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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.05% |
$44.8 - $49.4
|
1.9K
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$44.8 - $49.4
|
190
$4.45K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.08% |
$44.8 - $49.4
|
94
$2.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1+ 0.02% |
$44.8 - $49.4
|
6.07K
$142K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.01% |
$44.8 - $49.4
|
8.96K
$210K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1- -0.0% |
$44.8 - $49.4
|
20.8K
$487K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 1.87% |
$89.6 - $98.8
|
105
$2.46K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-3- 0.02% |
$134 - $148
|
17.5K
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-3- 0.02% |
$134 - $148
|
17.5K
$409K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3- -0.0% |
$134 - $148
|
116K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4- 0.04% |
$179 - $198
|
10.9K
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5- 11.63% |
$224 - $247
|
38
$889
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 85.71% |
$269 - $296
|
1
$23.4
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-8- 22.22% |
$358 - $395
|
28
$655
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-12- 0.69% |
$537 - $593
|
1.72K
$40.2K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-15- 0.09% |
$672 - $741
|
17K
$397K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-17- 0.06% |
$761 - $840
|
27K
$632K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-25- 0.52% |
$1.12K - $1.24K
|
4.78K
$112K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-31- 0.59% |
$1.39K - $1.53K
|
5.22K
$122K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-31- 0.29% |
$1.39K - $1.53K
|
10.5K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-33- 0.18% |
$1.48K - $1.63K
|
18.3K
$429K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-34- 0.55% |
$1.52K - $1.68K
|
6.11K
$143K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-34- 1.3% |
$1.52K - $1.68K
|
2.58K
$60.4K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-35- 0.17% |
$1.57K - $1.73K
|
20.3K
$476K
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-35- 0.08% |
$1.57K - $1.73K
|
44.8K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-39- 0.43% |
$1.75K - $1.93K
|
9.12K
$213K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-45- 0.38% |
$2.02K - $2.22K
|
11.8K
$276K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-51- 0.05% |
$2.28K - $2.52K
|
110K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-51- 27.87% |
$2.28K - $2.52K
|
132
$3.09K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-53- 1.4% |
$2.37K - $2.62K
|
3.73K
$87.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-54- 0.7% |
$2.42K - $2.67K
|
7.66K
$179K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-55- 0.82% |
$2.46K - $2.72K
|
6.68K
$156K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-58- 0.44% |
$2.6K - $2.87K
|
13.1K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-63- 0.69% |
$2.82K - $3.11K
|
9.09K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 48.25% |
$3.09K - $3.41K
|
74
$1.73K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-70- 1.52% |
$3.13K - $3.46K
|
4.55K
$106K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-75- 0.86% |
$3.36K - $3.71K
|
8.68K
$203K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-78- 0.14% |
$3.49K - $3.85K
|
54.4K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-84- 0.31% |
$3.76K - $4.15K
|
26.7K
$624K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-85- 1.3% |
$3.81K - $4.2K
|
6.44K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-99- 3.73% |
$4.43K - $4.89K
|
2.55K
$59.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-100- 25.0% |
$4.48K - $4.94K
|
300
$7.02K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-107- 1.59% |
$4.79K - $5.29K
|
6.61K
$155K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-113- 0.2% |
$5.06K - $5.58K
|
57.7K
$1.35M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-113Closed |
$5.06K - $5.58K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-115- 0.37% |
$5.15K - $5.68K
|
31.4K
$734K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-118- 0.23% |
$5.28K - $5.83K
|
51K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-118- 0.79% |
$5.28K - $5.83K
|
14.8K
$346K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-120- 8.22% |
$5.37K - $5.93K
|
1.34K
$31.4K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-120- 13.33% |
$5.37K - $5.93K
|
780
$18.3K
|