K
|
36.6K
$856K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.49K+ 4.85% |
$62.9K - $71.7K
|
32.2K
$753K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.45K+ 2.66% |
$61.1K - $69.7K
|
55.9K
$1.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.37K+ 14.87% |
$57.8K - $65.8K
|
10.6K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.37K+ 7.07% |
$57.7K - $65.8K
|
20.7K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.36K+ 13.79% |
$57.4K - $65.4K
|
11.2K
$262K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.33K+ 0.18% |
$56.3K - $64.1K
|
747K
$17.5M
|