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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.96K+ 19.12% |
$210K - $239K
|
30.9K
$727K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
4.95K+ 2.01% |
$209K - $238K
|
251K
$5.91M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.89K+ 4.61% |
$207K - $236K
|
111K
$2.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
4.88KNew |
$206K - $235K
|
4.88K
$115K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.87K+ 2.5% |
$206K - $235K
|
200K
$4.7M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.86KNew |
$205K - $234K
|
4.86K
$114K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
4.73KNew |
$200K - $228K
|
4.73K
$111K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
4.71KNew |
$199K - $227K
|
4.71K
$111K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
4.68KNew |
$198K - $225K
|
4.68K
$110K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.64KNew |
$196K - $223K
|
4.64K
$109K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.63K+ 1.25% |
$196K - $223K
|
375K
$8.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4.63K+ 13.05% |
$196K - $223K
|
40.1K
$943K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
4.62KNew |
$195K - $222K
|
4.62K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.62K+ 72.44% |
$195K - $222K
|
11K
$258K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.6KNew |
$194K - $222K
|
4.6K
$108K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.59KNew |
$194K - $221K
|
4.59K
$108K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.58KNew |
$193K - $220K
|
4.58K
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$193K - $220K
|
4.57K
$107K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.56KNew |
$192K - $219K
|
4.56K
$107K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$106K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.53K+ 5957.89% |
$191K - $218K
|
4.6K
$108K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$106K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.48K+ 9.53% |
$189K - $216K
|
51.5K
$1.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
4.47KNew |
$189K - $215K
|
4.47K
$105K
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
4.46KNew |
$188K - $215K
|
4.46K
$105K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
4.39K+ 12.15% |
$185K - $211K
|
40.5K
$953K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.37K+ 21.36% |
$185K - $211K
|
24.8K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.37KNew |
$185K - $210K
|
4.37K
$103K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.32KNew |
$182K - $208K
|
4.32K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.3K+ 20.25% |
$182K - $207K
|
25.5K
$600K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
4.28K+ 10.53% |
$181K - $206K
|
44.9K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.2K+ 39.23% |
$178K - $202K
|
14.9K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.19K+ 64.98% |
$177K - $202K
|
10.6K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.19KNew |
$177K - $202K
|
4.19K
$98.4K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
4.07K+ 2.28% |
$172K - $196K
|
182K
$4.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.06K+ 5.31% |
$171K - $195K
|
80.5K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.03K+ 14.84% |
$170K - $194K
|
31.2K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.95K+ 406.79% |
$167K - $190K
|
4.93K
$116K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
3.89K+ 28.56% |
$164K - $187K
|
17.5K
$411K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.87K+ 11.7% |
$163K - $186K
|
36.9K
$869K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.83K+ 0.81% |
$162K - $184K
|
478K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.79K+ 5.57% |
$160K - $183K
|
71.8K
$1.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.74K+ 0.99% |
$158K - $180K
|
384K
$9.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.7K+ 4.91% |
$156K - $178K
|
79K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.66KNew |
$155K - $176K
|
3.66K
$86K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.59K+ 2.58% |
$152K - $173K
|
143K
$3.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
3.53K+ 2.51% |
$149K - $170K
|
144K
$3.39M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
3.48K+ 3.12% |
$147K - $168K
|
115K
$2.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.41K+ 50.85% |
$144K - $164K
|
10.1K
$238K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.38K+ 5.44% |
$143K - $163K
|
65.5K
$1.54M
|