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 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.4K+ 14.68% |
$402K - $450K
|
57.8K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.34KNew |
$399K - $446K
|
7.34K
$208K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96K+ 57.67% |
$378K - $423K
|
19K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.93KNew |
$376K - $421K
|
6.93K
$196K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.92KNew |
$376K - $421K
|
6.92K
$196K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
6.87K+ 5.5% |
$373K - $417K
|
132K
$3.73M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.8K+ 2.33% |
$369K - $413K
|
299K
$8.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.67K+ 120.82% |
$362K - $405K
|
12.2K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.58KNew |
$357K - $400K
|
6.58K
$186K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.43K+ 16.96% |
$349K - $390K
|
44.3K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
6.4KNew |
$348K - $389K
|
6.4K
$181K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.22KNew |
$338K - $378K
|
6.22K
$176K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6.21KNew |
$337K - $378K
|
6.21K
$176K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.15K+ 8.32% |
$334K - $373K
|
80K
$2.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.94K+ 10.69% |
$322K - $361K
|
61.5K
$1.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$322K - $360K
|
5.93K
$168K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
5.92K+ 117.62% |
$322K - $360K
|
11K
$310K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
5.81K+ 6.76% |
$316K - $353K
|
91.8K
$2.6M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.75K+ 22.89% |
$312K - $349K
|
30.9K
$873K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
5.75KNew |
$312K - $349K
|
5.75K
$163K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
5.73KNew |
$311K - $348K
|
5.73K
$162K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.57KNew |
$303K - $339K
|
5.57K
$158K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.57KNew |
$303K - $339K
|
5.57K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
5.55K+ 5.74% |
$301K - $337K
|
102K
$2.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.52KNew |
$300K - $335K
|
5.52K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.49K+ 1.71% |
$298K - $334K
|
327K
$9.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.45K+ 49.62% |
$296K - $331K
|
16.4K
$465K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.45K+ 7.59% |
$296K - $331K
|
77.2K
$2.19M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.39KNew |
$293K - $328K
|
5.39K
$153K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$291K - $326K
|
5.36K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.3K+ 243.3% |
$288K - $322K
|
7.48K
$212K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.23KNew |
$284K - $318K
|
5.23K
$148K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
5.17KNew |
$281K - $314K
|
5.17K
$146K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.12KNew |
$278K - $311K
|
5.12K
$145K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.11K+ 4.79% |
$277K - $310K
|
112K
$3.17M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
5.09KNew |
$276K - $309K
|
5.09K
$144K
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.98KNew |
$271K - $303K
|
4.98K
$141K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.92K+ 5.06% |
$267K - $299K
|
102K
$2.89M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.89K+ 8.54% |
$266K - $297K
|
62.2K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.83K+ 2.38% |
$262K - $293K
|
208K
$5.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.82K+ 33.2% |
$262K - $293K
|
19.3K
$547K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.81K+ 14.88% |
$261K - $292K
|
37.1K
$1.05M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.81K+ 7.98% |
$261K - $292K
|
65K
$1.84M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.8KNew |
$261K - $292K
|
4.8K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.52% |
$260K - $291K
|
55.1K
$1.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.79KNew |
$260K - $291K
|
4.79K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
4.75KNew |
$258K - $289K
|
4.75K
$135K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.7K+ 3.43% |
$255K - $285K
|
142K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.61KNew |
$250K - $280K
|
4.61K
$131K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.57KNew |
$248K - $278K
|
4.57K
$129K
|