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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-21.1K- 29.3% |
$947K - $1.04M
|
51K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-21.3K- 7.45% |
$953K - $1.05M
|
264K
$6.18M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.6K- 39.47% |
$1.01M - $1.11M
|
34.6K
$809K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 30.64% |
$1.02M - $1.12M
|
51.5K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-22.8K- 5.62% |
$1.02M - $1.13M
|
383K
$8.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-23.4K- 2.97% |
$1.05M - $1.16M
|
764K
$17.9M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23.4K- 11.7% |
$1.05M - $1.16M
|
177K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24.2K- 2.78% |
$1.08M - $1.19M
|
846K
$19.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.9K- 10.34% |
$1.11M - $1.23M
|
216K
$5.05M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25K- 52.18% |
$1.12M - $1.23M
|
22.9K
$535K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-25.9K- 1.45% |
$1.16M - $1.28M
|
1.76M
$41.1M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 42.1% |
$1.2M - $1.32M
|
36.8K
$861K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 42.1% |
$1.2M - $1.32M
|
36.8K
$861K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.5K- 41.33% |
$1.23M - $1.36M
|
39.1K
$914K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-27.9K- 1.97% |
$1.25M - $1.38M
|
1.39M
$32.5M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-29.6K- 14.34% |
$1.33M - $1.46M
|
177K
$4.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30.3K- 4.18% |
$1.36M - $1.5M
|
695K
$16.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-30.9K- 88.14% |
$1.38M - $1.53M
|
4.16K
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31.2K- 7.32% |
$1.39M - $1.54M
|
394K
$9.23M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31.3K- 5.76% |
$1.4M - $1.55M
|
512K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.9K- 0.41% |
$1.43M - $1.58M
|
7.84M
$183M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-33.5K- 5.35% |
$1.5M - $1.65M
|
593K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-35K- 7.54% |
$1.57M - $1.73M
|
429K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-36.6K- 7.39% |
$1.64M - $1.81M
|
458K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.4K- 44.18% |
$1.68M - $1.85M
|
47.3K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-38.1K- 45.6% |
$1.71M - $1.88M
|
45.5K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-39.4K- 95.23% |
$1.77M - $1.95M
|
1.98K
$46.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-41K- 24.76% |
$1.84M - $2.03M
|
125K
$2.92M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-42K- 61.82% |
$1.88M - $2.08M
|
26K
$608K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42.3K- 32.29% |
$1.89M - $2.09M
|
88.6K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-44K- 4.09% |
$1.97M - $2.18M
|
1.03M
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-45.7K- 3.17% |
$2.05M - $2.26M
|
1.4M
$32.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50.9K- 9.21% |
$2.28M - $2.51M
|
501K
$11.7M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-55.3K- 23.37% |
$2.48M - $2.73M
|
181K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.3K- 4.31% |
$2.52M - $2.78M
|
1.25M
$29.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-56.8K- 4.85% |
$2.55M - $2.81M
|
1.11M
$26.1M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-57K- 24.34% |
$2.55M - $2.81M
|
177K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60.3K- 3.06% |
$2.7M - $2.98M
|
1.91M
$44.6M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-61.8K- 7.12% |
$2.77M - $3.05M
|
807K
$18.9M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-62.3K- 73.91% |
$2.79M - $3.08M
|
22K
$515K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-62.5K- 3.8% |
$2.8M - $3.09M
|
1.58M
$37M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63K- 44.33% |
$2.82M - $3.11M
|
79.1K
$1.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-63.7K- 57.84% |
$2.85M - $3.15M
|
46.5K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-63.9K- 1.81% |
$2.86M - $3.16M
|
3.47M
$81.3M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-66K- 28.02% |
$2.95M - $3.26M
|
169K
$3.97M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-77.4K- 5.47% |
$3.47M - $3.82M
|
1.34M
$31.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-89.8K- 17.76% |
$4.02M - $4.44M
|
416K
$9.73M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-96.2K- 16.4% |
$4.31M - $4.75M
|
490K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-98.1K- 86.39% |
$4.39M - $4.85M
|
15.4K
$361K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-102K- 43.15% |
$4.57M - $5.05M
|
135K
$3.15M
|