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
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.42K- 3.66% |
$102K - $116K
|
63.7K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.46K- 0.21% |
$104K - $119K
|
1.17M
$27.4M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-2.54K- 5.22% |
$107K - $122K
|
46K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.55K- 1.06% |
$108K - $123K
|
237K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.55K- 5.71% |
$108K - $123K
|
42.1K
$986K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.56K- 8.92% |
$108K - $123K
|
26.2K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.57K- 1.0% |
$109K - $124K
|
256K
$5.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.58K- 1.69% |
$109K - $124K
|
150K
$3.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-2.61K- 0.51% |
$110K - $126K
|
509K
$11.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-2.66K- 3.23% |
$112K - $128K
|
79.5K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.68K- 7.5% |
$113K - $129K
|
33.1K
$774K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.82K- 19.4% |
$119K - $136K
|
11.7K
$274K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.87K- 4.29% |
$121K - $138K
|
64.1K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.89K- 2.85% |
$122K - $139K
|
98.5K
$2.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.14K- 2.09% |
$133K - $151K
|
147K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.15K- 69.53% |
$133K - $152K
|
1.38K
$32.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.19K- 13.43% |
$135K - $154K
|
20.6K
$481K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.26K- 5.31% |
$138K - $157K
|
58.1K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.32K- 4.24% |
$140K - $160K
|
74.9K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.32K- 6.1% |
$140K - $160K
|
51.2K
$1.2M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.38K- 15.12% |
$143K - $163K
|
19K
$444K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.4K- 37.67% |
$144K - $164K
|
5.63K
$132K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
SELL
|
- |
-3.41K- 0.63% |
$144K - $164K
|
540K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.69K- 0.82% |
$156K - $178K
|
446K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.71K- 3.19% |
$157K - $179K
|
113K
$2.63M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.77K- 11.27% |
$159K - $182K
|
29.7K
$695K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.84K- 23.51% |
$162K - $185K
|
12.5K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.86K- 1.58% |
$163K - $186K
|
241K
$5.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.89K- 63.52% |
$164K - $187K
|
2.23K
$52.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.08K- 1.71% |
$173K - $197K
|
235K
$5.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.1K- 20.12% |
$173K - $197K
|
16.3K
$381K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-4.25K- 1.11% |
$179K - $205K
|
378K
$8.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-4.31K- 13.87% |
$182K - $208K
|
26.8K
$627K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.35K- 5.8% |
$184K - $210K
|
70.7K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.39K- 24.59% |
$185K - $211K
|
13.5K
$315K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-4.4K- 28.54% |
$186K - $212K
|
11K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 18.35% |
$186K - $213K
|
19.6K
$460K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-4.44K- 4.82% |
$188K - $214K
|
87.7K
$2.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.45K- 39.22% |
$188K - $214K
|
6.9K
$161K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-4.56K- 1.05% |
$193K - $220K
|
430K
$10.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.6K- 2.33% |
$194K - $222K
|
193K
$4.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.66K- 9.85% |
$197K - $224K
|
42.6K
$997K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.83K- 27.21% |
$204K - $233K
|
12.9K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.95K- 12.38% |
$209K - $238K
|
35K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5K- 35.01% |
$211K - $241K
|
9.28K
$217K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-5.07K- 39.15% |
$214K - $244K
|
7.89K
$185K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5.1K- 6.85% |
$216K - $246K
|
69.4K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.24K- 4.8% |
$221K - $252K
|
104K
$2.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.5K- 4.96% |
$232K - $265K
|
105K
$2.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.6K- 0.75% |
$236K - $270K
|
742K
$17.4M
|