Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 18, 2023 Q4 2022
Lvw Advisors, LLC

BUY
 -
2.79K
+ 1.46%
$151K - $169K
194K $5.5M
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
2.77K
+ 11.06%
$151K - $169K
27.9K $791K
Jan 17, 2023 Q4 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
2.73K
+ 6.36%
$148K - $166K
45.7K $1.3M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
2.63K
+ 7.55%
$143K - $160K
37.5K $1.07M
Jan 06, 2023 Q4 2022
Massmutual Trust CO Fsb

BUY
 -
2.57K
+ 108.54%
$139K - $156K
4.93K $140K
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
2.52K
+ 2.24%
$137K - $153K
115K $3.28M
Feb 15, 2023 Q4 2022
Goepper Burkhardt LLC

BUY
 -
2.51K
+ 0.94%
$136K - $153K
270K $7.67M
Sep 21, 2023 Q4 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
2.5K
New
$136K - $152K
2.5K $71.1K
Jan 19, 2023 Q4 2022
Beacon Financial Group

BUY
 -
2.48K
+ 50.35%
$134K - $150K
7.39K $210K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
2.34K
+ 4.25%
$127K - $142K
57.4K $1.63M
Feb 08, 2023 Q4 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2K
+ 46.66%
$109K - $122K
6.29K $179K
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.95K
+ 1.65%
$106K - $119K
120K $3.42M
Feb 14, 2023 Q4 2022
Sja Financial Advisory, LLC

BUY
 -
1.9K
+ 4.63%
$103K - $116K
43K $1.22M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.9K
New
$103K - $116K
1.9K $54.1K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.77K
New
$96.3K - $108K
1.77K $50.4K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
1.7K
+ 6.67%
$92.2K - $103K
27.1K $771K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
1.63K
+ 8.91%
$88.3K - $98.8K
19.9K $565K
Feb 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
1.57K
+ 6.22%
$85.4K - $95.5K
26.9K $763K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
1.55K
+ 74.92%
$84.2K - $94.2K
3.62K $103K
Feb 02, 2023 Q4 2022
Hilltop Wealth Advisors, LLC

BUY
 -
1.52K
+ 18.85%
$82.7K - $92.5K
9.6K $273K
Feb 02, 2023 Q4 2022
Von Berge Wealth Management Group, LLC

BUY
 -
1.52K
+ 2.5%
$82.4K - $92.2K
62.1K $1.76M
Feb 02, 2023 Q4 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
1.51K
+ 4.4%
$82K - $91.7K
35.8K $1.02M
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.45K
New
$78.5K - $87.9K
1.45K $41.1K
Jan 10, 2023 Q4 2022
Rda Financial Network

BUY
 -
1.42K
+ 12.45%
$76.9K - $86K
12.8K $363K
Jan 20, 2023 Q4 2022
Powers Advisory Group, LLC

BUY
 -
1.39K
+ 2.8%
$75.3K - $84.3K
51K $1.45M
Jan 10, 2023 Q4 2022
Bcs Wealth Management

BUY
 -
1.24K
+ 13.89%
$67.5K - $75.5K
10.2K $289K
Feb 06, 2023 Q4 2022
B & T Capital Management Dba Alpha Capital Management

BUY
 -
1.24K
+ 0.64%
$67.2K - $75.2K
194K $5.51M
Jan 17, 2023 Q4 2022
Revolve Wealth Partners, LLC

BUY
 -
1.23K
+ 0.32%
$67K - $75K
391K $11.1M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
1.23K
New
$66.9K - $74.9K
1.23K $35K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.22K
+ 50.79%
$66K - $73.9K
3.61K $103K
Jan 25, 2023 Q4 2022
Wall Capital Group, Inc.

BUY
 -
1.13K
New
$61.5K - $68.8K
1.13K $32.2K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.11K
New
$60.5K - $67.7K
1.11K $31.7K
Jan 27, 2023 Q4 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
1.09K
+ 2.46%
$59K - $66K
45.3K $1.29M
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
1.08K
+ 26.65%
$58.6K - $65.6K
5.13K $146K
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
1.02K
+ 21.81%
$55.5K - $62.1K
5.71K $162K
Feb 14, 2023 Q4 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
969
+ 23.33%
$52.6K - $58.9K
5.12K $146K
Feb 14, 2023 Q4 2022
Jentner Corp

BUY
 -
940
+ 7.56%
$51.1K - $57.1K
13.4K $380K
Mar 01, 2023 Q4 2022
Smithbridge Asset Management Inc

BUY
 -
938
+ 1.21%
$50.9K - $57K
78.6K $2.23M
Feb 06, 2023 Q4 2022
Investors Research Corp

BUY
 -
926
+ 11.32%
$50.3K - $56.3K
9.11K $259K
Feb 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
896
+ 19.0%
$48.7K - $54.4K
5.61K $159K
Jan 02, 2024 Q4 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
867
+ 52.51%
$47.1K - $52.7K
2.52K $71.6K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
867
+ 1.05%
$47.1K - $52.7K
83.8K $2.38M
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
836
+ 16.45%
$45.4K - $50.8K
5.92K $168K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
823
+ 6.2%
$44.7K - $50K
14.1K $401K
Jan 24, 2023 Q4 2022
Atlas Financial Advisors, Inc.

BUY
 -
818
+ 19.62%
$44.4K - $49.7K
4.99K $142K
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
791
+ 50.58%
$43K - $48.1K
2.36K $66.9K
Feb 10, 2023 Q4 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
776
+ 0.9%
$42.1K - $47.1K
87.1K $2.47M
Feb 09, 2023 Q4 2022
Omega Financial Group, LLC

BUY
 -
743
+ 18.91%
$40.4K - $45.1K
4.67K $133K
Jan 19, 2023 Q4 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
689
+ 1.97%
$37.4K - $41.9K
35.7K $1.01M

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