Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.67% |
$84.5 - $96.3
|
301
$7.04K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.36% |
$84.5 - $96.3
|
557
$13K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$42.3 - $48.2
|
307K
$7.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.18% |
$42.3 - $48.2
|
567
$13.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.05% |
$42.3 - $48.2
|
1.9K
$44.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$42.3 - $48.2
|
8.06K
$189K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2- 1.32% |
$84.5 - $96.3
|
150
$3.51K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.32% |
$127 - $144
|
922
$21.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4- 0.01% |
$169 - $193
|
52.2K
$1.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4- 0.03% |
$169 - $193
|
12.5K
$292K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8- 9.76% |
$338 - $385
|
74
$1.73K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-9- 0.06% |
$380 - $433
|
15.1K
$354K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-12- 0.02% |
$507 - $578
|
55.9K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-15- 6.79% |
$634 - $722
|
206
$4.82K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-17- 0.1% |
$718 - $819
|
17.5K
$410K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-17- 0.11% |
$718 - $819
|
15.8K
$370K
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
SELL
|
- |
-17- 2.77% |
$718 - $819
|
597
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18- 1.28% |
$761 - $867
|
1.39K
$32.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-27- 0.13% |
$1.14K - $1.3K
|
20.4K
$477K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 0.27% |
$1.23K - $1.4K
|
10.6K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-31- 0.14% |
$1.31K - $1.49K
|
22.1K
$518K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-31- 0.27% |
$1.31K - $1.49K
|
11.4K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-36- 0.05% |
$1.52K - $1.73K
|
77.4K
$1.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-36- 0.19% |
$1.52K - $1.73K
|
18.5K
$434K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-40- 0.06% |
$1.69K - $1.93K
|
67K
$1.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-46- 0.75% |
$1.94K - $2.22K
|
6.1K
$143K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-62- 0.28% |
$2.62K - $2.99K
|
22.3K
$523K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-64- 0.2% |
$2.7K - $3.08K
|
32.3K
$756K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-66- 0.4% |
$2.79K - $3.18K
|
16.2K
$380K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-73- 0.81% |
$3.08K - $3.52K
|
8.95K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-82- 0.4% |
$3.46K - $3.95K
|
20.4K
$478K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-88- 8.91% |
$3.72K - $4.24K
|
900
$21.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.02% |
$3.84K - $4.38K
|
379K
$8.86M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-93- 1.05% |
$3.93K - $4.48K
|
8.75K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-99- 1.17% |
$4.18K - $4.77K
|
8.38K
$196K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-106- 0.21% |
$4.48K - $5.1K
|
51.3K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.45% |
$4.48K - $5.1K
|
7.2K
$169K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-115- 1.22% |
$4.86K - $5.54K
|
9.31K
$218K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-116- 2.01% |
$4.9K - $5.59K
|
5.67K
$133K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-124- 2.0% |
$5.24K - $5.97K
|
6.07K
$142K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 2.03% |
$5.28K - $6.02K
|
6.02K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-134- 0.73% |
$5.66K - $6.45K
|
18.2K
$426K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-138- 0.52% |
$5.83K - $6.65K
|
26.2K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-144- 1.32% |
$6.08K - $6.94K
|
10.8K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-146- 0.71% |
$6.17K - $7.03K
|
20.5K
$480K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 1.15% |
$6.34K - $7.22K
|
12.9K
$303K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-158- 84.49% |
$6.68K - $7.61K
|
29
$679
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-160- 0.83% |
$6.76K - $7.71K
|
19.1K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-160- 0.93% |
$6.76K - $7.71K
|
17K
$397K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-164- 47.26% |
$6.93K - $7.9K
|
183
$4.28K
|