Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.37M+ 5.7% |
$106M - $117M
|
44M
$1.03B
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.38M+ 117.46% |
$61.8M - $68.2M
|
2.55M
$59.8M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.22M+ 22.78% |
$54.7M - $60.4M
|
6.58M
$154M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
788KNew |
$35.3M - $39M
|
788K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
583K+ 1.99% |
$26.1M - $28.8M
|
29.9M
$700M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
365K+ 2.09% |
$16.3M - $18M
|
17.8M
$418M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
330K+ 377.8% |
$14.8M - $16.3M
|
418K
$9.78M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
290K+ 127.42% |
$13M - $14.4M
|
518K
$12.1M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
288K+ 599152.06% |
$12.9M - $14.2M
|
288K
$6.73M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
272KNew |
$12.2M - $13.4M
|
272K
$6.37M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
234K+ 8.23% |
$10.5M - $11.6M
|
3.08M
$72M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
231K+ 2.67% |
$10.4M - $11.4M
|
8.89M
$208M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
227K+ 19.88% |
$10.2M - $11.2M
|
1.37M
$32.1M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
214KNew |
$9.56M - $10.6M
|
214K
$5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
213K+ 153.4% |
$9.54M - $10.5M
|
352K
$8.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
173KNew |
$7.73M - $8.53M
|
173K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
170K+ 14.46% |
$7.62M - $8.4M
|
1.35M
$31.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
156K+ 22.43% |
$7M - $7.72M
|
853K
$20M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
146K+ 3.32% |
$6.52M - $7.2M
|
4.54M
$106M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
128K+ 1.58% |
$5.75M - $6.35M
|
8.24M
$193M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
123K+ 306.79% |
$5.51M - $6.08M
|
163K
$3.82M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
123KNew |
$5.5M - $6.07M
|
123K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
114K+ 57.26% |
$5.12M - $5.65M
|
314K
$7.35M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
107K+ 1758.33% |
$4.77M - $5.26M
|
113K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
106KNew |
$4.73M - $5.22M
|
106K
$2.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102K+ 21.79% |
$4.58M - $5.06M
|
572K
$13.4M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
95.6KNew |
$4.28M - $4.72M
|
95.6K
$2.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91.7K+ 2.64% |
$4.11M - $4.53M
|
3.56M
$83.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88K+ 3.75% |
$3.94M - $4.35M
|
2.44M
$57M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
79.9K+ 111.29% |
$3.58M - $3.95M
|
152K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
78.4K+ 69.61% |
$3.51M - $3.87M
|
191K
$4.47M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
71.5K+ 5.39% |
$3.2M - $3.53M
|
1.4M
$32.7M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
71.1K+ 24930.88% |
$3.18M - $3.51M
|
71.3K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70.4K+ 14.1% |
$3.15M - $3.48M
|
570K
$13.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
67.3K+ 2.37% |
$3.01M - $3.33M
|
2.91M
$68M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
64.4K+ 3.38% |
$2.89M - $3.18M
|
1.97M
$46.2M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63K+ 79.62% |
$2.82M - $3.11M
|
142K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59.8K+ 23.46% |
$2.68M - $2.95M
|
314K
$7.36M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.2K+ 13.58% |
$2.65M - $2.93M
|
495K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
58.7K+ 2529.88% |
$2.63M - $2.9M
|
61K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
58.1K+ 24.5% |
$2.6M - $2.87M
|
295K
$6.9M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
54.1K+ 60.54% |
$2.42M - $2.67M
|
143K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
53.7K+ 21.29% |
$2.4M - $2.65M
|
306K
$7.15M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
53.3KNew |
$2.39M - $2.63M
|
53.3K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
52.5K+ 6.32% |
$2.35M - $2.59M
|
883K
$20.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
50.2K+ 11.66% |
$2.25M - $2.48M
|
480K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50K+ 50.0% |
$2.24M - $2.47M
|
150K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
47.9KNew |
$2.15M - $2.37M
|
47.9K
$1.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
45.4K+ 17.66% |
$2.03M - $2.24M
|
303K
$7.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
45.4K+ 4.19% |
$2.03M - $2.24M
|
1.13M
$26.4M
|