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 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45K+ 17.84% |
$2.01M - $2.22M
|
297K
$6.95M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
44.9K+ 3.83% |
$2.01M - $2.22M
|
1.22M
$28.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44.3KNew |
$1.99M - $2.19M
|
44.3K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
43.8K+ 300.8% |
$1.96M - $2.16M
|
58.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
43.8K+ 212.59% |
$1.96M - $2.16M
|
64.4K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.4KNew |
$1.94M - $2.14M
|
43.4K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
43.3K+ 10.22% |
$1.94M - $2.14M
|
467K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
40.6K+ 184.73% |
$1.82M - $2M
|
62.5K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
40K+ 9.4% |
$1.79M - $1.98M
|
465K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
39.3K+ 5.19% |
$1.76M - $1.94M
|
797K
$18.6M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
39K+ 6.41% |
$1.74M - $1.92M
|
647K
$15.1M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38.9K+ 1967.85% |
$1.74M - $1.92M
|
40.8K
$956K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
38.5K+ 6.33% |
$1.72M - $1.9M
|
647K
$15.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4KNew |
$1.68M - $1.85M
|
37.4K
$876K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
37K+ 2.51% |
$1.66M - $1.83M
|
1.51M
$35.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
37K+ 19.97% |
$1.66M - $1.83M
|
222K
$5.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
36.9KNew |
$1.65M - $1.82M
|
36.9K
$863K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
35.7K+ 4.05% |
$1.6M - $1.76M
|
918K
$21.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
35.3K+ 14.47% |
$1.58M - $1.74M
|
279K
$6.53M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
35.2KNew |
$1.58M - $1.74M
|
35.2K
$824K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.3K+ 1.62% |
$1.54M - $1.69M
|
2.15M
$50.4M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.51M - $1.67M
|
33.7K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33.3K+ 9.27% |
$1.49M - $1.64M
|
392K
$9.17M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
32.7K+ 607.91% |
$1.46M - $1.61M
|
38K
$890K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
30.2K+ 3.51% |
$1.35M - $1.49M
|
889K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.9K+ 29.7% |
$1.34M - $1.48M
|
131K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
29.3K+ 47.46% |
$1.31M - $1.45M
|
91.1K
$2.13M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.3K+ 27.56% |
$1.31M - $1.45M
|
135K
$3.17M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
28.9KNew |
$1.29M - $1.43M
|
28.9K
$676K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27.9KNew |
$1.25M - $1.38M
|
27.9K
$653K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.8K+ 14.05% |
$1.24M - $1.37M
|
225K
$5.28M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
27.8K+ 7.67% |
$1.24M - $1.37M
|
389K
$9.11M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
27.4K+ 180.36% |
$1.23M - $1.35M
|
42.6K
$997K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
25.7K+ 5.34% |
$1.15M - $1.27M
|
508K
$11.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.5K+ 5.33% |
$1.14M - $1.26M
|
504K
$11.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
24.1K+ 1.66% |
$1.08M - $1.19M
|
1.48M
$34.5M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
22.7K+ 4.12% |
$1.02M - $1.12M
|
574K
$13.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
21.5K+ 6.37% |
$961K - $1.06M
|
358K
$8.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.1K+ 3.61% |
$943K - $1.04M
|
604K
$14.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20.7K+ 11.75% |
$925K - $1.02M
|
196K
$4.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
17.9K+ 4.5% |
$801K - $884K
|
415K
$9.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
17.1K+ 4.52% |
$764K - $843K
|
395K
$9.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
16.4K+ 36.84% |
$736K - $812K
|
61K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16.1K+ 4.46% |
$721K - $795K
|
377K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.1KNew |
$720K - $795K
|
16.1K
$376K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
16.1KNew |
$720K - $794K
|
16.1K
$376K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.1KNew |
$678K - $748K
|
15.1K
$354K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.1K+ 6.56% |
$677K - $747K
|
246K
$5.75M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
15KNew |
$671K - $740K
|
15K
$350K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14.3K+ 4.91% |
$640K - $706K
|
305K
$7.15M
|