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 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.91KNew |
$334K - $381K
|
7.91K
$185K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
7.86K+ 1.21% |
$332K - $379K
|
658K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.79KNew |
$329K - $375K
|
7.79K
$182K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7.68K+ 32.84% |
$324K - $370K
|
31.1K
$727K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.62KNew |
$322K - $367K
|
7.62K
$178K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.54K+ 10.92% |
$318K - $363K
|
76.5K
$1.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.28KNew |
$308K - $351K
|
7.28K
$170K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7.28KNew |
$307K - $350K
|
7.28K
$170K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.16K+ 4.75% |
$302K - $345K
|
158K
$3.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.15K+ 6.09% |
$302K - $344K
|
125K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.05KNew |
$298K - $339K
|
7.05K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.99K+ 0.83% |
$295K - $337K
|
848K
$19.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.99K+ 0.83% |
$295K - $337K
|
848K
$19.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6.85KNew |
$289K - $330K
|
6.85K
$160K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.7KNew |
$283K - $323K
|
6.7K
$157K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.69KNew |
$282K - $322K
|
6.69K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.66KNew |
$281K - $321K
|
6.66K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.54KNew |
$276K - $315K
|
6.54K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.53KNew |
$276K - $314K
|
6.53K
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
6.43KNew |
$272K - $310K
|
6.43K
$150K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.42K+ 72.84% |
$271K - $309K
|
15.2K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.41K+ 3.3% |
$271K - $309K
|
200K
$4.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.27KNew |
$265K - $302K
|
6.27K
$147K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.22KNew |
$263K - $299K
|
6.22K
$146K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.17K+ 1.29% |
$261K - $297K
|
486K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.05KNew |
$255K - $291K
|
6.05K
$141K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
6KNew |
$254K - $289K
|
6K
$140K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$251K - $286K
|
5.94K
$139K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.94KNew |
$251K - $286K
|
5.94K
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.91KNew |
$250K - $285K
|
5.91K
$138K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.87K+ 0.17% |
$248K - $283K
|
3.42M
$80.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.87K+ 80.13% |
$248K - $283K
|
13.2K
$309K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.84K+ 4.55% |
$247K - $281K
|
134K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.76KNew |
$243K - $277K
|
5.76K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.7K+ 20.48% |
$241K - $275K
|
33.6K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.67KNew |
$240K - $273K
|
5.67K
$133K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.65K+ 0.27% |
$239K - $272K
|
2.12M
$49.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.59KNew |
$236K - $269K
|
5.59K
$131K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.58K+ 4.51% |
$236K - $268K
|
129K
$3.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.43K+ 4.72% |
$230K - $262K
|
121K
$2.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
5.43K+ 1.11% |
$229K - $261K
|
495K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
5.41K+ 1.2% |
$229K - $261K
|
456K
$10.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.3K+ 44.02% |
$224K - $255K
|
17.3K
$405K
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.25KNew |
$222K - $253K
|
5.25K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.21KNew |
$220K - $251K
|
5.21K
$122K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.2K+ 11.06% |
$220K - $250K
|
52.2K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5.13KNew |
$217K - $247K
|
5.13K
$120K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
5.02K+ 8.72% |
$212K - $242K
|
62.5K
$1.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.96K+ 19.12% |
$210K - $239K
|
30.9K
$724K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
4.95K+ 2.01% |
$209K - $238K
|
251K
$5.88M
|