Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.49KClosed |
$195K - $245K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.53KClosed |
$196K - $247K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.53KClosed |
$197K - $247K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.58KClosed |
$198K - $250K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4.59K- 6.52% |
$199K - $250K
|
65.7K
$1.54M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-4.67K- 0.97% |
$203K - $255K
|
477K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.72K- 4.92% |
$204K - $257K
|
91.1K
$2.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5.15K- 19.89% |
$223K - $281K
|
20.7K
$488K
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-5.2KClosed |
$225K - $283K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-5.21K- 17.52% |
$226K - $284K
|
24.5K
$577K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-5.26K- 2.04% |
$228K - $287K
|
252K
$5.93M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.26K- 31.37% |
$228K - $287K
|
11.5K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.27KClosed |
$229K - $287K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.28K- 2.15% |
$229K - $288K
|
241K
$5.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 0.48% |
$231K - $290K
|
1.1M
$25.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-5.34K- 18.72% |
$231K - $291K
|
23.2K
$545K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-5.44K- 5.79% |
$236K - $297K
|
88.5K
$2.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.45KClosed |
$236K - $297K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-5.49K- 3.15% |
$238K - $299K
|
169K
$3.97M
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-5.57K- 51.17% |
$242K - $304K
|
5.32K
$125K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5.63K- 4.37% |
$244K - $307K
|
123K
$2.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-5.67K- 1.18% |
$246K - $309K
|
476K
$11.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.73K- 18.59% |
$248K - $312K
|
25.1K
$590K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-5.73K- 5.47% |
$248K - $312K
|
99.1K
$2.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.79K- 1.91% |
$251K - $316K
|
297K
$6.99M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-5.91KClosed |
$256K - $322K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.99K- 14.99% |
$259K - $326K
|
34K
$798K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-6.07K- 53.51% |
$263K - $331K
|
5.27K
$124K
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-6.13K- 50.96% |
$266K - $334K
|
5.9K
$139K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.18KClosed |
$268K - $337K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.22KClosed |
$270K - $339K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.25K- 8.29% |
$271K - $341K
|
69.2K
$1.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.34KClosed |
$275K - $346K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.34K- 23.71% |
$275K - $346K
|
20.4K
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.34K- 23.71% |
$275K - $346K
|
20.4K
$480K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.42KClosed |
$278K - $350K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.43K- 1.32% |
$279K - $350K
|
481K
$11.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-6.46K- 2.96% |
$280K - $352K
|
212K
$4.97M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-6.53KClosed |
$283K - $356K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.54K- 2.57% |
$283K - $356K
|
248K
$5.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-6.78K- 14.0% |
$294K - $370K
|
41.7K
$980K
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.08KClosed |
$307K - $386K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.15K- 5.37% |
$310K - $390K
|
126K
$2.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7.15K- 4.04% |
$310K - $390K
|
170K
$3.99M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-7.28K- 4.73% |
$316K - $397K
|
147K
$3.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-7.42K- 5.97% |
$321K - $404K
|
117K
$2.75M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.47KClosed |
$324K - $407K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.63K- 1.29% |
$331K - $416K
|
584K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.93K- 0.2% |
$344K - $432K
|
3.97M
$93.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.8K- 8.93% |
$381K - $480K
|
89.7K
$2.11M
|