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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-523- 4.66% |
$22.1K - $26.7K
|
10.7K
$251K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-541- 3.21% |
$22.9K - $27.6K
|
16.3K
$382K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-573- 74.03% |
$24.3K - $29.2K
|
201
$4.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-581- 1.83% |
$24.6K - $29.6K
|
31.1K
$728K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-590- 61.46% |
$25K - $30.1K
|
370
$8.66K
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-597- 0.42% |
$25.3K - $30.5K
|
142K
$3.33M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-600- 0.7% |
$25.4K - $30.6K
|
85.4K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-609- 2.68% |
$25.8K - $31.1K
|
22.1K
$517K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-618- 6.09% |
$26.2K - $31.5K
|
9.52K
$223K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-623- 3.99% |
$26.4K - $31.8K
|
15K
$350K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-623- 3.99% |
$26.4K - $31.8K
|
15K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-628- 10.19% |
$26.6K - $32K
|
5.53K
$129K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-628- 11.73% |
$26.6K - $32K
|
4.73K
$111K
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-644- 3.32% |
$27.3K - $32.9K
|
18.8K
$439K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-645- 7.76% |
$27.3K - $32.9K
|
7.67K
$179K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-656- 4.69% |
$27.8K - $33.5K
|
13.3K
$312K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-662- 6.83% |
$28K - $33.8K
|
9.03K
$211K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-678- 20.95% |
$28.7K - $34.6K
|
2.56K
$59.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-687- 11.08% |
$29.1K - $35K
|
5.51K
$129K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-722- 3.92% |
$30.6K - $36.8K
|
17.7K
$414K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
SELL
|
- |
-728- 3.07% |
$30.8K - $37.1K
|
22.9K
$537K
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-732- 4.61% |
$31K - $37.3K
|
15.1K
$354K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-740- 1.67% |
$31.3K - $37.7K
|
43.6K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-746- 8.47% |
$31.6K - $38.1K
|
8.06K
$189K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-789- 2.29% |
$33.4K - $40.2K
|
33.6K
$787K
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-799- 15.02% |
$33.8K - $40.8K
|
4.52K
$106K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-808- 2.34% |
$34.2K - $41.2K
|
33.7K
$788K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-814- 2.23% |
$34.5K - $41.5K
|
35.7K
$836K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-822- 0.54% |
$34.8K - $41.9K
|
150K
$3.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-838- 0.47% |
$35.5K - $42.7K
|
177K
$4.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-846- 5.07% |
$35.8K - $43.2K
|
15.8K
$371K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-857- 1.72% |
$36.3K - $43.7K
|
49K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-860- 3.71% |
$36.4K - $43.9K
|
22.3K
$522K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-868- 7.54% |
$36.8K - $44.3K
|
10.6K
$249K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-875- 2.37% |
$37.1K - $44.6K
|
36.1K
$844K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-895- 0.94% |
$37.9K - $45.7K
|
94.3K
$2.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-904- 0.31% |
$38.3K - $46.1K
|
293K
$6.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-910- 3.38% |
$38.5K - $46.4K
|
26K
$609K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-930- 12.22% |
$39.4K - $47.4K
|
6.68K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-950- 14.42% |
$40.2K - $48.5K
|
5.64K
$132K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-964- 12.33% |
$40.8K - $49.2K
|
6.85K
$160K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-974- 10.76% |
$41.2K - $49.7K
|
8.08K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-997- 5.31% |
$42.2K - $50.9K
|
17.8K
$416K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-999- 5.3% |
$42.3K - $51K
|
17.8K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1K- 1.55% |
$42.4K - $51.1K
|
63.5K
$1.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.02K- 7.13% |
$43.2K - $52K
|
13.3K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.02K- 1.34% |
$43.3K - $52.2K
|
75.3K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 10.39% |
$43.4K - $52.3K
|
8.84K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.03K- 0.14% |
$43.5K - $52.4K
|
759K
$17.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 93.38% |
$44.2K - $53.2K
|
74
$1.73K
|