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 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.36K+ 13.79% |
$57.4K - $65.4K
|
11.2K
$271K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.33K+ 0.18% |
$56.3K - $64.1K
|
747K
$18.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.33K+ 54.27% |
$56.2K - $64K
|
3.78K
$91.4K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 21.14% |
$55.2K - $62.9K
|
7.48K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1.3K+ 11.52% |
$55K - $62.7K
|
12.6K
$305K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 25.81% |
$54.8K - $62.4K
|
6.32K
$153K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.24K+ 591.9% |
$52.5K - $59.9K
|
1.45K
$35.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$50.4K - $57.5K
|
1.19K
$28.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.19K+ 0.88% |
$50.3K - $57.3K
|
137K
$3.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.19K+ 169.13% |
$50.2K - $57.3K
|
1.89K
$45.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.18KNew |
$50K - $57K
|
1.18K
$28.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 21.77% |
$49.9K - $56.9K
|
6.61K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.18K+ 1.07% |
$49.9K - $56.9K
|
111K
$2.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.18K+ 1.88% |
$49.9K - $56.9K
|
64K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.13K+ 1.82% |
$47.9K - $54.6K
|
63.4K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.12K+ 376.69% |
$47.1K - $53.7K
|
1.41K
$34.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 38.41% |
$47.1K - $53.7K
|
4.01K
$97.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.07K+ 2.46% |
$45.4K - $51.7K
|
44.7K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 24.73% |
$42.3K - $48.2K
|
5.04K
$122K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
991+ 1.23% |
$41.9K - $47.7K
|
81.7K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
989+ 19.18% |
$41.8K - $47.6K
|
6.15K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
988New |
$41.7K - $47.6K
|
988
$23.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
961+ 2.09% |
$40.6K - $46.3K
|
46.9K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
922+ 17.55% |
$39K - $44.4K
|
6.18K
$149K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
920+ 88.29% |
$38.9K - $44.3K
|
1.96K
$47.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
906+ 10.09% |
$38.3K - $43.6K
|
9.88K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
897New |
$37.9K - $43.2K
|
897
$21.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
871+ 3.45% |
$36.8K - $41.9K
|
26.1K
$632K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
868+ 3.66% |
$36.7K - $41.8K
|
24.6K
$595K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
780+ 14.15% |
$33K - $37.6K
|
6.29K
$152K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
745+ 5.06% |
$31.5K - $35.9K
|
15.5K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
735+ 4.02% |
$31.1K - $35.4K
|
19K
$460K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
729+ 0.1% |
$30.8K - $35.1K
|
725K
$17.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
728New |
$30.8K - $35.1K
|
728
$17.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
724+ 1.13% |
$30.6K - $34.9K
|
64.7K
$1.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
724+ 3.73% |
$30.6K - $34.9K
|
20.1K
$486K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
719+ 0.67% |
$30.4K - $34.6K
|
108K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
704New |
$29.7K - $33.9K
|
704
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
701+ 12.67% |
$29.6K - $33.8K
|
6.24K
$151K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
701New |
$29.6K - $33.8K
|
701
$17K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
700+ 3.39% |
$29.6K - $33.7K
|
21.3K
$516K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
692+ 11.27% |
$29.2K - $33.3K
|
6.83K
$165K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
683+ 1.24% |
$28.9K - $32.9K
|
55.6K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
BUY
|
- |
660+ 1.49% |
$27.9K - $31.8K
|
45K
$1.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
621+ 5.83% |
$26.2K - $29.9K
|
11.3K
$273K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
598+ 1.37% |
$25.3K - $28.8K
|
44.3K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
592+ 0.53% |
$25K - $28.5K
|
111K
$2.69M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
585+ 4.71% |
$24.7K - $28.2K
|
13K
$315K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
573+ 285.07% |
$24.2K - $27.6K
|
774
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
568+ 2.81% |
$24K - $27.4K
|
20.8K
$503K
|