Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-25- 0.08% |
$1.08K - $1.36K
|
31K
$726K
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-29- 0.17% |
$1.26K - $1.58K
|
16.7K
$390K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-33- 0.53% |
$1.43K - $1.8K
|
6.21K
$145K
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-36- 0.52% |
$1.56K - $1.96K
|
6.88K
$161K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-42- 48.84% |
$1.82K - $2.29K
|
44
$1.03K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-42- 0.68% |
$1.82K - $2.29K
|
6.13K
$144K
|
|
|
Aug 10, 2022
Q2 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-45- 0.79% |
$1.95K - $2.45K
|
5.63K
$132K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-46- 0.9% |
$1.99K - $2.51K
|
5.05K
$118K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-50- 0.2% |
$2.17K - $2.73K
|
25.5K
$597K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-51- 0.36% |
$2.21K - $2.78K
|
14.2K
$333K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-52- 65.0% |
$2.25K - $2.83K
|
28
$655
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-53- 0.24% |
$2.3K - $2.89K
|
21.9K
$513K
|
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-58- 0.24% |
$2.51K - $3.16K
|
23.7K
$554K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-64Closed |
$2.77K - $3.49K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-73- 6.34% |
$3.16K - $3.98K
|
1.08K
$25.2K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-88- 33.59% |
$3.81K - $4.8K
|
174
$4.07K
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-94- 0.53% |
$4.07K - $5.12K
|
17.5K
$409K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-96- 9.09% |
$4.16K - $5.23K
|
960
$22.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-99- 0.17% |
$4.29K - $5.4K
|
56.9K
$1.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 1.0% |
$4.34K - $5.45K
|
9.89K
$231K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$4.34K - $5.45K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-102- 1.64% |
$4.42K - $5.56K
|
6.13K
$143K
|
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-102- 2.17% |
$4.42K - $5.56K
|
4.59K
$107K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-103- 31.79% |
$4.47K - $5.61K
|
221
$5.17K
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-121- 0.11% |
$5.25K - $6.6K
|
107K
$2.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-127- 2.56% |
$5.51K - $6.92K
|
4.83K
$113K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-128Closed |
$5.55K - $6.98K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-129- 0.34% |
$5.59K - $7.03K
|
37.9K
$887K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-136- 0.29% |
$5.9K - $7.41K
|
47K
$1.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-137- 79.19% |
$5.94K - $7.47K
|
36
$842
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-139- 2.88% |
$6.03K - $7.58K
|
4.68K
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-139Closed |
$6.03K - $7.58K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-140- 0.76% |
$6.07K - $7.63K
|
18.3K
$429K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-141- 2.23% |
$6.11K - $7.69K
|
6.2K
$145K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-146- 0.79% |
$6.33K - $7.96K
|
18.4K
$431K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147Closed |
$6.37K - $8.01K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-149- 16.02% |
$6.46K - $8.12K
|
781
$18.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-150- 0.36% |
$6.5K - $8.18K
|
41.5K
$971K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150Closed |
$6.5K - $8.18K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-154- 0.51% |
$6.68K - $8.39K
|
30.1K
$704K
|
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-158- 0.57% |
$6.85K - $8.61K
|
27.4K
$642K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-160- 2.07% |
$6.94K - $8.72K
|
7.56K
$177K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-162- 16.6% |
$7.02K - $8.83K
|
814
$19K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-166- 6.47% |
$7.2K - $9.05K
|
2.4K
$56.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-184- 0.17% |
$7.98K - $10K
|
110K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-189Closed |
$8.19K - $10.3K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-190- 1.0% |
$8.24K - $10.4K
|
18.8K
$441K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-194- 2.67% |
$8.41K - $10.6K
|
7.08K
$166K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 2.35% |
$8.67K - $10.9K
|
8.31K
$195K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 4.21% |
$8.67K - $10.9K
|
4.55K
$106K
|