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
Nov 14, 2022 Q3 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
256
+ 2.28%
$10.8K - $13.1K
11.5K $269K
Oct 18, 2022 Q3 2022
Abacus Planning Group, Inc.

BUY
 -
256
+ 0.8%
$10.8K - $13.1K
32.4K $757K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
256
+ 0.92%
$10.8K - $13.1K
28K $656K
Nov 14, 2022 Q3 2022
Cordant, Inc.

Portland, OR
BUY
 -
254
New
$10.8K - $13K
254 $5.94K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
253
+ 1.04%
$10.7K - $12.9K
24.7K $578K
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
249
+ 4.81%
$10.5K - $12.7K
5.43K $127K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
233
+ 408.77%
$9.87K - $11.9K
290 $6.79K
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
210
+ 0.42%
$8.89K - $10.7K
50.6K $1.18M
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
206
+ 2.21%
$8.72K - $10.5K
9.54K $223K
Nov 03, 2022 Q3 2022
Financial Management Network Inc

BUY
 -
200
+ 2.42%
$8.47K - $10.2K
8.48K $198K
Oct 28, 2022 Q3 2022
Peak Financial Management, Inc.

BUY
 -
193
+ 0.24%
$8.17K - $9.84K
80.7K $1.89M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
189
New
$8K - $9.64K
189 $4.42K
Nov 09, 2022 Q3 2022
Hwg Holdings LP

Houston, TX
BUY
 -
187
New
$7.92K - $9.54K
187 $4.38K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
177
+ 0.18%
$7.5K - $9.03K
98.4K $2.3M
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
171
+ 1.52%
$7.24K - $8.72K
11.4K $267K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
166
+ 0.55%
$7.03K - $8.47K
30.2K $708K
Oct 27, 2022 Q3 2022
Alley Investment Management Company, LLC

BUY
 -
165
+ 0.75%
$6.99K - $8.42K
22.2K $519K
Nov 03, 2022 Q3 2022
Resource Planning Group

BUY
 -
156
+ 3.36%
$6.61K - $7.96K
4.79K $112K
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
152
+ 1.2%
$6.44K - $7.75K
12.8K $299K
Nov 10, 2022 Q3 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
148
+ 2.07%
$6.27K - $7.55K
7.31K $171K
Nov 09, 2022 Q3 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
146
+ 0.75%
$6.18K - $7.45K
19.6K $460K
Nov 14, 2022 Q3 2022
Robbins Farley LLC

Manchester, NH
BUY
 -
145
+ 4.05%
$6.14K - $7.4K
3.72K $87.1K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
145
+ 0.27%
$6.14K - $7.4K
53.4K $1.25M
Nov 09, 2022 Q3 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
143
+ 6.4%
$6.06K - $7.29K
2.38K $55.6K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
142
New
$6.01K - $7.24K
142 $3.32K
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
141
+ 2.42%
$5.97K - $7.19K
5.97K $140K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
141
+ 2.96%
$5.97K - $7.19K
4.91K $115K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
132
+ 0.56%
$5.59K - $6.73K
23.5K $550K
Nov 02, 2022 Q3 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
128
+ 0.43%
$5.42K - $6.53K
29.6K $693K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
126
+ 5.42%
$5.34K - $6.43K
2.45K $57.3K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
126
New
$5.34K - $6.43K
126 $2.95K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
124
+ 2.28%
$5.25K - $6.33K
5.55K $130K
Oct 18, 2022 Q3 2022
Regent Investment Management LLC

BUY
 -
120
+ 1.93%
$5.08K - $6.12K
6.33K $148K
Nov 09, 2022 Q3 2022
Sawgrass Asset Management LLC

BUY
 -
120
+ 0.14%
$5.08K - $6.12K
87.7K $2.05M
Oct 28, 2022 Q3 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
119
+ 1.36%
$5.04K - $6.07K
8.84K $207K
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
118
+ 0.58%
$5K - $6.02K
20.5K $481K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
BUY
 -
113
+ 0.45%
$4.79K - $5.76K
25.1K $587K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
106
+ 0.24%
$4.49K - $5.41K
44.8K $1.05M
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
96
+ 84.21%
$4.07K - $4.9K
210 $4.91K
Nov 14, 2022 Q3 2022
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
94
+ 0.84%
$3.98K - $4.79K
11.3K $264K
Oct 20, 2022 Q3 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
90
+ 13.64%
$3.81K - $4.59K
750 $17.6K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
87
New
$3.68K - $4.44K
87 $2.04K
Nov 07, 2022 Q3 2022
Ifrah Financial Services, Inc.

BUY
 -
86
+ 0.38%
$3.64K - $4.39K
22.9K $537K
Oct 14, 2022 Q3 2022
Santori & Peters, Inc.

BUY
 -
86
+ 0.08%
$3.64K - $4.39K
107K $2.5M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
80
New
$3.39K - $4.08K
80 $1.87K
Nov 10, 2022 Q3 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
75
+ 1.33%
$3.18K - $3.83K
5.7K $133K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
73
New
$3.09K - $3.72K
73 $1.71K
Oct 13, 2022 Q3 2022
Pennsylvania Capital Management Inc

BUY
 -
70
+ 0.32%
$2.96K - $3.57K
22.2K $518K
Nov 10, 2022 Q3 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
68
+ 0.04%
$2.88K - $3.47K
163K $3.82M

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