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 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
118K+ 99.9% |
$5M - $5.7M
|
237K
$5.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110K+ 14.55% |
$4.66M - $5.31M
|
869K
$20.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
110KNew |
$4.66M - $5.31M
|
110K
$2.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
105K+ 7.68% |
$4.44M - $5.06M
|
1.47M
$34.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
98.6K+ 64.31% |
$4.17M - $4.75M
|
252K
$5.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
95.6K+ 106.78% |
$4.04M - $4.6M
|
185K
$4.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
95.5KNew |
$4.04M - $4.6M
|
95.5K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93.8K+ 90.28% |
$3.96M - $4.52M
|
198K
$4.63M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
89.3KNew |
$3.77M - $4.3M
|
89.3K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
86.2KNew |
$3.64M - $4.15M
|
86.2K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
84.8K+ 28.79% |
$3.58M - $4.08M
|
379K
$8.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
80K+ 13.7% |
$3.38M - $3.85M
|
664K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
76.7KNew |
$3.24M - $3.69M
|
76.7K
$1.8M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74K+ 108.63% |
$3.13M - $3.56M
|
142K
$3.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70.8KNew |
$2.99M - $3.41M
|
70.8K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67.7K+ 123.56% |
$2.86M - $3.26M
|
122K
$2.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
67.6K+ 341.59% |
$2.86M - $3.26M
|
87.4K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
67.6K+ 23.19% |
$2.85M - $3.25M
|
359K
$8.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
66.6K+ 13.22% |
$2.81M - $3.21M
|
570K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
64.1K+ 57.4% |
$2.71M - $3.09M
|
176K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
62.4K+ 6.13% |
$2.64M - $3.01M
|
1.08M
$25.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
62.3K+ 283.25% |
$2.63M - $3M
|
84.3K
$1.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
61.9KNew |
$2.61M - $2.98M
|
61.9K
$1.45M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
61.5K+ 127.78% |
$2.6M - $2.96M
|
110K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
57.9K+ 53.69% |
$2.44M - $2.79M
|
166K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
57.6K+ 23.94% |
$2.43M - $2.78M
|
298K
$6.98M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
56.1KNew |
$2.37M - $2.7M
|
56.1K
$1.31M
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
56.1K+ 9.23% |
$2.37M - $2.7M
|
664K
$15.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
55.9KNew |
$2.36M - $2.69M
|
55.9K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
53.8K+ 15.26% |
$2.27M - $2.59M
|
406K
$9.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
51.2KNew |
$2.16M - $2.46M
|
51.2K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
50.9K+ 1.33% |
$2.15M - $2.45M
|
3.87M
$90.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
50K+ 6.78% |
$2.11M - $2.41M
|
787K
$18.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
49.5K+ 27.77% |
$2.09M - $2.39M
|
228K
$5.33M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
49.4KNew |
$2.09M - $2.38M
|
49.4K
$1.16M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
49.1K+ 175.95% |
$2.07M - $2.36M
|
77K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
47.2K+ 1.35% |
$1.99M - $2.27M
|
3.54M
$82.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
BUY
|
- |
46.9K+ 70.37% |
$1.98M - $2.26M
|
114K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
46.5K+ 420.62% |
$1.96M - $2.24M
|
57.5K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
45.6KNew |
$1.93M - $2.2M
|
45.6K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
41.8K+ 208.63% |
$1.77M - $2.01M
|
61.8K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
41.6K+ 8.96% |
$1.76M - $2M
|
506K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.8K+ 115.39% |
$1.68M - $1.91M
|
74.2K
$1.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
39.5K+ 1664.52% |
$1.67M - $1.9M
|
41.9K
$981K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
39.5KNew |
$1.67M - $1.9M
|
39.5K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
39.1K+ 11.11% |
$1.65M - $1.89M
|
391K
$9.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
38.3KNew |
$1.62M - $1.85M
|
38.3K
$897K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37.8KNew |
$1.6M - $1.82M
|
37.8K
$884K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37K+ 0.87% |
$1.56M - $1.78M
|
4.28M
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
35.9KNew |
$1.52M - $1.73M
|
35.9K
$841K
|