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 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.82K- 8.75% |
$126K - $139K
|
29.4K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.83K- 12.59% |
$127K - $140K
|
19.7K
$460K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.85K- 8.13% |
$127K - $141K
|
32.1K
$752K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.91K- 11.88% |
$130K - $144K
|
21.6K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.92K- 3.9% |
$131K - $144K
|
72K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.95K- 3.57% |
$132K - $146K
|
79.9K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.98K- 1.57% |
$133K - $147K
|
186K
$4.36M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.05K- 27.92% |
$136K - $151K
|
7.87K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.06K- 2.14% |
$137K - $151K
|
140K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-3.08K- 12.11% |
$138K - $152K
|
22.3K
$523K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.09K- 8.37% |
$138K - $153K
|
33.8K
$791K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.13K- 9.7% |
$140K - $155K
|
29.1K
$682K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.2K- 1.36% |
$143K - $158K
|
232K
$5.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.24K- 13.72% |
$145K - $160K
|
20.4K
$477K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.3K- 39.68% |
$148K - $163K
|
5.02K
$117K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.32K- 7.63% |
$149K - $164K
|
40.2K
$940K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.4K- 8.28% |
$152K - $168K
|
37.7K
$881K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-3.4K- 3.02% |
$152K - $168K
|
109K
$2.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.43K- 22.67% |
$154K - $170K
|
11.7K
$274K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.53K- 18.73% |
$158K - $174K
|
15.3K
$359K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.65K- 3.5% |
$164K - $180K
|
101K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.68K- 1.23% |
$165K - $182K
|
295K
$6.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-3.72K- 20.07% |
$167K - $184K
|
14.8K
$347K
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-3.88K- 15.08% |
$174K - $192K
|
21.8K
$511K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3.89K- 6.99% |
$174K - $192K
|
51.7K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.95K- 7.25% |
$177K - $195K
|
50.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.97K- 12.96% |
$178K - $196K
|
26.7K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.99K- 0.23% |
$179K - $197K
|
1.7M
$39.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.04K- 3.76% |
$181K - $200K
|
104K
$2.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.07K- 3.27% |
$182K - $201K
|
121K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.15K- 14.01% |
$186K - $205K
|
25.5K
$596K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.2K- 1.67% |
$188K - $207K
|
247K
$5.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.26K- 8.95% |
$191K - $210K
|
43.3K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.4K- 2.93% |
$197K - $217K
|
146K
$3.41M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 42.14% |
$198K - $218K
|
6.06K
$142K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-4.5K- 5.24% |
$201K - $222K
|
81.2K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.63K- 1.39% |
$208K - $229K
|
328K
$7.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.65K- 14.39% |
$208K - $230K
|
27.6K
$647K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.65K- 49.6% |
$208K - $230K
|
4.73K
$111K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.74K- 9.2% |
$212K - $234K
|
46.8K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.83K- 2.76% |
$216K - $239K
|
170K
$3.99M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.95K- 18.89% |
$222K - $245K
|
21.3K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.98K- 10.9% |
$223K - $246K
|
40.7K
$951K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.98K- 37.19% |
$223K - $246K
|
8.41K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.05K- 16.18% |
$226K - $249K
|
26.1K
$612K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.11K- 5.19% |
$229K - $253K
|
93.4K
$2.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-5.3K- 48.12% |
$237K - $262K
|
5.72K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.36K- 6.37% |
$240K - $265K
|
78.8K
$1.84M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.95K- 3.4% |
$267K - $294K
|
169K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.07K- 5.45% |
$272K - $300K
|
105K
$2.46M
|