Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.7KClosed |
$318K - $395K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.74K- 1.2% |
$320K - $397K
|
474K
$13.5M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.74K- 1.2% |
$320K - $397K
|
474K
$13.5M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.05K- 3.37% |
$338K - $419K
|
174K
$4.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-6.06K- 15.32% |
$338K - $420K
|
33.5K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.09K- 53.09% |
$340K - $422K
|
5.38K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.88K- 0.59% |
$384K - $476K
|
1.16M
$33M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.89K- 20.99% |
$385K - $477K
|
26K
$738K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.78K- 8.84% |
$434K - $539K
|
80.2K
$2.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.78K- 8.84% |
$434K - $539K
|
80.2K
$2.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.07K- 15.09% |
$451K - $559K
|
45.4K
$1.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8.79K- 10.25% |
$491K - $609K
|
77K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9.38K- 4.29% |
$524K - $650K
|
209K
$5.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.44K- 8.29% |
$527K - $654K
|
104K
$2.97M
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-9.46K- 4.8% |
$528K - $655K
|
187K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.46K- 27.35% |
$528K - $655K
|
25.1K
$714K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-10K- 1.66% |
$559K - $694K
|
594K
$16.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-10.4K- 44.83% |
$579K - $719K
|
12.8K
$363K
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-11.7K- 7.61% |
$654K - $812K
|
142K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-12.7K- 15.32% |
$710K - $881K
|
70.3K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.5K- 3.56% |
$753K - $934K
|
365K
$10.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-14.1K- 4.93% |
$789K - $979K
|
272K
$7.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.3K- 6.86% |
$796K - $988K
|
194K
$5.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.3K- 2.45% |
$798K - $991K
|
570K
$16.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-16.2K- 4.82% |
$906K - $1.12M
|
321K
$9.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-16.4K- 22.61% |
$918K - $1.14M
|
56.3K
$1.6M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-16.6K- 1.48% |
$927K - $1.15M
|
1.11M
$31.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-20.7K- 30.31% |
$1.15M - $1.43M
|
47.6K
$1.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-21.7K- 11.72% |
$1.21M - $1.5M
|
163K
$4.64M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-23K- 17.82% |
$1.28M - $1.59M
|
106K
$3.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-23.3K- 83.23% |
$1.3M - $1.61M
|
4.69K
$133K
|
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
SELL
|
- |
-24K- 52.21% |
$1.34M - $1.66M
|
22K
$625K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-24.4K- 30.53% |
$1.36M - $1.69M
|
55.5K
$1.58M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.2K- 7.55% |
$1.52M - $1.88M
|
333K
$9.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-27.9K- 14.34% |
$1.56M - $1.93M
|
167K
$4.74M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.3K- 17.44% |
$1.58M - $1.96M
|
134K
$3.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.6K- 0.91% |
$1.6M - $1.98M
|
3.11M
$88.4M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 11.85% |
$1.62M - $2.01M
|
216K
$6.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-29.6KClosed |
$1.65M - $2.05M
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.6K- 6.67% |
$1.71M - $2.12M
|
428K
$12.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-33K- 20.4% |
$1.84M - $2.28M
|
129K
$3.66M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-33.4K- 6.01% |
$1.86M - $2.31M
|
522K
$14.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-35.7K- 19.5% |
$1.99M - $2.47M
|
147K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-36.1K- 71.97% |
$2.01M - $2.5M
|
14.1K
$400K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.8K- 53.75% |
$2.16M - $2.69M
|
33.4K
$948K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-38.9K- 5.76% |
$2.17M - $2.69M
|
636K
$18.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-39.1K- 27.54% |
$2.18M - $2.71M
|
103K
$2.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-42K- 6.06% |
$2.34M - $2.91M
|
651K
$18.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-59K- 29.83% |
$3.29M - $4.08M
|
139K
$3.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60.5K- 5.69% |
$3.38M - $4.19M
|
1M
$28.5M
|