Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.19K- 1.6% |
$64.6K - $72.3K
|
73.3K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.3K- 5.23% |
$70.5K - $78.9K
|
23.5K
$669K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 0.76% |
$71.5K - $80K
|
172K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.36K- 7.81% |
$73.8K - $82.5K
|
16K
$456K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.37K- 5.12% |
$74.2K - $83K
|
25.3K
$720K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.4K- 2.32% |
$75.9K - $84.9K
|
58.9K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.4K- 24.22% |
$76K - $85.1K
|
4.38K
$124K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.4K- 77.83% |
$76.1K - $85.1K
|
399
$11.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.41K- 6.63% |
$76.4K - $85.4K
|
19.8K
$563K
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.53K- 0.87% |
$82.8K - $92.7K
|
174K
$4.95M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.53K- 5.79% |
$83K - $92.8K
|
24.8K
$706K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.54K- 9.46% |
$83.7K - $93.7K
|
14.8K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.57K- 1.52% |
$85K - $95.1K
|
101K
$2.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.64K- 2.69% |
$89K - $99.5K
|
59.2K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.7K- 1.27% |
$92.2K - $103K
|
132K
$3.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.76K- 66.2% |
$95.7K - $107K
|
900
$25.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.92K- 3.83% |
$104K - $117K
|
48.3K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.94K- 85.7% |
$105K - $118K
|
324
$9.21K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.99K- 27.06% |
$108K - $121K
|
5.37K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2K- 3.52% |
$109K - $122K
|
54.8K
$1.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.04K- 10.28% |
$111K - $124K
|
17.8K
$506K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.1K- 20.18% |
$114K - $127K
|
8.29K
$236K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.12K- 1.04% |
$115K - $129K
|
203K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.13K- 3.84% |
$116K - $130K
|
53.4K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.15K- 13.41% |
$117K - $131K
|
13.9K
$394K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.16K- 22.92% |
$117K - $131K
|
7.25K
$206K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.24K- 9.9% |
$121K - $136K
|
20.3K
$578K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.31K- 10.02% |
$126K - $141K
|
20.8K
$591K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 11.76% |
$126K - $141K
|
17.4K
$494K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.38K- 84.78% |
$129K - $145K
|
428
$12.2K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.45K- 1.72% |
$133K - $149K
|
140K
$3.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.48K- 2.96% |
$135K - $151K
|
81.4K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.54K- 4.09% |
$138K - $154K
|
59.6K
$1.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.54K- 40.19% |
$138K - $154K
|
3.78K
$107K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-2.67K- 1.02% |
$145K - $162K
|
259K
$7.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-2.71K- 2.04% |
$147K - $164K
|
130K
$3.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.83K- 6.5% |
$154K - $172K
|
40.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.83K- 1.45% |
$154K - $172K
|
192K
$5.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-3.01K- 12.78% |
$163K - $183K
|
20.5K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.08K- 41.66% |
$167K - $187K
|
4.31K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-3.09K- 27.86% |
$168K - $188K
|
7.99K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.19K- 5.63% |
$173K - $194K
|
53.4K
$1.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.22K- 3.76% |
$175K - $196K
|
82.5K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.24K- 0.51% |
$176K - $197K
|
633K
$18M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-3.29K- 3.81% |
$179K - $200K
|
83K
$2.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.29K- 3.15% |
$179K - $200K
|
101K
$2.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.3K- 20.63% |
$179K - $201K
|
12.7K
$361K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.36K- 6.86% |
$182K - $204K
|
45.6K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.39K- 5.39% |
$184K - $206K
|
59.5K
$1.69M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 19.55% |
$184K - $206K
|
13.9K
$396K
|