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
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.23KNew |
$179K - $216K
|
4.23K
$98.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.18K+ 3.89% |
$177K - $213K
|
112K
$2.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 10.54% |
$177K - $213K
|
43.7K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.11K+ 37.91% |
$174K - $210K
|
15K
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
4.08K+ 3.8% |
$173K - $208K
|
112K
$2.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
4.07K+ 62.3% |
$172K - $208K
|
10.6K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.04K+ 0.88% |
$171K - $206K
|
464K
$10.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.01K+ 1.12% |
$170K - $204K
|
363K
$8.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.93K+ 654.08% |
$166K - $201K
|
4.53K
$106K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 3.68% |
$166K - $200K
|
110K
$2.58M
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.79K+ 16.9% |
$161K - $193K
|
26.2K
$614K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.75K+ 6.01% |
$159K - $191K
|
66.1K
$1.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
BUY
|
- |
3.75K+ 27.97% |
$159K - $191K
|
17.1K
$401K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.73K+ 11.49% |
$158K - $190K
|
36.2K
$848K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
3.71K+ 1.92% |
$157K - $189K
|
197K
$4.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.65K+ 13.1% |
$155K - $186K
|
31.5K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.58K+ 2.98% |
$152K - $183K
|
124K
$2.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.5K+ 13.16% |
$148K - $179K
|
30.1K
$705K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.49KNew |
$148K - $178K
|
3.49K
$81.7K
|
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.47K+ 46.42% |
$147K - $177K
|
10.9K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.44K+ 0.72% |
$146K - $175K
|
480K
$11.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.4K+ 2.3% |
$144K - $174K
|
151K
$3.54M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.37K+ 4.28% |
$143K - $172K
|
82.1K
$1.92M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.25K+ 3.36% |
$138K - $166K
|
100K
$2.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.18K+ 46.13% |
$135K - $162K
|
10.1K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.18K+ 0.29% |
$135K - $162K
|
1.1M
$25.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.15K+ 6.69% |
$133K - $161K
|
50.2K
$1.17M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.02KNew |
$128K - $154K
|
3.02K
$70.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.96K+ 13.67% |
$125K - $151K
|
24.6K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.72K+ 5.02% |
$115K - $139K
|
56.9K
$1.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
BUY
|
- |
2.67K+ 8.81% |
$113K - $136K
|
32.9K
$770K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.66K+ 0.9% |
$113K - $136K
|
300K
$7.02M
|
|
|
Oct 19, 2022
Q3 2022
|
Outfitter Financial LLC
|
BUY
|
- |
2.57K+ 10.92% |
$109K - $131K
|
26.1K
$611K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.48K+ 7.54% |
$105K - $127K
|
35.4K
$829K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.48K+ 11.49% |
$105K - $126K
|
24.1K
$563K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.47K+ 48.79% |
$105K - $126K
|
7.53K
$176K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 1.78% |
$102K - $122K
|
138K
$3.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.34K+ 12.77% |
$99K - $119K
|
20.6K
$483K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.33K+ 12.24% |
$98.6K - $119K
|
21.3K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.32K+ 0.64% |
$98.2K - $118K
|
367K
$8.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.23K+ 1.98% |
$94.5K - $114K
|
115K
$2.69M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.23K+ 4.97% |
$94.3K - $114K
|
47K
$1.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
2.19K+ 3.55% |
$92.8K - $112K
|
64K
$1.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 5.1% |
$91.1K - $110K
|
44.3K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.15K+ 2.02% |
$91.1K - $110K
|
109K
$2.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 1.27% |
$88.6K - $107K
|
167K
$3.91M
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.08K+ 0.45% |
$88K - $106K
|
468K
$11M
|
|
|
Oct 19, 2022
Q3 2022
|
Asset Planning Services Inc
|
BUY
|
- |
2.08K+ 4.91% |
$87.9K - $106K
|
44.3K
$1.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 0.55% |
$87.6K - $105K
|
379K
$8.86M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
2K+ 0.38% |
$84.6K - $102K
|
528K
$12.3M
|