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 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-41.4K- 88.4% |
$1.8M - $2.26M
|
5.44K
$127K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-41.5K- 29.3% |
$1.8M - $2.26M
|
100K
$2.34M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-41.8K- 88.1% |
$1.81M - $2.28M
|
5.64K
$132K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-46.8K- 6.82% |
$2.03M - $2.55M
|
640K
$15M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-46.9K- 2.86% |
$2.03M - $2.56M
|
1.59M
$37.3M
|
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-47.7K- 12.08% |
$2.07M - $2.6M
|
347K
$8.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-48.4K- 60.29% |
$2.1M - $2.64M
|
31.9K
$746K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-50.2KClosed |
$2.17M - $2.73M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-54.5K- 97.67% |
$2.36M - $2.97M
|
1.3K
$30.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-57.2KClosed |
$2.48M - $3.12M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-58.3K- 43.38% |
$2.53M - $3.18M
|
76.1K
$1.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-59.2K- 76.41% |
$2.57M - $3.23M
|
18.3K
$428K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-59.2K- 48.71% |
$2.57M - $3.23M
|
62.3K
$1.46M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-62.4K- 8.87% |
$2.7M - $3.4M
|
641K
$15M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-62.9K- 89.07% |
$2.73M - $3.43M
|
7.72K
$181K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-68.5K- 41.36% |
$2.97M - $3.74M
|
97.2K
$2.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.3K- 13.24% |
$3M - $3.78M
|
454K
$10.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-76K- 61.6% |
$3.29M - $4.14M
|
47.4K
$1.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-76.5KClosed |
$3.32M - $4.17M
|
0
$0
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-81.5K- 26.79% |
$3.53M - $4.44M
|
223K
$5.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-87K- 53.95% |
$3.77M - $4.74M
|
74.3K
$1.74M
|
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-88.1K- 15.56% |
$3.82M - $4.8M
|
478K
$11.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-88.5K- 6.51% |
$3.84M - $4.82M
|
1.27M
$29.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-101KClosed |
$4.39M - $5.52M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-102K- 6.83% |
$4.44M - $5.58M
|
1.4M
$32.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-105K- 4.59% |
$4.57M - $5.75M
|
2.19M
$51.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-107K- 81.88% |
$4.64M - $5.84M
|
23.7K
$555K
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-122K- 83.24% |
$5.28M - $6.64M
|
24.5K
$574K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-122K- 70.35% |
$5.29M - $6.65M
|
51.4K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-131K- 6.32% |
$5.69M - $7.15M
|
1.95M
$45.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-134K- 16.43% |
$5.81M - $7.3M
|
681K
$15.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-135KClosed |
$5.84M - $7.35M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
SELL
|
- |
-144K- 3.21% |
$6.25M - $7.85M
|
4.34M
$102M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-169K- 45.33% |
$7.34M - $9.23M
|
204K
$4.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-175KClosed |
$7.58M - $9.53M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-187K- 7.3% |
$8.09M - $10.2M
|
2.37M
$55.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-197K- 63.43% |
$8.54M - $10.7M
|
114K
$2.66M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-208K- 66.05% |
$9M - $11.3M
|
107K
$2.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-209K- 11.68% |
$9.04M - $11.4M
|
1.58M
$36.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-239K- 79.2% |
$10.4M - $13M
|
62.8K
$1.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-240K- 2.82% |
$10.4M - $13.1M
|
8.25M
$193M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-274K- 52.01% |
$11.9M - $14.9M
|
252K
$5.91M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-352K- 51.03% |
$15.3M - $19.2M
|
338K
$7.91M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-371KClosed |
$16.1M - $20.2M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-409K- 28.69% |
$17.7M - $22.3M
|
1.02M
$23.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-548K- 98.68% |
$23.8M - $29.9M
|
7.31K
$171K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-588KClosed |
$25.5M - $32.1M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.29M- 27.53% |
$56.1M - $70.6M
|
3.41M
$79.7M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.58M- 96.17% |
$68.4M - $86M
|
62.8K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-42.4M- 31.35% |
$1.84B - $2.31B
|
92.9M
$2.17B
|