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 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
52.7K+ 1044.4% |
$2.23M - $2.69M
|
57.8K
$1.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
52K+ 17.05% |
$2.2M - $2.65M
|
357K
$8.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
52K+ 6.59% |
$2.2M - $2.65M
|
841K
$19.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
52K+ 6.59% |
$2.2M - $2.65M
|
841K
$19.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
51.9K+ 3985.88% |
$2.2M - $2.65M
|
53.2K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
50.9K+ 3.87% |
$2.16M - $2.6M
|
1.37M
$32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
48.6K+ 5.01% |
$2.06M - $2.48M
|
1.02M
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
48.3KNew |
$2.04M - $2.46M
|
48.3K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.9K+ 4.22% |
$2.03M - $2.45M
|
1.18M
$27.7M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
47.4KNew |
$2.01M - $2.42M
|
47.4K
$1.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47KNew |
$1.99M - $2.4M
|
47K
$1.1M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
46.5K+ 79.93% |
$1.97M - $2.37M
|
105K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
43.3K+ 2.23% |
$1.83M - $2.21M
|
1.99M
$46.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.7KNew |
$1.81M - $2.18M
|
42.7K
$1M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
42.6K+ 33.08% |
$1.81M - $2.17M
|
172K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41K+ 7.46% |
$1.74M - $2.09M
|
590K
$13.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
40.6K+ 5.76% |
$1.72M - $2.07M
|
745K
$17.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
39K+ 7.05% |
$1.65M - $1.99M
|
592K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
39KNew |
$1.65M - $1.99M
|
39K
$912K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
38.4K+ 147.42% |
$1.63M - $1.96M
|
64.5K
$1.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
37.4K+ 2.67% |
$1.58M - $1.91M
|
1.44M
$33.6M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35.9KNew |
$1.52M - $1.83M
|
35.9K
$839K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 0.88% |
$1.49M - $1.79M
|
4M
$93.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34.3K+ 28.85% |
$1.45M - $1.75M
|
153K
$3.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
31.7K+ 18.13% |
$1.34M - $1.62M
|
207K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31.3KNew |
$1.33M - $1.6M
|
31.3K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.1K+ 7.99% |
$1.32M - $1.59M
|
420K
$9.83M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
30.9K+ 9.43% |
$1.31M - $1.58M
|
359K
$8.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
30.8K+ 7.24% |
$1.31M - $1.57M
|
457K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
29.9K+ 37.44% |
$1.27M - $1.53M
|
110K
$2.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
29K+ 17.56% |
$1.23M - $1.48M
|
194K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
28.3K+ 46.12% |
$1.2M - $1.44M
|
89.5K
$2.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26.2K+ 11.54% |
$1.11M - $1.34M
|
253K
$5.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
25.6K+ 0.59% |
$1.08M - $1.3M
|
4.37M
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
24.8K+ 64.08% |
$1.05M - $1.27M
|
63.6K
$1.49M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
24.4K+ 7.51% |
$1.03M - $1.25M
|
350K
$8.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
24.1KNew |
$1.02M - $1.23M
|
24.1K
$565K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
24.1K+ 7.75% |
$1.02M - $1.23M
|
335K
$7.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
24.1K+ 3.4% |
$1.02M - $1.23M
|
731K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.6K+ 6.32% |
$998K - $1.2M
|
397K
$9.28M
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
23.4K+ 6.92% |
$990K - $1.19M
|
361K
$8.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
22.9K+ 1.62% |
$972K - $1.17M
|
1.44M
$33.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
22.8K+ 27.89% |
$964K - $1.16M
|
104K
$2.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
21.9K+ 227.78% |
$926K - $1.12M
|
31.5K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.3KNew |
$902K - $1.09M
|
21.3K
$498K
|
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
21.2K+ 21.83% |
$898K - $1.08M
|
118K
$2.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.1K+ 3.59% |
$894K - $1.08M
|
609K
$14.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
20.4K+ 276.43% |
$863K - $1.04M
|
27.7K
$649K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
20.3K+ 20.86% |
$859K - $1.03M
|
117K
$2.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20KNew |
$848K - $1.02M
|
20K
$469K
|