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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.9K- 70.75% |
$548K - $659K
|
5.34K
$125K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.1K- 8.27% |
$555K - $668K
|
145K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 39.68% |
$571K - $687K
|
20.5K
$479K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14K- 74.24% |
$595K - $716K
|
4.87K
$114K
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-15.4K- 18.82% |
$654K - $788K
|
66.6K
$1.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15.6K- 5.85% |
$662K - $798K
|
252K
$5.89M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-16.9K- 11.54% |
$716K - $863K
|
130K
$3.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-17.3K- 52.84% |
$732K - $881K
|
15.4K
$361K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-17.4K- 26.5% |
$735K - $886K
|
48.2K
$1.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-18.3K- 33.98% |
$773K - $931K
|
35.5K
$830K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.8K- 29.94% |
$796K - $959K
|
44K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.8K- 29.94% |
$796K - $959K
|
44K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-19.2K- 3.0% |
$814K - $980K
|
622K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20.3K- 3.47% |
$858K - $1.03M
|
564K
$13.2M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-22.3K- 7.44% |
$945K - $1.14M
|
278K
$6.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-23.1K- 6.18% |
$979K - $1.18M
|
351K
$8.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-23.2K- 2.71% |
$982K - $1.18M
|
833K
$19.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-23.7K- 5.27% |
$1M - $1.21M
|
425K
$9.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-24.7K- 12.16% |
$1.05M - $1.26M
|
178K
$4.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-25.6K- 3.99% |
$1.08M - $1.3M
|
614K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.2K- 5.77% |
$1.11M - $1.34M
|
428K
$10M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-29.6K- 29.54% |
$1.25M - $1.51M
|
70.5K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-30K- 14.07% |
$1.27M - $1.53M
|
183K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-30.7K- 48.54% |
$1.3M - $1.57M
|
32.6K
$762K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-34.1K- 4.36% |
$1.44M - $1.74M
|
748K
$17.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-36K- 26.52% |
$1.52M - $1.84M
|
99.7K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.2K- 2.41% |
$1.57M - $1.9M
|
1.5M
$35.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.3K- 87.93% |
$1.58M - $1.9M
|
5.13K
$120K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-38K- 57.28% |
$1.61M - $1.94M
|
28.3K
$663K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-39.3K- 5.77% |
$1.66M - $2M
|
642K
$15M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-40.5K- 85.59% |
$1.72M - $2.07M
|
6.82K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-51K- 3.65% |
$2.16M - $2.6M
|
1.34M
$31.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-52.3K- 48.54% |
$2.21M - $2.67M
|
55.4K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-55.3K- 6.98% |
$2.34M - $2.82M
|
737K
$17.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-55.7K- 34.92% |
$2.36M - $2.84M
|
104K
$2.43M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-56.2K- 51.27% |
$2.38M - $2.87M
|
53.4K
$1.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-58.3K- 57.73% |
$2.47M - $2.97M
|
42.7K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-60.1K- 17.78% |
$2.55M - $3.07M
|
278K
$6.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-62.3K- 11.01% |
$2.64M - $3.18M
|
503K
$11.8M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-74.8K- 21.56% |
$3.17M - $3.82M
|
272K
$6.37M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-76K- 38.62% |
$3.22M - $3.88M
|
121K
$2.83M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-80.9K- 18.13% |
$3.43M - $4.13M
|
365K
$8.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-83.1K- 6.54% |
$3.52M - $4.24M
|
1.19M
$27.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-85K- 1.03% |
$3.6M - $4.34M
|
8.17M
$191M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-90.9K- 5.76% |
$3.85M - $4.64M
|
1.49M
$34.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-92.9K- 9.48% |
$3.93M - $4.74M
|
887K
$20.8M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-109K- 80.64% |
$4.61M - $5.55M
|
26.1K
$612K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-123K- 60.13% |
$5.2M - $6.27M
|
81.4K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 7.02% |
$5.5M - $6.62M
|
1.72M
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-137K- 2.51% |
$5.8M - $6.99M
|
5.31M
$124M
|