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 06, 2023
Q4 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
534+ 0.46% |
$22.6K - $25.7K
|
117K
$2.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
530+ 7.08% |
$22.4K - $25.5K
|
8.02K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
527+ 0.79% |
$22.3K - $25.4K
|
67.1K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
526+ 0.38% |
$22.2K - $25.3K
|
138K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
522+ 0.57% |
$22.1K - $25.1K
|
92.2K
$2.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
512New |
$21.6K - $24.7K
|
512
$12K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
498New |
$21K - $24K
|
498
$11.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
495+ 6.3% |
$20.9K - $23.8K
|
8.36K
$196K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
492+ 256.25% |
$20.8K - $23.7K
|
684
$16K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
478+ 5.37% |
$20.2K - $23K
|
9.38K
$219K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
475+ 110.47% |
$20.1K - $22.9K
|
905
$21.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
472+ 0.7% |
$19.9K - $22.7K
|
67.5K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
468+ 21.42% |
$19.8K - $22.5K
|
2.65K
$62.1K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
460+ 0.65% |
$19.4K - $22.2K
|
70.8K
$1.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
459+ 13.14% |
$19.4K - $22.1K
|
3.95K
$92.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
454New |
$19.2K - $21.9K
|
454
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
437+ 1.23% |
$18.5K - $21K
|
35.9K
$839K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
432+ 0.49% |
$18.3K - $20.8K
|
88.2K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
407+ 0.48% |
$17.2K - $19.6K
|
85.7K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
400New |
$16.9K - $19.3K
|
400
$9.36K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
400New |
$16.9K - $19.3K
|
400
$9.36K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
397+ 0.84% |
$16.8K - $19.1K
|
47.4K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
384+ 1.94% |
$16.2K - $18.5K
|
20.1K
$471K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
382+ 0.31% |
$16.1K - $18.4K
|
124K
$2.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
377+ 5.52% |
$15.9K - $18.2K
|
7.21K
$169K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
376+ 1.0% |
$15.9K - $18.1K
|
38K
$890K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
376+ 1.33% |
$15.9K - $18.1K
|
28.7K
$672K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
373+ 1.91% |
$15.8K - $18K
|
19.9K
$467K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
357+ 15.8% |
$15.1K - $17.2K
|
2.62K
$61.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
355+ 1.36% |
$15K - $17.1K
|
26.5K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
353+ 0.57% |
$14.9K - $17K
|
62.5K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
346+ 2.69% |
$14.6K - $16.7K
|
13.2K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
342+ 0.45% |
$14.4K - $16.5K
|
77K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
340+ 1.98% |
$14.4K - $16.4K
|
17.5K
$410K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
333+ 79.29% |
$14.1K - $16K
|
753
$17.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
BUY
|
- |
328+ 2.29% |
$13.9K - $15.8K
|
14.7K
$343K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
319+ 1.07% |
$13.5K - $15.4K
|
30.2K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
312+ 2.08% |
$13.2K - $15K
|
15.3K
$358K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
304+ 1.66% |
$12.8K - $14.6K
|
18.6K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
287New |
$12.1K - $13.8K
|
287
$6.72K
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
286+ 2.96% |
$12.1K - $13.8K
|
9.94K
$233K
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
285+ 0.64% |
$12K - $13.7K
|
44.6K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
278New |
$11.7K - $13.4K
|
278
$6.51K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
276+ 36.8% |
$11.7K - $13.3K
|
1.03K
$24K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
270+ 93.1% |
$11.4K - $13K
|
560
$13.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
258+ 0.07% |
$10.9K - $12.4K
|
397K
$9.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
256+ 4.95% |
$10.8K - $12.3K
|
5.43K
$127K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
247+ 4.14% |
$10.4K - $11.9K
|
6.22K
$145K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
245+ 0.76% |
$10.4K - $11.8K
|
32.3K
$755K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
239+ 0.38% |
$10.1K - $11.5K
|
62.5K
$1.46M
|