Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
849
+ 0.18%
$36K - $43.3K
482K $11.3M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
838
+ 0.84%
$35.5K - $42.7K
101K $2.35M
Nov 10, 2022 Q3 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
837
+ 1.0%
$35.4K - $42.7K
84.6K $1.98M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
826
+ 12.11%
$35K - $42.1K
7.65K $179K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
821
+ 2.56%
$34.8K - $41.9K
33K $771K
Nov 14, 2022 Q3 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
810
+ 0.04%
$34.3K - $41.3K
1.97M $46M
Nov 14, 2022 Q3 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
802
+ 1.43%
$34K - $40.9K
56.8K $1.33M
Oct 21, 2022 Q3 2022
Palouse Capital Management, Inc.

BUY
 -
801
+ 17.44%
$33.9K - $40.9K
5.39K $126K
Nov 09, 2022 Q3 2022
Athena Investment Management

BUY
 -
754
+ 0.17%
$31.9K - $38.5K
451K $10.6M
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
733
+ 6.66%
$31K - $37.4K
11.7K $275K
Oct 24, 2022 Q3 2022
Horst & Graben Wealth Management LLC

BUY
 -
727
+ 10.19%
$30.8K - $37.1K
7.86K $184K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
726
New
$30.7K - $37K
726 $17K
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
710
+ 15.41%
$30.1K - $36.2K
5.32K $124K
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

BUY
 -
707
+ 15.55%
$29.9K - $36.1K
5.25K $123K
Oct 17, 2022 Q3 2022
American Financial Advisors, LLC

BUY
 -
701
+ 5.98%
$29.7K - $35.8K
12.4K $291K
Oct 24, 2022 Q3 2022
First Command Advisory Services, Inc.

BUY
 -
699
New
$29.6K - $35.7K
699 $16.4K
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
691
+ 1.98%
$29.3K - $35.2K
35.6K $833K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
683
+ 72.81%
$28.9K - $34.8K
1.62K $37.9K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
BUY
 -
658
+ 3.97%
$27.9K - $33.6K
17.2K $403K
Nov 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
647
+ 6.91%
$27.4K - $33K
10K $234K
Oct 24, 2022 Q3 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
647
+ 5.49%
$27.4K - $33K
12.4K $291K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
622
New
$26.3K - $31.7K
622 $14.6K
Nov 08, 2022 Q3 2022
Shelton Wealth Management, LLC

BUY
 -
530
+ 0.33%
$22.4K - $27K
160K $3.73M
Oct 13, 2022 Q3 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
512
+ 0.89%
$21.7K - $26.1K
58K $1.36M
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

BUY
 -
509
+ 0.37%
$21.6K - $26K
137K $3.21M
Oct 21, 2022 Q3 2022
Transform Wealth, LLC

BUY
 -
499
+ 4.01%
$21.1K - $25.5K
13K $303K
Nov 15, 2022 Q3 2022
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
490
+ 9.56%
$20.8K - $25K
5.62K $131K
Nov 08, 2022 Q3 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
455
+ 0.8%
$19.3K - $23.2K
57.3K $1.34M
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
416
+ 2.0%
$17.6K - $21.2K
21.2K $497K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
412
+ 7.15%
$17.4K - $21K
6.18K $145K
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
411
+ 0.68%
$17.4K - $21K
61.1K $1.43M
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
385
New
$16.3K - $19.6K
385 $9.01K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
384
+ 1.54%
$16.3K - $19.6K
25.3K $591K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
381
+ 0.7%
$16.1K - $19.4K
54.5K $1.27M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
371
+ 7.75%
$15.7K - $18.9K
5.16K $121K
Oct 31, 2022 Q3 2022
Capital Advantage, Inc.

BUY
 -
365
+ 1.15%
$15.5K - $18.6K
32K $750K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
356
+ 100.0%
$15.1K - $18.2K
712 $16.7K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
350
+ 0.57%
$14.8K - $17.9K
62.1K $1.45M
Oct 20, 2022 Q3 2022
Beam Wealth Advisors, Inc.

BUY
 -
333
+ 7.1%
$14.1K - $17K
5.02K $117K
Oct 31, 2022 Q3 2022
Sage Mountain Advisors LLC

BUY
 -
331
+ 0.43%
$14K - $16.9K
76.6K $1.79M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

BUY
 -
319
+ 2.72%
$13.5K - $16.3K
12K $282K
Oct 21, 2022 Q3 2022
Macroview Investment Management LLC

BUY
 -
314
+ 9.13%
$13.3K - $16K
3.75K $87.8K
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
308
+ 1.55%
$13K - $15.7K
20.1K $471K
Oct 13, 2022 Q3 2022
Von Berge Wealth Management Group, LLC

BUY
 -
307
+ 6.41%
$13K - $15.7K
5.09K $119K
Nov 10, 2022 Q3 2022
Somerset Group LLC

Wayzata, MN
BUY
 -
305
+ 0.72%
$12.9K - $15.6K
42.5K $994K
Oct 13, 2023 Q3 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
299
New
$12.7K - $15.3K
299 $7K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
284
+ 1.22%
$12K - $14.5K
23.7K $554K
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
275
+ 0.84%
$11.6K - $14K
33.1K $774K
Oct 25, 2022 Q3 2022
Morris Financial Concepts, Inc.

BUY
 -
259
+ 0.08%
$11K - $13.2K
345K $8.08M

Track Institutional and Insider Activities on SCHX

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHX shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHX shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHX