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 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.84K- 2.75% |
$82.4K - $91K
|
65.2K
$1.53M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.85K- 9.37% |
$82.6K - $91.2K
|
17.9K
$418K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.87K- 1.75% |
$83.6K - $92.2K
|
105K
$2.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-1.89K- 3.68% |
$84.5K - $93.2K
|
49.4K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-1.9K- 0.94% |
$84.9K - $93.7K
|
199K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.9K- 3.04% |
$85.3K - $94.1K
|
60.8K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.98K- 1.42% |
$88.7K - $97.9K
|
137K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 17.33% |
$88.8K - $98K
|
9.46K
$221K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.02K- 2.61% |
$90.4K - $99.8K
|
75.3K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.06K- 15.34% |
$92.4K - $102K
|
11.4K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.06K- 33.09% |
$92.4K - $102K
|
4.17K
$97.6K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-2.07K- 0.43% |
$92.6K - $102K
|
477K
$11.2M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.08K- 7.43% |
$93.3K - $103K
|
26K
$607K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.11K- 0.47% |
$94.5K - $104K
|
444K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 7.22% |
$95.4K - $105K
|
27.4K
$641K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.13K- 10.52% |
$95.5K - $105K
|
18.1K
$424K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.18K- 0.73% |
$97.5K - $108K
|
297K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.25K- 2.2% |
$101K - $111K
|
100K
$2.34M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.25K- 2.2% |
$101K - $111K
|
100K
$2.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.28K- 6.65% |
$102K - $113K
|
32K
$749K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.29K- 7.78% |
$103K - $113K
|
27.2K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-2.3K- 1.14% |
$103K - $114K
|
199K
$4.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.33K- 25.0% |
$104K - $115K
|
6.98K
$163K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.34K- 25.85% |
$105K - $116K
|
6.71K
$157K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.35K- 20.88% |
$105K - $116K
|
8.92K
$209K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.36K- 4.51% |
$106K - $116K
|
49.9K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.37K- 5.61% |
$106K - $117K
|
39.8K
$930K
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.39K- 23.16% |
$107K - $118K
|
7.92K
$185K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.43K- 2.03% |
$109K - $120K
|
117K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.44K- 31.74% |
$109K - $120K
|
5.24K
$123K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.44K- 5.73% |
$109K - $121K
|
40.2K
$940K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 2.8% |
$112K - $124K
|
86.7K
$2.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.5K- 2.8% |
$112K - $124K
|
86.7K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.5K- 27.71% |
$112K - $124K
|
6.52K
$153K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.5K- 3.91% |
$112K - $124K
|
61.5K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.51K- 22.4% |
$112K - $124K
|
8.7K
$204K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.53K- 0.36% |
$113K - $125K
|
699K
$16.4M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.54K- 23.17% |
$114K - $125K
|
8.41K
$197K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.54K- 0.8% |
$114K - $126K
|
316K
$7.39M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 2.3% |
$115K - $127K
|
109K
$2.56M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.58K- 17.71% |
$116K - $127K
|
12K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.59K- 3.12% |
$116K - $128K
|
80.5K
$1.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.6K- 1.61% |
$116K - $128K
|
159K
$3.72M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.6K- 38.04% |
$117K - $129K
|
4.24K
$99.2K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.61K- 2.1% |
$117K - $129K
|
122K
$2.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.63K- 1.79% |
$118K - $130K
|
144K
$3.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 9.87% |
$120K - $133K
|
24.5K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2.69K- 3.81% |
$121K - $133K
|
68K
$1.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.76K- 37.89% |
$124K - $136K
|
4.52K
$106K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 0.74% |
$125K - $138K
|
376K
$8.8M
|