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 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
1.47K
+ 29.91%
$63.9K - $80.3K
6.4K $150K
Jul 05, 2022 Q2 2022
Modus Advisors, LLC

BUY
 -
1.47K
+ 5.7%
$63.8K - $80.2K
27.3K $638K
Aug 09, 2022 Q2 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
1.45K
+ 3.0%
$63K - $79.2K
49.8K $1.17M
Aug 01, 2022 Q2 2022
Horst & Graben Wealth Management LLC

BUY
 -
1.42K
+ 24.83%
$61.5K - $77.3K
7.13K $167K
Jul 29, 2022 Q2 2022
Ironwood Financial, LLC

BUY
 -
1.42K
+ 7.21%
$61.5K - $77.3K
21.1K $493K
Aug 15, 2022 Q2 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
1.39K
+ 36.78%
$60.2K - $75.7K
5.16K $121K
Aug 12, 2022 Q2 2022
Milestone Wealth, LLC

Buffalo, NY
BUY
 -
1.35K
+ 45.82%
$58.7K - $73.8K
4.31K $101K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
1.32K
+ 2.19%
$57.4K - $72.1K
61.8K $1.45M
Aug 02, 2022 Q2 2022
ETF Store, Inc.

BUY
 -
1.32K
+ 1.41%
$57.3K - $72K
95.2K $2.23M
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
1.32K
+ 7.75%
$57K - $71.7K
18.3K $428K
Aug 01, 2022 Q2 2022
Klingenstein Fields & CO LP

BUY
 -
1.26K
+ 1.36%
$54.8K - $68.9K
94.1K $2.2M
Jul 21, 2022 Q2 2022
Alpha Omega Wealth Management LLC

BUY
 -
1.24K
+ 3.48%
$53.9K - $67.8K
36.9K $864K
Jul 22, 2022 Q2 2022
Successful Portfolios LLC

BUY
 -
1.22K
+ 1.58%
$52.9K - $66.6K
78.7K $1.84M
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.2K
+ 4.71%
$52.2K - $65.6K
26.8K $626K
Aug 15, 2022 Q2 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
1.16K
+ 0.37%
$50.2K - $63.1K
311K $7.28M
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
1.16K
+ 70.08%
$50.1K - $63K
2.8K $65.6K
Aug 15, 2022 Q2 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.14K
+ 28.19%
$49.3K - $62K
5.18K $121K
Jul 21, 2022 Q2 2022
Round Table Services, LLC

BUY
 -
1.13K
+ 15.93%
$49.2K - $61.8K
8.25K $193K
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

BUY
 -
1.13K
+ 20.65%
$48.8K - $61.4K
6.58K $154K
Jul 27, 2022 Q2 2022
Lowe Brockenbrough & CO Inc

BUY
 -
1.12K
+ 0.45%
$48.5K - $60.9K
248K $5.79M
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

BUY
 -
1.09K
+ 13.23%
$47.3K - $59.5K
9.34K $218K
Aug 03, 2022 Q2 2022
Advisors Management Group Inc

BUY
 -
1.01K
+ 3.46%
$43.9K - $55.2K
30.3K $708K
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

BUY
 -
998
+ 2.26%
$43.3K - $54.4K
45.1K $1.05M
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
981
+ 11.68%
$42.5K - $53.5K
9.38K $220K
Jul 29, 2022 Q2 2022
Schwab Charitable Fund

BUY
 -
978
+ 7.91%
$42.4K - $53.3K
13.3K $312K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
959
+ 7.08%
$41.6K - $52.3K
14.5K $339K
Aug 04, 2022 Q2 2022
Angeles Wealth Management, LLC

BUY
 -
936
New
$40.6K - $51K
936 $21.9K
Jul 21, 2022 Q2 2022
Hexagon Capital Partners LLC

BUY
 -
923
+ 65.93%
$40K - $50.3K
2.32K $54.4K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
921
+ 1.34%
$39.9K - $50.2K
69.9K $1.63M
Jul 22, 2022 Q2 2022
Hengehold Capital Management LLC

BUY
 -
903
+ 0.71%
$39.1K - $49.2K
129K $3.02M
Jul 28, 2022 Q2 2022
Oldfather Financial Services, LLC

BUY
 -
886
+ 3.26%
$38.4K - $48.3K
28.1K $657K
Aug 01, 2022 Q2 2022
Pflug Koory, LLC

BUY
 -
862
+ 16.46%
$37.4K - $47K
6.1K $143K
Aug 11, 2022 Q2 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
859
+ 2.69%
$37.2K - $46.8K
32.8K $768K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
855
+ 4.37%
$37.1K - $46.6K
20.4K $478K
Jul 13, 2022 Q2 2022
Vista Private Wealth Partners. LLC

BUY
 -
854
+ 0.48%
$37K - $46.6K
178K $4.17M
Jul 11, 2022 Q2 2022
West Oak Capital, LLC

BUY
 -
842
+ 1.26%
$36.5K - $45.9K
67.8K $1.59M
Jul 29, 2022 Q2 2022
Mc Ilrath & Eck, LLC

BUY
 -
816
New
$35.4K - $44.5K
816 $19.1K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
785
+ 11.14%
$34K - $42.8K
7.83K $183K
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
776
+ 479.01%
$33.6K - $42.3K
938 $21.9K
Jul 15, 2022 Q2 2022
Sigma Investment Counselors Inc

BUY
 -
762
+ 1.46%
$33K - $41.5K
53K $1.24M
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
761
+ 2.82%
$33K - $41.5K
27.8K $650K
Aug 01, 2022 Q2 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
756
+ 7.35%
$32.8K - $41.2K
11K $258K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

BUY
 -
739
+ 0.85%
$32K - $40.3K
87.2K $2.04M
Aug 15, 2022 Q2 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
732
+ 0.91%
$31.7K - $39.9K
81.6K $1.91M
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
730
+ 7.99%
$31.6K - $39.8K
9.87K $231K
Jul 19, 2022 Q2 2022
Buffington Mohr Mc Neal

BUY
 -
718
+ 0.1%
$31.1K - $39.1K
695K $16.3M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
673
+ 2.83%
$29.2K - $36.7K
24.4K $572K
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
640
+ 1.0%
$27.7K - $34.9K
64.5K $1.51M
Jul 12, 2022 Q2 2022
Everhart Financial Group, Inc.

BUY
 -
614
+ 3.06%
$26.6K - $33.5K
20.7K $483K

Track Institutional and Insider Activities on SCHX

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHX shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHX shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHX