Purchases and Sales Made in Q2 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 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 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
192
+ 2.52%
$8.32K - $10.5K
7.82K $184K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
180
+ 1.96%
$7.8K - $9.81K
9.36K $220K
Aug 05, 2022 Q2 2022
Pillar Wealth Advisors, LLC

BUY
 -
166
+ 0.04%
$7.2K - $9.05K
377K $8.86M
Aug 09, 2022 Q2 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
156
+ 0.88%
$6.76K - $8.5K
17.8K $419K
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

BUY
 -
145
+ 1.31%
$6.29K - $7.9K
11.2K $264K
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
131
+ 0.85%
$5.68K - $7.14K
15.6K $367K
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
131
+ 0.85%
$5.68K - $7.14K
15.6K $367K
Aug 08, 2022 Q2 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
130
+ 0.63%
$5.64K - $7.09K
20.8K $490K
Jul 29, 2022 Q2 2022
Peak Financial Management, Inc.

BUY
 -
127
+ 0.16%
$5.51K - $6.92K
80.5K $1.89M
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
123
+ 0.54%
$5.33K - $6.7K
22.8K $535K
Aug 15, 2022 Q2 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
119
+ 0.41%
$5.16K - $6.49K
29.4K $692K
Aug 03, 2022 Q2 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
118
+ 0.4%
$5.12K - $6.43K
29.5K $694K
Nov 07, 2023 Q2 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
118
+ 0.02%
$5.12K - $6.43K
475K $11.2M
Aug 11, 2022 Q2 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
115
+ 2.2%
$4.99K - $6.27K
5.33K $125K
Jul 20, 2022 Q2 2022
Fort Pitt Capital Group, LLC

BUY
 -
114
+ 0.8%
$4.94K - $6.21K
14.3K $336K
Aug 09, 2022 Q2 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
108
+ 1.44%
$4.68K - $5.89K
7.61K $179K
Aug 25, 2022 Q2 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
102
+ 5.96%
$4.42K - $5.56K
1.81K $42.6K
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
100
New
$4.34K - $5.45K
100 $2.35K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
100
+ 23.42%
$4.34K - $5.45K
527 $12.4K
Aug 10, 2022 Q2 2022
Somerset Group LLC

Wayzata, MN
BUY
 -
92
+ 0.22%
$3.99K - $5.01K
42.2K $992K
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
90
New
$3.9K - $4.91K
90 $2.12K
Jul 05, 2022 Q2 2022
Stillwater Investment Management, LLC

BUY
 -
88
+ 1.94%
$3.81K - $4.8K
4.62K $109K
Jul 13, 2022 Q2 2022
Burleson & Company, LLC

BUY
 -
87
+ 0.31%
$3.77K - $4.74K
28.6K $672K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
BUY
 -
76
+ 1.44%
$3.29K - $4.14K
5.35K $126K
Aug 12, 2022 Q2 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
76
+ 0.22%
$3.29K - $4.14K
34.9K $821K
Aug 05, 2022 Q2 2022
Ifrah Financial Services, Inc.

BUY
 -
76
+ 0.33%
$3.29K - $4.14K
22.9K $537K
Aug 05, 2022 Q2 2022
Mainstay Capital Management LLC

BUY
 -
75
+ 0.16%
$3.25K - $4.09K
48.3K $1.14M
Aug 05, 2022 Q2 2022
Dakota Wealth Management

BUY
 -
74
+ 0.78%
$3.21K - $4.03K
9.6K $226K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
73
+ 0.29%
$3.16K - $3.98K
24.9K $585K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
72
+ 3.31%
$3.12K - $3.92K
2.25K $52.8K
Jul 18, 2022 Q2 2022
Waypoint Capital Advisors, LLC

BUY
 -
72
+ 1.44%
$3.12K - $3.92K
5.07K $119K
Aug 03, 2022 Q2 2022
Gs Investments, Inc.

BUY
 -
70
+ 0.49%
$3.03K - $3.82K
14.4K $340K
Jul 14, 2022 Q2 2022
Berkshire Money Management, Inc.

BUY
 -
70
+ 0.67%
$3.03K - $3.82K
10.6K $249K
Aug 09, 2022 Q2 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
65
New
$2.82K - $3.54K
65 $1.53K
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
64
+ 0.09%
$2.77K - $3.49K
70.7K $1.66M
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
61
+ 1.02%
$2.64K - $3.33K
6.06K $142K
Aug 11, 2022 Q2 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
61
+ 0.28%
$2.64K - $3.33K
21.6K $507K
Jul 05, 2022 Q2 2022
M&R Capital Management Inc

BUY
 -
57
New
$2.47K - $3.11K
57 $1.34K
Aug 02, 2022 Q2 2022
Mechanics Financial Corp

BUY
 -
54
New
$2.34K - $2.94K
54 $1.27K
Oct 12, 2022 Q2 2022
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
51
+ 100.0%
$2.21K - $2.78K
102 $2.4K
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
49
+ 0.2%
$2.12K - $2.67K
24.2K $570K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
49
+ 1.15%
$2.12K - $2.67K
4.33K $102K
Aug 04, 2022 Q2 2022
Jackson Creek Investment Advisors LLC

BUY
 -
47
+ 0.11%
$2.04K - $2.56K
44.4K $1.04M
Jul 11, 2022 Q2 2022
Orser Capital Management, LLC

BUY
 -
40
+ 0.42%
$1.73K - $2.18K
9.49K $223K
Aug 12, 2022 Q2 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
39
+ 0.48%
$1.69K - $2.13K
8.11K $191K
Jul 11, 2022 Q2 2022
Financial Management Network Inc

BUY
 -
34
+ 0.41%
$1.47K - $1.85K
8.28K $195K
Aug 15, 2022 Q2 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
33
+ 0.61%
$1.43K - $1.8K
5.42K $127K
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
32
+ 0.41%
$1.39K - $1.74K
7.87K $185K
Jul 18, 2022 Q2 2022
Cambridge Advisors Inc.

BUY
 -
31
+ 0.62%
$1.34K - $1.69K
5.06K $119K

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