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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.7K- 17.3% |
$241K - $275K
|
27.3K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.86K- 44.47% |
$248K - $282K
|
7.32K
$171K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6.07K- 7.41% |
$257K - $292K
|
75.8K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.31K- 4.35% |
$267K - $304K
|
139K
$3.25M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-6.37K- 2.31% |
$269K - $307K
|
270K
$6.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.43K- 11.81% |
$271K - $309K
|
48K
$1.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.45K- 1.41% |
$272K - $310K
|
450K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.57K- 98.38% |
$278K - $317K
|
108
$2.53K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.63K- 5.4% |
$280K - $319K
|
116K
$2.72M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-6.76K- 0.96% |
$285K - $325K
|
697K
$16.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.89K- 3.62% |
$291K - $332K
|
183K
$4.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.15K- 4.73% |
$302K - $344K
|
144K
$3.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-7.51K- 2.14% |
$317K - $361K
|
344K
$8.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-7.66K- 29.42% |
$324K - $369K
|
18.4K
$430K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-7.83K- 4.43% |
$331K - $377K
|
169K
$3.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.29K- 3.19% |
$350K - $399K
|
252K
$5.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-8.76K- 3.59% |
$370K - $422K
|
235K
$5.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8.92K- 24.71% |
$377K - $430K
|
27.2K
$636K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.97K- 2.99% |
$379K - $432K
|
291K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-9.1K- 10.7% |
$385K - $438K
|
75.9K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-9.63K- 23.43% |
$407K - $464K
|
31.5K
$736K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9.69K- 39.95% |
$409K - $466K
|
14.6K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.7KClosed |
$410K - $467K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.92K- 35.04% |
$419K - $478K
|
18.4K
$430K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.95K- 1.95% |
$420K - $479K
|
500K
$11.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-10.2K- 8.27% |
$429K - $489K
|
113K
$2.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10.4K- 5.43% |
$437K - $499K
|
180K
$4.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-10.5K- 34.28% |
$442K - $503K
|
20K
$469K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-10.7K- 22.33% |
$454K - $517K
|
37.4K
$874K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 10.17% |
$499K - $569K
|
104K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12.1K- 18.23% |
$513K - $585K
|
54.5K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.4K- 29.12% |
$525K - $599K
|
30.2K
$708K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-12.7K- 1.67% |
$538K - $613K
|
750K
$17.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.2K- 1.11% |
$558K - $637K
|
1.17M
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.2K- 21.66% |
$559K - $637K
|
47.8K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.8K- 19.42% |
$582K - $663K
|
57.2K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-13.9K- 7.47% |
$587K - $669K
|
172K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-14.3K- 1.61% |
$603K - $687K
|
870K
$20.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-14.6K- 5.74% |
$617K - $703K
|
240K
$5.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.8K- 3.17% |
$627K - $715K
|
454K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15K- 19.28% |
$633K - $721K
|
62.7K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-15.5K- 7.44% |
$654K - $745K
|
193K
$4.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-16K- 2.9% |
$677K - $772K
|
538K
$12.6M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-16.7K- 6.92% |
$704K - $802K
|
224K
$5.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-16.8K- 21.16% |
$711K - $810K
|
62.7K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 0.98% |
$714K - $814K
|
1.7M
$39.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-17.3K- 8.39% |
$732K - $834K
|
189K
$4.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-17.4K- 4.99% |
$736K - $839K
|
332K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-17.7K- 6.57% |
$749K - $853K
|
252K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17.8K- 6.55% |
$754K - $859K
|
255K
$5.96M
|