Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 28, 2023 Q1 2023
Outfitter Financial LLC

BUY
 -
980
+ 3.7%
$43.9K - $48.4K
27.4K $642K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
969
+ 3.13%
$43.4K - $47.9K
32K $748K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
924
+ 9.15%
$41.4K - $45.7K
11K $258K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
904
+ 90400.0%
$40.5K - $44.7K
905 $21.2K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
844
+ 2.01%
$37.8K - $41.7K
42.8K $1M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
824
+ 1.74%
$36.9K - $40.7K
48.3K $1.13M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
808
+ 2.97%
$36.2K - $39.9K
28.1K $657K
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
799
+ 7.27%
$35.8K - $39.5K
11.8K $276K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
774
New
$34.7K - $38.2K
774 $18.1K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
749
+ 29.28%
$33.5K - $37K
3.31K $77.4K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
703
+ 2.83%
$31.5K - $34.7K
25.6K $598K
May 08, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
699
+ 5.4%
$31.3K - $34.5K
13.6K $319K
Jun 13, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
699
+ 5.4%
$31.3K - $34.5K
13.6K $319K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
693
+ 15.94%
$31K - $34.2K
5.04K $118K
Apr 18, 2023 Q1 2023
American Financial Advisors, LLC

BUY
 -
683
+ 5.25%
$30.6K - $33.7K
13.7K $320K
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
656
+ 3.61%
$29.4K - $32.4K
18.9K $441K
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
650
+ 9.76%
$29.1K - $32.1K
7.31K $171K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
631
+ 1.69%
$28.3K - $31.2K
38K $889K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
631
+ 0.62%
$28.3K - $31.2K
102K $2.39M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
630
+ 4.2%
$28.2K - $31.1K
15.6K $366K
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
565
+ 80.95%
$25.3K - $27.9K
1.26K $29.6K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
546
+ 12.52%
$24.4K - $27K
4.91K $115K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
545
+ 1.74%
$24.4K - $26.9K
31.9K $746K
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
544
+ 2.7%
$24.4K - $26.9K
20.7K $484K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
521
+ 6.27%
$23.3K - $25.7K
8.84K $207K
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
521
+ 2.96%
$23.3K - $25.7K
18.1K $424K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
479
+ 0.56%
$21.4K - $23.7K
86.6K $2.03M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
455
+ 0.33%
$20.4K - $22.5K
138K $3.24M
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
444
+ 9.47%
$19.9K - $21.9K
5.13K $120K
May 11, 2023 Q1 2023
Cutler Investment Counsel LLC

BUY
 -
441
+ 2.55%
$19.7K - $21.8K
17.8K $416K
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
439
+ 0.68%
$19.7K - $21.7K
65.1K $1.52M
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
426
+ 3.95%
$19.1K - $21K
11.2K $263K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
411
+ 0.37%
$18.4K - $20.3K
112K $2.61M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
396
+ 1.91%
$17.7K - $19.6K
21.2K $496K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
389
+ 32.69%
$17.4K - $19.2K
1.58K $36.9K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
380
New
$17K - $18.8K
380 $8.89K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
374
New
$16.7K - $18.5K
374 $8.75K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
367
+ 0.72%
$16.4K - $18.1K
51K $1.19M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
363
+ 0.58%
$16.3K - $17.9K
62.8K $1.47M
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
349
+ 24.73%
$15.6K - $17.2K
1.76K $41.2K
May 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
339
+ 9.92%
$15.2K - $16.7K
3.76K $87.9K
May 15, 2023 Q1 2023
ETF Store, Inc.

BUY
 -
330
+ 0.31%
$14.8K - $16.3K
107K $2.51M
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
326
+ 5.24%
$14.6K - $16.1K
6.54K $153K
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
308
+ 0.35%
$13.8K - $15.2K
88K $2.06M
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
299
+ 0.64%
$13.4K - $14.8K
47.2K $1.1M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
298
+ 2.4%
$13.3K - $14.7K
12.7K $298K
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
296
+ 0.38%
$13.3K - $14.6K
77.3K $1.81M
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
294
+ 102.44%
$13.2K - $14.5K
581 $13.6K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
291
+ 3.43%
$13K - $14.4K
8.78K $205K

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