Purchases and Sales Made in Q4 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 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 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.8K+ 162.65% |
$1.51M - $1.69M
|
44.9K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
27.7KNew |
$1.5M - $1.68M
|
27.7K
$783K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
26.8K+ 14.56% |
$1.45M - $1.63M
|
211K
$5.97M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
25.8KNew |
$1.4M - $1.57M
|
25.8K
$731K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
25.3KNew |
$1.37M - $1.54M
|
25.3K
$716K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
25.1KNew |
$1.36M - $1.53M
|
25.1K
$711K
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
25K+ 14.98% |
$1.36M - $1.52M
|
192K
$5.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25K+ 5.2% |
$1.36M - $1.52M
|
504K
$14.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24.9K+ 3.91% |
$1.35M - $1.51M
|
661K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24.8KNew |
$1.35M - $1.51M
|
24.8K
$702K
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$1.32M - $1.48M
|
24.3K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 30.18% |
$1.3M - $1.45M
|
103K
$2.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23.9K+ 2.6% |
$1.3M - $1.45M
|
943K
$26.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
23.5KNew |
$1.28M - $1.43M
|
23.5K
$666K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21.2KNew |
$1.15M - $1.29M
|
21.2K
$601K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
21.2K+ 14.42% |
$1.15M - $1.29M
|
168K
$4.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20.9K+ 33.97% |
$1.14M - $1.27M
|
82.6K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
19.9K+ 28.3% |
$1.08M - $1.21M
|
90.2K
$2.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19.6K+ 3.76% |
$1.06M - $1.19M
|
541K
$15.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19.3KNew |
$1.05M - $1.17M
|
19.3K
$547K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
18.8K+ 91.34% |
$1.02M - $1.14M
|
39.3K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.5K+ 14.39% |
$1M - $1.12M
|
147K
$4.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
18KNew |
$979K - $1.1M
|
18K
$510K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 18.54% |
$973K - $1.09M
|
115K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
17.6K+ 66.11% |
$956K - $1.07M
|
44.2K
$1.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.4K+ 20.55% |
$946K - $1.06M
|
102K
$2.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
17.1K+ 4.23% |
$931K - $1.04M
|
422K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$919K - $1.03M
|
16.9K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
16.8K+ 466.26% |
$914K - $1.02M
|
20.4K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
16.5K+ 17.51% |
$896K - $1M
|
111K
$3.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.3K+ 133.36% |
$885K - $990K
|
28.5K
$807K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16.1K+ 5.9% |
$873K - $976K
|
288K
$8.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
15.7K+ 42.7% |
$854K - $956K
|
52.6K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
15.6K+ 13.52% |
$848K - $949K
|
131K
$3.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15.2K+ 15.65% |
$826K - $924K
|
112K
$3.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.2K+ 8.55% |
$823K - $921K
|
192K
$5.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
15K+ 21.86% |
$814K - $911K
|
83.6K
$2.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
15K+ 8.12% |
$813K - $910K
|
199K
$5.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
15K+ 38.76% |
$813K - $909K
|
53.6K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14.9K+ 4.77% |
$810K - $907K
|
328K
$9.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14.9K+ 3.07% |
$810K - $906K
|
500K
$14.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
14.6K+ 405.44% |
$793K - $887K
|
18.2K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 295.98% |
$792K - $887K
|
19.5K
$553K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.5K+ 93.12% |
$786K - $879K
|
30K
$849K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.2KNew |
$771K - $863K
|
14.2K
$402K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
14.1KNew |
$765K - $856K
|
14.1K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.9K+ 76.21% |
$755K - $844K
|
32.1K
$909K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
13.9K+ 1.2% |
$754K - $844K
|
1.17M
$33.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13.8K+ 49.32% |
$750K - $839K
|
41.8K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13.7KNew |
$742K - $830K
|
13.7K
$387K
|