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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-103K- 5.88% |
$4.62M - $5.09M
|
1.65M
$38.6M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-105K- 94.54% |
$4.7M - $5.18M
|
6.06K
$142K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-115K- 88.25% |
$5.13M - $5.66M
|
15.2K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-127K- 98.41% |
$5.68M - $6.27M
|
2.05K
$48K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-128K- 22.49% |
$5.74M - $6.33M
|
442K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-144K- 3.36% |
$6.44M - $7.1M
|
4.14M
$96.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-152K- 20.24% |
$6.79M - $7.5M
|
598K
$14M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-156K- 77.72% |
$6.97M - $7.69M
|
44.6K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-166K- 22.2% |
$7.42M - $8.19M
|
581K
$13.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-167K- 96.55% |
$7.47M - $8.24M
|
5.97K
$140K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-175K- 87.28% |
$7.85M - $8.66M
|
25.6K
$598K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-191K- 35.52% |
$8.55M - $9.43M
|
347K
$8.11M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-198K- 49.07% |
$8.88M - $9.8M
|
206K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-205K- 5.28% |
$9.16M - $10.1M
|
3.67M
$85.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-206K- 45.42% |
$9.23M - $10.2M
|
248K
$5.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-206K- 5.52% |
$9.23M - $10.2M
|
3.53M
$82.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-210K- 6.14% |
$9.41M - $10.4M
|
3.21M
$75.2M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-214K- 28.05% |
$9.57M - $10.6M
|
548K
$12.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-253K- 94.8% |
$11.3M - $12.5M
|
13.9K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-280K- 6.78% |
$12.5M - $13.8M
|
3.84M
$89.9M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-284K- 15.21% |
$12.7M - $14M
|
1.59M
$37.1M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-305K- 99.98% |
$13.7M - $15.1M
|
48
$1.12K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-321K- 26.24% |
$14.4M - $15.8M
|
901K
$21.1M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-349K- 44.3% |
$15.6M - $17.2M
|
439K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-351K- 1.98% |
$15.7M - $17.4M
|
17.3M
$406M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-363K- 2.29% |
$16.2M - $17.9M
|
15.4M
$361M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-370K- 62.76% |
$16.6M - $18.3M
|
219K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-383K- 36.89% |
$17.1M - $18.9M
|
655K
$15.3M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-398K- 50.1% |
$17.8M - $19.7M
|
397K
$9.28M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-422K- 98.52% |
$18.9M - $20.8M
|
6.32K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-448K- 32.01% |
$20M - $22.1M
|
951K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-491K- 20.82% |
$22M - $24.2M
|
1.87M
$43.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-496K- 45.17% |
$22.2M - $24.5M
|
602K
$14.1M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-597K- 17.51% |
$26.7M - $29.5M
|
2.81M
$65.8M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.06M- 1.11% |
$47.5M - $52.4M
|
94.9M
$2.22B
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.19M- 3.9% |
$53.5M - $59M
|
29.4M
$689M
|