Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-164- 1.25% |
$6.95K - $8.37K
|
13K
$303K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-166- 2.37% |
$7.03K - $8.47K
|
6.84K
$160K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-170- 2.49% |
$7.2K - $8.67K
|
6.66K
$156K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-170- 1.28% |
$7.2K - $8.67K
|
13.1K
$306K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-171- 0.22% |
$7.24K - $8.72K
|
76.4K
$1.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-200- 0.93% |
$8.47K - $10.2K
|
21.4K
$500K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 2.36% |
$8.47K - $10.2K
|
8.29K
$194K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-209- 3.3% |
$8.85K - $10.7K
|
6.12K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-215- 0.5% |
$9.11K - $11K
|
43.1K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-231- 0.42% |
$9.78K - $11.8K
|
54.8K
$1.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-233- 0.27% |
$9.87K - $11.9K
|
87K
$2.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-242- 8.01% |
$10.2K - $12.3K
|
2.78K
$65.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-244- 0.84% |
$10.3K - $12.4K
|
28.7K
$673K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-262- 0.69% |
$11.1K - $13.4K
|
37.7K
$881K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-265- 32.56% |
$11.2K - $13.5K
|
549
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-270- 1.56% |
$11.4K - $13.8K
|
17K
$398K
|
|
|
Nov 08, 2022
Q3 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-270- 0.23% |
$11.4K - $13.8K
|
117K
$2.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-280- 64.81% |
$11.9K - $14.3K
|
152
$3.56K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-281- 1.02% |
$11.9K - $14.3K
|
27.2K
$636K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-286- 0.39% |
$12.1K - $14.6K
|
73.5K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-297- 0.98% |
$12.6K - $15.1K
|
29.9K
$700K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-303- 1.55% |
$12.8K - $15.5K
|
19.3K
$451K
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-304- 2.13% |
$12.9K - $15.5K
|
13.9K
$326K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-306- 0.06% |
$13K - $15.6K
|
475K
$11.1M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-308Closed |
$13K - $15.7K
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-326- 1.2% |
$13.8K - $16.6K
|
27K
$631K
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-340- 3.89% |
$14.4K - $17.3K
|
8.4K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-348- 1.44% |
$14.7K - $17.8K
|
23.9K
$559K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-359- 0.85% |
$15.2K - $18.3K
|
42.1K
$985K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-380- 0.91% |
$16.1K - $19.4K
|
41.3K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-383- 5.93% |
$16.2K - $19.5K
|
6.07K
$142K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-391- 14.43% |
$16.6K - $19.9K
|
2.32K
$54.3K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-402- 0.59% |
$17K - $20.5K
|
68K
$1.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-408- 4.35% |
$17.3K - $20.8K
|
8.98K
$210K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-411- 0.84% |
$17.4K - $21K
|
48.6K
$1.14M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-420- 1.0% |
$17.8K - $21.4K
|
41.8K
$977K
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-430- 4.27% |
$18.2K - $21.9K
|
9.65K
$226K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-439- 4.56% |
$18.6K - $22.4K
|
9.19K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-439- 0.38% |
$18.6K - $22.4K
|
116K
$2.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-441- 3.41% |
$18.7K - $22.5K
|
12.5K
$293K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-444- 2.13% |
$18.8K - $22.6K
|
20.4K
$476K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-444- 2.13% |
$18.8K - $22.6K
|
20.4K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-449- 10.38% |
$19K - $22.9K
|
3.88K
$90.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-452- 2.31% |
$19.1K - $23.1K
|
19.1K
$447K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-459- 3.47% |
$19.4K - $23.4K
|
12.8K
$299K
|
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-476- 2.92% |
$20.2K - $24.3K
|
15.8K
$370K
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-478- 1.41% |
$20.2K - $24.4K
|
33.4K
$783K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-494- 1.45% |
$20.9K - $25.2K
|
33.5K
$783K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-500- 6.95% |
$21.2K - $25.5K
|
6.69K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-521- 11.13% |
$22.1K - $26.6K
|
4.16K
$97.3K
|