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 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-281K- 16.75% |
$11.9M - $13.6M
|
1.4M
$32.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-294K- 3.6% |
$12.4M - $14.2M
|
7.87M
$184M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-297K- 34.07% |
$12.6M - $14.3M
|
575K
$13.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-300K- 33.86% |
$12.7M - $14.5M
|
587K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-340K- 95.25% |
$14.4M - $16.4M
|
17K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-343K- 23.08% |
$14.5M - $16.5M
|
1.14M
$26.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-369K- 26.22% |
$15.6M - $17.8M
|
1.04M
$24.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-381K- 2.11% |
$16.1M - $18.3M
|
17.7M
$414M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-393K- 2.43% |
$16.6M - $18.9M
|
15.8M
$370M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
SELL
|
- |
-877K- 31.94% |
$37.1M - $42.3M
|
1.87M
$43.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.13M- 23.31% |
$48M - $54.7M
|
3.73M
$87.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.26M- 51.77% |
$53.3M - $60.7M
|
1.17M
$27.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.34M- 98.88% |
$56.5M - $64.4M
|
15.2K
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.48M- 4.81% |
$62.6M - $71.3M
|
29.3M
$686M
|