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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
13.6K+ 46.64% |
$737K - $824K
|
42.7K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.3KNew |
$724K - $810K
|
13.3K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 28.21% |
$715K - $800K
|
59.8K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
13.1KNew |
$709K - $793K
|
13.1K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13K+ 270.97% |
$706K - $790K
|
17.8K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$702K - $786K
|
12.9K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12.8K+ 3.87% |
$695K - $777K
|
343K
$9.71M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12.7K+ 11.26% |
$691K - $773K
|
126K
$3.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5K+ 6.46% |
$680K - $761K
|
206K
$5.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
12.5KNew |
$680K - $760K
|
12.5K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.5KNew |
$677K - $757K
|
12.5K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.2K+ 7.44% |
$661K - $740K
|
176K
$4.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12KNew |
$650K - $727K
|
12K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12K+ 45.05% |
$649K - $727K
|
38.5K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
11.9K+ 41.79% |
$645K - $722K
|
40.3K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
11.8KNew |
$640K - $716K
|
11.8K
$334K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 14.87% |
$640K - $716K
|
91K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11.6KNew |
$631K - $705K
|
11.6K
$329K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5K+ 6.52% |
$624K - $698K
|
188K
$5.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11.4KNew |
$621K - $695K
|
11.4K
$324K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.2K+ 103.0% |
$608K - $680K
|
22.1K
$625K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
11.1K+ 4.11% |
$604K - $675K
|
281K
$7.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11K+ 168.7% |
$599K - $670K
|
17.6K
$497K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.6K+ 23.39% |
$577K - $646K
|
56.1K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$577K - $645K
|
10.6K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 13.84% |
$576K - $644K
|
87.2K
$2.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 10.93% |
$571K - $638K
|
107K
$3.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.2KNew |
$557K - $623K
|
10.2K
$290K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
10.2K+ 5.21% |
$555K - $621K
|
206K
$5.85M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10.2KNew |
$555K - $621K
|
10.2K
$289K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
9.87K+ 84.0% |
$536K - $600K
|
21.6K
$612K
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
9.86KNew |
$536K - $599K
|
9.86K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.78K+ 1.12% |
$531K - $594K
|
879K
$24.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
9.71K+ 6.14% |
$527K - $590K
|
168K
$4.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.58K+ 23.05% |
$521K - $582K
|
51.2K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
9.46KNew |
$514K - $575K
|
9.46K
$268K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.45KNew |
$513K - $574K
|
9.45K
$267K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.02K+ 27.02% |
$490K - $548K
|
42.4K
$1.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.97K+ 16.52% |
$487K - $545K
|
63.3K
$1.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
8.82KNew |
$479K - $536K
|
8.82K
$250K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.82K+ 5.71% |
$479K - $536K
|
163K
$4.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.75K+ 7.51% |
$475K - $532K
|
125K
$3.55M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
8.55KNew |
$464K - $519K
|
8.55K
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
8.5KNew |
$462K - $516K
|
8.5K
$241K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8.33K+ 2.43% |
$452K - $506K
|
352K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.12KNew |
$441K - $493K
|
8.12K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.07K+ 33608.33% |
$438K - $490K
|
8.09K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.81K+ 78.16% |
$424K - $475K
|
17.8K
$504K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
7.6K+ 6.78% |
$413K - $462K
|
120K
$3.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7.48K+ 66.19% |
$406K - $455K
|
18.8K
$532K
|