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 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
166+ 0.04% |
$7.2K - $9.05K
|
377K
$8.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
156+ 0.88% |
$6.76K - $8.5K
|
17.8K
$417K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
145+ 1.31% |
$6.29K - $7.9K
|
11.2K
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
131+ 0.85% |
$5.68K - $7.14K
|
15.6K
$365K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
131+ 0.85% |
$5.68K - $7.14K
|
15.6K
$365K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
130+ 0.63% |
$5.64K - $7.09K
|
20.8K
$488K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
127+ 0.16% |
$5.51K - $6.92K
|
80.5K
$1.88M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
123+ 0.54% |
$5.33K - $6.7K
|
22.8K
$533K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
119+ 1.21% |
$5.16K - $6.49K
|
9.98K
$234K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
119+ 0.41% |
$5.16K - $6.49K
|
29.4K
$688K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
118+ 0.02% |
$5.12K - $6.43K
|
475K
$11.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
118+ 0.4% |
$5.12K - $6.43K
|
29.5K
$690K
|
|
|
Aug 11, 2022
Q2 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
115+ 2.2% |
$4.99K - $6.27K
|
5.33K
$125K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
114+ 0.8% |
$4.94K - $6.21K
|
14.3K
$334K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
108+ 1.44% |
$4.68K - $5.89K
|
7.61K
$178K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
102+ 5.96% |
$4.42K - $5.56K
|
1.81K
$42.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
100+ 23.42% |
$4.34K - $5.45K
|
527
$12.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
100New |
$4.34K - $5.45K
|
100
$2.34K
|
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
92+ 0.22% |
$3.99K - $5.01K
|
42.2K
$987K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
90New |
$3.9K - $4.91K
|
90
$2.11K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
88+ 1.94% |
$3.81K - $4.8K
|
4.62K
$108K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
87+ 0.31% |
$3.77K - $4.74K
|
28.6K
$669K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
76+ 0.33% |
$3.29K - $4.14K
|
22.9K
$535K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 1.44% |
$3.29K - $4.14K
|
5.35K
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
76+ 0.22% |
$3.29K - $4.14K
|
34.9K
$817K
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
75+ 0.16% |
$3.25K - $4.09K
|
48.3K
$1.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
74+ 0.78% |
$3.21K - $4.03K
|
9.6K
$225K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 0.29% |
$3.16K - $3.98K
|
24.9K
$582K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
72+ 1.44% |
$3.12K - $3.92K
|
5.07K
$119K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
72+ 3.31% |
$3.12K - $3.92K
|
2.25K
$52.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
70+ 0.49% |
$3.03K - $3.82K
|
14.4K
$338K
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
70+ 0.67% |
$3.03K - $3.82K
|
10.6K
$248K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
65New |
$2.82K - $3.54K
|
65
$1.52K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
64+ 0.09% |
$2.77K - $3.49K
|
70.7K
$1.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
61+ 0.28% |
$2.64K - $3.33K
|
21.6K
$504K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
61+ 1.02% |
$2.64K - $3.33K
|
6.06K
$142K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
57New |
$2.47K - $3.11K
|
57
$1.33K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
54New |
$2.34K - $2.94K
|
54
$1.26K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51+ 100.0% |
$2.21K - $2.78K
|
102
$2.39K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49+ 1.15% |
$2.12K - $2.67K
|
4.33K
$101K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
49+ 0.2% |
$2.12K - $2.67K
|
24.2K
$567K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
47+ 0.11% |
$2.04K - $2.56K
|
44.4K
$1.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
40+ 0.42% |
$1.73K - $2.18K
|
9.49K
$222K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
39+ 0.48% |
$1.69K - $2.13K
|
8.11K
$190K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
34+ 0.41% |
$1.47K - $1.85K
|
8.28K
$194K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33+ 0.61% |
$1.43K - $1.8K
|
5.42K
$127K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
32+ 0.41% |
$1.39K - $1.74K
|
7.87K
$184K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
31+ 0.62% |
$1.34K - $1.69K
|
5.06K
$118K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
30+ 0.4% |
$1.3K - $1.64K
|
7.46K
$174K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
28New |
$1.21K - $1.53K
|
28
$655
|