Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
148
+ 3.38%
$8.04K - $8.99K
4.52K $128K
Jan 20, 2023 Q4 2022
Signet Investment Advisory Group, Inc.

BUY
 -
145
+ 0.81%
$7.87K - $8.81K
17.9K $508K
Jan 31, 2023 Q4 2022
Cabot Wealth Management Inc

BUY
 -
144
+ 2.04%
$7.82K - $8.75K
7.22K $204K
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

BUY
 -
120
+ 1.48%
$6.52K - $7.29K
8.24K $233K
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
117
New
$6.35K - $7.11K
117 $3.31K
Feb 08, 2023 Q4 2022
Alpha Star Capital Management, LLC

BUY
 -
107
+ 2.28%
$5.81K - $6.5K
4.8K $136K
Feb 02, 2023 Q4 2022
Bka Wealth Consulting, Inc.

BUY
 -
105
+ 2.22%
$5.7K - $6.38K
4.84K $137K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
105
New
$5.7K - $6.38K
105 $2.97K
Feb 03, 2023 Q4 2022
Pinnacle Financial Partners Inc

BUY
 -
98
+ 1.86%
$5.32K - $5.95K
5.37K $152K
Feb 13, 2023 Q4 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
91
+ 0.2%
$4.94K - $5.53K
46.3K $1.31M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
81
+ 0.29%
$4.4K - $4.92K
27.6K $781K
Feb 14, 2023 Q4 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
76
+ 0.52%
$4.13K - $4.62K
14.6K $414K
Jan 17, 2023 Q4 2022
Mbe Wealth Management, LLC

BUY
 -
75
+ 1.22%
$4.07K - $4.56K
6.21K $176K
Jan 24, 2023 Q4 2022
Sol Capital Management CO

BUY
 -
75
+ 1.28%
$4.07K - $4.56K
5.95K $168K
Feb 10, 2023 Q4 2022
Clear Investment Research, LLC

BUY
 -
74
+ 1.14%
$4.02K - $4.5K
6.59K $187K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
71
+ 0.06%
$3.86K - $4.31K
115K $3.25M
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
68
+ 1.89%
$3.69K - $4.13K
3.67K $104K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
68
+ 1.33%
$3.69K - $4.13K
5.19K $147K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
62
+ 5.91%
$3.37K - $3.77K
1.11K $31.5K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
59
+ 3.03%
$3.2K - $3.58K
2.01K $56.9K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
58
+ 1.91%
$3.15K - $3.52K
3.1K $87.8K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
53
+ 0.2%
$2.88K - $3.22K
27.1K $767K
Feb 23, 2023 Q4 2022
Wc Walker & Associates, Inc.

BUY
 -
53
+ 0.62%
$2.88K - $3.22K
8.59K $243K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
52
+ 35.86%
$2.82K - $3.16K
197 $5.58K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
52
+ 2.57%
$2.82K - $3.16K
2.08K $58.8K
Feb 07, 2023 Q4 2022
Accredited Investors Inc.

BUY
 -
50
+ 0.47%
$2.72K - $3.04K
10.6K $299K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
49
+ 6.36%
$2.66K - $2.98K
819 $23.2K
Jan 26, 2023 Q4 2022
Granite Bay Wealth Management, LLC

BUY
 -
48
+ 0.5%
$2.61K - $2.92K
9.59K $271K
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
47
+ 1.67%
$2.55K - $2.86K
2.86K $80.9K
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
38
+ 8.92%
$2.06K - $2.31K
464 $13.1K
Feb 01, 2023 Q4 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
34
+ 0.28%
$1.85K - $2.07K
12.4K $350K
Feb 03, 2023 Q4 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
34
+ 0.87%
$1.85K - $2.07K
3.95K $112K
Feb 13, 2023 Q4 2022
Retirement Guys Formula LLC

BUY
 -
33
+ 0.32%
$1.79K - $2.01K
10.5K $297K
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
31
+ 0.12%
$1.68K - $1.88K
27K $763K
Feb 10, 2023 Q4 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
30
New
$1.63K - $1.82K
30 $849
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

BUY
 -
29
+ 63.04%
$1.57K - $1.76K
75 $2.12K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
26
New
$1.41K - $1.58K
26 $736
Feb 01, 2023 Q4 2022
Alpha Omega Wealth Management LLC

BUY
 -
25
+ 0.28%
$1.36K - $1.52K
8.8K $249K
Jan 26, 2023 Q4 2022
Hanseatic Management Services Inc

BUY
 -
24
+ 400.0%
$1.3K - $1.46K
30 $849
Feb 13, 2023 Q4 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
23
+ 0.05%
$1.25K - $1.4K
50.6K $1.43M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
22
New
$1.19K - $1.34K
22 $623
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
22
New
$1.19K - $1.34K
22 $623
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
20
New
$1.09K - $1.22K
20 $566
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
16
+ 320.0%
$869 - $972
21 $595
Feb 13, 2023 Q4 2022
Van Hulzen Asset Management, LLC

BUY
 -
14
+ 0.37%
$760 - $851
3.84K $109K
Feb 06, 2023 Q4 2022
Avidian Wealth Solutions, LLC

BUY
 -
13
+ 0.19%
$706 - $790
6.85K $194K
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
13
+ 0.14%
$706 - $790
9.55K $270K
Feb 14, 2023 Q4 2022
Bristlecone Advisors, LLC

BUY
 -
13
+ 0.06%
$706 - $790
20.6K $582K
Feb 02, 2023 Q4 2022
Northwest Capital Management Inc

BUY
 -
11
+ 0.17%
$597 - $668
6.61K $187K

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