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 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.78K+ 489.32% |
$304K - $335K
|
8.17K
$191K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
6.75K+ 4.83% |
$302K - $333K
|
147K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.56K+ 17.37% |
$294K - $324K
|
44.3K
$1.04M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.46K+ 111.13% |
$289K - $319K
|
12.3K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
6.26K+ 1.65% |
$280K - $309K
|
386K
$9.02M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.24KNew |
$279K - $308K
|
6.24K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6.22KNew |
$278K - $307K
|
6.22K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.16K+ 45.0% |
$276K - $304K
|
19.9K
$465K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.12K+ 32.16% |
$274K - $302K
|
25.1K
$588K
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6.09K+ 3.84% |
$273K - $301K
|
165K
$3.85M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.98K+ 9.1% |
$268K - $295K
|
71.7K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.96K+ 5.26% |
$267K - $295K
|
119K
$2.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.84K+ 10.07% |
$262K - $289K
|
63.9K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
5.75KNew |
$257K - $284K
|
5.75K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.67K+ 4.1% |
$254K - $280K
|
144K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 0.58% |
$254K - $280K
|
981K
$23M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.63K+ 140.36% |
$252K - $278K
|
9.65K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.56K+ 0.75% |
$249K - $275K
|
748K
$17.5M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
5.33KNew |
$239K - $264K
|
5.33K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.23KNew |
$234K - $258K
|
5.23K
$122K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.22K+ 25.38% |
$234K - $258K
|
25.8K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.2KNew |
$233K - $257K
|
5.2K
$122K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5.16KNew |
$231K - $255K
|
5.16K
$121K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.13KNew |
$230K - $253K
|
5.13K
$120K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.06KNew |
$227K - $250K
|
5.06K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.05K+ 24.37% |
$226K - $250K
|
25.8K
$603K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.04K+ 22.53% |
$226K - $249K
|
27.4K
$641K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.98K+ 5.66% |
$223K - $246K
|
92.9K
$2.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.92KNew |
$220K - $243K
|
4.92K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.9K+ 86.32% |
$219K - $242K
|
10.6K
$247K
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.87KNew |
$218K - $240K
|
4.87K
$114K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.82KNew |
$216K - $238K
|
4.82K
$113K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.76KNew |
$213K - $235K
|
4.76K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.7K+ 3.32% |
$210K - $232K
|
146K
$3.42M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.69K+ 9.17% |
$210K - $232K
|
55.8K
$1.31M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.63KNew |
$208K - $229K
|
4.63K
$108K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
4.58KNew |
$205K - $226K
|
4.58K
$107K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
4.55K+ 7.28% |
$204K - $225K
|
67.1K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.47KNew |
$200K - $221K
|
4.47K
$105K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.45K+ 650.58% |
$199K - $220K
|
5.13K
$120K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$197K - $218K
|
4.41K
$103K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.39K+ 3.86% |
$196K - $217K
|
118K
$2.76M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.34KNew |
$194K - $214K
|
4.34K
$102K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.33K+ 5.38% |
$194K - $214K
|
84.8K
$1.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
4.33KNew |
$194K - $214K
|
4.33K
$101K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.3KNew |
$193K - $213K
|
4.3K
$101K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.3KNew |
$192K - $212K
|
4.3K
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
4.29K+ 5.4% |
$192K - $212K
|
83.7K
$1.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.21K+ 4.1% |
$189K - $208K
|
107K
$2.5M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.2KNew |
$188K - $208K
|
4.2K
$98.3K
|