Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 19, 2023 Q4 2022
Access Financial Services, Inc.

BUY
 -
34.4K
+ 5.82%
$1.46M - $1.66M
626K $14.7M
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
33K
+ 76.02%
$1.39M - $1.59M
76.4K $1.79M
Feb 14, 2023 Q4 2022
L2 Asset Management, LLC

Wayland, MA
BUY
 -
32.7K
New
$1.38M - $1.57M
32.7K $765K
Feb 01, 2023 Q4 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
30.4K
+ 8.26%
$1.28M - $1.46M
399K $9.33M
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
30.4K
+ 2.85%
$1.28M - $1.46M
1.1M $25.7M
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
30.3K
+ 83.37%
$1.28M - $1.46M
66.6K $1.56M
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
30K
+ 13.56%
$1.27M - $1.45M
251K $5.88M
Apr 14, 2023 Q4 2022
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
29.6K
New
$1.25M - $1.42M
29.6K $692K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
29.5K
New
$1.25M - $1.42M
29.5K $690K
Feb 03, 2023 Q4 2022
Regions Financial Corp

BUY
 -
28.7K
New
$1.21M - $1.38M
28.7K $671K
Apr 20, 2023 Q4 2022
Pioneer Wealth Management Group

Austin, TX
BUY
 -
28.5K
New
$1.21M - $1.37M
28.5K $668K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
28.2K
+ 414.01%
$1.19M - $1.36M
35.1K $821K
Feb 09, 2023 Q4 2022
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
28.1K
New
$1.19M - $1.36M
28.1K $659K
Jan 12, 2023 Q4 2022
Vista Private Wealth Partners. LLC

BUY
 -
27.8K
+ 15.66%
$1.17M - $1.34M
205K $4.8M
Feb 23, 2023 Q4 2022
Athena Investment Management

BUY
 -
27.4K
+ 6.07%
$1.16M - $1.32M
479K $11.2M
Jan 25, 2023 Q4 2022
Verum Partners LLC

Charlotte, NC
BUY
 -
26.7K
New
$1.13M - $1.29M
26.7K $624K
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
25.8K
New
$1.09M - $1.24M
25.8K $604K
Feb 08, 2023 Q4 2022
Trust Investment Advisors

BUY
 -
25.4K
New
$1.07M - $1.22M
25.4K $593K
Feb 13, 2023 Q4 2022
Lindenwold Advisors

BUY
 -
25.4K
New
$1.07M - $1.22M
25.4K $593K
Feb 09, 2023 Q4 2022
Ria Advisory Group LLC

Ames, IA
BUY
 -
25.3K
New
$1.07M - $1.22M
25.3K $592K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
25.1K
+ 28.32%
$1.06M - $1.21M
114K $2.66M
Jan 23, 2023 Q4 2022
Caprock Group, Inc.

BUY
 -
24.7K
+ 174.54%
$1.04M - $1.19M
38.8K $909K
Feb 10, 2023 Q4 2022
St. Johns Investment Management Company, LLC

BUY
 -
24.7K
+ 6.75%
$1.04M - $1.19M
390K $9.12M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
23.9K
+ 1.03%
$1.01M - $1.15M
2.35M $55M
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
23.6K
+ 4.46%
$995K - $1.13M
551K $12.9M
Jan 10, 2023 Q4 2022
Campbell Wealth Management

BUY
 -
23.4K
+ 0.54%
$988K - $1.13M
4.39M $103M
Feb 07, 2023 Q4 2022
Warwick Investment Management, Inc.

BUY
 -
23.1K
New
$977K - $1.11M
23.1K $541K
Feb 07, 2023 Q4 2022
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
22.8K
New
$961K - $1.1M
22.8K $532K
Jan 17, 2023 Q4 2022
Orgel Wealth Management, LLC

BUY
 -
22.5K
+ 1.3%
$952K - $1.08M
1.75M $41M
Feb 14, 2023 Q4 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
22.3K
+ 2.12%
$943K - $1.08M
1.08M $25.2M
Feb 07, 2023 Q4 2022
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
21.6K
New
$912K - $1.04M
21.6K $505K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
21.4K
+ 17.69%
$903K - $1.03M
142K $3.33M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
20.8K
+ 37.88%
$877K - $999K
75.5K $1.77M
Jan 31, 2023 Q4 2022
Chatham Capital Group, Inc.

BUY
 -
20.7K
New
$874K - $996K
20.7K $484K
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
20.1K
+ 18.5%
$850K - $969K
129K $3.02M
Jan 31, 2023 Q4 2022
Fulton Breakefield Broenniman LLC

BUY
 -
19.7K
New
$833K - $950K
19.7K $462K
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.6K
+ 44.46%
$826K - $942K
63.5K $1.49M
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.6K
+ 44.46%
$826K - $942K
63.5K $1.49M
Jan 26, 2023 Q4 2022
First National Corp

BUY
 -
19.3K
+ 9.83%
$816K - $931K
216K $5.05M
Jan 31, 2023 Q4 2022
Bell Bank

BUY
 -
19.1K
New
$806K - $919K
19.1K $446K
Feb 14, 2023 Q4 2022
Jefferies Financial Group Inc.

New York, NY
BUY
 -
19K
New
$802K - $914K
19K $444K
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
18.8K
+ 69.3%
$796K - $907K
46K $1.08M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
18.6K
New
$786K - $896K
18.6K $435K
Mar 02, 2023 Q4 2022
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
17.5K
New
$740K - $844K
17.5K $410K
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
16.9K
+ 33.6%
$714K - $814K
67.2K $1.57M
Jan 18, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
16.5K
+ 30.48%
$699K - $796K
70.8K $1.66M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
16.5K
+ 8.35%
$695K - $793K
214K $5M
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
16.3K
+ 22.78%
$689K - $785K
87.9K $2.06M
Jan 30, 2023 Q4 2022
Evolution Advisers, Inc.

BUY
 -
15.7K
+ 177.15%
$662K - $755K
24.5K $574K

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