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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.44K- 2.96% |
$187K - $209K
|
113K
$3.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-3.49K- 26.89% |
$189K - $212K
|
9.48K
$269K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-3.69K- 7.59% |
$200K - $224K
|
44.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-3.84K- 49.29% |
$209K - $234K
|
3.95K
$112K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.9K- 4.87% |
$212K - $237K
|
76.3K
$2.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.98K- 50.97% |
$216K - $242K
|
3.83K
$109K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-4.12K- 5.82% |
$224K - $250K
|
66.6K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.37K- 25.61% |
$237K - $266K
|
12.7K
$361K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.37K- 33.2% |
$238K - $266K
|
8.8K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.46K- 15.56% |
$242K - $271K
|
24.2K
$687K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.56K- 34.68% |
$248K - $277K
|
8.59K
$244K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-4.75K- 11.88% |
$258K - $288K
|
35.2K
$1M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.98K- 7.64% |
$271K - $303K
|
60.2K
$1.71M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.05K- 55.0% |
$274K - $307K
|
4.13K
$117K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-5.15K- 38.55% |
$280K - $313K
|
8.21K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-5.46K- 42.71% |
$296K - $332K
|
7.32K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.81K- 41.02% |
$315K - $353K
|
8.35K
$237K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-6.12K- 16.07% |
$333K - $372K
|
32K
$909K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-6.13K- 1.46% |
$333K - $372K
|
413K
$11.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-6.37K- 9.16% |
$346K - $387K
|
63.2K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.7K- 15.96% |
$364K - $407K
|
35.3K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.76K- 20.82% |
$367K - $410K
|
25.7K
$730K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-6.78K- 10.71% |
$368K - $412K
|
56.5K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.81K- 44.09% |
$370K - $414K
|
8.64K
$246K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-6.85K- 12.13% |
$372K - $416K
|
49.6K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.01K- 8.32% |
$381K - $426K
|
77.2K
$2.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-7.08K- 5.5% |
$384K - $430K
|
122K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.11K- 30.21% |
$386K - $432K
|
16.4K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.43K- 8.21% |
$404K - $452K
|
83.1K
$2.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.66K- 6.89% |
$416K - $465K
|
104K
$2.94M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7.68K- 44.57% |
$417K - $467K
|
9.56K
$272K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.07K- 9.95% |
$438K - $490K
|
73K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.34K- 2.6% |
$453K - $506K
|
312K
$8.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-8.35K- 18.11% |
$453K - $507K
|
37.8K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.53K- 1.86% |
$463K - $518K
|
449K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.6K- 2.41% |
$467K - $522K
|
349K
$9.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8.91K- 9.23% |
$484K - $541K
|
87.6K
$2.49M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.42K- 57.02% |
$511K - $572K
|
7.1K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.42K- 57.02% |
$511K - $572K
|
7.1K
$202K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-9.73K- 3.66% |
$529K - $591K
|
256K
$7.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.3K- 5.4% |
$557K - $623K
|
179K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 25.6% |
$565K - $632K
|
30.2K
$859K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10.4K- 51.32% |
$566K - $633K
|
9.89K
$281K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-10.7K- 19.05% |
$582K - $651K
|
45.5K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11K- 45.5% |
$597K - $668K
|
13.2K
$375K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.5K- 14.95% |
$626K - $700K
|
65.5K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-11.5K- 1.04% |
$626K - $700K
|
1.09M
$31.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11.6K- 7.73% |
$627K - $702K
|
138K
$3.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-12.9K- 44.64% |
$700K - $783K
|
16K
$454K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-13K- 2.18% |
$703K - $787K
|
581K
$16.5M
|