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 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 1.19% |
$638K - $703K
|
1.22M
$28.4M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14KNew |
$628K - $693K
|
14K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.9KNew |
$624K - $689K
|
13.9K
$326K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.9K+ 3.7% |
$622K - $686K
|
390K
$9.12M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 1.69% |
$593K - $655K
|
795K
$18.6M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12.9KNew |
$578K - $637K
|
12.9K
$302K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 51.51% |
$563K - $621K
|
37K
$865K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.5KNew |
$561K - $619K
|
12.5K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 1.2% |
$554K - $611K
|
1.04M
$24.4M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12.2K+ 21.13% |
$544K - $601K
|
69.7K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12KNew |
$539K - $595K
|
12K
$282K
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.7KNew |
$525K - $579K
|
11.7K
$274K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
11.5K+ 6.79% |
$513K - $566K
|
180K
$4.22M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11.2KNew |
$503K - $555K
|
11.2K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11.1K+ 2.31% |
$496K - $547K
|
490K
$11.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11K+ 16.15% |
$493K - $544K
|
79.1K
$1.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.8K+ 219.53% |
$484K - $534K
|
15.7K
$368K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.8K+ 6.82% |
$482K - $532K
|
169K
$3.94M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10.4K+ 2.61% |
$466K - $514K
|
409K
$9.57M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.2K+ 8.36% |
$458K - $506K
|
133K
$3.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
10.2K+ 1.88% |
$455K - $502K
|
550K
$12.9M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2K+ 7.87% |
$455K - $502K
|
139K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9.92K+ 3.25% |
$444K - $490K
|
316K
$7.38M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.27K+ 30.56% |
$415K - $458K
|
39.6K
$926K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.08K+ 1.36% |
$406K - $448K
|
675K
$15.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8.9K+ 11.53% |
$399K - $440K
|
86.1K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.76KNew |
$392K - $433K
|
8.76K
$205K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.53K+ 2.22% |
$382K - $421K
|
392K
$9.17M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
8.49K+ 7.38% |
$380K - $420K
|
124K
$2.89M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.41KNew |
$376K - $415K
|
8.41K
$197K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.39KNew |
$376K - $415K
|
8.39K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.25K+ 2.71% |
$369K - $407K
|
312K
$7.31M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$369K - $407K
|
8.23K
$193K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.06KNew |
$361K - $398K
|
8.06K
$189K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
8K+ 29.67% |
$358K - $395K
|
35K
$818K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
7.93K+ 15.57% |
$355K - $392K
|
58.8K
$1.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.87K+ 0.72% |
$352K - $389K
|
1.1M
$25.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.84K+ 2.11% |
$351K - $387K
|
380K
$8.88M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.74K+ 82.94% |
$347K - $382K
|
17.1K
$399K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$342K - $378K
|
7.64K
$179K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.46K+ 4.83% |
$334K - $369K
|
162K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.45KNew |
$334K - $368K
|
7.45K
$174K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.34K+ 2.92% |
$329K - $363K
|
259K
$6.06M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
7.2K+ 9.92% |
$322K - $356K
|
79.7K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
7.15K+ 13.43% |
$320K - $353K
|
60.4K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
7.09K+ 89.88% |
$317K - $350K
|
15K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
6.97K+ 2.77% |
$312K - $344K
|
258K
$6.04M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.95KNew |
$311K - $343K
|
6.95K
$163K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.81K+ 146.78% |
$305K - $336K
|
11.4K
$268K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.79KNew |
$304K - $335K
|
6.79K
$159K
|