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 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-374- 1.33% |
$16.7K - $18.5K
|
27.7K
$647K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-389- 1.88% |
$17.4K - $19.2K
|
20.3K
$475K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-394- 0.5% |
$17.6K - $19.5K
|
78.6K
$1.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-400- 1.26% |
$17.9K - $19.8K
|
31.5K
$736K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-404- 2.2% |
$18.1K - $20K
|
18K
$420K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-410- 5.94% |
$18.4K - $20.3K
|
6.49K
$152K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-416- 1.41% |
$18.6K - $20.6K
|
29.1K
$682K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-423- 12.79% |
$18.9K - $20.9K
|
2.88K
$67.5K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-423- 1.16% |
$18.9K - $20.9K
|
36.1K
$846K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-440- 73.7% |
$19.7K - $21.7K
|
157
$3.67K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-443- 10.62% |
$19.8K - $21.9K
|
3.73K
$87.2K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-443- 0.15% |
$19.8K - $21.9K
|
302K
$7.06M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-447- 6.21% |
$20K - $22.1K
|
6.76K
$158K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-450- 1.0% |
$20.2K - $22.2K
|
44.4K
$1.04M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-460- 2.29% |
$20.6K - $22.7K
|
19.6K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-466- 2.87% |
$20.9K - $23K
|
15.8K
$370K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-479- 5.49% |
$21.4K - $23.7K
|
8.25K
$193K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-480- 6.04% |
$21.5K - $23.7K
|
7.47K
$175K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-497- 1.15% |
$22.3K - $24.6K
|
42.8K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-498- 5.76% |
$22.3K - $24.6K
|
8.15K
$191K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-509- 1.81% |
$22.8K - $25.1K
|
27.7K
$647K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-510- 7.99% |
$22.8K - $25.2K
|
5.87K
$137K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-516- 0.29% |
$23.1K - $25.5K
|
180K
$4.21M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-520- 4.6% |
$23.3K - $25.7K
|
10.8K
$252K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-522- 6.19% |
$23.4K - $25.8K
|
7.91K
$185K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-528- 6.53% |
$23.6K - $26.1K
|
7.56K
$177K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-538- 2.33% |
$24.1K - $26.6K
|
22.6K
$529K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-541- 1.22% |
$24.2K - $26.7K
|
43.8K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-558- 2.46% |
$25K - $27.6K
|
22.1K
$518K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-562- 0.31% |
$25.2K - $27.8K
|
179K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-564- 3.22% |
$25.3K - $27.9K
|
16.9K
$396K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-566- 9.99% |
$25.3K - $28K
|
5.1K
$119K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-578- 4.09% |
$25.9K - $28.6K
|
13.6K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-581- 2.85% |
$26K - $28.7K
|
19.8K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-583- 2.96% |
$26.1K - $28.8K
|
19.1K
$448K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-608- 6.75% |
$27.2K - $30K
|
8.4K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-611- 2.66% |
$27.4K - $30.2K
|
22.3K
$523K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-611- 3.35% |
$27.4K - $30.2K
|
17.6K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-627- 10.32% |
$28.1K - $31K
|
5.45K
$128K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-636- 2.6% |
$28.5K - $31.4K
|
23.8K
$557K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-644- 1.98% |
$28.8K - $31.8K
|
31.9K
$747K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-644- 4.96% |
$28.8K - $31.8K
|
12.3K
$289K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-650- 8.48% |
$29.1K - $32.1K
|
7.02K
$164K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-654- 9.57% |
$29.3K - $32.3K
|
6.18K
$145K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-655- 6.63% |
$29.3K - $32.4K
|
9.23K
$216K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-702- 7.27% |
$31.4K - $34.7K
|
8.95K
$209K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-704- 3.78% |
$31.5K - $34.8K
|
17.9K
$419K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-715- 0.58% |
$32K - $35.3K
|
122K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-736- 6.59% |
$33K - $36.4K
|
10.4K
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-756- 14.75% |
$33.9K - $37.4K
|
4.37K
$102K
|