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 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 1.97% |
$37.4K - $41.9K
|
35.7K
$916K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
664+ 17.33% |
$36.1K - $40.3K
|
4.5K
$115K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
654+ 2.33% |
$35.5K - $39.7K
|
28.7K
$736K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
650+ 0.43% |
$35.3K - $39.5K
|
150K
$3.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
647+ 7.9% |
$35.1K - $39.3K
|
8.83K
$227K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
639+ 2.45% |
$34.7K - $38.8K
|
26.7K
$685K
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
638+ 2.57% |
$34.6K - $38.8K
|
25.4K
$653K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
632New |
$34.3K - $38.4K
|
632
$16.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
629+ 8.67% |
$34.2K - $38.2K
|
7.88K
$202K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
613+ 3.94% |
$33.3K - $37.2K
|
16.2K
$416K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
595+ 3.94% |
$32.3K - $36.2K
|
15.7K
$403K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
588+ 18.92% |
$31.9K - $35.7K
|
3.7K
$94.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
579+ 23.85% |
$31.4K - $35.2K
|
3.01K
$77.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
557+ 381.51% |
$30.3K - $33.8K
|
703
$18.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
555New |
$30.1K - $33.7K
|
555
$14.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
544+ 7.98% |
$29.5K - $33.1K
|
7.36K
$189K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
543+ 0.51% |
$29.5K - $33K
|
108K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
504+ 12.55% |
$27.4K - $30.6K
|
4.52K
$116K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
482+ 7.77% |
$26.2K - $29.3K
|
6.68K
$172K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
460New |
$25K - $27.9K
|
460
$11.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
456New |
$24.8K - $27.7K
|
456
$11.7K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
437New |
$23.7K - $26.6K
|
437
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
429+ 0.94% |
$23.3K - $26.1K
|
45.9K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
423+ 6.41% |
$23K - $25.7K
|
7.03K
$180K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
386+ 8.17% |
$21K - $23.5K
|
5.11K
$131K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
379+ 0.47% |
$20.6K - $23K
|
81.6K
$2.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
369+ 6.43% |
$20K - $22.4K
|
6.11K
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
362+ 2.55% |
$19.7K - $22K
|
14.6K
$374K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
360+ 5.22% |
$19.6K - $21.9K
|
7.26K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
348+ 1.77% |
$18.9K - $21.1K
|
20K
$514K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
337+ 1.12% |
$18.3K - $20.5K
|
30.4K
$781K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
331+ 4.13% |
$18K - $20.1K
|
8.35K
$214K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
329+ 5.09% |
$17.9K - $20K
|
6.8K
$174K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
320+ 0.96% |
$17.4K - $19.4K
|
33.8K
$868K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
302New |
$16.4K - $18.3K
|
302
$7.76K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
288+ 1.7% |
$15.6K - $17.5K
|
17.2K
$442K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
278+ 0.23% |
$15.1K - $16.9K
|
119K
$3.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
276+ 0.48% |
$15K - $16.8K
|
57.6K
$1.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
269+ 4.17% |
$14.6K - $16.3K
|
6.72K
$173K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
256+ 1.82% |
$13.9K - $15.6K
|
14.3K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
251+ 2.06% |
$13.6K - $15.3K
|
12.4K
$319K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
247+ 3.57% |
$13.4K - $15K
|
7.16K
$184K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
238New |
$12.9K - $14.5K
|
238
$6.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
229New |
$12.4K - $13.9K
|
229
$5.88K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
211+ 0.56% |
$11.5K - $12.8K
|
38.2K
$980K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
207+ 0.67% |
$11.2K - $12.6K
|
31.3K
$804K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
206+ 0.49% |
$11.2K - $12.5K
|
42.4K
$1.09M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
206+ 0.49% |
$11.2K - $12.5K
|
42.4K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
191+ 2.45% |
$10.4K - $11.6K
|
7.98K
$205K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176+ 3.54% |
$9.56K - $10.7K
|
5.14K
$132K
|