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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.09K- 9.5% |
$273K - $301K
|
58K
$1.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-6.32K- 0.96% |
$283K - $312K
|
652K
$15.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-6.34K- 16.07% |
$284K - $313K
|
33.1K
$775K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6.5K- 6.62% |
$291K - $321K
|
91.7K
$2.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-6.53K- 3.95% |
$293K - $323K
|
159K
$3.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-6.89K- 36.1% |
$308K - $340K
|
12.2K
$285K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 25.97% |
$311K - $344K
|
19.8K
$464K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-7.13K- 15.03% |
$319K - $352K
|
40.3K
$943K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7.77K- 7.37% |
$348K - $384K
|
97.7K
$2.29M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7.99K- 2.56% |
$358K - $395K
|
304K
$7.11M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-8.08K- 4.2% |
$362K - $399K
|
184K
$4.32M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.34K- 17.45% |
$373K - $412K
|
39.5K
$923K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.54K- 7.56% |
$383K - $422K
|
104K
$2.44M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.72K- 4.96% |
$390K - $431K
|
167K
$3.91M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.06K- 60.77% |
$406K - $448K
|
5.85K
$137K
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-9.16K- 13.19% |
$410K - $453K
|
60.3K
$1.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.28K- 50.48% |
$416K - $459K
|
9.11K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9.55K- 3.74% |
$428K - $472K
|
246K
$5.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9.58K- 13.91% |
$429K - $473K
|
59.3K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10K- 2.06% |
$448K - $495K
|
476K
$11.1M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.2K- 67.6% |
$456K - $503K
|
4.88K
$114K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-10.9K- 5.96% |
$486K - $537K
|
172K
$4.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-11.4K- 11.93% |
$510K - $563K
|
84.1K
$1.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.5KClosed |
$517K - $570K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.8K- 1.87% |
$530K - $585K
|
623K
$14.6M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.9K- 11.8% |
$533K - $588K
|
88.9K
$2.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-11.9K- 8.52% |
$535K - $590K
|
128K
$3M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-12K- 18.83% |
$537K - $592K
|
51.7K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12.1K- 35.08% |
$542K - $598K
|
22.4K
$524K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-12.1K- 2.53% |
$543K - $599K
|
466K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-12.3K- 20.05% |
$552K - $609K
|
49.2K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-12.8K- 11.88% |
$575K - $635K
|
95.3K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-13.2K- 3.83% |
$589K - $650K
|
331K
$7.73M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-13.2K- 4.19% |
$591K - $652K
|
302K
$7.06M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-13.5K- 3.46% |
$604K - $666K
|
376K
$8.81M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.6K- 3.38% |
$608K - $671K
|
388K
$9.07M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-13.6K- 24.41% |
$611K - $674K
|
42.2K
$988K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-13.8K- 9.12% |
$618K - $681K
|
137K
$3.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-14.3K- 1.54% |
$640K - $707K
|
913K
$21.4M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-14.3K- 4.08% |
$640K - $707K
|
336K
$7.87M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-14.3K- 3.18% |
$641K - $707K
|
436K
$10.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.7K- 3.93% |
$660K - $728K
|
361K
$8.44M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-16.2K- 10.89% |
$725K - $800K
|
132K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-17.1K- 2.58% |
$766K - $846K
|
647K
$15.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 30.54% |
$782K - $863K
|
39.7K
$930K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.5K- 1.62% |
$785K - $866K
|
1.06M
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-17.6K- 48.93% |
$787K - $869K
|
18.4K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-19.2K- 7.99% |
$858K - $947K
|
221K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.5K- 11.2% |
$920K - $1.01M
|
163K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.1K- 27.97% |
$946K - $1.04M
|
54.4K
$1.27M
|