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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.16K- 1.06% |
$48.9K - $55.8K
|
108K
$2.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.19K- 20.27% |
$50.1K - $57.1K
|
4.66K
$109K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.21K- 1.42% |
$51.1K - $58.3K
|
84.2K
$1.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.22K- 2.35% |
$51.7K - $58.9K
|
50.9K
$1.19M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.27K- 1.23% |
$53.7K - $61.3K
|
102K
$2.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.27K- 1.23% |
$53.7K - $61.3K
|
102K
$2.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.35K- 0.77% |
$56.9K - $64.8K
|
173K
$4.04M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.37K- 3.45% |
$57.8K - $65.8K
|
38.2K
$894K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-1.41K- 7.94% |
$59.4K - $67.7K
|
16.3K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.41K- 16.51% |
$59.5K - $67.8K
|
7.12K
$167K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.43K- 1.87% |
$60.4K - $68.9K
|
75.1K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.45K- 6.21% |
$61.4K - $70K
|
22K
$514K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 0.88% |
$62.5K - $71.2K
|
166K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.5K- 2.61% |
$63.4K - $72.3K
|
56.1K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.5K- 2.12% |
$63.5K - $72.4K
|
69.3K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.51K- 3.12% |
$63.6K - $72.5K
|
46.8K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.52K- 7.95% |
$64.1K - $73.1K
|
17.6K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.54K- 18.66% |
$65.1K - $74.2K
|
6.72K
$157K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.55K- 3.17% |
$65.5K - $74.6K
|
47.4K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-1.56K- 4.87% |
$66.1K - $75.3K
|
30.5K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.81% |
$66.2K - $75.5K
|
31K
$725K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.66K- 23.82% |
$70.3K - $80.1K
|
5.32K
$124K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.67K- 3.92% |
$70.5K - $80.3K
|
40.9K
$957K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.75K- 0.57% |
$73.7K - $84K
|
302K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 16.83% |
$74K - $84.3K
|
8.65K
$202K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.76K- 2.08% |
$74.1K - $84.5K
|
82.8K
$1.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.76K- 2.72% |
$74.3K - $84.7K
|
62.9K
$1.47M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.76K- 0.66% |
$74.4K - $84.8K
|
265K
$6.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.78K- 99.94% |
$75K - $85.5K
|
1
$23.4
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.79K- 28.86% |
$75.5K - $86K
|
4.4K
$103K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.81K- 11.15% |
$76.5K - $87.2K
|
14.4K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.88K- 3.81% |
$79.6K - $90.7K
|
47.6K
$1.11M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.92K- 17.33% |
$81.1K - $92.4K
|
9.16K
$214K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.92K- 5.33% |
$81.2K - $92.5K
|
34.1K
$799K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.93K- 12.62% |
$81.7K - $93.1K
|
13.4K
$313K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 1.96% |
$83K - $94.6K
|
98.2K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-2K- 9.9% |
$84.5K - $96.3K
|
18.2K
$426K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2K- 29.9% |
$84.5K - $96.3K
|
4.69K
$110K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.02K- 5.91% |
$85.5K - $97.5K
|
32.2K
$754K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.04K- 9.16% |
$86.4K - $98.4K
|
20.3K
$474K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.05K- 12.0% |
$86.4K - $98.5K
|
15K
$351K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-2.12K- 5.24% |
$89.7K - $102K
|
38.4K
$898K
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-2.13K- 7.7% |
$89.8K - $102K
|
25.5K
$596K
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-2.13K- 3.98% |
$89.8K - $102K
|
51.3K
$1.2M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-2.13K- 28.17% |
$90K - $103K
|
5.43K
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.14K- 1.75% |
$90.4K - $103K
|
120K
$2.81M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.23K- 2.16% |
$94.2K - $107K
|
101K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.25K- 0.22% |
$94.9K - $108K
|
1.03M
$24.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.28K- 33.06% |
$96.1K - $110K
|
4.61K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.3K- 1.52% |
$97K - $111K
|
149K
$3.48M
|