Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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
Jul 20, 2022 Q2 2022
Next Capital Management LLC

SELL
 -
-2.73K
- 4.23%
$118K - $149K
61.8K $1.45M
Aug 15, 2022 Q2 2022
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-2.74K
- 3.66%
$119K - $149K
72K $1.69M
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

SELL
 -
-2.74K
- 9.8%
$119K - $149K
25.2K $590K
Jul 15, 2022 Q2 2022
Pennsylvania Capital Management Inc

SELL
 -
-2.8K
- 11.25%
$121K - $153K
22.1K $517K
Jul 26, 2022 Q2 2022
Northwest Investment Counselors, LLC

SELL
 -
-2.87K
- 1.75%
$124K - $156K
161K $3.77M
Aug 15, 2022 Q2 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-2.88K
- 0.32%
$125K - $157K
890K $20.8M
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-2.96K
Closed
$128K - $161K
0 $0
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

SELL
 -
-3.01K
- 24.9%
$130K - $164K
9.06K $212K
Jul 27, 2022 Q2 2022
Bank Hapoalim Bm

SELL
 -
-3.1K
- 0.53%
$134K - $169K
577K $13.5M
Jan 19, 2024 Q2 2022
Cedrus LLC

Littleton, CO
SELL
 -
-3.1K
- 34.75%
$135K - $169K
5.83K $136K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-3.29K
- 47.82%
$143K - $179K
3.59K $84.1K
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-3.39K
- 41.75%
$147K - $185K
4.73K $111K
Jul 21, 2022 Q2 2022
Rtd Financial Advisors, Inc.

SELL
 -
-3.48K
- 2.25%
$151K - $189K
151K $3.54M
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-3.48K
- 8.69%
$151K - $190K
36.6K $856K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-3.56K
- 3.98%
$154K - $194K
85.8K $2.01M
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-3.56K
- 3.98%
$154K - $194K
85.8K $2.01M
Jul 11, 2022 Q2 2022
Austin Asset Management CO Inc

SELL
 -
-3.71K
- 42.72%
$161K - $202K
4.98K $116K
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

SELL
 -
-3.73K
- 29.81%
$162K - $203K
8.78K $205K
Aug 11, 2022 Q2 2022
Choreo, LLC

Minneapolis, MN
SELL
 -
-3.74K
Closed
$162K - $204K
0 $0
Aug 15, 2022 Q2 2022
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-3.75K
Closed
$162K - $204K
0 $0
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-3.76K
- 13.85%
$163K - $205K
23.4K $547K
Feb 14, 2023 Q2 2022
All Gen Financial Advisors, Inc.

Orlando, FL
SELL
 -
-3.77K
Closed
$164K - $206K
0 $0
Aug 15, 2022 Q2 2022
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-3.8K
Closed
$165K - $207K
0 $0
Jul 18, 2022 Q2 2022
Wealth Care Investment Partners, LLC

SELL
 -
-3.81K
Closed
$165K - $208K
0 $0
Jul 26, 2022 Q2 2022
Girard Partners Ltd.

SELL
 -
-3.82K
Closed
$166K - $208K
0 $0
Aug 02, 2022 Q2 2022
Steel Peak Wealth Management LLC

SELL
 -
-3.84K
Closed
$166K - $209K
0 $0
Aug 04, 2022 Q2 2022
Sensible Financial Planning & Management, Llc.

SELL
 -
-3.84K
- 1.46%
$167K - $209K
259K $6.06M
Jul 26, 2022 Q2 2022
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-3.85K
Closed
$167K - $210K
0 $0
Aug 10, 2022 Q2 2022
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-3.96K
Closed
$172K - $216K
0 $0
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-3.97K
Closed
$172K - $216K
0 $0
Aug 09, 2022 Q2 2022
Summitry LLC

Foster City, CA
SELL
 -
-3.99K
Closed
$173K - $217K
0 $0
Jul 12, 2022 Q2 2022
John W. Brooker & Co., Cp As

SELL
 -
-4.02K
- 11.19%
$174K - $219K
31.9K $746K
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-4.03K
Closed
$175K - $220K
0 $0
Jul 25, 2022 Q2 2022
Heartwood Wealth Advisors LLC

SELL
 -
-4.05K
Closed
$176K - $221K
0 $0
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-4.07K
Closed
$176K - $222K
0 $0
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-4.12K
- 7.75%
$178K - $224K
49K $1.15M
Aug 08, 2022 Q2 2022
Hm Capital Management, LLC

Clayton, MO
SELL
 -
-4.13K
Closed
$179K - $225K
0 $0
Jul 25, 2022 Q2 2022
Analyst Ims Investment Management Services Ltd.

SELL
 -
-4.2K
Closed
$182K - $229K
0 $0
Dec 05, 2023 Q2 2022
Morton Capital Management Llc/Ca

Calabasas, CA
SELL
 -
-4.29K
Closed
$186K - $234K
0 $0
Jul 29, 2022 Q2 2022
Wealth Architects, LLC

SELL
 -
-4.32K
Closed
$187K - $235K
0 $0
Aug 09, 2022 Q2 2022
Mkt Advisors LLC

Escondido, CA
SELL
 -
-4.32K
Closed
$187K - $235K
0 $0
Jul 26, 2022 Q2 2022
Cypress Capital Group

SELL
 -
-4.36K
- 38.96%
$189K - $238K
6.83K $160K
Aug 02, 2022 Q2 2022
Rmr Wealth Builders

SELL
 -
-4.43K
Closed
$192K - $241K
0 $0
Jul 11, 2022 Q2 2022
Thrive Wealth Management, LLC

SELL
 -
-4.46K
- 31.65%
$193K - $243K
9.63K $225K
Jul 25, 2022 Q2 2022
Hantz Financial Services, Inc.

SELL
 -
-4.47K
- 4.02%
$194K - $243K
107K $2.49M
Aug 06, 2024 Q2 2022
Hantz Financial Services, Inc.

SELL
 -
-4.47K
- 4.02%
$194K - $243K
107K $2.49M
Aug 15, 2022 Q2 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-4.47K
Closed
$194K - $244K
0 $0
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-4.49K
Closed
$195K - $245K
0 $0
Jul 19, 2022 Q2 2022
Mbe Wealth Management, LLC

SELL
 -
-4.53K
Closed
$196K - $247K
0 $0

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